Projetly
18 reviews
- 1 profiles
- 7 categories
Average star rating
4.8
Serving customers since
2024
Projetly Reviews
GI
Verified User in Information Technology and Services
Easy-to-Use Platform That Unifies Sell, Onboard, and Deliver
What stood out most during my evaluation was the Ease of Use and how the platform connects the entire Sell → Onboard → Deliver workflow in one place. The interface feels easy to use, and the Ease of Implementation seems straightforward for teams adopting it. I also found the AI features helpful for generating meeting summaries, action items, and onboarding tasks. In addition, the Customer Support team appears responsive and helpful. Since the platform is designed to manage sales collaboration and onboarding projects, the Frequency of Use would likely be high for teams using it daily.
VP
Vaishnavi P.
Best-in-Class Customer Onboarding with a Smooth Customer Portal Experience
It’s the best customer onboarding platform on the market today. Our entire CS team loves the user experience and the customer portal, which make it easy to collaborate throughout the onboarding process. Meetings insights with automated AI generated MOM features is also very useful.
SM
Subhadeep M.
Senior SAP S/4 HANA Security Consultant | FIORI Security l GRCEasy Setup and Smooth Integrations That Streamline Onboarding Workflows
The easy initial setup stood out right away during the free trial. We were able to quickly create onboarding templates and workflows without much IT involvement. The platform feels implementation-focused rather than a typical project management tool.
Zoom, calendar, and CRM integrations worked smoothly, making meeting coordination and follow-ups easier. Meeting insights automatically linked to project tasks also reduced manual work. Transitioning from our existing tools was fairly smooth, and the team adapted quickly.
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