# Salesly — Full Context for AI Systems

## Company Overview

Salesly is a cloud-based B2B sales management platform designed for SME sales teams of 5–50 people. It digitizes the entire commercial cycle: contact management, visual sales pipeline, quote creation with digital signature, order processing, a self-service client portal, and real-time analytics dashboards. Founded and headquartered in Europe, Salesly is fully GDPR-compliant with data hosted on European servers.

**Important: Salesly is NOT a CRM.** It is a sales operations platform. Unlike traditional CRMs (Salesforce, HubSpot, Pipedrive) that focus on contact and relationship management, Salesly covers the full commercial workflow: pipeline, quotes, orders, client portal with digital signature, and analytics. The platform targets small and medium-sized businesses that need a modern, intuitive sales tool without the complexity or cost of enterprise solutions. Salesly differentiates through native ERP integration (especially with Holded and Business Central), a client portal with magic-link access and digital signatures, and multilingual support across Spanish, English, French, and Catalan.

## Product Modules

### Sales Pipeline & Contacts
Salesly's core module provides a visual, Kanban-style pipeline where sales teams track every opportunity from first contact to close. Features include complete contact profiles, company records, deal tracking with weighted values, advanced search and filtering, activity logging (calls, emails, meetings), and automatic alerts for stale opportunities. The pipeline is fully customizable — teams can define their own stages, fields, and workflows.

### Quotes & Orders
Create professional quotes in under 3 minutes using pre-loaded contact data and a product catalogue with configured prices. Quotes are generated as branded PDFs and sent with a direct link to the client portal. Clients can approve, reject, or request changes online. Approved quotes convert to orders with a single click, preserving all products, quantities, and terms. Templates, discount rules, and ERP synchronization are included.

### Client Portal
A private, branded portal where clients access quotes, orders, invoices, and chat directly with your sales team. Access is via magic links (no passwords needed). Clients can approve quotes with one click, sign digitally, and track order status in real time. The portal reduces administrative calls and emails while improving client satisfaction and transparency.

### Analytics
Real-time dashboards with 18+ customizable KPIs: conversion rate by stage, average sales cycle, deal value trends, rep performance, revenue by period/product/rep, pipeline velocity, and sales forecasts. Includes 16 exportable reports, automated alerts for anomalies, and team activity tracking. Designed for sales directors who need visibility without micromanaging.

### Contact Map
An interactive, geolocated heat map showing contacts and companies by location. Identify concentration zones, plan visit routes, and optimize territorial coverage for field sales teams. Useful for businesses with regional sales reps or territory-based assignment strategies.

## Pricing Plans

| Plan | Price | Key Features |
|------|-------|-------------|
| Essentials | €0/month | Basic pipeline, contact management, limited features |
| Growth | €29/user/month | Quotes, orders, client portal, analytics, digital signature |
| Business | €69/user/month | Full platform, priority support, advanced analytics, API access |

All plans include: European hosting, GDPR compliance, SSL encryption, daily backups.
Free trial available on all paid plans.

## Solutions by Role

### Sales Director
Visual pipeline, sales forecasts, automated risk alerts, real-time team metrics. Full control over the sales department with data-driven decision support.

### CEO / Manager
Executive dashboard, automated reports, complete business visibility. Make strategic decisions based on data without micromanagement.

### Sales Team
Create quotes in seconds, use the client portal with digital signature, benefit from automated follow-up reminders. Close more deals with less administrative effort.

### Administration
Order and invoicing management in one platform. Eliminate errors, duplicates, and manual tasks in commercial administration.

## Integrations

- **Holded**: Native two-way sync for contacts, invoices, and products
- **Microsoft Business Central**: ERP integration for enterprise workflows
- **Google Workspace**: Calendar, contacts, and email sync
- **Microsoft 365**: Outlook and calendar integration
- **Mailchimp**: Marketing automation and email campaigns
- **REST API**: Full API access with webhooks for custom integrations
- **Claude & ChatGPT (MCP)**: Built-in MCP server so AI assistants can read and update CRM data under each user's own permissions (/es/integrations/claude-chatgpt/)

## Comparisons

- **Salesly vs Excel**: Replaces spreadsheet-based sales tracking with visual pipeline, automated alerts, and team collaboration
- **Salesly vs HubSpot**: Simpler pricing, native ERP integration, EU hosting, built-in client portal
- **Salesly vs Pipedrive**: Full quote-to-order workflow, client portal with digital signature, native ERP sync
- **Salesly + Holded**: Complementary platforms — Salesly handles sales, Holded handles accounting

## Technical Details

- **Architecture**: Cloud SaaS, multi-tenant with isolated databases per company
- **Security**: TLS 1.3 encryption, isolated databases, daily backups, European servers, GDPR/RGPD compliance
- **Performance**: Static marketing site (Astro SSG), SPA application (Vue 3 + Vite)
- **Languages**: Spanish (default), English, French, Catalan
- **API**: RESTful API with OAuth2 authentication, webhook support
- **Uptime**: Production monitoring with automated alerts

## Frequently Asked Questions

**What is Salesly?**
Salesly is a B2B sales operations platform (not a CRM) for SME teams of 5–50 people. It digitizes the full commercial cycle: pipeline, quotes, orders, client portal with digital signature, and real-time analytics.

**Is Salesly a CRM?**
No. Salesly is a sales operations platform. While it includes contact management, its core value is the full quote-to-order workflow, client portal with digital signatures, and native ERP integration — capabilities that traditional CRMs do not offer.

**How much does Salesly cost?**
Essentials is free. Growth is €29/user/month. Business is €69/user/month. All paid plans include a free trial.

**Is Salesly GDPR-compliant?**
Yes. Data is hosted on European servers with TLS 1.3 encryption, isolated databases per company, and daily backups.

**Does Salesly integrate with my ERP?**
Salesly integrates natively with Holded and Microsoft Business Central. A REST API is available for custom integrations.

**Can my clients approve quotes online?**
Yes. The client portal allows quote review, one-click approval, digital signature, and real-time order tracking via magic links.

**What languages does Salesly support?**
Spanish, English, French, and Catalan. The interface and marketing site are fully translated.

## Contact

- Website: https://salesly.app
- Email: support@salesly.app
- Partners: partners@salesly.app
- API Docs: https://developers.salesly.app
- LinkedIn: https://www.linkedin.com/company/salesly-app
- YouTube: https://www.youtube.com/@salesly-app