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AI Sales Agent for IT, web & software

Clarify IT projects.Sell as a team.Close deals.

From the first brief to the service contract: Saley connects the sales workflow of your IT sales team. You keep projects in view in the sales pipeline, create the right proposals with Saley AI and follow up automatically.

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

Microsoft 365 migration & IT support

for Möbel Zehnder AG, Winterthur

Our services

Select optional services here – the price adjusts instantly.

  1. 1

    Microsoft 365 migration

    25 workstations, mail, data, Teams, 2-hour training

    Price7,800.00 CHFexcl. VAT
  2. 2

    Firewall & network

    Firewall, switch, Wi-Fi, configuration and documentation

    Price4,200.00 CHFexcl. VAT
3Please choose

Support contract (per month)

  1. 4Optional

    Security awareness training

    2 hours for all employees, phishing simulation

    Price650.00 CHFexcl. VAT
  2. 5Optional · monthly

    Cloud backup 2 TB

    Daily backup, 90-day retention, restore test

    Price89.00 CHF/ mo.
In the proposal
  • Cover page
  • Table
  • Text + image
  • FAQ
  • Schedule
  • E-signature
Total · excl. VATCHF 12,490.00+ CHF 89.00 / mo.

Example template · click throughView all templates

The reality

The brief is with sales. The question is with the tech team. And the deal?

A migration enquiry turns into a project discussion. Then come questions about workstations, licences and service hours. Saley keeps emails, tasks and files together on the deal. Sales and project management see the status and the 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: The migration brief sits in the inbox, technical notes are with the project manager – sales lacks a shared status.

Sales with Saley: The IT enquiry becomes a contact and a deal. In the sales pipeline you assign owners, technical questions and tasks.

Sales by hand: For every IT project, your team pulls together services, product prices and suitable text blocks again.

Sales with Saley: Saley AI uses customer and deal context, asks for missing details and creates your IT proposal from a template and matching catalogue products. You review and decide.

Sales by hand: Basic or Business SLA, backup and training: every new choice triggers another version of the proposal.

Sales with Saley: Your customer chooses SLA, backup and training in the interactive proposal. The price adjusts; project costs and ongoing costs stay separate.

Sales by hand: The service contract is waiting for a reply, but between support and project work the follow-up slips.

Sales with Saley: You define follow-ups for project and service contract. Saley reminds automatically, including before the proposal expires; your team can pause or take over manually.

Sales by hand: The customer says yes, but the deal still says open – sales and project management work from different versions.

Sales with Saley: The customer accepts or signs online. The accepted IT proposal wins the deal; with ClickUp, projects and tasks are created from it automatically.

Features

Less admin. More time for customers.

  • 01

    Manage IT deals as a team

    Migration, website or software project: every enquiry gets a deal with owners, files and due tasks.

  • 02

    Make concrete offers with Saley AI

    Saley AI combines brief, products and prices with your project template, asks follow-up questions and creates the tailored proposal. Your team decides what stays.

  • 03

    Let customers choose the service scope

    Show the migration process and architecture. Your customer chooses support level, backup and training directly in the proposal and sees the adjusted price.

  • 04

    Stay on it until the IT go-ahead

    Automatic follow-ups keep the IT project on the agenda. Your customer accepts online or signs – the accepted proposal 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.

Bitwerk Informatik GmbHNo. 2026-041
Proposal · No. 2026-041

Microsoft 365 migration & IT support

for Möbel Zehnder AG, Winterthur

Thank you very much for the insight into your IT. Here is our proposal for the migration and ongoing support – choose the support level that suits your business.

0:48Personal welcome

Our services

Select optional services here – the price adjusts instantly.

  1. 1
    Microsoft 365 migration

    25 workstations, mail, data, Teams, 2-hour training

    Price7,800.00 CHFexcl. VAT
  2. 2
    Firewall & network

    Firewall, switch, Wi-Fi, configuration and documentation

    Price4,200.00 CHFexcl. VAT
3Please choose
Support contract (per month)
  1. 4Optional
    Security awareness training

    2 hours for all employees, phishing simulation

    Price650.00 CHFexcl. VAT
  2. 5Optional · monthly
    Cloud backup 2 TB

    Daily backup, 90-day retention, restore test

    Price89.00 CHF/ mo.
In the proposal
  • Cover page
  • Table
  • Text + image
  • FAQ
  • Schedule
  • E-signature
Total · excl. VATCHF 12,490.00+ CHF 89.00 / mo.

  1. Record the enquiry in the sales pipeline, assign the technical assessment and keep notes on workstations and systems with the sales case.

  2. Saley AI uses your meeting notes and project template, asks for missing details and suggests catalogue products for licences and backup. You review the complete proposal.

  3. In the interactive proposal, service hours and response times sit side by side. Your customer chooses the SLA and adds training or monitoring; the price adjusts.

  4. Define a follow-up email for the pending decision. Saley reminds at the set time; if a technical discussion is under way, you pause the sequence.

  5. Your customer accepts the IT proposal in the browser or signs electronically. Acceptance sets the deal to won, so sales and project management see the close.

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 customer sees one-off project costs and ongoing fees separately. You enter migration and hardware as one-off items, and licences, backup and support as ongoing services.

  • As a separate item with an hourly rate and quota, clearly labelled. Or as a monthly quota if it belongs to support.

  • Saley AI creates a tailored IT proposal using your customer and deal context, a template and matching catalogue products. It clarifies missing details with targeted questions. Your team checks scope and copy and decides what is used.

  • Contacts and contact persons are synchronised between bexio and Saley in both directions. You can use products and prices from bexio in Saley for your IT proposals.

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.