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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Projetly brings all of our GTM activities into one workspace. The Digital Sales Room makes it simple to collaborate with buyers, share content, and track engagement in one place. The interface feels intuitive, the platform has been reliable, and the AI features help our team prioritize the right next actions. Onboarding was smooth, and the Projetly support team has been responsive whenever we’ve needed help. Review collected by and hosted on G2.com.

The platform is evolving quickly, which I really appreciate. I’d still like to see deeper integrations with marketing automation tools and communication platforms like WhatsApp, so we can streamline our existing workflows even further. Review collected by and hosted on G2.com.

Projetly’s Digital Sales Room has brought much-needed structure to our presales and customer engagement process by keeping everything in one workspace. During demos and across ongoing conversations, we can share the most relevant documents, track interactions, and stay organized in a way that’s clear and easy for customers to follow.

AI Deal Insight, AI Meeting insights, and buyer-seller collaboration are awesome. Also, it responds pretty fast and makes it far easier to stay aligned from one touchpoint to the next. It also makes the transition from presales to onboarding smoother, since all the context is captured in one place and is immediately available to the delivery team. Overall, it’s been one of our best value-for-money investments. Review collected by and hosted on G2.com.

Integrations with channels such as WhatsApp would make customer communication faster and more convenient, and could further improve engagement during active deal cycles. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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.

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. Review collected by and hosted on G2.com.

Advanced customization and deeper reporting would make Projetly even stronger, especially for teams that rely heavily on detailed analytics and tailored workflows. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

To better serve Indian customers, WhatsApp integration is important, but it’s currently missing. Review collected by and hosted on G2.com.