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Projetly

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(18)4.8/5

Overview Projetly is an AI-native Digital Sales Room for B2B teams that need to close enterprise deals faster and eliminate the handoff gap between sales and onboarding. Unlike traditional DSRs that stop at closed-won, Projetly continues through implementation, preserving full deal context from first proposal to go-live. Built for VP Sales and CROs at B2B companies with complex sales cycles and 60+ day implementations. Digital Sales Room Projetly gives sales teams a dedicated AI-powered workspace for every deal, with real-time buyer engagement tracking, buying committee intelligence, and deal confidence scoring. Reps know exactly who is engaged, who has gone dark, and what to do next. Key capabilities: - Buyer engagement tracking with document, email, and meeting activity visibility - Buying committee map with persona confidence scores and risk flags - AI-powered Deal Copilot for next best action suggestions and deal Q&A - Shared workspace for proposals, documents, and collaborative tasks with buyers - Magic Link buyer portal with no login friction Sales-to-Onboarding Continuity When a deal closes, Projetly automatically transfers all deal context including documents, conversations, tasks, and buyer history into the onboarding project. No manual handoffs. No information gaps. No re-introductions. Key capabilities: - Automatic context transfer from deal room to onboarding project at closed-won - Structured onboarding workflows with milestones, task ownership, and health scoring - Client portal for real-time collaboration, document sharing, and progress transparency - AI meeting notes with automatic action item extraction - Proactive risk alerts and delivery health indicators Who Uses Projetly Mid and large enterprises with 100 to 5000 employees, $10M to $500M ARR, and sales teams managing enterprise deals with multi-stakeholder buying committees and complex post-sale implementations.

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