Drafts your quotes
Reads the request, finds the client, prices it from your rates and writes a quote ready to send.
“Wedding, 120 guests”: full quote in 2 minutes
The CRM where AI does the work.
Turn on an agent in one click. It answers on your channels, fills in your client records, drafts quotes and follow-ups. You approve, it sends.
No credit card needed.
Quote agent2 min ago
Wedding for 120 guests on 6 February, received on WhatsApp. I created the record and drafted the quote. Send it?
Send the quoteEdit
All your channels
- Gmail
- Outlook
- Telegram
- Calls
- Meetings
AI agents, ready in one click
Pick an agent, tell it what matters to you, and it gets to work. Each one knows your clients, your documents and how you sell.
Designs proposals in your brand
Lays out sales proposals with your colours, photos and templates. PDF export, online signature.
“Kitchen renovation offer”: 6-page proposal
Preps your meetings
Before each meeting, it sums up the client's history, open quotes and the right questions to ask.
“Viewing at 2 pm, Mr Martin”: briefing note
Answers product questions
Answers your clients from your catalogues, price lists and FAQ, and nothing else.
“Do you deliver to Lausanne?”: sourced answer
Researches target accounts
Studies a company before the first contact: what it does, likely needs, the right angle.
“Hôtel du Lac, Annecy”: approach note
Tracks your competitors
Follows a named list of competitors and tells you what changes: offers, prices, news.
“3 local caterers”: weekly digest
All your channels in one place
Every message, call and meeting lands on the same client record. The AI answers with the same context, whatever the channel.
Gmail and Outlook connect in one click. Emails are filed on the right record, replies are drafted.
Your WhatsApp Business chats inside the CRM, with drafted replies and request tracking.
Telegram
A bot under your name to talk with clients and get your alerts.
Calls
An AI receptionist picks up, takes the request and creates the callback task. Outbound calls are summarised automatically.
Meetings
Notes, decisions and next steps attached to the client, without typing a word.
Calendar
Slots offered from your availability, appointments confirmed and reminded.
From first message to signature
A real estate example: a lead from a property portal becomes a confirmed viewing. The same flow works for a 120-guest wedding or a bathroom renovation.
The request comes in
Email, WhatsApp, a phone call: the agent reads it and pulls out what matters, even from a rushed message.
Email, property portalreceived 08:47
Hello, I'm interested in your 68 m² two-bedroom flat in Annecy. Could I visit on Saturday, ideally in the morning? Thanks. Julien M.
The record fills itself in
Name, channel, property, next step: all filed without touching the keyboard.
Buyer recordNew
- Contact
- Julien M.
- Channel
- Email (portal)
- Property
- 2-bed 68 m², Annecy centre
- Next
- Offer Saturday morning slots
The reply is ready
Three slots that fit your calendar and a reply already written in your tone.
Viewing proposalready
- Saturday10:00
- Saturday11:30
- Saturday14:00
You approve in one click
A quick look, one click, done. Quotes and proposals are signed online.
Ready to send1 click
Viewing proposal for Julien M., checked by the agent.
Approve and sendEdit
The follow-up goes out on time
No news after the viewing? The agent drafts the follow-up three days later.
Follow-up scheduledD+3
Hello Julien, thanks for visiting on Saturday. Would you like a second viewing, or do you have questions before making an offer? Best regards.
The same flow, for a caterer
A wedding request arrives on WhatsApp. The quote agent pulls out guest count, date and diets, then prices it from your rates.
WhatsAppreceived 19:26
Hi, we're looking for a caterer for our wedding on 6 February: 120 guests, about ten vegetarian. Could you send us a proposal? Léa and Marc
Quoteexample
| Menu, 120 guests | CHF 9,600 |
| Vegetarian option ×10 | included |
| Service and setup | CHF 2,400 |
| Total excl. VAT | CHF 12,000 |
Fully customizable
Sallevo fits your trade, not the other way round. Describe how you work and the AI builds the rest.
Your records, fields and views
Describe your business in one sentence. The AI proposes the objects, fields and views: properties, events, job sites, projects. You review, you apply.
Your rules, run for you
Follow-ups, assignments, reminders, stage changes. Every automation is tested on a real record before it goes live.
Quotes, invoices and proposals in your brand
Your colours, logo and templates. Invoices in CHF and EUR with Swiss QR-bill, e-signature, deposit tracking.
API, MCP and webhooks
Connect Sallevo to your tools: REST and GraphQL APIs, an MCP server for your AI assistants, webhooks, import and export at any time.
Five trades, ready to go
Each trade comes with its own records, vocabulary and tuned agents. You adjust from there.
Real estate agencies
Every portal lead becomes a tracked buyer record.
“2-bed viewing Saturday 10 am”: slots, viewing, follow-up.
Caterers and events
Guests, diets and date pulled from the first message.
“Wedding, 120 guests”: quote, deposit, follow-up.
Trades and renovation
From job request to itemised quote.
“6 m² bathroom”: site visit, itemised quote, deposits.
Consulting and agencies
Proposals, fees and tracking without spreadsheets.
“10-day engagement”: proposal signed online.
Wellness practices
Session requests sorted, reminders sent.
“Duo massage Saturday 2 pm”: confirmation and reminder.AI does the work. You stay in control. Roles per team member, approval before anything reaches a client, a log of every action.
Hosting in France or Switzerland, on request.
Do your clients or your industry require data to stay in the country? We host your workspace in France or Switzerland. Ask when you sign up or later, and we handle the migration.
Hosted in Switzerland
Your data stays on servers in Switzerland. The natural choice for businesses in Geneva, Vaud or Valais.
Hosted in Switzerland
France & Suisse · Natural Earth
Simple pricing, in CHF
Every plan starts with a 14-day free trial of Team. No credit card required.
Solo
For one person running their whole business.
CHF 49/mo
Billed monthly
Start- 1 seat
- 1 mailbox
- 300 AI credits/month
- 1 AI employee
Team
For small teams that share the pipeline and the inbox.
CHF 149/mo
Billed monthly
Start- 5 seats
- 3 mailboxes
- 1500 AI credits/month
- 3 AI employees
Agency
For agencies and caterers running many mandates.
CHF 349/mo
Billed monthly
Start- 15 seats
- 10 mailboxes
- 5000 AI credits/month
- Unlimited AI employees
Custom
Discuss your project A dedicated environment for your organisation
Dedicated hosting, integrations and support: let’s define the scope and quote for your project together.
Two new ways to move forward.
Alongside Sallevo CRM, we are exploring tools for working with your conversations and your spaces. Discover the projects and join their waitlists.
SentinelMeet
Transcription, search and audio review to find the moments that matter. A memory of your meetings, at your own pace.
Join the beta waitlistHabitat
Explore an apartment in 2D and 3D. Adjust rooms, furniture and materials to present your layout ideas.
Join the beta waitlistFrequently asked questions
What is a one-click agent?
An AI assistant already set up for one job: quotes, proposals, meeting prep, competitor watch. You turn it on, give it your priorities, and it starts working with your clients and documents straight away.
Does the AI send messages on its own?
No. Messages, quotes and invoices for your clients are prepared by the AI and go out when you click Send. You can always edit first.
Where is my data stored?
On request, in France or Switzerland. Write to us when you sign up or later and we migrate your workspace. You can export your data at any time.
Do I have to change my current tools?
No. Sallevo plugs into your mailbox, your WhatsApp number, your calendar and your other tools through the API. Your clients don't change a thing.
What happens after the 14-day trial?
Nothing is charged automatically. Pick a plan if Sallevo works for you, or export your data.