Stop losing deals to silence. Give every prospect a dedicated Digital Sales Room and know exactly where your deal stands at every stage.
Collaborate seamlessly with customers in shared spaces
Share proposals, case studies, demos and pricing in one branded space
Keep buyers moving with structured action plans and automated follow-ups
Know exactly when prospects engage and act at the right moment
1
Branded Buyer Workspace.
Every new deal automatically gets its own branded workspace shared with your prospect.
Buyers get a professional, organized space to review content, track next steps and engage with your team.
2
Actionable Sales Plans
Replace ad hoc follow-ups with structured sales plans that keep every deal on track.
Every buyer knows what is happening next and every rep follows the same proven playbook.
3
Buyer Engagement Tracking
Stop guessing where your deal stands. See every prospect interaction tracked automatically in one place.
Identify engaged buyers, spot stalled deals early and prioritize the right opportunities at the right time.
4
Proposals and Deal Closing
Build and share proposals directly inside the Digital Sales Room so buyers can review and respond immediately.
Move from proposal to signed contract without leaving the platform or chasing approvals over email.
5
Automated Follow-Ups and Onboarding Handoff.
Never let a deal go cold. Automated follow-ups keep your prospects engaged at every stage.
When the deal closes your onboarding team gets full context instantly in the same platform.
What is Projetly’s Sales Deal Room?
It’s a dedicated shared space where sales teams, clients, and stakeholders collaborate, share documents, and manage every step from intro call to deal closure.
How does it help close deals faster?
It centralizes communication, automates follow-ups, and streamlines document sharing—reducing friction and speeding up the sales cycle.
Can I integrate it with my CRM?
Yes, Projetly integrates with leading CRMs like Salesforce, keeping your sales pipeline unified and up to date.
Is it secure for sharing proposals and sensitive documents?
Absolutely. Projetly offers enterprise-grade security with role-based access controls to ensure your data stays safe.
Can clients and partners access the Deal Room?
Yes, you can invite clients and external partners to collaborate securely, with permissions tailored to their role in the deal.
Does it support signable proposals and order forms?
Yes, you can send signable documents directly from the platform to speed up the closing process.
