Projetly Reviews 

Geschreven door het bedrijf

Projetly's Digital Sales Room (DSR) is an AI-native platform built to help B2B sales teams manage deals from first contact through signature, all inside one shared, login-free workspace. Instead of scattering proposals, pricing sheets, contracts, and buyer conversations across emails and disconnected apps, Projetly automatically creates a single "Deal Link" for every opportunity, giving both sales reps and buyers one place to collaborate, share documents, and track progress in real time. At the core of the platform is an AI Sales Agent that works as an always-on deal co-pilot. It captures notes from sales calls, picks up on buyer intent signals, and triggers follow-ups automatically, so reps spend less time on admin work and more time selling. Layered on top is buyer intelligence, which shows sales teams exactly how prospects are engaging: which documents they're opening, which stakeholders are involved, and when key decision-makers change. This gives reps a clear signal of what to do next, rather than relying on guesswork. Proposals built inside the DSR are dynamic and trackable, with automated reminders that nudge buyers toward signing and cut down on manual chasing. The platform also uses AI to analyze buyer activity and sentiment, flagging early signs that a deal might be going cold so reps can intervene before it stalls. What sets Projetly apart from a typical digital sales room is what happens after the deal closes. Rather than onboarding starting from scratch, the full context gathered during the sales process (conversations, commitments, and stakeholder details) carries directly into the onboarding phase. This removes the common handoff gap between sales and delivery teams, shortens time-to-value for new customers, and keeps accountability intact as a deal moves from sales to implementation. Projetly is built to integrate with tools already common in sales stacks, including HubSpot CRM and Sales Hub, Google Workspace, Microsoft Teams and Outlook, Zoom, and Slack, so it layers onto existing workflows instead of requiring teams to abandon their current tools. The platform is aimed primarily at B2B SaaS companies, fintech firms, IT service providers, managed service providers, and software development teams handling complex, multi-stakeholder deals. Founded in 2024, Projetly is still a relatively young company with a small public review base, but early feedback has been positive, particularly around its AI meeting insights and automated task suggestions, which users say meaningfully reduce manual work once past an initial learning curveToon meer