Great Upgrade from Manual Deal Tracking
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.