CONTACTS
Your customer is more than an address.
Keep contact persons, deals, proposals and the full sales history in one place.
Companies and people, neatly organised.
Manage companies, private individuals and multiple contact persons per company.
Salutation, contact details, website, tags and other relevant information are available to your whole team in one place.
The entire customer relationship at a glance.
A contact doesn’t end with a deal.
See later on which proposals were created, which sales opportunities were won or lost and which activities have taken place so far.
That way, valuable customer knowledge never gets lost.
CONTACT
Keller Architektur AG
CompanyIllustration- Ms KellerManaging director
- Mr BrunnerProject manager
One contact. Several opportunities.
A customer can have several deals at the same time.
Saley keeps each sales opportunity cleanly separate while still linking them to the same customer history.
Shared customer history
Sync contacts with bexio.
Sync companies and contact persons in both directions between Saley and bexio.
That way you avoid maintaining data twice and work with up-to-date data in both systems.
Discover the bexio integrationSaley
bexio
Keller Architektur AGCompanyKeller Architektur AGCompanyMs KellerContact personMs KellerContact personMr BrunnerContact personMr BrunnerContact person