Projetly
Projetly: A structured workspace that connects complex sales cycles with customer onboarding. Ranked #7 of 27 in Digital Sales Rooms by our editors (8.6/10); pricing: 14-day trial; best for structured sales-to-onboarding workflows.
At a glance
- Editor score8.6 / 10
- Pricing14-day trial
- Best forStructured sales-to-onboarding workflows
- Free planNo
- Paid from$59/user/mo
- Facts checked20 Sep 2026
Where it wins
- Branded rooms combine documents, tasks, timelines, and buyer signals
- Two-way HubSpot and Salesforce synchronization supports connected workflows
- Project Rooms carry sales context into customer onboarding
Where it doesn't
- No permanent free plan
- Web-only access
- Enterprise pricing is custom
Our verdict on Projetly
Projetly is a digital sales room for B2B sales and revenue teams managing complex, multi-stakeholder deals. It gives buyers and sellers shared workspaces for proposals, documents, timelines, tasks, engagement tracking, and collaboration. Buyers can access deal and onboarding information without creating an account or paying. The product also extends beyond the sales cycle with Project Rooms for customer onboarding and AI-assisted handoff to Customer Success.
Pricing is organized around Growth, Scale, and Enterprise. Growth costs $69 per user per month with monthly billing and a 3-month minimum, or $59 per user per month when billed annually. It includes AI Deal Rooms, Project Rooms for onboarding, AI Handover to Customer Success, AI meeting summaries, e-signature, and HubSpot and Salesforce synchronization. Scale costs $109 per user per month monthly or $89 annually, adding Forecast, Knowledge Centre, 1,500 AI actions per user/month, and Priority support. Enterprise includes a custom DPA and security review, a custom AI action pool, and a named customer success manager, with custom pricing. A 14-day trial with full Scale features is available without a credit card.
Its strongest fit is for teams that need one structured environment across selling, decision-making, signing, and onboarding. Branded buyer workspaces, view tracking, buyer signals, shared task boards, dynamic proposals, digital signatures, and AI meeting summaries support a coordinated process. Integrations include Slack, Microsoft Teams, Zoom, Office 365, Google Calendar, Zapier, Make, Loom, YouTube, Vimeo, Google Drive, SharePoint, and Calendly, alongside the CRM connections. Teams seeking a free or desktop-native tool should look elsewhere; Projetly is more suited to organizations willing to pay per user for a connected sales-to-onboarding workflow.
Your product? Our editors can test Projetly in depth and publish a review, labelled as paid · from $149/mo →
Projetly pricing
All 3 Projetly plans and prices →
Projetly fact sheet
| Free plan | No |
|---|---|
| Paid from | $59/user/mo |
| CRM integrations | Yes |
| Custom branding | Yes |
| Viewer identification | Not verified |
| Custom domain | Not verified |
| Video support | Yes |
| Content library | Yes |
| Free trial | 14 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 1,000+ integrations: HubSpot, Salesforce, Slack, Microsoft Teams, Zoom, Office 365 … |
| Pricing | 14-day trial (source) |
| Website | projetly.ai |
| Facts checked | 20 Sep 2026 |
Projetly integrations
Projetly lists 1,000+ integrations on its own site — the 19 named here are the ones its pages call out.
- HubSpot
- Salesforce
- Slack
- Microsoft Teams
- Zoom
- Office 365
- Google Calendar
- Zapier
- Make
- Loom
- YouTube
- Vimeo
- Google Drive
- SharePoint
- Calendly
- Chili Piper
- Gong
- Telegram
Alternatives to Projetly
- RecappedA collaborative sales room with a free tier, CRM sync, analytics, and AI deal support.9.3
- AlignedA broad digital sales room platform for collaborative B2B deal execution.9.2
- emlenA CRM-friendly sales room platform with branded experiences, analytics, and AI options.9.1
See all Projetly alternatives →
Projetly vs the competition
- Projetly vs Recapped
- Projetly vs Aligned
- Projetly vs emlen
- Projetly vs Flowla
- Projetly vs Along
- Projetly vs Paperflite
Compare Projetly with any tool side by side →
Used Projetly? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Projetly for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Projetly is listed in our Digital Sales Rooms directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/projetly/"><img src="https://www.itechguides.com/best/badge/projetly.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update