Projetly was built by founders who spent over a decade running GTM, sales, and implementation teams and lived the pain of broken sales-to-onboarding handoffs. We built the platform we always wished we had.
Projetly was born from a problem our founders experienced firsthand. After spending years leading customer onboarding and implementation teams at a fast-growing B2B SaaS company, they saw the same pattern repeat: sales would close a great deal, then hand it off to CS and everything the sales team had learned would vanish. The CS team started every kickoff on a blank slate, re-discovering what had already been promised, re-qualifying pain points, and rebuilding trust that had already been earned.
We interviewed dozens of VP CS and Director of Implementation leaders across the US to validate this. Every single one described the same problem. That's when we decided to build Projetly is the first AI-native Digital Sales Room that doesn't stop at closed-won.
Projetly is the first AI-native Digital Sales Room built for the entire revenue motion from first deal to go-live.
For Sales Teams: A Digital Sales Room automatically created for every deal in your CRM. AI-powered buyer engagement tracking, deal intelligence, and mutual action plans - all in one shared workspace with your buyer.
For Onboarding and Implementation Teams: When a deal closes, Projetly automatically passes full deal context to your CS team. AI generates structured onboarding plans, automates workflows, and gives your team a shared customer workspace from kickoff to go-live.
For Buyers and Customers: A single link gives buyers visibility into proposals, timelines, and progress - eliminating email chaos and building trust at every stage.
For the sales team, we provide a digital salesroom that facilitates collaboration, manages shared work, proposals, and documents.
Vision
A world where sales and customer success work as one team.
Mission
To be the operating system for every B2B revenue team from first deal to go-live.
Projetly operates with an open culture and a 100% work-from-home environment. Our team meets once a week for sync-ups and fun activities, maintaining a strong bond and collaborative spirit. We invite you to connect with us and learn more about how Projetly can transform your customer onboarding experience.
1007 N Orange St. 4th Floor Suite #3328, Wilmington, Delaware 19801, United States
