Your Quotes Keep Working. Even When You Can't.
Haven Sales follows up on every quote, automatically — so no interested lead goes cold just because you were too busy to chase it.
Send a branded quote in seconds. A structured follow-up sequence starts the moment it's delivered. When a customer accepts, the appointment books itself. No chasing. No copy-pasting. No cold leads from lack of follow-up.
No spam. We'll only reach out when it's ready.
The Revenue Living in Your Sent Quotes
Most of it never converts — not because the customer lost interest, but because you got busy and the follow-up never happened.
of quotes never get a single follow-up
Nearly half of all estimates are sent and then abandoned. Not because you don't care — because you're on the job.
of bookings come from the 4th or 5th touch
The jobs you think you've lost are still winnable — they just need one more message at the right time.
more estimates converted with structured follow-up
Structured sequences — not manual chasing — moved one HVAC and plumbing operation to 20% better conversion over 90 days. Same lead volume. Better follow-through.
The quotes are already sent. Haven Sales turns them into booked jobs.
Every Quote Has More Life in It Than One Send.
You send the quote. You mean to follow up. But then a job runs long, the phone rings, a supplier calls — and that estimate sits in a sent folder, growing colder by the hour. This isn't a discipline problem. It's a capacity problem. Your team is doing real work, and manual follow-up is the first thing that slips. The research is clear: 80% of sales require five or more touches, but most service businesses send one — maybe two — before moving on. The customers who needed a nudge at Day 7 never got it. The jobs were still there. The follow-up wasn't.
Nearly half of all quotes receive zero follow-up after they're sent
Most contractors stop after 1–2 touches — the optimal sequence is 5 over 21 days
Only 1 in 10 small businesses has a consistent follow-up process in place
The 4th and 5th follow-up touches account for 35% of eventual bookings
Owners spend 5–8 hours per week on manual follow-up — time better spent on the job
Leads that go cold aren't always lost — sometimes they just need a nudge
Haven Sales is the follow-up that happens while you're already working.
Quote to Booked. Without the Back-and-Forth.
A structured flow that runs automatically from the moment a quote goes out.
Quote Built
Pull services from your catalog. Haven Sales generates a clean, branded quote and sends it by SMS link or email — ready in under a minute.
Quote Delivered
The customer gets a simple, mobile-friendly quote with a one-tap acceptance button. No portal login, no friction.
Sequence Starts
The moment the quote is sent, a follow-up sequence begins. Day 1, Day 3, Day 7, Day 14 — timed SMS and email nudges with a one-tap "book now" link. It runs automatically and stops the moment they accept.
Quote Accepted
The customer taps to accept. The job is confirmed. Haven Sales hands it off to Haven Calendar — the appointment is created automatically, no manual entry required.
Appointment Booked
The customer gets a confirmation. You see it in Haven Desk. The sequence closes out. Nothing falls through the cracks.
If a quote is declined, the sequence stops and you can optionally log a loss reason — so you learn what's not converting over time. If a customer has a question or wants to discuss the quote, they can request a callback — Haven Sales flags it in Haven Desk so your team knows to reach out.
Pre-Built for Your Type of Business. Not a Blank Canvas.
Most automation tools give you a builder and wish you luck. Haven Sales ships with ready-to-use follow-up sequences written for service businesses — so you turn it on, pick your type, and it works.
Veterinary Clinics
Day 1: 'Hi [name] — just following up on the estimate for [pet name]. Happy to answer any questions before you decide.' Day 3: 'Still thinking it over? We'd love to help — tap here to book when you're ready.' Day 7: Re-engagement offer with booking link.
Insurance Brokers
Day 1: 'Hi [name] — your quote is ready. Here's a summary of what's included and what you'd pay monthly. Happy to answer any questions.' Day 3: 'Still comparing options? I'd love to walk you through this — tap here to schedule a quick call.' Day 7: Final follow-up with a soft urgency note before the quote expires.
Auto Repair Shops
Day 1: 'Your estimate is ready — here's a quick summary of what we found and what it covers.' Day 3: Parts availability note with urgency flag if applicable. Day 7: Final follow-up before estimate expires.
Property Management
Day 1: 'Hi [name] — thanks for your interest in [property]. Here's a summary of the unit, monthly rate, and what's included.' Day 3: 'Still considering it? Units at this price point move quickly — tap here to schedule a showing or ask a question.' Day 7: Final follow-up before the listing is opened back up.
Home Services
Day 1: 'Thanks for the chance to quote this — here's a summary of what's included.' Day 3: Check-in with booking link and availability window. Day 7: 'We'd love to get this scheduled before the season fills up.'
Real Estate Agents
Day 1: 'Hi [name] — following up on the proposal we discussed. Here's a summary of what's included and next steps.' Day 3: 'Still thinking it over? Happy to answer any questions or adjust the approach — tap here to connect.' Day 7: Final follow-up with a soft nudge and easy link to book a call.
All templates are editable — adjust timing, copy, and channel preferences to fit how your business works. No automation builder required.
For the Leads You'd Written Off
Haven Sales runs a separate re-engagement campaign for leads that have gone cold — 30 or more days without a response. A different tone. A different message. A fresh ask. Because the need that drove that inquiry is often still there. It just needs one more nudge to turn back into a booked job.
Re-engagement campaigns — included in Haven SalesSee Every Quote. Know Exactly Where It Stands.
Every active quote shows a live status — Sent, Viewed, Followed Up, Accepted, or Lost. You can even see how many times a quote has been viewed — because a customer who's opened it three times is very different from one who never looked. No spreadsheet required.
Quote pipeline view — surfaced in Haven DeskDeeper sequence analytics — which touchpoints convert, where leads drop off — coming in a future update as Haven Sales matures.
You're not buying a tool.
You're buying back the revenue that was already yours.
More quotes that actually convert to booked jobs
Fewer leads lost to slow or missing follow-up
Less time spent manually chasing estimates
Re-engaged customers who had gone cold
Consistent follow-up even on your busiest days
Accepted quotes that book themselves into Haven Calendar
A clear view of every quote and where it stands
Pre-built sequences that work from day one
Follow-up that runs while you're on the job
One less revenue leak to manage every week
One platform. One bill. One less thing to manage.
Pricing
One Stack. Three Plans. Zero Surprises.
Choose the plan that fits your business. Every plan includes a free first month.
Core
Everything your business needs to get your front desk running smoothly and never miss a call.
Pro
Grow smarter with AI-powered voice, competitor tracking, and lead automation.
Command
Our most powerful plan. Built for operators who want every advantage.
- Everything in Pro
- Haven Competitor
- Haven Strategy
- Haven Vendor
- Haven Marketing
Every plan includes a free first month. Cancel anytime.
Haven Sales — Coming Soon
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No spam. We'll only reach out when it's ready.