Win More Deals. Onboard Faster.

Digital Sales Room for Enterprise B2B Deals and Onboarding

Digital Sales Room for Enterprise B2B Deals and Onboarding

The first AI-native Digital Sales Room with deal intelligence and buyer engagement to keep your deals moving. Unlike traditional DSRs, Projetly continues through onboarding, preserving full context from proposal to go-live. Built for B2B companies with complex implementations.

Why Deals Stall &
Onboarding Takes Forever

Why Deals Stall &
Onboarding Takes Forever

Why Deals Stall &
Onboarding Takes Forever

Deals Go Dark

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

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

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

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.

Accelerating your Customer Onboarding

💎 Plus: Token rewards powered by smart contracts to align teams and customers. Learn More →

AI Transforms Deals Into Onboarding Workflows

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

AI Automates Repetitive Work

AI automates meeting notes, tasks, events, and updates so your team can focus on execution.

Everything You Need to Win Deals and Onboard Customers

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

Digital Sales Room

AI Intelligence

AI Intelligence

Customer Onboarding

Customer Onboarding

Client Collaboration

Client Collaboration

Projetly: Dedicated & Efficient B2B Customer Onboarding Solutions
Customer Onboarding
Customer Onboarding

Built for Every Team in Your Revenue Motion

Projetly For Sales Teams 

Digital Sales Room (DSR)

A Digital Sales Room is automatically created for every deal in your CRM. 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 manual setup, no email chaos.

AI Deal Intelligence

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AI Automates Sales Execution

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Seamless Handoff to Onboarding

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Built for Every Team in Your Revenue Motion

Projetly For Sales Teams 

Digital Sales Room (DSR)

A Digital Sales Room is automatically created for every deal in your CRM. 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 manual setup, no email chaos.

AI Deal Intelligence

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AI Automates Sales Execution

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Seamless Handoff to Onboarding

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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.

Keep Customers Engaged with Rewards

Reward customers with crypto tokens for onboarding progress and feature adoption. Drive engagement and retention.

Keep Customers Engaged with Rewards

Reward customers with crypto tokens for onboarding progress and feature adoption. Drive engagement and retention.

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 Automates Onboarding Workflows

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Collaborate with Customers in Real Time

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Earn Rewards for Delivery Excellence

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Customer Oboarding Collaboration

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 Automates Onboarding Workflows

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Collaborate with Customers in Real Time

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Earn Rewards for Delivery Excellence

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Customer Oboarding Collaboration

Why B2B Sales and Onboarding Teams Choose Projetly

Without Projetly

40+ hours/month on manual deal tracking

Losing deals because buyers go dark

50% context loss in sales-to-onboarding handoff

30-60 day average onboarding timeline

With Projetly

5 hours/month (AI automates tracking)

20-30% increase in deal win rates

0% context loss (automated handoff)

15-30 day onboarding (AI workflows)

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 onboarding timelines

75%+

Improvement in customer satisfaction

Vaishnavi

Head of CS & Co-Founder

Invypro | AI Supply Chain SaaS

Win Deals. Onboard Faster. No Handoff Gap. Try Projetly Now

Customer Onboarding

Sell Smarter. Onboard Faster. Get
Rewarded — Try Projetly Now

Customer Onboarding

Win Deals. Onboard Faster. No Handoff Gap. Try Projetly Now

Customer Onboarding