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AI Sales Agent for electrical & building services

From heating replacementto the socket:all in one deal.

Manage electrical, heating and plumbing enquiries as deals in your sales pipeline. Saley AI creates the proposal from template and catalogue, customers choose their option, Saley follows up automatically. Acceptance wins the deal.

Start for free
  • 5 proposals a month free
  • No credit card required
Strompunkt Haustechnik AGNo. 2026-041
Proposal · No. 2026-041

Heating replacement with heat pump, single-family home

for the Brunner family, Frauenfeld

Our services

Select optional services here – the price adjusts instantly.

  1. 1

    Air/water heat pump 10 kW

    Outdoor unit, delivery, installation, hydraulic connection, commissioning

    Price26,400.00 CHFexcl. VAT
  2. 2

    Removal of oil heating

    Boiler removal, tank cleaning and disposal

    Price4,300.00 CHFexcl. VAT
  3. 3

    Electrical connection & distribution

    Supply line, fusing, control cable, safety certificate

    Price2,650.00 CHFexcl. VAT
4Please choose

Hot water

  1. 5Optional

    Wallbox 11 kW

    Installation in the garage incl. cable routing

    Price2,100.00 CHFexcl. VAT
  2. 6Optional · monthly

    Heat pump service contract

    Annual maintenance and breakdown service

    Price29.00 CHF/ mo.
In the proposal
  • Cover page
  • Images
  • Table
  • Text + image
  • FAQ
  • E-signature
Total · excl. VATCHF 36,250.00+ CHF 29.00 / mo.

Example template · click throughView all templates

The reality

Many trades. Many variants. Who holds the sales case together?

The enquiry mentions a new heating system; at the site visit, electrical connection, water heater and wallbox are added. Project management clarifies the technology, sales the budget. Your team needs the whole sales case in one place – and a clear next step through to the go-ahead.

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: Electrical, heating and plumbing enquiries land in different inboxes. The team lacks an overview of open sales cases.

Sales with Saley: Every enquiry becomes a contact and a deal in the sales pipeline. Photos of the plant room, notes and tasks stay with the sales case.

Sales by hand: After the site visit, your team gathers appliances, cabling and hours for the proposal by hand.

Sales with Saley: Saley AI uses customer and deal context, asks targeted questions and creates your proposal from a template and matching catalogue products. You decide what is used.

Sales by hand: Heat pump or water heater, wallbox yes or no: every variant triggers a new version of the proposal.

Sales with Saley: Your customer chooses hot water solution, wallbox and service contract directly in the interactive proposal. The price adjusts.

Sales by hand: Between service calls and job sites, following up is left to individual employees.

Sales with Saley: You define follow-ups for your installation proposals. Saley reminds prospects automatically, including shortly before expiry.

Sales by hand: The go-ahead comes by phone. In the pipeline the deal stays open and project management knows nothing about it.

Sales with Saley: Your customer accepts or signs online. The accepted proposal wins the deal and is visible to sales and project management.

Features

Less admin. More time for customers.

  • 01

    Every enquiry on the deal

    From extra sockets to heating replacement: manage enquiries as deals, assign the site visit and record the next step as a task.

  • 02

    To the proposal with Saley AI

    Saley AI takes customer, deal and product catalogue into account, asks follow-up questions and creates your proposal from a trade template. Your team reviews the draft.

  • 03

    Customers choose the option

    Explain appliance and installation with images and a table. Customers choose variants and extra services in the proposal and see the adjusted price.

  • 04

    Follow up until the go-ahead

    Track opens and comments on the proposal. Saley handles defined follow-ups. Online acceptance 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.

Strompunkt Haustechnik AGNo. 2026-041
Proposal · No. 2026-041

Heating replacement with heat pump, single-family home

for the Brunner family, Frauenfeld

Thank you for the appointment in the boiler room. Here is your proposal for replacing the oil heating – choose the hot water solution and the extras you would like.

0:48Personal welcome

Our services

Select optional services here – the price adjusts instantly.

  1. 1
    Air/water heat pump 10 kW

    Outdoor unit, delivery, installation, hydraulic connection, commissioning

    Price26,400.00 CHFexcl. VAT
  2. 2
    Removal of oil heating

    Boiler removal, tank cleaning and disposal

    Price4,300.00 CHFexcl. VAT
  3. 3
    Electrical connection & distribution

    Supply line, fusing, control cable, safety certificate

    Price2,650.00 CHFexcl. VAT
4Please choose
Hot water
  1. 5Optional
    Wallbox 11 kW

    Installation in the garage incl. cable routing

    Price2,100.00 CHFexcl. VAT
  2. 6Optional · monthly
    Heat pump service contract

    Annual maintenance and breakdown service

    Price29.00 CHF/ mo.
In the proposal
  • Cover page
  • Images
  • Table
  • Text + image
  • FAQ
  • E-signature
Total · excl. VATCHF 36,250.00+ CHF 29.00 / mo.

  1. Record the enquiry as a contact and deal. Keep photos of the boiler room and distribution, assign the technical assessment to project management and set a due date.

  2. Saley AI uses the deal context, fills gaps with follow-up questions and suggests appliances and services from your catalogue. Your template becomes the proposal your team reviews.

  3. Your customer compares an electric water heater and a heat pump water heater and adds a wallbox or service contract in the browser. The interactive proposal shows the price of the selection.

  4. Define reminders for open installation proposals, including before the validity expires. Saley sends them automatically. If your team is still waiting for details, it pauses the follow-up.

  5. The customer accepts or signs the proposal online. Acceptance appears in the activity history and wins the deal in your sales pipeline.

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. Your team combines appliance, removal and electrical connection in one proposal. You set up a wallbox or service contract as options; the customer chooses and sees the total.

  • Saley AI uses your notes in the deal, the customer context and a template to create a tailored proposal. It asks targeted questions and suggests suitable appliances and services from the catalogue. Your team decides which content is used.

  • As a separate item with an hourly rate and estimated hours, clearly labelled as time and materials. The customer sees what is fixed and what is billed by effort.

  • Yes, contacts and contact persons are synchronised between bexio and Saley in both directions. Your team uses products and prices from bexio in Saley for proposals covering appliances, materials and installation.

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.