--- 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: '2026-07-13' 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 value the **ease of use** of Projetly, enjoying fast implementation and seamless integration for efficient collaboration. (4 reviews) - Users find Projetly's **setup ease** impressive, enabling quick implementation and a seamless start to their projects. (4 reviews) - Users value the **high visibility** Projetly offers, ensuring alignment and momentum throughout sales and onboarding processes. (4 reviews) - Users appreciate the **centralization of sales and onboarding** in Projetly, enhancing visibility and collaboration throughout the process. (2 reviews) - Users value the **intuitive dashboard usability** of Projetly, facilitating seamless collaboration and effective task management for 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 feel the **limited customization** of Projetly hinders their ability to tailor workflows and achieve detailed analytics. (2 reviews) - Users find that **integration issues** with other tools limit customization and functionality in Projetly. (1 reviews) - Users face a **small learning curve** with Projetly, adapting from traditional methods like spreadsheets and emails. (1 reviews) - Users desire **advanced customization and deeper reporting** in Projetly to enhance analytics and tailored workflows. (1 reviews) - [View Projetly pricing details and edition comparison](https://www.g2.com/products/projetly/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-13+22%3A41%3A01+-0500&secure%5Bsession_id%5D=fb7c0803-c0d7-4eed-a505-c6d38fe08e8d&secure%5Btoken%5D=a467590071c1efbc6adb7ced0b5bd661b0d87c36fa17e487151027c39d7c1c37&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 **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) - 4.6/5.0 (452 reviews) - [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - 4.7/5.0 (833 reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - 4.7/5.0 (16,467 reviews)