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Direct mail and email from your customer list
Filter the customer list you already keep in SlabOS, run direct mail from it, and send each filtered lead their own merge-field email from your own inbox. No export, no separate tool.
Read the clip: text and visual description
SlabOS - Customer List to Direct Mail + Email. On-screen text and picture, in order. The video has no voice-over; music and sound effects only.
Export the list to a mail house? And an email tool?
The old way: CSV, then a mail house, plus an email tool.
A short list of customer cards is copied row by row into a CSV spreadsheet.
1,284 accounts.
Already in SlabOS, with address, type and jobs.
A list of account cards, each with an address, a job count and a client type such as Builder, Designer, Residential, Homeowner, Contractor or Commercial.
Filter. Customize View, Filters.
Filter one: Type equals Builder. The count drops to 486.
Filter two: Jobs Count greater than 0. The count drops to 212.
212. Audience. Save as a view.
Six matching Builder accounts remain in the list.
Direct mail. From the same customer list.
The audience cards turn into envelopes, stack up and go out.
Email. Email leads, from your own inbox.
A message card opens with the greeting "Hi {{customer.name}}," and the merge field fills in: "Hi Ridgeway Homes,".
Merge fields fill per lead.
Send 64. 64 filtered leads with an email.
The button is pressed. A progress bar fills as one message per lead goes out.
Each lead gets its own email.
64 sent. Your leads. Your inbox.
No export. No separate tool.
SlabOS. Mail and email from your customer list. slabos.com. Book a demo.
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
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.
Related workflows
Current product capabilities
SlabOS CRM uses quote context on pipeline cards, configurable sales stages and follow-up work. Its public page connects Gmail or Outlook, call history, aging quotes and direct-mail campaigns to the same customer relationships. Read the Pipeline & CRM page →
The website widget uses the SlabOS drawing engine and the shop’s price list on the fabricator’s own website. It produces a draft quote with geometry and customer context; the shop chooses whether to show a price, a range or a review-first experience. Read the Website Quoting page →
Explore the capability in context
Continue into the related public explanations for inputs, outputs and scope.
Connected product pages and tools
- 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.