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AI Sales Agent for solar companies

From the roof visitto the signedsolar system.

Manage PV enquiries as deals in your sales pipeline. Saley AI creates the right proposals, customers choose their equipment and Saley follows up automatically. Acceptance wins the deal.

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

PV system 12.4 kWp

for the Keller family, Wil SG

Our services

Select optional services here – the price adjusts instantly.

  1. 1

    PV modules 12.4 kWp

    31 modules of 400 W, black

    Price18,400.00 CHFexcl. VAT
  2. 2

    Inverter & installation

    Hybrid inverter, installation, connection, commissioning

    Price9,600.00 CHFexcl. VAT
3Please choose

Battery storage

  1. 4Optional

    Wallbox 11 kW

    Charge with your own solar power

    Price1,850.00 CHFexcl. VAT
  2. 5Optional · monthly

    Monitoring & maintenance

    Yield monitoring and annual inspection

    Price19.00 CHF/ mo.
In the proposal
  • Table
  • Video
  • FAQ
  • Images
  • E-signature
Total · excl. VATCHF 35,900.00+ CHF 19.00 / mo.

Example template · click throughView all templates

The reality

Lots of roofs. Lots of questions. Which deal needs your team?

New PV enquiries come in, the field team checks roofs, project management sorts out components. Customers ask about batteries and wallboxes. Your sales team needs the overview: what is settled, who follows up and which system is close to a yes?

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: PV enquiry, roof photos and visit notes are scattered. The team lacks an overview of the sales case.

Sales with Saley: Every PV enquiry becomes a deal in the sales pipeline. Roof photos, notes and tasks stay with the sales case for your team.

Sales by hand: After the roof visit, your sales team gathers customer data, components and prices for the proposal.

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

Sales by hand: Battery size or wallbox changes. Your team creates yet another version of the proposal.

Sales with Saley: Your customer chooses battery, wallbox and maintenance directly in the interactive proposal. The price adjusts.

Sales by hand: Between roof inspections and consultations, following up is left to individual employees.

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

Sales by hand: The go-ahead for the system arrives by email. In the pipeline, the deal stays open.

Sales with Saley: Your customer accepts the chosen system or signs online. The accepted proposal wins the deal.

Features

Less admin. More time for customers.

  • 01

    Every roof enquiry in view

    From single-family homes to commercial roofs: manage enquiries as deals, assign owners and record the next roof visit as a task.

  • 02

    To the system with Saley AI

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

  • 03

    Customers choose their equipment

    Explain modules and installation with images and video. Customers choose batteries and extra services in the proposal and see the adjusted price.

  • 04

    Everything traceable

    Track opens and comments on the PV 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.

Sonnenwerk Energie AGNo. 2026-041
Proposal · No. 2026-041

PV system 12.4 kWp

for the Keller family, Wil SG

Thank you for having us on site. Here is your system – with and without a battery, so you can compare at your leisure.

0:48Video

Our services

Select optional services here – the price adjusts instantly.

  1. 1
    PV modules 12.4 kWp

    31 modules of 400 W, black

    Price18,400.00 CHFexcl. VAT
  2. 2
    Inverter & installation

    Hybrid inverter, installation, connection, commissioning

    Price9,600.00 CHFexcl. VAT
3Please choose
Battery storage
  1. 4Optional
    Wallbox 11 kW

    Charge with your own solar power

    Price1,850.00 CHFexcl. VAT
  2. 5Optional · monthly
    Monitoring & maintenance

    Yield monitoring and annual inspection

    Price19.00 CHF/ mo.
In the proposal
  • Table
  • Video
  • FAQ
  • Images
  • E-signature
Total · excl. VATCHF 35,900.00+ CHF 19.00 / mo.

  1. Record roof photos, customer wishes and notes with the contact and deal. Assign the technical question to project management and set a due date.

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

  3. Your customer compares battery sizes and adds a wallbox or maintenance in the browser. The interactive proposal shows the price of the chosen equipment.

  4. Define reminders for PV proposals you have sent, including before they expire. Saley sends them automatically. If questions are still open, your team pauses the follow-up.

  5. The customer accepts or signs the PV 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. You set up the battery as a variant or an optional item. The customer chooses and the price adjusts live.

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

  • 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 modules, batteries and accessories.

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.