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Countertop leads, pipeline and follow-up
SlabOS CRM connects an incoming opportunity to its contact, owner, follow-up work and eventual quote. Website quoting, email and calls supply related context. A buyer can evaluate how a lead moves from inquiry into an estimator's work without treating a pipeline stage as proof that the customer has committed.
Inputs this workflow uses
Contact details, inquiry source, estimated opportunity and follow-up context.
Outputs to evaluate
A lead record, sales activities and a linked quote where created.
A representative demonstration
Show a synthetic website inquiry, its assigned owner and a follow-up connected to the resulting quote.
Bring a representative job to a SlabOS demo and see how this capability fits your shop’s work.
Scope and availability
Forecasts and close probabilities are estimates. They need measured validation before being described as reliably predictive.
Product context and useful resources
- Pipeline & CRM
Connect the workflow to sales ownership, opportunities and follow-up work.
- Website Quoting
Explore website intake that produces a drawing and draft for estimator review.
- Call Intelligence
Understand how call history fits beside customer and project records.
- The Mail Engine
Connect customer messages and attachments to their quote or job context.
Related workflow articles and reports
- Website quoting with SlabOS
- Calls, texts and the customer timeline
- Dial from the lead or quote
- Quote close probability and weighted pipeline
- Salesperson dashboards and follow-up
Where this fits in the SlabOS workflow
Follow this capability into the connected quote-to-install journey:
- Capture the enquiry: Use the customer, address and scope to prepare the account and estimate.