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.

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.

I like Projetly for its clear post-demo visibility and seamless sales-to-onboarding handoff in a unified workspace. The AI-powered follow-ups, meeting insights, and project templates work well, helping teams move faster while staying focused across sales, marketing, and onboarding. Additionally, the initial setup of Projetly was easy and straightforward.