Direct mail from the shop’s customer workflow

Connect campaign planning to the customer list already in SlabOS.

SlabOS’s CRM page includes direct mail campaigns from the existing customer list. That places physical outreach alongside lead management and follow-up rather than treating it as an unrelated spreadsheet exercise. A campaign needs a defined audience, an approved message and a way to associate responses with subsequent work.

The public description establishes the feature’s place in the sales workflow, but it is not yet a detailed mailing-operations manual. The useful next documentation is the exact path from selected recipients to reviewed artwork, fulfillment status and response attribution. Those steps should make address handling and delivery costs clear before a shop commits a campaign.

Inputs, outputs and an example to evaluate

Inputs: Contact details, inquiry source, estimated opportunity and follow-up context.

Outputs: A lead record, sales activities and a linked quote where created.

Show a synthetic website inquiry, its assigned owner and a follow-up connected to the resulting quote.

Scope to understand

This article does not establish a delivery SLA, postage inclusion or campaign ROI. Those details need the current service terms and an observed fulfillment example.

Public capability guides and product sources

• SlabOS crm
• SlabOS win work
• Countertop leads, pipeline and follow-up

Published by SlabOS. Documentation review: September 15, 2026. Basis: Public feature description; fulfillment walkthrough still needed. This article is a workflow explanation, not a newly performed product test.

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