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Win more deals. Deliver what you sold.

Your CRM shows the stage. Projetly shows who’s deciding and what to do next.

Projetly is an AI-native digital sales room for B2B teams with long sales and onboarding cycles. It maps the buying committee from buyer activity, then recommends the next best action and why. When the deal closes, the buyer history and the commitments carry into onboarding.

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Two-way HubSpot and Salesforce sync. Buyers join with a link, no account to create.

4.8

Why Deals Stall &
Onboarding Takes Forever

Deals Go Dark

Without shared visibility, buyers disengage, deals stall, and you lose control of the sales process.

No Intelligence to Guide You

You're guessing what to do next. No deal insights. No risk signals. No evidence-backed guidance.

Context Gets Lost in Handoff

Sales closes the deal, but onboarding starts from scratch. Customers get frustrated and time-to-value slows.

Slow and Manual Onboarding

Tool silos, manual processes, and unclear ownership extend timelines and burn out your team.

From Deal to Go-Live Powered by AI

AI Tracks Deal Engagement in Real Time

AI monitors buyer activity and meeting signals to detect disengagements. Keep deals from going dark.

AI Delivers Evidence-Backed Next Actions

AI analyzes buyer activity and sentiment to detect risks and recommend next actions. Backed by real execution data.

AI Transforms Deals Into Onboarding Workflows

AI turns closed deals into structured onboarding workflows. No manual handoffs. No information lost.

AI Surfaces the Next Best Action

AI summarizes meetings and suggests next steps and updates so your team can focus on execution.

Everything You Need to Win Deals and Onboard Customers

One AI-powered workspace for your entire revenue motion from first demo to go-live with full context and zero information loss.

Digital Sales Room

AI Intelligence

Customer Onboarding

Client Collaboration

Built for Every Team in Your Revenue Motion

Projetly For Sales Teams

Digital Sales Room (DSR)

Create a Digital Sales Room for a deal in two steps, or let AI build it from a plain-language description of the opportunity. Unite your sales team and buyers in a shared workspace to share decks, demos, proposals, and timelines while tracking who's engaged and what matters. No email chaos.

AI Deal Intelligence

AI Takes the Admin Off Your Reps

Hand Off to Onboarding With Context

Built for Every Team in Your Revenue Motion

Projetly For Sales Teams

Digital Sales Room (DSR)

AI Deal Intelligence

AI Takes the Admin Off Your Reps

Hand Off to Onboarding With Context

Projetly for Buyers and Customers

Give Buyers a Collaborative Workspace

Give buyers a dedicated workspace to review proposals and track progress. No email chaos. Better experience, higher win rates.

Give Buyers a Collaborative Workspace

Give buyers a dedicated workspace to review proposals and track progress. No email chaos. Better experience, higher win rates.

Deliver Fast, Transparent Onboarding

Customers see their onboarding plan immediately. AI workflows, clear milestones, and real-time tracking accelerate time-to-value.

Deliver Fast, Transparent Onboarding

Customers see their onboarding plan immediately. AI workflows, clear milestones, and real-time tracking accelerate time-to-value.

Buyers Get In With One Click

No account to create, no password to remember. Send a link or a one-time code and they are in the room.

Buyers Get In With One Click

No account to create, no password to remember. Send a link or a one-time code and they are in the room.

Projetly For Onboarding/Implementation Teams

Receive Complete Deal Context

Get all deal details, documents, and customer conversations automatically transferred from sales the moment a deal closes. Start onboarding with full context, not a blank slate. No information lost, no manual handoff.

AI Helps Build the Onboarding Plan

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Collaborate with Customers in Real Time

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Projetly For Onboarding/Implementation Teams

Receive Complete Deal Context

AI Helps Build the Onboarding Plan

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Collaborate with Customers in Real Time

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Why B2B Sales and Onboarding Teams Choose Projetly

Without Projetly

Deal tracking done by hand across CRM, email and spreadsheets

Losing deals because buyers go dark

Context lost between the deal and onboarding

Onboarding that starts from a blank slate

With Projetly

Document views, email activity and meetings tracked in one place

A clear read on who is deciding and the next best action, with reasoning

Deal context, documents and conversations carry into the onboarding project

AI-generated onboarding templates and checklist suggestions to set up the project

Trusted by B2B Sales and Onboarding Teams

"Projetly helped us bring structure and visibility into our customer onboarding. It improved collaboration with customers and significantly enhanced the overall onboarding experience."

Results

50-75%

Faster onboarding timelines

75%+

Improvement in customer satisfaction

Vaishnavi

Head of CS & Co-Founder

Invypro | AI Supply Chain SaaS

"Projetly brought structure, visibility, and accountability into our software development services delivery. It significantly reduced manual effort and improved collaboration with our customers."

Results

50-75%

Faster delivery execution

75%+

Improvement in customer accountability

Muthukumar A

Founder

Better Lives

"Projetly helped us bring structure and visibility into our customer onboarding. It improved collaboration with customers and significantly enhanced the overall onboarding experience."
Results
50-75%
Faster onboarding timelines
75%+
Improvement in customer satisfaction
Vaishnavi,
Head of CS & Co-Founder
Invypro | AI Supply Chain SaaS
"Projetly brought structure, visibility, and accountability into our software development services delivery. It significantly reduced manual effort and improved collaboration with our customers"
Results
50-75%
Faster delivery execution
75%+
Improvement in customer accountability
Muthukumar A,
Founder
Better Lives