# Projetly Reviews **Vendor:** Projetly **Category:** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding) **Average Rating:** 4.7/5.0 **Total Reviews:** 16 ## About Projetly 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. ## Projetly Pros & Cons **What users like:** - Users commend the **ease of use** of Projetly, appreciating the straightforward setup and smooth onboarding process. (4 reviews) - Users value the **easy setup** of Projetly, allowing quick implementation and smooth onboarding experiences. (4 reviews) - Users value the **transparency and visibility** provided by Projetly, enhancing alignment and collaboration throughout the sales process. (4 reviews) - Users appreciate the **centralization** of Projetly, enhancing collaboration and visibility across sales and onboarding processes. (2 reviews) - Users appreciate the **smooth dashboard usability** of Projetly, enhancing collaboration and ensuring efficient onboarding management. (1 reviews) - Efficiency (1 reviews) - Progress Tracking (1 reviews) - Tracking Ease (1 reviews) - User Interface (1 reviews) - Workflow Efficiency (1 reviews) **What users dislike:** - Users feel that **limited customization** restricts their ability to personalize Projetly for specific team needs. (2 reviews) - Users find **integration issues** with Projetly limit customization and tool connectivity, impacting their overall experience. (1 reviews) - Users experience a **small learning curve** initially, especially those transitioning from spreadsheets and emails for project management. (1 reviews) - Users feel that **limited reporting** restricts their ability to analyze data effectively and customize workflows. (1 reviews) ## Projetly Reviews ### 1. Projetly Brings Clarity and Structure to Project Management **Rating:** 5.0/5.0 stars **Reviewed by:** Preeti N. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2026 **What do you like best about Projetly?** Projetly gives us a structured way to manage projects and product adoption in one place. As a growing product like Beni, it’s important for us to make sure users quickly understand the app and start getting real value from it. Projetly helps us plan and organize onboarding journeys, track user progress, and collaborate internally without losing context along the way. Overall, it brings more clarity across teams and supports a more consistent onboarding experience for our business partner and our B2B customers. **What do you dislike about Projetly?** The platform works well overall. However, adding integrations with channels like WhatsApp could make communication with users more seamless, especially for mobile-first products. It would also help improve engagement during onboarding and ongoing support. **What problems is Projetly solving and how is that benefiting you?** For a product like Beni, it’s critical that B2B users adopt the APIs and web app and understand the value quickly. Before using Projetly, our onboarding and user engagement efforts were fragmented across multiple tools, which made it harder to keep everything consistent. Projetly has helped us centralize onboarding workflows, track user progress more clearly, and stay on top of timely follow-ups. As a result, we’ve improved user activation, reduced drop-offs, and can deliver a more guided, personalized onboarding experience from the start. ### 2. Projetly Unifies Sales & Onboarding team in one platform **Rating:** 5.0/5.0 stars **Reviewed by:** Prasath R. | Founder, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2026 **What do you like best about Projetly?** 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. **What do you dislike about Projetly?** 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. **What problems is Projetly solving and how is that benefiting you?** Projetly helps track buyer engagement and enables buyer–seller collaboration in a single deal room. Buyers are able to find most deal-related information in one portal, which makes it easier for them to discuss things internally when our sales team isn’t present. Once the deal is closed, the sales team can hand over to the implementation team with one click. This solves many of the pre-to-post sales glitches. Also, the AI saves more than 50% of the data entry and follow-up work. ### 3. Projetly Makes Customer Onboarding Predictable and Scalable **Rating:** 4.0/5.0 stars **Reviewed by:** Aagam V. | Customer Service Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 19, 2026 **What do you like best about Projetly?** 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. **What do you dislike about Projetly?** 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. **What problems is Projetly solving and how is that benefiting you?** I use Projetly to manage customer onboarding and post-sale delivery. It removes friction during handoffs, reduces manual work, and improves onboarding visibility, ensuring a consistent customer experience. AI features generate meeting summaries and automate tasks, saving time and keeping projects on schedule. ### 4. Transforms Post-Demo Engagement with Seamless Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 13, 2026 **What do you like best about Projetly?** Another thing I really like about Projetly is how transparent everything stays after the demo. The shared workspace, clear next steps, and automated follow-ups make it easy for both the sales team and the customer to stay on the same page. It cuts down the back-and-forth over email and helps keep deals moving forward. It’s also very easy to implement. Getting started didn’t require a complicated setup, and the team was able to start using it pretty quickly. Whenever we had questions, the customer support team was responsive and helpful, which made the whole experience much smoother. **What do you dislike about Projetly?** Advanced customization and deeper reporting would make Projetly even stronger, especially for teams that rely heavily on detailed analytics and tailored workflows. **What problems is Projetly solving and how is that benefiting you?** Projetly centralizes sales content post-demo, enhancing engagement with prospects and ensuring smooth handoffs to onboarding, boosting conversion rates. It addresses fragmented engagement, provides buyer interaction visibility, and supports faster, focused work with AI-powered insights and templates. ### 5. A Centralized Workspace That Keeps Implementations and Migrations Aligned **Rating:** 5.0/5.0 stars **Reviewed by:** Ram N. | Senior Engineering Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2026 **What do you like best about Projetly?** 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. **What do you dislike about Projetly?** 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. **What problems is Projetly solving and how is that benefiting you?** In professional services projects especially AI and Cloud data platform migration, implementations, coordination between engineering teams and customer stakeholders can easily become fragmented across emails, meetings and documents. Projetly helps by centralizing project activities, task ownership and collaboration in a single workspace. As a result, it improves visibility into project progress, cuts down on back-and-forth follow-ups and helps ensure that both internal/external teams and customers stay aligned throughout the delivery lifecycle. ### 6. Projetly Keeps Sales-to-Implementation Context Clear in One Easy Workspace **Rating:** 5.0/5.0 stars **Reviewed by:** Akshay M. | Director of Engineering, Enterprise (> 1000 emp.) **Reviewed Date:** March 06, 2026 **What do you like best about Projetly?** 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. **What do you dislike about Projetly?** 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. **What problems is Projetly solving and how is that benefiting you?** A common challenge in SaaS organizations is the disconnect between what gets discussed during the sales process and what the delivery or implementation teams actually receive afterward. Projetly helps close that gap by keeping deal context, onboarding plans, and team collaboration in one place. As a result, teams can begin implementation with clearer expectations, stronger alignment, and fewer handoff surprises. ### 7. Projetly Keeps Sales Context Intact for Smooth, Structured Onboarding **Rating:** 5.0/5.0 stars **Reviewed by:** Abhishek S. | Associate Application Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2026 **What do you like best about Projetly?** 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. **What do you dislike about Projetly?** 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. **What problems is Projetly solving and how is that benefiting you?** Projetly helps address the disconnect that often happens between the sales process and the onboarding or implementation phase. In many SaaS teams, important details from discovery calls, demos, or customer discussions are not always easily accessible once the implementation team begins working. By keeping that information organized in a shared workspace, Projetly helps implementation teams start projects with better context. This reduces the need to repeatedly ask customers for the same information and makes it easier to align expectations, track onboarding tasks, and coordinate with both internal teams and customers throughout the implementation process. The result is a more structured onboarding experience and better visibility into project progress. ### 8. Projetly improves the buyer experience during the sales stage and helps increase product adoption. **Rating:** 5.0/5.0 stars **Reviewed by:** Arun P. | GTM and CS Head, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2026 **What do you like best about Projetly?** 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. **What do you dislike about Projetly?** To better serve Indian customers, WhatsApp integration is important, but it’s currently missing. **What problems is Projetly solving and how is that benefiting you?** It helps track customer engagement and improves the buyer’s experience during the sales stage. During the implementation stage, it supports project management and helps improve product adoption. So, it helps us win 20–25% more deals and also improves customer retention. ### 9. Easy Setup and Smooth Integrations That Streamline Onboarding Workflows **Rating:** 4.5/5.0 stars **Reviewed by:** Subhadeep M. | Business Development Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Projetly?** 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. **What do you dislike about Projetly?** Lack of custom reporting and analytics and expanded automation between onboarding stages **What problems is Projetly solving and how is that benefiting you?** Our main challenge was the gap between Sales closing a deal and onboarding execution. During the trial, Projetly helped us: Carry deal context into implementation projects Standardize onboarding with templates and AI task suggestions Reduce admin work through meeting summaries Improve customer visibility with a shared workspace Even in a short trial, workflows felt much more connected compared to using multiple tools separately. ### 10. Best-in-Class Customer Onboarding with a Smooth Customer Portal Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Vaishnavi P. | Co-founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Projetly?** 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. **What do you dislike about Projetly?** There’s no Google Space integration yet, but I did see it mentioned on their roadmap. **What problems is Projetly solving and how is that benefiting you?** It really solves the gaps between the onboarding and customer teams during implementation projects. Previously, our onboarding data was spread across multiple tools and email threads; now everything is managed in one workspace. As a result, it has reduced our onboarding time by 50–60%. ### 11. Simplifying and Organizing Customer Onboarding **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2026 **What do you like best about Projetly?** What I like most is how Projetly makes onboarding structured and transparent. It’s easy to use, gives clear visibility into progress, and reduces the need for constant follow-ups. **What do you dislike about Projetly?** There’s not much to dislike, but I’d love to see more integrations and advanced customization options as the product evolves. **What problems is Projetly solving and how is that benefiting you?** Projetly helps us bring our entire onboarding process into one place instead of juggling multiple tools and follow-ups. It gives clear visibility on what’s done, what’s pending, and who’s responsible. This has reduced delays and confusion within the team. Overall, it saves time and makes the onboarding experience smoother for both us and our customers. ### 12. AI-Powered Onboarding That Streamlines Plans, Handoffs, and Execution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** March 27, 2026 **What do you like best about Projetly?** As a Software Lead Consultant, what I value most about Projetly is how AI is embedded directly into the onboarding workflow. It automatically generates structured onboarding plans, tasks, and timelines based on deal context, which significantly reduces manual effort and ensures consistency across projects. I also appreciate how it preserves sales context during the handoff, eliminating the typical gaps between what is sold and what gets delivered. The AI-driven meeting summaries and action items further streamline execution, allowing me to focus more on delivery and stakeholder management rather than administrative coordination. The Integration is veey ease and grear customer support. **What do you dislike about Projetly?** As a Software Lead Consultant, I’ve found that there is a slight learning curve during initial setup, especially when configuring workflows to fully leverage the AI capabilities. Additionally, while the platform is strong operationally, I would like to see more advanced customization in reporting and analytics to better support enterprise-level tracking and forecasting. **What problems is Projetly solving and how is that benefiting you?** Projetly solves the critical issue of fragmented sales-to-onboarding handoffs and manual project setup. Earlier, I had to spend significant time gathering context, creating onboarding plans, and coordinating across teams. This often led to delays and inconsistencies. With Projetly, AI automates project planning, captures key context from sales and meetings, and standardizes workflows, ensuring nothing is missed. This has helped me reduce manual effort, accelerate onboarding timelines, and deliver more consistent outcomes, while allowing me to focus more on client success rather than operational overhead. ### 13. Excellent product **Rating:** 4.5/5.0 stars **Reviewed by:** Nirmal D. | Associate Technical Architect, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2026 **What do you like best about Projetly?** 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. **What do you dislike about Projetly?** 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. **What problems is Projetly solving and how is that benefiting you?** In many projects, discussions and requirements are spread across emails, chat tools, and documents. Projetly brings everything into one place. This helps everyone see tasks, updates, and responsibilities clearly. It reduces switching between tools and helps teams work together more efficiently. ### 14. Easy-to-Use Platform That Unifies Sell, Onboard, and Deliver **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Projetly?** 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. **What do you dislike about Projetly?** 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. **What problems is Projetly solving and how is that benefiting you?** The AI features help automate tasks like meeting summaries, follow-ups, and onboarding checklist creation. These capabilities can help teams reduce manual work and keep projects organized. The AI assistance appears useful for maintaining structured onboarding workflows and ensuring important action items are captured after meetings. ### 15. Projetly Keeps Momentum After the Deal and Makes Sales-to-Onboarding Seamless **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 09, 2026 **What do you like best about Projetly?** 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. **What do you dislike about Projetly?** 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. **What problems is Projetly solving and how is that benefiting you?** I use Projetly for customer collaboration during sales and onboarding, ensuring smooth handoffs and structured projects with clear ownership. It maintains momentum post-sale, gives execution visibility, and prevents churn. Setup was quick with templates, and it integrates well with other tools. ### 16. Streamlined Sales to Onboarding with Room for Growth **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2026 **What do you like best about Projetly?** 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. **What do you dislike about Projetly?** Projetly is still evolving, which can sometimes be a bit limiting. I wish there was more customization available and deeper integrations with other tools. **What problems is Projetly solving and how is that benefiting you?** I use Projetly to keep deals moving after demos and launch onboarding with full context, eliminating post-demo drop-off by creating a clean sales to onboarding handoff. - [View Projetly pricing details and edition comparison](https://www.g2.com/products/projetly/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+11%3A25%3A47+-0500&secure%5Bsession_id%5D=1a934340-a18c-4f84-9212-b53c6d15fd7f&secure%5Btoken%5D=a019a1189b57d14200ea49dd9fd93ba5ab298f7a293f4cbc7cf0b48840af52bc&format=llm_user) ## Projetly Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Zoom Rooms](https://www.g2.com/products/zoom-rooms/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Projetly Features **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Tasks** - Tasks - Details - Priority **Content** - Document Collaboration - Versioning - E-Signature - File Request - Feedback **Communication** - Chat - Discussions - External - Feedback - Announcements **Onboarding Setup** - Workflows - Templates - Checklists **Deal Analytics** - Engagement Tracking - Reporting and Dashboards - Proposal Effectiveness Reporting **Agentic AI - Kanban Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Kanban Boards** - Kanban Cards - Drag and Drop - Visibility **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Time Tracking - Mobile Application **Content & Documents** - File Sharing - Notes - Search - Versioning **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Administration and Security** - User, Role, and Access Management - Alerts and Notifications - Regulatory Compliance **Performance Analysis** - Coaching - Peformance Tracking **Planning** - Workflow - Backlog - Optimization **Controls** - Custom Views - Followers - User Management - Calendars - Public Sharing **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Platform** - E-Signature - Proposals - CPQ - Video Proposals - Content Sharing - Content Management - Video Conferencing - Chat **Sales Analysis** - ROI Forecasting - Sales Forecasting **Project Management** - Task Management - Planning - Visibility - Integration **Integrations** - CRM Integration - Internal Messaging Systems Integration - Video Conferencing Integration **Remote Collaboration** - Alignment - Accountability - Connectivity - Offline Mode **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Digital Sales Room** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Project Collaboration** - Multi-step Planning - Cross-system Integration ## Top Projetly Alternatives - [Dock](https://www.g2.com/products/dock/reviews) - 4.7/5.0 (413 reviews) - [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - 4.7/5.0 (822 reviews) - [monday Work Management](https://www.g2.com/products/monday-com/reviews) - 4.7/5.0 (14,924 reviews)