Projetly
AI-powered digital sales room for B2B – track buyer engagement, get deal intelligence, and automate onboarding.
| What is it | AI-powered digital sales room for B2B – track buyer engagement, get deal intelligence, and automate onboarding. |
|---|---|
| Pricing | Paid — from $69/mo |
| Free tier | No |
| Platform | Web Application |
| Best for | winning enterprise deals, accelerating customer onboarding |
| Domain registered | 2024 |
Data updated Sept. 19, 2026
What does Projetly do?
Projetly is an AI-native digital sales room for B2B companies. It combines a shared workspace for sales teams and buyers with AI-powered deal intelligence and automated customer onboarding. The platform is designed to prevent deals from stalling by giving sales teams real-time visibility into buyer engagement and delivering evidence-backed recommendations for next actions.
Unlike traditional digital sales rooms that act as static document repositories, Projetly uses AI to analyze buyer activity from meetings and platform interactions. It detects signs of disengagement, flags risks, and suggests specific next steps based on actual execution data. When a deal closes, the AI automatically transforms the deal context into a structured onboarding workflow, including tasks, milestones, and documents – no manual handoff required. It also automates repetitive tasks like meeting notes, event creation, and status updates. An optional token rewards system uses smart contracts to incentivize customer onboarding progress and feature adoption.
Projetly is built for B2B sales teams, customer onboarding teams, and enterprise buyers. Sales teams get a persistent deal room that keeps buyers engaged throughout the cycle. Onboarding teams receive complete deal context the moment a deal closes, eliminating information loss. Buyers get a transparent workspace to review proposals and track implementation progress. The tool is especially useful for complex enterprise sales that involve multiple stakeholders and long onboarding cycles.
Key features
What makes it stand outWho is Projetly for?
Who benefits most from this toolPricing
Growth
- 5 min users
- 1,000 AI actions per user
- AI Deal Rooms
- Buying committee intelligence
- Project Rooms for onboarding
- AI Handover to Customer Success
- Renewal Rooms
- AI meeting summaries
- E-signature included
- HubSpot and Salesforce sync
- 1,000 AI actions per user
Scale
Everything in Growth, plus:
- 10 min users
- 1,500 AI actions per user
- Onboarding portfolio analytics
- Renewal automation
- Meeting Analyst
- SSO and AI governance
- Advanced CRM sync and API
- AI-driven project health, risk alerts, task suggestions
Enterprise
Everything in Scale, plus:
- Custom AI actions per user
- SCIM provisioning
- Data residency and retention
- Custom DPA and security review
- Multi-workspace
- Custom AI action pool
- Named customer success manager
Trust & presence
Gallery
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