Questions about Saley?

Saley is an AI-native sales platform for B2B companies. It brings together your sales pipeline, contacts, interactive proposals, follow-up automations, sales AI and reporting in one shared workflow.

Saley is particularly suited to B2B companies with consultative sales and tailored proposals. These include agencies, IT service providers, consultancies and technical service providers, for example. The current focus is on sales teams of around 10 to 50 people.

Saley includes core CRM features such as contacts, deals, sales pipeline, activities, tasks and communication. But it goes further: Saley connects this data directly with proposal creation, follow-up automation and AI support.

Yes. Saley can be used on its own or connected to your existing systems. This lets you sync contacts, products or other relevant data, for example.

Saley AI helps your team create proposals, texts, images and customer communication. The AI works with the context of the customer and the deal, as well as the rules, templates and information your company has set up.

Yes. Saley can create a complete proposal from a template or a sales script. If important information is missing, the AI can ask targeted questions first.

Yes. Follow-up automations can run at set intervals or, for example, before a proposal expires. Salespeople can control automations manually when needed.

Yes. Customers can view proposals directly in the browser, choose options and quantities, and accept the proposal or sign it electronically.

Yes. With Saley Free you can create up to 5 proposals a month – free forever and without a credit card.

Saley AI is the AI Sales Agent within the Saley platform. It supports salespeople with recurring tasks such as creating proposals, writing text, creating images and customer communication.

Saley AI can take into account information from the customer, the deal, your templates, products and stored company knowledge.

Yes. Saley AI can create a complete, tailored proposal from a template or a sales script.

Yes. If key information is missing, Saley can ask targeted questions before creating the proposal.

Yes. Companies can store roles, writing style, rules and relevant knowledge.

Saley can derive suggestions for improvement from existing and sent proposals. Changes to the central company knowledge must be approved by an admin.

Yes. Products can, for example, be synced via bexio, created manually or imported from existing price lists.

An interactive proposal is more than a static document you send off. Customers can view the content online, choose options, change quantities and respond to the proposal directly.

Yes. You can create your own templates and reusable blocks.

Yes. Customers can adjust products, options and quantities within the proposal.

Yes. One-off and recurring costs can be shown separately. A first-year total can also be displayed.

Yes. Proposals can be signed electronically if required.

Yes. You can create a PDF in your own design from the Saley proposal.

Yes. Activities such as opening, time spent, comments, acceptance and other events are logged.

A sales pipeline shows your open sales opportunities and the stage each one has reached in the sales process.

Yes. A contact or company can have several past and current deals.

Yes. Deals can be assigned to an owner. Other people can also follow the deal.

Yes. Tasks with a due date can be created directly on the deal.

Yes. Proposals can be created directly from a deal, and their activities appear in the deal history.

In a weighted pipeline, the deal value is multiplied by its probability of closing. This gives you a more realistic forecast.

Yes. You can define the intervals at which follow-ups are sent.

Yes. Automations can also respond to the validity period of a proposal.

Yes. Salespeople can reset or skip steps, or control the sequence manually.

Yes. Templates can be created for the whole company or for individual team members.

Yes. Depending on your plan, sending can be configured through your own e-mail infrastructure.

Yes. Incoming or forwarded communication can be assigned to the right deal automatically.

A sales script is a structured flow for sales conversations. In Saley, this flow can be presented interactively and linked directly to creating the proposal.

Yes. It can be used as a guided full-screen presentation.

Yes. The information captured during the sales script can be carried straight over into the proposal.

Yes. A sales script can be embedded in your own website as an interactive configurator.

Prospects can automatically be added to Saley as a contact and a deal.

Yes. Saley also works as a standalone sales platform.

Key integrations include bexio and ClickUp. More integrations are being added all the time.

Yes. Contacts and contact persons can be synced between bexio and Saley.

Yes. Products and prices from bexio can be used in Saley.

Accepted proposals can be turned into projects or tasks in ClickUp.

Where requirements call for it, custom integrations can be built as part of an Enterprise solution.

Sales intelligence is the systematic analysis of sales data to identify patterns, priorities and room for improvement in the sales process.

This can include deal activities, proposal data, response times, follow-ups, closes and other sales information.

No. Saley is meant to give salespeople a better basis for decisions and reduce repetitive analysis work.

The Sales Intelligence area is being expanded step by step. Planned features are marked accordingly within Saley.

Yes. With Saley Free you create up to 5 proposals a month – free forever.

No. Saley Free doesn’t require a credit card.

Saley Free suits companies that create up to five proposals a month – free forever. Starter is a simpler entry point into AI-assisted sales. Professional is for teams that want to use Saley extensively in their sales process. For individual requirements, there is Enterprise.

Yes. Token packs come with 20 tokens (CHF 20) or 100 tokens (CHF 100). Purchased tokens never expire, and automatic top-up is available.

Saley Free includes 1 team member, Starter 2 (no additional users; for more you need Professional), Professional 3 (up to 3 more users can be added) and Enterprise 6 (unlimited additional users). Each additional user costs CHF 25 per month and draws AI tokens from the company allowance.

No. Both are coming soon as add-ons: Saley Phone costs CHF 29 per user and month, WhatsApp CHF 39 per company and month, or CHF 59 together as a bundle. Usage beyond that is deducted per minute or message from your token balance.

Yes. Enterprise offers custom integrations, extended support and customer-specific solutions.