INTEGRATIONS

Saley + ClickUp

The sale is won.

Now delivery begins.

Illustration
Saley
  • Concept & design
  • Implementation
  • Go-live
ClickUp

From won proposal to project.

With the ClickUp integration, you can automatically create the right project structure from an accepted Saley proposal.

Tasks, relevant information and files are handed over to ClickUp, and the project team can get started right away.

Website relaunch · Keller Architektur AGIllustration
Proposal acceptedWebsite relaunch · Keller Architektur AG

ClickUpProject · Website relaunch

  • Concept & design
  • Implementation
  • Go-live
  • Proposal.pdf

No system switch. No double entry.

With integrations such as ClickUp, your process can continue straight after acceptance.

So a won deal becomes a new customer project without unnecessary steps in between.

Discover integrations
Saley integrations: bexio and ClickUp, with DataUnio, Abacus, Asana, Dynamics 365, Slack and Infinity to follow

FAQ

Questions about Saley?

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

  • Yes. Saley also works as a standalone sales platform.

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

Your next deal won’t wait.

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

Deal won 🎉You found the hidden deal.