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AI Sales Agent for sales teams in the trades

Less office.More time forthe job site.

Bring enquiries, proposals and next steps into one sales workflow. Saley AI creates the proposal with the context of the sales case. Your customer chooses materials and extra work, Saley follows up automatically. Acceptance wins the deal.

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

Painting work, 3.5-room flat

for Sandra Koch, Herisau

Our services

Select optional services here – the price adjusts instantly.

  1. 1

    Paint walls & ceilings

    145 m², 2 coats, colour of your choice

    Price3,950.00 CHFexcl. VAT
  2. 2

    Preparation

    Covering, filling cracks, priming, cleaning

    Price890.00 CHFexcl. VAT
3Please choose

Paint quality

  1. 4Optional

    Lacquer doors & frames

    6 doors, both sides, satin white

    Price1,320.00 CHFexcl. VAT
  2. 5Optional

    Balcony ceiling & railing

    Clean, prime, 2 coats

    Price640.00 CHFexcl. VAT
In the proposal
  • Cover page
  • Images
  • Table
  • Text + image
  • Schedule
  • E-signature
Total · excl. VATCHF 5,220.00

Example template · click throughView all templates

The reality

Site visit done. Questions open. Who follows up?

Measurements sit with project management, material wishes in an email and the call-back with sales. Your team needs the whole sales case in view. Saley connects the enquiry with the deal, the right proposal and the next follow-up.

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: New enquiries sit in individual inboxes. The team lacks an overview of open sales cases.

Sales with Saley: The enquiry becomes contacts and a deal in the sales pipeline. Your team assigns photos, tasks and owners.

Sales by hand: Measurements, substrate and material wishes are gathered again for the proposal. Missing details come to light late.

Sales with Saley: Saley AI uses deal context, trade template and catalogue products, asks targeted questions and creates the proposal. You decide what is used.

Sales by hand: Mineral paint or emulsion, paint the doors too or not: every choice triggers a new round of proposals.

Sales with Saley: In the interactive proposal, your customer chooses paint quality and extra work. The price adjusts to the selection.

Sales by hand: Between the job site and customer appointments, follow-ups slip. Nobody knows who is taking care of it.

Sales with Saley: You set up follow-ups once. Saley reminds prospects automatically, including before the proposal expires. Your team can step in at any time.

Sales by hand: The go-ahead is in, but the sales case stays open. Sales and project management work from different information.

Sales with Saley: Your customer accepts or signs online. The accepted proposal wins the deal and makes the close visible to the team.

Features

Less admin. More time for customers.

  • 01

    Every site visit on the deal

    Keep enquiries, site photos and notes on the right deal. In the sales pipeline your team sees who takes the next step.

  • 02

    From measuring up to proposal

    Saley AI uses your details on the property, products and prices and the right template. It asks follow-up questions and creates a tailored proposal for you to review.

  • 03

    Clarify materials together

    Painting doors, extra sockets or a rain shower: your customer chooses services and variants in the proposal. The total adjusts immediately.

  • 04

    Follow up until the go-ahead

    Saley reminds customers automatically about the open proposal. Your team controls the follow-ups; the customer accepts online and that 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.

Farbwerk Malerei GmbHNo. 2026-041
Proposal · No. 2026-041

Painting work, 3.5-room flat

for Sandra Koch, Herisau

Thank you for the site visit this morning. Here is your proposal – choose the paint quality and, if you like, include the doors as well.

0:48Personal welcome

Our services

Select optional services here – the price adjusts instantly.

  1. 1
    Paint walls & ceilings

    145 m², 2 coats, colour of your choice

    Price3,950.00 CHFexcl. VAT
  2. 2
    Preparation

    Covering, filling cracks, priming, cleaning

    Price890.00 CHFexcl. VAT
3Please choose
Paint quality
  1. 4Optional
    Lacquer doors & frames

    6 doors, both sides, satin white

    Price1,320.00 CHFexcl. VAT
  2. 5Optional
    Balcony ceiling & railing

    Clean, prime, 2 coats

    Price640.00 CHFexcl. VAT
In the proposal
  • Cover page
  • Images
  • Table
  • Text + image
  • Schedule
  • E-signature
Total · excl. VATCHF 5,220.00

  1. Record the enquiry as a contact and deal. Assign the floor plan, photos from the site visit and the task of clarifying materials to the responsible person.

  2. Give Saley AI the room list and details on the substrate. With deal context, painting template and matching catalogue products, it creates the proposal after targeted questions. You choose what to use.

  3. Your customer compares emulsion and mineral paint in the interactive proposal and adds doors or radiators. The total follows the selection.

  4. Define a personal reminder for open painting proposals. Saley sends the follow-up at the set time; after a customer conversation your team can pause it.

  5. The customer signs the proposal online. With acceptance the deal is won, and sales and project management see the close in the activity history.

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?

  • Saley AI creates a tailored proposal from your details on the sales case and a suitable template. It takes products and prices into account and asks targeted questions. You review the draft and decide which content your team uses.

  • Yes, your team can use products and prices from bexio in Saley. Contacts and contact persons are synchronised in both directions.

  • 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, you can tailor templates and the sales workflow to electrical work. Your team manages enquiries as deals, offers extra sockets as a choice, for example, and defines automatic follow-ups. When the customer accepts the proposal, the deal is won.

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.