What is Projetly?
For SaaS companies, turning a new user into a successful, long-term customer begins with onboarding. Projetly is an AI-powered platform designed specifically for customer success and onboarding teams to streamline this critical process. We help you eliminate manual work, deliver personalized experiences, and ensure your users achieve that "Aha!" moment from day one.
Key Features
Projetly provides a unified toolkit to manage the entire customer journey, from the final sales stages through successful implementation.
🤖 AI-Accelerated Onboarding & Task Management Projetly's AI-Copilot automates the routine work that consumes your team's time, such as creating meeting notes, action items, and project updates. It intelligently generates structured onboarding plans from scratch, suggests relevant tasks, and even helps write descriptions, freeing your team from manual setup to focus on high-value customer engagement.
🤝 Unified Sales & Onboarding Workflows Bridge the gap between your sales and customer success teams with our integrated Sales Deal Room. Seamlessly transition closed deals into structured onboarding projects within the same platform. This ensures a smooth handover, maintains context, and provides a consistent, professional experience for your new customers.
🚀 No-Code Self-Serve & Personalized Journeys Empower your users and scale your growth with no-code, self-serve onboarding. With just a simple snippet, you can implement guided tours, interactive checklists, and automated follow-ups directly within your product. For more complex needs, create personalized onboarding journeys tailored to specific customer segments and goals.
🌐 Collaborative Client & Partner Portals Foster complete transparency and streamline communication with a dedicated portal for each customer and partner. Provide a single, secure space where stakeholders can access project plans, track progress, collaborate on documents, and communicate with your team in real time, eliminating scattered email threads and confusion.
How Projetly Solves Your Problems:
Projetly is designed to address the most common and persistent challenges in B2B customer onboarding.
You're Facing Resource Constraints and Manual Overload Tedious manual tasks drain your team's capacity and slow down time-to-value. Projetly automates project plan creation, task management, and status updates. By handling the repetitive work, our platform allows your team to manage more customers effectively and focus on strategic guidance rather than administrative chores.
You're Struggling to Deliver Personalized Onboarding at Scale Generic, one-size-fits-all onboarding fails to meet diverse customer needs. Projetly enables you to design and deploy persona-based onboarding journeys. Whether it's a high-touch, white-glove implementation or a self-serve, product-led motion, you can provide a tailored experience that drives user adoption and satisfaction.
You Have Poor Coordination Between Sales, Onboarding, and Customers Disjointed communication creates a confusing and frustrating experience for new customers. Projetly provides a unified platform where sales, onboarding, and customers collaborate. With shared deal rooms that convert to onboarding projects and centralized portals for communication and document sharing, everyone stays aligned and informed.
Unique Advantages
A Truly Unified End-to-End Platform: Projetly is more than just a project management tool. It's a comprehensive solution that manages the customer lifecycle from the initial sales engagement to full onboarding and value realization, ensuring a seamless and cohesive journey.
Pragmatic AI for Tangible Efficiency: Our AI is not a gimmick; it's a practical engine for productivity. From identifying potential onboarding risks with sentiment analysis to automating follow-ups, Projetly's AI delivers measurable time savings and allows your team to operate more proactively.
Conclusion:
Projetly provides the structure, automation, and collaborative tools your SaaS organization needs to deliver exceptional, efficient, and scalable customer onboarding. It’s a strategic platform built to reduce churn, accelerate time-to-value, and drive sustainable growth by ensuring every new customer becomes a successful one.
More information on Projetly
Launched
2024-02
Pricing Model
Free Trial
Starting Price
Global Rank
Follow
Month Visit
<5k
Tech used
Top 5 Countries
100%
India
Traffic Sources
3.3%
1.66%
0.11%
9.97%
28.86%
55.89%
social
paidReferrals
mail
referrals
search
direct
Projetly was manually vetted by our editorial team and was first featured on 2025-07-05.
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