Projetly
18 reviews
- 1 profiles
- 7 categories
Average star rating
4.8
Serving customers since
2024
Projetly Reviews
AP
Arun P.
Projetly improves the buyer experience during the sales stage and helps increase product adoption.
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.
S
Abhishek S.
Projetly Keeps Sales Context Intact for Smooth, Structured Onboarding
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.
PR
Prasath R.
Projetly Unifies Sales & Onboarding team in one platform
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.
About
Win More Deals. Deliver What You Sold.
Projetly is an AI-native Digital Sales Room for B2B companies. We help sales teams close enterprise deals faster with buyer engagement tracking, buying committee intelligence, and AI-powered deal guidance, and unlike traditional DSRs, Projetly continues through customer onboarding, eliminating the handoff gap between sales and implementation. Built for VP Sales and CROs managing complex sales cycles and multi-stakeholder buying committees, Projetly gives revenue teams full visibility from first proposal to go-live, in a single platform.
Details
Year Founded
2024
Website
projetly.ai