Projetly is a customer onboarding and implementation software platform that helps revenue, delivery, and professional services teams manage post-sale execution, coordinate sales-to-onboarding handoffs, and deliver structured client implementations with visibility and accountability. Onboarding and Implementation Management Projetly enables teams to manage customer onboarding and professional services projects through structured workflows, milestone tracking, task ownership, and real-time client collaboration. Each onboarding project is created with clear phases, responsibilities, and measurable progress indicators, ensuring predictable delivery and reduced time to value. Key onboarding capabilities include: • Structured onboarding workflows with defined milestones, phases, and task ownership • Project dashboards with visibility into progress, delivery health, and risk indicators • Task, sub-task, checklist, Kanban, and timeline-based project management • Integrated forms for onboarding data collection, configuration inputs, and documentation • Survey modules for milestone feedback, implementation reviews, and bulk customer surveys • Secure client portal for real-time collaboration, document sharing, and task transparency • AI-powered meeting insights with single-click meeting summaries and automatic action item suggestions Organizations using Projetly report measurable improvements such as 50 to 75 percent faster onboarding and implementation timelines, improved milestone visibility, and stronger customer accountability. Digital Sales Room Integration Projetly also includes a built-in Digital Sales Room that supports structured deal collaboration before onboarding begins. Sales teams and buyers can collaborate on proposals, documents, timelines, and engagement tracking within a shared workspace. When a deal closes, all relevant context automatically transfers into the onboarding project, eliminating manual handoffs and information gaps. Key Digital Sales Room capabilities include: • Dedicated Digital Sales Room workspace created for each deal • Structured collaboration on proposals, documents, timelines, and shared tasks • Buyer engagement tracking with activity visibility and interaction insights • AI-powered meeting summaries, follow-ups, and action item suggestions • Automatic transfer of deal documents, conversations, and engagement context into onboarding projects By combining structured onboarding execution with integrated deal collaboration and AI-supported automation, Projetly provides a unified platform for managing the full customer delivery lifecycle.