This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture.
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.
At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.
Validated through LinkedIn
Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.
