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SPECIFICTION
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Projetly

projetly.ai

From $69/mo Free trial Web
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Spec score 7.6 #16 of 27 in Digital Sales Rooms

Spec sheet

Product
Projetly describes itself as an AI-native digital sales room connecting sales, buyers, and customer onboarding in one workspace.Read 8 Oct 2026 · projetly.ai
Trial
The pricing page offers a 14-day trial with full Scale features and no credit card required.Read 8 Oct 2026 · projetly.ai
Integrations
The pricing page lists two-way HubSpot and Salesforce sync, Slack, Microsoft Teams, Zoom, Office 365, Google Calendar, Zapier, and Make integrations.Read 8 Oct 2026 · projetly.ai
Privacy
Projetly's privacy policy says Google data is accessed after user authorization for enabled features and is not used for advertising, profiling, or resale.Read 8 Oct 2026 · projetly.ai
Support
The pricing comparison lists standard support for Growth, priority support for Scale, and a named customer success manager for Enterprise.Read 8 Oct 2026 · projetly.ai
Headquarters
The maker lists its address as 1007 N Orange St., 4th Floor, Suite #3328, Wilmington, Delaware 19801, United States.Read 8 Oct 2026 · projetly.ai
AI features
The product says AI monitors buyer activity and meeting signals, summarizes meetings, and recommends next actions.Read 8 Oct 2026 · projetly.ai
AI usage limit
Each Growth user adds 1,000 monthly AI actions and each Scale user adds 1,500 to a shared team pool; action top-ups start at $29 for 500 actions.Read 8 Oct 2026 · projetly.ai
Customer access
Customers and invited guests are free and unlimited, and the pricing page says they access rooms without creating accounts.Read 8 Oct 2026 · projetly.ai
Feature availability
The pricing comparison marks some listed capabilities, including meeting analyst, project copilot, and portfolio analytics, as coming soon or rolling out.Read 8 Oct 2026 · projetly.ai
Intended teams
The maker describes Projetly as built for sales, onboarding and implementation teams, buyers, and customers.Read 8 Oct 2026 · projetly.ai
Onboarding handoff
When a deal closes, Projetly transfers deal details, documents, and customer conversations to the onboarding team.Read 8 Oct 2026 · projetly.ai
Sales rooms
It automatically creates a digital sales room for each CRM deal to share sales materials and track buyer engagement.Read 8 Oct 2026 · projetly.ai
Security status
The pricing FAQ says access currently uses JWT authentication and role-based permissions, while PII redaction, zero-retention AI provider agreements, AI audit logs, and organization-wide AI controls are roadmap items.Read 8 Oct 2026 · projetly.ai

Plans and prices

Growth $69 a month $69/month with monthly billing and a 3-month minimum; $59/month on yearly billing; minimum 5 users 1,000 AI actions per user/month · AI Deal Rooms · Project Rooms · E-signature · HubSpot and Salesforce sync Read 8 Oct 2026 · projetly.ai
Scale $89 a month $89/month on yearly billing; minimum 10 users; page says Scale is billed yearly 1,500 AI actions per user/month · Everything in Growth · Roadmap: Forecast · Knowledge Centre Read 8 Oct 2026 · projetly.ai
Enterprise Priced on request Custom; billed yearly Everything in Scale · Custom DPA and security review · Custom AI action pool · Named customer success manager Read 8 Oct 2026 · projetly.ai

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