Case study · Haven Lifestyles · 2026

Reps stopped juggling four tools and started closing the issue.

SlateFlow puts a rep's whole magazine issue on one screen: every advertiser, every message, and the next move already drafted. Deals stop slipping between Gmail, Salesforce and the phone.

↗Stage turnaround 6 days → 1.5 days
slateflow.havenlifestyles.com
SlateFlow: every deal on one screen
Salesforce→Gmail + SMS + calls→One screen per rep→Next move drafted→Rep approves
Before

Working an issue meant four tabs per deal: Salesforce for the stage, Gmail for the thread, the texting app, the dialer. Reps lost hours finding context and lost deals when a reply sat unread in the wrong place.

After

Everything about a deal is in one place, ranked by what needs attention today, with the next message already written. A rep's day goes from hunting for context to approving decisions.

01

Start the day knowing where to spend it

Which deals are waiting on the client, which are waiting on us, and which are about to miss print. All of it on one screen, ranked by urgency. The rep decides what to do, not where to look.

Start the day knowing where to spend it
02

Pick up any deal cold

Every email, text and call with that advertiser, in one thread, whatever mailbox or number it came through. No digging through inboxes, no asking a colleague what happened last week.

Pick up any deal cold
03

The next move is already written

For every open deal, the AI drafts the next email or text, or says wait and until when. The rep reads it, edits if needed, and approves. Follow-ups never go stale, and nothing goes out without a person behind it.

The next move is already written
04

A text reply counts as much as an email

Clients answer by text as often as by email. Those replies land in the same thread and get the same follow-up, so a deal never dies because the answer came by SMS.

A text reply counts as much as an email

Results

Stage turnaround on a deal
6 days → 1.5 days
Deals a rep works per day
+40%
Time to find context on a deal
20 min → under 1
Follow-ups sent on time
62% → 95%
Client replies waiting over 24h
−80%
New rep productive on an issue
2 days → same day

“Reps spend the day deciding, not searching. The AI writes; the rep decides.”

Stack

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