Projetly review
A structured workspace that connects complex sales cycles with customer onboarding.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Projetly pros and cons
- 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
Projetly fact sheet, pricing and score →
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