Projetly - 2026 Pricing, Features, Reviews & Alternatives

Projetly is a cloud-based, AI-native digital sales room and customer onboarding platform built for B2B revenue teams running complex, multi-stakeholder deals. The platform automatically creates a shared buyer-seller workspace for every CRM deal, centralizing proposals, decks, demos, timelines, and mutual action plans in one location. Buyer engagement and document-view tracking, deal health scoring, and AI-analyzed sentiment signals surface at-risk deals before they stall. At close, full deal context transfers automatically to customer success and implementation teams, eliminating manual sales-to-onboarding handoffs.

Once a deal closes, AI agents generate structured onboarding plans and project templates tailored to the customer journey, then automate task creation, assignment, and deadline tracking through go-live. A shared customer portal provides milestone and progress visibility for both internal teams and clients. AI health scores monitor customer accounts in real time, while predictive insights flag project delays and recommend corrective actions. Additional capabilities include time tracking, billable-hour recording, resource allocation and scheduling, AI-powered meeting notes, in-app tours, surveys, personalized email follow-ups, and a no-code onboarding experience builder. Performance-based crypto token rewards drive customer engagement and feature adoption, supporting Product-Led Growth strategies without additional development overhead.

Projetly serves B2B SaaS companies, enterprise sales teams, customer success and implementation teams, managed service providers, fintech companies, and software development service firms. Native integrations with CRM platforms, Slack, and Microsoft Teams connect the platform to existing revenue stacks. Multi-language client portal support accommodates global customer bases. Pricing starts at $29 per user per month.