We’ve been using Projetly to manage our sales and customer onboarding processes, and it has made things much easier to keep organized.
I particularly like having tasks, documents, communication, and customer information in one place instead of jumping between multiple tools. The AI meeting insights and follow-up features are also quite useful and save some manual effort.
The product is easy to get started with, and the team has been responsive whenever we’ve had questions or feedback.
Overall, a good platform for teams looking to bring more structure to their sales and onboarding workflow.
Questions about Projetly
What is Projetly?
Projetly is an AI-native Digital Sales Room platform designed to help B2B sales teams win enterprise deals and onboard customers faster by creating a shared workspace for every CRM deal.
Who is Projetly designed for?
The platform is built specifically for B2B teams with long sales and onboarding cycles, helping them map buying committees and recommend next actions based on buyer activity.
How can a new user get started with Projetly?
Users can start using the platform immediately by booking a demo or starting a free trial directly from the website.
Where is Projetly based and what are its service areas?
Projetly is located at 1007 N Orange St. 4th Floor Suite #3328, Wilmington, Delaware, and operates under a US country code.
What is the current rating and review history for Projetly?
The company has received 4 reviews on Trustburn, all dated in September 2026, resulting in a perfect 5 out of 5 rating split.
What do reviewers say about the core features?
Reviewers consistently praise the platform for keeping tasks, documents, communication, and customer information in one place instead of requiring users to jump between multiple tools.
What specific benefits do users report regarding onboarding?
Some reviewers note that the platform helps keep the customer onboarding process organized and makes it easier for sales and customer success teams to stay on the same page.
How does the buyer portal improve communication?
The platform includes a buyer portal that cuts down back-and-forth over email, and document sharing feels smoother for both the team and prospects.
What automation features help manage follow-ups?
Projetly offers automated task suggestions that keep the team on top of follow-ups without anyone having to manually track next steps.
How does the AI meeting insights feature work?
The AI meeting insights feature turns call notes into clear summaries and action items, which saves a significant amount of time for the team.
How does automated onboarding speed up the process?
The platform automates onboarding workflows, which means teams can get up and running fast without turning the rollout into its own project.
What was the experience like before using Projetly?
Before Projetly, some users relied on a mix of spreadsheets, emails, and scattered tools, but they found the Digital Sales Room made things get a lot better.
How user-friendly is the platform for new users?
The platform is described as easy to understand and does not feel overly complicated, making it accessible for teams new to digital sales rooms.
What makes Projetly different from traditional Digital Sales Rooms?
Projetly claims to carry full deal context straight into onboarding, eliminating handoff gaps and manual re-entry that are common in traditional DSRs.
What is the official website of Projetly?
The official website of Projetly is projetly.ai.
AI-generated from reviews on this page. Verify anything important with the company directly.
I’ve had a good experience with Projetly so far. I really like how it helps keep the customer onboarding process organized and makes it easier for sales and customer success teams to stay on the same page.
The Digital Sales Room is also useful for keeping all the important information and communication in one place. The platform is easy to understand and doesn’t feel overly complicated.
Overall, Projetly has made the Sales & onboarding process more structured and easier to manage.
Projetly's buyer portal has cut down a lot of the back-and-forth we used to have over email, and document sharing feels smoother for both our team and prospects. The automated onboarding meant we were up and running fast, without turning the rollout into its own project.
Before Projetly, we were closing deals using a mix of spreadsheets, emails, and other scattered tools. Recently we shifted to Projetly's Digital Sales Room, and things have gotten a lot better since. The automated task suggestions keep the team on top of follow-ups without anyone having to manually track next steps. The AI meeting insights are a standout feature, turning call notes into clear summaries and action items that save a lot of time. Automated onboarding has also made the handoff from sales to customer success much smoother than before.
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Projetly is an AI-native Digital Sales Room platform built to help B2B sales teams win more enterprise deals and onboard customers faster. It automatically creates a shared workspace for every CRM deal, giving sales and buyers one place to collaborate on decks, proposals, and timelines while AI tracks engagement and flags at-risk deals in real time. Unlike traditional DSRs, Projetly carries full deal context straight into onboarding, eliminating handoff gaps and manual re-entry. The platform also automates onboarding workflows and rewards customer engagement through token incentives, helping teams cut admin work, shorten onboarding timelines, and increase win rates.
- Website
- projetly.ai
- Address
- 1007 N Orange St. 4th Floor Suite #3328, Wilmington, Delaware
- Categories
- Computer software