Projetly Reviews & Product Details

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.

I appreciate how Projetly facilitates collaboration with customers during both the sales and onboarding stages, really standing out in these areas. The handoff from sales to onboarding is much cleaner, and our customer success team benefits from full context without needing to chase sales for details. Internally, it's helped us run onboarding and implementation projects in a more structured way, with clear ownership and better visibility across teams. What I like most about Projetly is its ability to maintain momentum after a deal closes, providing clear visibility into execution, identifying what's moving versus what's stuck, and addressing retention as a go-to-market execution issue rather than just a customer success problem. It's helping us prevent churn before it shows up on the dashboard. Additionally, I enjoy the fact that Projetly integrates with other tools like CRM and Zoom, connecting everything into one cohesive execution flow without replacing them. The initial setup was pretty easy, allowing us to get up and running quickly using templates, and we didn't need heavy migration or a long onboarding to see value. Review collected by and hosted on G2.com.

Since it is a new category of product, there is a small learning curve initially to understand the concept for teams that are used to managing implementation projects through spreadsheets and emails. Review collected by and hosted on G2.com.

I love that Projetly keeps sales and onboarding in one shared workspace with clear ownership and momentum from demo to delivery, making everything feel cleared, shared, aligned, focused, and connected. It's also great that it eliminates post-demo drop-off by creating a clean sales to onboarding handoff with clear ownership and visibility. Plus, the initial setup was easy. Review collected by and hosted on G2.com.

Projetly is still evolving, which can sometimes be a bit limiting. I wish there was more customization available and deeper integrations with other tools. Review collected by and hosted on G2.com.

I like Projetly for its clear post-demo visibility and seamless sales-to-onboarding handoff in a unified workspace. The AI-powered follow-ups, meeting insights, and project templates work well, helping teams move faster while staying focused across sales, marketing, and onboarding. Additionally, the initial setup of Projetly was easy and straightforward. Review collected by and hosted on G2.com.

Advanced customization and reporting could be improved. I would like more customization and deeper reporting. Review collected by and hosted on G2.com.