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AI Sales Agent for architecture & planning

From the enquiryto the nextplanning mandate.

Take your team from the building enquiry to the planning mandate. Saley AI creates a tailored proposal with the context of the project. The client chooses services, Saley follows up automatically. Once they accept, the deal is won.

Start for free
  • 5 proposals a month free
  • No credit card required
Raumwerk Architekten GmbHNo. 2026-041
Proposal · No. 2026-041

Conversion & extension of a single-family home – planning services

for the Bischof family, Jona

Our services

Select optional services here – the price adjusts instantly.

  1. 1

    Preliminary design & feasibility

    Analysis, variants, cost estimate

    Price6,500.00 CHFexcl. VAT
  2. 2

    Construction project & planning application

    Plans 1:100, building application, estimate

    Price12,800.00 CHFexcl. VAT
3Please choose

Energy concept

  1. 4Optional

    Tendering & contract award

    Bills of quantities, bid comparison, award recommendations

    Price7,400.00 CHFexcl. VAT
  2. 5Optional

    Site management & cost control

    Schedule, on-site management, inspections, final account

    Price18,900.00 CHFexcl. VAT
  3. 6Optional

    3D visualisation

    2 exterior and 2 interior views

    Price1,800.00 CHFexcl. VAT
In the proposal
  • Cover page
  • Images
  • Table
  • Text + image
  • FAQ
  • E-signature
Total · excl. VATCHF 20,500.00

Example template · click throughView all templates

The reality

The building enquiry is in. Who clarifies the scope, who follows up?

Management discusses the mandate, project management clarifies planning phases and variants. Questions arrive by email, sketches sit in folders. Your team needs the overview: what is missing for the proposal, who is responsible and when is the follow-up?

Before / after

From enquiry to won deal.

Sales by handProposal_v3_final.pdf · 2.4 MB · Attachment Who follows up? Nobody has the overview.
Sales with Saley Live Opened · 2× · 6 min.

Sales by hand: Building enquiries sit in individual inboxes. The team is unsure who is pursuing the potential planning mandate.

Sales with Saley: Every building enquiry becomes a deal in your sales pipeline. Owners, plans and next tasks stay with the project.

Sales by hand: For every planning proposal, your team gathers meeting notes, service descriptions and fees.

Sales with Saley: Saley AI uses deal context, service catalogue and template, asks targeted questions and creates the planning proposal. You decide what is used.

Sales by hand: Site management, visualisation or energy concept: every new choice leads to another version of the proposal.

Sales with Saley: The client chooses site management, visualisation and energy concept in the interactive proposal. The fee adjusts to the selection.

Sales by hand: While the team works on ongoing building projects, the next planning proposal waits for a follow-up.

Sales with Saley: You define follow-ups for open planning proposals. Saley reminds the client automatically, including before the validity expires.

Sales by hand: The client’s go-ahead comes in, but for project management the mandate status stays open.

Sales with Saley: The client accepts or signs online. The accepted planning proposal wins the deal.

Features

Less admin. More time for customers.

  • 01

    Manage building enquiries as a team

    Sort building projects in your sales pipeline. Assign owners and keep questions, plans and tasks with each deal.

  • 02

    Planning proposals with Saley AI

    Saley AI takes project, services and fees into account, asks follow-up questions and creates the proposal from your template. Your team reviews the content.

  • 03

    Clarify the planning scope together

    Show the design and planning phases in the proposal. The client adds site management and visualisation directly and sees the adjusted fee.

  • 04

    Follow up and win mandates

    Saley reminds clients automatically about open planning proposals. The client accepts or signs online. With acceptance, your team wins the deal.

From your day-to-day

How you sell with Saley.

Enquiry, deal, proposal, follow-up, close: this is how a sales case in your industry runs with Saley. You can try the example proposal yourself.

Raumwerk Architekten GmbHNo. 2026-041
Proposal · No. 2026-041

Conversion & extension of a single-family home – planning services

for the Bischof family, Jona

Thank you for your trust and the inspiring conversation on site. Here are our planning services by phase – with the options we discussed.

0:48Personal welcome

Our services

Select optional services here – the price adjusts instantly.

  1. 1
    Preliminary design & feasibility

    Analysis, variants, cost estimate

    Price6,500.00 CHFexcl. VAT
  2. 2
    Construction project & planning application

    Plans 1:100, building application, estimate

    Price12,800.00 CHFexcl. VAT
3Please choose
Energy concept
  1. 4Optional
    Tendering & contract award

    Bills of quantities, bid comparison, award recommendations

    Price7,400.00 CHFexcl. VAT
  2. 5Optional
    Site management & cost control

    Schedule, on-site management, inspections, final account

    Price18,900.00 CHFexcl. VAT
  3. 6Optional
    3D visualisation

    2 exterior and 2 interior views

    Price1,800.00 CHFexcl. VAT
In the proposal
  • Cover page
  • Images
  • Table
  • Text + image
  • FAQ
  • E-signature
Total · excl. VATCHF 20,500.00

  1. Record the planned renovation as a deal. Project management finds meeting notes and existing plans on the sales case and sets the next task with a due date.

  2. Saley AI uses the brief, your service catalogue and the renovation template. It asks about open points and creates the tailored proposal with the right planning phases. You review and adopt it.

  3. Offer site management and visualisation as options. The client adds the desired services in the browser. The total follows the selection.

  4. Decide when Saley reminds the client of the open proposal. If a design meeting is still coming up, your team pauses the follow-up and handles the next contact itself.

  5. The client accepts the chosen planning services online or signs electronically. The accepted proposal wins the deal. Your team sees the acceptance in the activity history.

Testimonials

Built for teams that want to sell.

  • “Our proposals finally look modern.”

    Benjamin BechertEntrepreneur

  • “I can see exactly when and for how long a customer opens my proposal.”

    Martina SchmidOwner, cleaning company

  • “Customers understand our services better.”

    Claudia HuberMarketing Manager

PRICING

Sell more. Less admin.

Choose the plan that fits your sales process. Start for free – 5 proposals a month free. No credit card required.

  • Saley Free

    CHF0/ month

    Free forever No credit card needed

    Incl. 1 team member

    For companies that create up to five proposals a month.

    • Automatic start with Saley Free after sign-up
    • 10 Saley AI tokens per month, all AI tools included
    • Proposals from deal info, new texts, sections and images
    • Deal file, email drafts and transcripts from voice notes
    Start for free

  • Starter

    CHF99/ month

    Incl. 2 team members

    For companies that want to digitalise their sales and automate their first processes with AI.

    • Unlimited proposals
    • 1 CRM integration
    • Email follow-ups
    • Basic AI credits
    Choose Starter

  • Professional

    Popular

    CHF299/ month

    Incl. 3 team members

    For sales teams that want to automate their sales process comprehensively and use Saley as their central sales platform.

    • All Starter features
    • All available standard integrations
    • Omnichannel follow-up
    • More AI credits
    • Up to 3 more users can be added
    Choose Professional

  • Enterprise

    On request

    Incl. 6 team members

    For companies with individual requirements, more complex processes or their own system landscape.

    • All Professional features
    • Custom integrations
    • Dedicated support
    • Custom AI and usage quotas
    • Unlimited additional users
    Book an Enterprise demo

5 proposals a month free · No credit card required

Prices excl. VAT

Pricing

FAQ

Questions about Saley?

  • Yes, you show each planning phase with a service description and fee as a separate item. The client chooses optional services such as tendering or site management directly in the proposal. The total adjusts.

  • Saley AI creates the planning proposal from your template and the context on client, deal, services and fees. Where points are open, it asks targeted questions. Your team decides which content it uses.

  • You can describe time-based services as a separate item with an hourly rate and an estimated range. Label them clearly so the client can tell flat-rate services and time spent apart.

  • Yes, several stakeholders can open the planning proposal in the browser. In the activity history, your team sees when the proposal was opened and how long it was viewed.

More industries

Also for these industries.

Your next deal won’t wait.

Bring pipeline, proposals, follow-ups and AI together in one shared sales process.

Start for free Book a demo
  • 5 proposals a month free
  • No credit card required
Deal won 🎉You found the hidden deal.