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SlovenščinaCRM for Credit Brokers, Telemarketing and Cold CallingYour Sales. Clearly Organised.
Sales Engine unites contacts, Deals, calls, and your team in one place: Funnels with your stages, click-to-call with automatic logging, and reminders that notify you. Plus, Selly, your assistant, handles data collection – from documents, dictations, and WhatsApp.
New: try Selly live on WhatsApp – in two minutesNo credit card needed for trial. Servers in Germany. Available in eight languages. Cancel monthly.
Every Deal in Its Place. Every Stage with Numbers.
You decide how your sales process flows: credit brokerage, property financing, opener and closer, or your own unique Funnels. Deals progress through each stage, and you can always see the volume at each point.
- Stages as Steps: See where your Deal stands and what's next. Click ‘Move to…’ to advance it.
- Volume per Stage and Funnel: Totals are displayed at each stage and in the title. Know what's coming in this month.
- Duration per Stage: Sales Engine tracks how long a Deal stays in each stage. Spot bottlenecks instantly.
- Multiple Deals per Contact: Personal loan today, property financing next year – all linked to the same contact.
Templates to Start
On your first login, choose your Funnels from templates – credit brokerage, opener/closer, property financing, real estate, referrers. In your language.
Fully Customisable
Rename stages, colour-code, sort by dragging, create new Funnels. Your process, not ours.
Handle Many at Once
Select contacts from the list and assign them to a Funnel and stage or set responsibilities in one step.
Control
Deals by stage per person, goals, and results – always up-to-date, no Excel needed.
Telemarketing at a Click. Every Call Logged Automatically.
Sales Engine is designed for phone sales: Call directly from the contact, and Sales Engine logs every call – even 'not reached' – and you record the outcome with two clicks. From the opener's first call to the closer's final deal.
- Click-to-Call with sipgate or Placetel – from desk phone, mobile, or directly in the browser.
- Automatic Call Logging: Duration, reached, busy, or hung up are all automatically recorded in the contact's history.
- Call Log for Opener/Closer: Opening, appointment-setting, and closing calls with outcomes like decision-maker reached, interest shown, appointment set, sold.
- Goals and Metrics for the Team: individual call targets and outcomes, daily reach rates, and results per employee in the dashboard.
- Nothing Lost: set reminders directly from the call, move the Deal to the next stage, add a note or dictate to Selly.
Call Logautomatically created
Open in the Morning. Know What's Ahead.
The ‘Today’ homepage shows you what not to forget: due reminders, appointments, birthdays, and customers who've just reached out.
- Complete or +1 Week directly from the list – no need to open the contact.
- Appointments from your Google Calendar and birthdays with age and year.
- Updates from WhatsApp: who sent documents and how complete the inquiry is.
Everything about a customer. In one sidebar.
Basic info, custom fields, conversations, notes, documents, and Deals – one click on the name, and it's all there. Empty groups fold away, so you see what matters.
- Custom groups and fields, drag to reorder – for your whole team.
- Responsible person per contact and Deal: see and edit only what you're in charge of.
- Identify and merge duplicates, with undo option.
- Import from Excel, CSV, and Google Contacts – with trial run and duplicate check.
Everyone sees what matters to them. You see the big picture.
Decide who sees what data, organise your team in a structure tree, and keep an eye on the numbers in controlling.
Structure and Permissions
Account owner, Admins, 'all data' or 'only own': permissions apply everywhere – in the web app, in the sidebar, and with Selly.
Controlling
Deals by phase per person, results, and activities – for the team or the entire structure below.
Your assistant gathers the data. You make the sales.
Selly is built into Sales Engine: as a sidebar in Chrome and on WhatsApp. Selly reads documents, understands dictations, and guides your customers through inquiries – everything goes straight to the contact and the Deal. Every change with source and undo.
Runs automatically – click a tab to pause.
Drag a document here.
Payslip, ID, bank statement, business card: Selly reads it, finds the contact, and shows what's new, what's changed, and what was already known.
- Accurate match: instantly saved, with undo option
- Uncertain details are confirmed individually
- Multiple documents at once, screenshots from any webpage
Tell Selly what happened.
“Spoke with Mr. Brandt, he's sending the documents next week. Remind me on Tuesday.” One sentence, two entries: the call and the follow-up.
- Calls, appointments, follow-ups, notes, data changes
- “Move Milo Brandt to the next phase” – advance Deals with a sentence
- Summaries and message drafts – nothing goes out without you
Your clients send their documents to Selly.
One code per request. Your client messages Selly on WhatsApp, Selly guides them through the request, reads photos, PDFs, and voice messages, and saves everything to their contact.
- Available 24/7, at your client's pace
- Progress updates at 50 and 80 percent, handover at 100
- Each client only sees their own request
One command, and the deal progresses.
Selly knows your Funnels and stages. Say “Move Milo Brandt to the next stage” or “Mark Lea Sommer as a prospect” – Selly finds the deal, moves it, and shows you its new status.
- Advance or retreat stages, new deal in a Funnel, query Funnel lists
- Multiple deals with a contact? Selly asks instead of guessing
- Undo with one click, every change logged
Your customer messages Selly. The inquiry fills itself out.
Send your customer a link. They message Selly on WhatsApp – whenever it suits them. Selly asks for missing details, reads photos, PDFs, and voice messages, and saves everything directly to their contact and Deal.
- Create LinkIn the sidebar 'Token for Milo Brandt' – Selly sets up the inquiry and provides you with a ready-to-send text with a link.
- The customer messages SellyNo app, no form, no password: a tap on the link opens WhatsApp. Selly greets them by name and in a formal tone.
- Selly asks and listensSelly only asks for what's missing, reads payslips, bank statements, and IDs, and understands voice messages. Selly notes any questions for you.
- You stay informedUpdates at 50 and 80 percent completion on your phone. If the customer stops responding, Selly lets you know – and can gently remind them if needed.
- Complete – off to the bankAll details are in the contact, documents in the file. The Deal is ready, you close it.
With 'Stop', the customer ends the conversation anytime, and you are notified immediately. Each customer only sees their own inquiry – never your data.
See Selly in action. In two minutes, on your phone.
Send Selly “Demo” on WhatsApp and step into the shoes of your own client. You’ll experience exactly what your clients experience with Selly – and what lands on your desk afterwards.
- Send “Demo”One tap on the button opens WhatsApp with the message ready to go. On a computer, just scan the code.
- Be your own clientSelly walks you through a short loan inquiry. Snap a photo of a sample payslip – Selly reads it in seconds.
- See what reaches youFinally, Selly shows you the message you’d get as the broker: complete, with documents and the next step.
No account, no sign-up. Please send only a sample or a redacted document – we do not store the file itself. To follow up if you're interested, we'll note your number, name, and company if provided, along with the conversation details. More on data protection
💶 €10,000 for a car · €2,846 net
📎 Payslip is in your client file
➡️ Next step: get an offer from the bank09:14
This is what a Tuesday with Sales Engine looks like.
Today
Two follow-ups, one appointment, a client sent documents last night. All on one page.
Advance Deal
The bank has approved: Deal moves to 'Approved'. Funnel volume updates instantly.
Team
Twenty new contacts from the trade show tagged, added to the Funnel, and assigned to Tim. One step.
Selly
After the call, speak a sentence into the microphone. Conversation and follow-up are logged with the contact.
Handover
WhatsApp from Selly: Mr. Brandt's request is complete. Off to the bank.
Built for sales, not admin.
Telemarketing with Click-to-Call
Call from the contact via sipgate or Placetel, every call automatically logged, outcome recorded with two clicks.
Google Calendar & Contacts
Appointments appear in your calendar, and you can import contacts – you decide on any discrepancies.
Import
Excel or CSV with field mapping, trial run, and duplicate check.
Zapier & API
Connect forms, websites, and tools: new contacts and Deals are added instantly.
Custom Fields and Groups
Contacts and Deals have exactly the details your business needs.
Bulk Editing
Assign responsibility, fields, Funnel, and phase for multiple entries at once.
Eight Languages
German, English, Spanish, French, Dutch, Turkish, Croatian, and Slovenian – everyone on the team in their own language.
Selly Included
Sidebar in Chrome and WhatsApp assistant in every licence.
Everything stays in your account.
Selly doesn't have its own storage for contacts. It reads and writes with the same permissions you have in Sales Engine.
Sales Engine and Selly operate from a data centre in Munich, with encrypted transmission.
If someone can't see it in the web app, they won't see it in the sidebar or with Selly either.
Source, time, content – and undo for everything Selly records.
Documents and voice recordings are deleted after processing. Only the result remains in the account.
Two Plans. Both Free for 14 Days.
Deals, telemarketing, analytics, and Selly are included in every plan – no add-ons needed. Try for 14 days free, no credit card required, then decide.
- 1 user, unlimited Funnels and custom fields
- Includes Selly: 500 actions per month
- Telemarketing, analytics, bulk processing
- Google, import, Zapier and API, email support
- Sales Engine Telephony: Includes 10 Selly minutes per month
- Up to 10 Users, Unlimited Funnels and Custom Fields
- Includes Selly: 2,000 actions per month
- Telemarketing, Analytics, Structure and Permissions, Bulk Processing
- Google, Import, Zapier and API, Email and Phone Support
- Sales Engine Telephony: Includes 100 Selly minutes per month
- Everything from Medium, users as needed
- Quota as needed
- Custom Selly request paths
- Dedicated contact person
- Click-to-call from your contact – in the browser or via your mobile
- Each call automatically logged with duration and outcome
- Optional recording with summary by Selly – your client is informed beforehand and can opt out
- Use your own number as the caller ID, after a one-time verification
How Selly Minutes Work
Selly minutes are the billing unit for Sales Engine Telephony. The number of Selly minutes a call uses depends on how and where you call.
| Call | Selly minutes per call minute |
|---|---|
| In-browser to a German mobile or landline | 1 |
| Via your mobile – Selly calls you first, then connects to your client, so two connections | 2 |
| Landline in another EU country | 1 (via your mobile 2) |
| Mobile in another EU country | 3 (via your mobile 6) |
| Toll-free numbers (0800) | 1 (via your mobile 2) |
Partial minutes count fully, missed calls do not count. Special numbers (e.g., 0900, 0180, 0137) and non-EU countries are not supported. Selly minutes from plans and packages are valid for the calendar month; once used up, the call ends, and you can purchase another package. Recording and summarising use an additional 1 Selly action per started 5 call minutes.
Here's how the trial works: Enjoy all features of your plan for 14 days with 150 Selly actions, no credit card required. It ends automatically, with no charges. Afterwards, you can continue exploring until you make your decision.
Prices exclude VAT, no setup fee. A Selly action is a task: reading a document counts as 10, a customer dialogue reply as 2, a dictation or question as 1. Once your quota is used up, simply top up – credits never expire.
What advisors ask us first.
Can I set my own stages and Funnels?
Can I import my existing contacts?
Do I have to use Selly?
Do I need a separate WhatsApp number for Selly?
In which languages is Sales Engine available?
Where is the data stored?
Can I use Sales Engine for cold calling and telemarketing?
What are Selly minutes and why do calls 'via my mobile' count double?
What Happens After the 14-Day Trial?
How quickly can I get started?
Organise your sales. Today.
14 days free, no credit card, all features including Selly. Decide afterwards.
Try for Free →