Projetly Reviews & Product Details

One single platform for a Digital Sales Room and customer onboarding, and it helps the sales, customer, and onboarding teams collaborate more easily. It supports the sales team in improving deal win rates, and it helps the implementation team deliver faster. The Zoom meeting integration is a highlight: it provides a summary of what happened in meetings, and the AI also generates automated MOMs and action items that can be added to shared work or projects with a single click. Our enterprise sales and onboarding implementation use it on a daily basis, and the support from Projetly is great. Projetly has one of the best user experience at present. Review collected by and hosted on G2.com.

We’d like a Salesforce widget that shows both deal and project status within Salesforce. We’ve already shared this feedback, so for now we’ll wait and see what happens next. Review collected by and hosted on G2.com.

I use Projetly to manage customer onboarding and post-sale delivery in one place. I like how it ensures a smooth sales to onboarding handoff with full visibility into the deal context, allowing me to track onboarding tasks, collaborate with customers easily, and keep projects on schedule. The AI features are a big plus; they save time by generating meeting summaries and follow-up actions automatically. I appreciate the clear, structured onboarding workflows and the easy customer collaboration all in one place. The time-saving AI insights and follow-ups help me deliver a more predictable and consistent customer experience. Additionally, the initial setup of Projetly was simple and quick, letting us connect CRM, set up onboarding templates, and start using it within 3 days. Review collected by and hosted on G2.com.

Some newer features still feel early and can be refined with usage feedback. AI-generated onboarding tasks could be improved by making them more context aware (deal size, customer segment, use case) and easier to refine based on what has worked well in past onboarding. Review collected by and hosted on G2.com.

Projetly provides a structured workspace for managing professional services delivery and customer collaboration during implementation and migration projects. For AI and Cloud data platform implementations and migrations, it helps keep project tasks, documentation and communication organized in a single, centralized place. The shared workspace also makes it easier for our engineering and product teams along with customer stakeholders to stay aligned on project progress, deliverables and next steps. Review collected by and hosted on G2.com.

The platform works well for managing implementation and migration workflows. However, expanding integrations with messaging platforms like WhatsApp could further improve real-time communication with customers and make coordination during active delivery phases even smoother. Review collected by and hosted on G2.com.

One thing I liked about Projetly is how it keeps the context from the sales cycle visible once implementation begins. In many SaaS teams, a lot of the information shared during demos or discovery calls can get lost by the time delivery teams start working. Projetly aims to keep that information organized in a single workspace, which gives teams better visibility and continuity when kicking off a project.

I also found the platform easy to use, and the setup process felt straightforward when creating onboarding or delivery workflows. The integrations with CRM systems and meeting tools were helpful as well, since they keep discussions and project context tied to the implementation process. Overall, the features feel geared toward improving visibility and handoffs between teams, rather than trying to replace a full project management system. Review collected by and hosted on G2.com.

Since the product is still evolving, teams with more complex delivery processes may need additional flexibility, especially around workflow customization and reporting. As the platform matures, expanding these capabilities could make it even more useful and adaptable for larger engineering or implementation teams. Review collected by and hosted on G2.com.

From an implementation perspective, what stands out is how Projetly helps preserve context from the sales and discovery stages. In many SaaS companies, information gathered during demos or sales conversations often gets lost before onboarding begins. Projetly keeps that information organized in a shared workspace so implementation teams can understand customer goals, scope, and expectations more clearly. Also, it has great customer support and ease integration.

The structured onboarding projects, task tracking, and collaboration features also make it easier to coordinate work between internal teams and customers. Review collected by and hosted on G2.com.

Because the platform connects multiple workflows such as sales collaboration and onboarding delivery, new users may need a little time to understand how everything fits together. Teams may also need to adjust their internal processes to fully use the platform. Review collected by and hosted on G2.com.

Projetly is a great tool for managing long-running deal cycles and extended implementation projects. It’s a simple, useful way to keep sales and customer interactions in one workspace, and it also makes day-to-day communication between the implementation team and the customer much easier. The Salesforce and Zoom integrations are an added advantage. Our team uses the product every day. Review collected by and hosted on G2.com.

To better serve Indian customers, WhatsApp integration is important, but it’s currently missing. Review collected by and hosted on G2.com.

The easy initial setup stood out right away during the free trial. We were able to quickly create onboarding templates and workflows without much IT involvement. The platform feels implementation-focused rather than a typical project management tool.

Zoom, calendar, and CRM integrations worked smoothly, making meeting coordination and follow-ups easier. Meeting insights automatically linked to project tasks also reduced manual work. Transitioning from our existing tools was fairly smooth, and the team adapted quickly. Review collected by and hosted on G2.com.

Lack of custom reporting and analytics and expanded automation between onboarding stages Review collected by and hosted on G2.com.

It’s the best customer onboarding platform on the market today. Our entire CS team loves the user experience and the customer portal, which make it easy to collaborate throughout the onboarding process. Meetings insights with automated AI generated MOM features is also very useful. Review collected by and hosted on G2.com.

There’s no Google Space integration yet, but I did see it mentioned on their roadmap. Review collected by and hosted on G2.com.

Projetly gives a clear and organized workspace to manage projects and work with external teams. It keeps tasks, discussions, and documents in one place. This makes it easier to understand project requirements, track progress, and stay aligned with both internal teams and customers. Review collected by and hosted on G2.com.

The platform works well, but it could improve by adding more integrations with developer tools and communication platforms. Better connections with messaging tools and development workflows would make collaboration easier for technical teams. Review collected by and hosted on G2.com.

What stood out most during my evaluation was the Ease of Use and how the platform connects the entire Sell → Onboard → Deliver workflow in one place. The interface feels easy to use, and the Ease of Implementation seems straightforward for teams adopting it. I also found the AI features helpful for generating meeting summaries, action items, and onboarding tasks. In addition, the Customer Support team appears responsive and helpful. Since the platform is designed to manage sales collaboration and onboarding projects, the Frequency of Use would likely be high for teams using it daily. Review collected by and hosted on G2.com.

One area that could improve is the integration ecosystem, it seemed that expanding integrations with more tools, like CRMs and support platforms, would make the platform even stronger for teams working with multiple systems. Review collected by and hosted on G2.com.