--- title: Projetly Reviews meta_title: 'Projetly Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 18 reviews by the users' company size, role or industry to find out how Projetly works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 18 scale: '5' date_modified: '2026-08-07' parent_category: name: Sales Acceleration url: https://www.g2.com/categories/sales-acceleration --- # Projetly Reviews **Vendor:** Projetly **Category:** [Digital Sales Room Software](https://www.g2.com/categories/digital-sales-room) **Average Rating:** 4.8/5.0 **Total Reviews:** 18 ## About Projetly 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. ## Projetly Pros & Cons **What users like:** - Users appreciate the **ease of use** of Projetly, noting quick setup and seamless customer collaboration throughout the process. (4 reviews) - Users highlight the **easy setup** of Projetly, enabling quick implementation and seamless integration with existing tools. (4 reviews) - Users value the **transparency and visibility** provided by Projetly, enabling seamless collaboration and deal progression. (4 reviews) - Users value the **centralized workspace** of Projetly, enhancing collaboration and visibility from sales to onboarding seamlessly. (2 reviews) - Users appreciate the **clear and structured dashboard usability** of Projetly, enhancing visibility and collaboration throughout onboarding. (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 find the **limited customization** in Projetly restrictive, hindering their ability to tailor the experience to their needs. (2 reviews) - Users find **integration issues** with Projetly limiting customization and affecting overall efficiency with other tools. (1 reviews) - Users experience a **small learning curve** with Projetly, adjusting from traditional methods like spreadsheets and emails. (1 reviews) - Users feel that the **limited reporting** features of Projetly hinder deeper analytics and customization for better workflows. (1 reviews) ## Projetly Reviews ### 1. 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. ### 2. 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?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+23%3A11%3A07+-0500&secure%5Bsession_id%5D=58bc9493-36a6-43cf-90ea-cde81673510a&secure%5Btoken%5D=048190471f72a5d4092f7362921059e209a4505e07af60c0a2c4d0d70c6f336c&format=llm_user) ## Projetly Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Zoom Rooms](https://www.g2.com/products/zoom-rooms/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Projetly Features **Additional Functionality** - Deadline Management - Generative AI - Activity Dashboard - Project Planning - Capacity Management - Project Scheduling - Alerts/Notifications - Progress Tracking - Bar Chart - Project Tracking - API - Third-Party Integrations - Commenting/Notes - File Management - Customizable Templates - Document Storage - Customizable Fields - Dependency Tracking - Calendar Management - To-Do List - Drag & Drop - Task Scheduling - Milestone Tracking - Color Codes/Icons - Workflow Management - Assignment Management - Prioritization - Search/Filter - Reporting & Statistics - AI Copilot - Task Management - Project Workflow - Templates - Planning Tools - Timeline Management - Collaboration Tools - Real-Time Notifications - Status Tracking - Project Time Tracking - Task Progress Tracking - Multiple Projects - Access Controls/Permissions - Activity Tracking - @mentions - Resource Management **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 - Third-Party Integrations - Task Planning - Project Planning **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Kanban Boards** - Kanban Cards - Drag and Drop - Visibility **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Time Tracking - Mobile Application - Engagement Tracking **Content & Documents** - File Sharing - Notes - Search - Versioning **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization - Kanban Board - Goal Setting/Tracking - Communication Management **Administration and Security** - User, Role, and Access Management - Alerts and Notifications - Regulatory Compliance **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call Tracking **Planning** - Workflow - Backlog - Optimization - Configurable Workflow **Controls** - Custom Views - Followers - User Management - Calendars - Public Sharing **Customer Engagement** - Portal - Customer Engagement - Branding - Visibility - Collaboration - Customizable Branding **Platform** - E-Signature - Proposals - CPQ - Video Proposals - Content Sharing - Content Management - Video Conferencing - Chat **Additional Functionality** - Commenting/Notes - API - Third-Party Integrations - Task Management - Alerts/Notifications - Drag & Drop - Performance Metrics - Reporting & Statistics - Time Tracking - Data Security - Single Sign On - Activity Tracking - Customizable Fields - Content Management - Churn Management - Ad hoc Analysis - Client Management - Chat/Messaging - Forecasting - Mobile Access - Form Builder - Surveys & Feedback - Revenue Management - Onboarding - Workflow Management - AI Copilot - Calendar Management - Compliance Management - Client Database - Electronic Forms - Gantt/Timeline View - Client Tracking - To-Do List - Document Management - Generative AI - Self Service Tools - Customer Segmentation - Role-Based Permissions - Data Import/Export - Collaboration Tools - Electronic Signature - Task Progress Tracking - Audit Trail - Reminders - Online Payments - Activity Dashboard - Document Generation - Real-Time Data - CRM - Email Management - Multi-Language **Additional Functionality** - Task Scheduling - Reporting & Statistics - Multiple Projects - Gantt/Timeline View - Document Storage - Collaboration Tools - Activity Tracking - Assignment Management - Progress Tracking - Activity Dashboard - Single Sign On - Commenting/Notes - Email Management - Search/Filter - Real-Time Notifications - Prioritization - Access Controls/Permissions - Multi-board - Task Progress Tracking - File Management - Milestone Tracking - Planning Tools - Time Tracking - KPI Monitoring - AI Copilot - Generative AI - Calendar Management - Projections - To-Do List - Roadmapping - Project Time Tracking - Workflow Management - Project Tracking - Charting - Project Management - Project Templates - @mentions - Task Management - API - Visual Workflow Management - Tagging - Dependency Tracking - Customizable Fields - Supports Scrum - Deadline Management - Real-Time Updates **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 - Generative AI **Agentic AI - Digital Sales Room** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Audience Targeting - UTM Parameters Integration - Third-Party Integrations **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 - AI/Machine Learning **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation **Agentic AI - Project Collaboration** - Multi-step Planning - Cross-system Integration ## Top Projetly Alternatives - [Dock](https://www.g2.com/products/dock/reviews) - 4.6/5.0 (452 reviews) - [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - 4.7/5.0 (835 reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - 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