- Home
- Digital Sales Rooms
- Projetly
On the recordRead 8 Oct 202614 facts
Projetly
The maker lists its address as 1007 N Orange St., 4th Floor, Suite #3328, Wilmington, Delaware 19801, United States.
Plans and prices
Growth
$69a month, billed yearly
1,000 AI actions per user/month · AI Deal Rooms · Project Rooms · E-signature
Read 8 Oct 2026 · projetly.ai
Scale
$89a month, 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
Everything in Scale · Custom DPA and security review · Custom AI action pool · Named customer success manager
Read 8 Oct 2026 · projetly.ai
On the record
- AI features
- The product says AI monitors buyer activity and meeting signals, summarizes meetings, and recommends next actions.projetly.ai · read 8 Oct 2026
- 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.projetly.ai · read 8 Oct 2026
- Customer access
- Customers and invited guests are free and unlimited, and the pricing page says they access rooms without creating accounts.projetly.ai · read 8 Oct 2026
- Feature availability
- The pricing comparison marks some listed capabilities, including meeting analyst, project copilot, and portfolio analytics, as coming soon or rolling out.projetly.ai · read 8 Oct 2026
- Integrations
- The pricing page lists two-way HubSpot and Salesforce sync, Slack, Microsoft Teams, Zoom, Office 365, Google Calendar, Zapier, and Make integrations.projetly.ai · read 8 Oct 2026
- Intended teams
- The maker describes Projetly as built for sales, onboarding and implementation teams, buyers, and customers.projetly.ai · read 8 Oct 2026
- Onboarding handoff
- When a deal closes, Projetly transfers deal details, documents, and customer conversations to the onboarding team.projetly.ai · read 8 Oct 2026
- 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.projetly.ai · read 8 Oct 2026
- Product
- Projetly describes itself as an AI-native digital sales room connecting sales, buyers, and customer onboarding in one workspace.projetly.ai · read 8 Oct 2026
- Sales rooms
- It automatically creates a digital sales room for each CRM deal to share sales materials and track buyer engagement.projetly.ai · read 8 Oct 2026
- 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.projetly.ai · read 8 Oct 2026
- Support
- The pricing comparison lists standard support for Growth, priority support for Scale, and a named customer success manager for Enterprise.projetly.ai · read 8 Oct 2026
- Trial
- The pricing page offers a 14-day trial with full Scale features and no credit card required.projetly.ai · read 8 Oct 2026
