--- title: "Projetly Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Projetly Software - reviews, pricing plans, popular comparisons to other AI Sales Assistant products and more." source_url: "https://www.capterra.com/p/10021104/Projetly/" page_type: "product" language: "en" --- # Projetly Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Projetly ## What is Projetly? Projetly is a cloud-based platform that combines digital sales rooms with customer onboarding tools, covering the full B2B sales cycle from first deal to go-live. It automatically creates a shared workspace for every CRM deal, giving buyers and sellers one place for proposals, timelines, and mutual action plans. Sales teams use Projetly to track buyer engagement, monitor deal health, and spot risk signals early. At deal close, full deal context passes automatically to customer success teams, removing manual handoffs between departments. Once a deal closes, implementation teams use AI-generated onboarding plans, automated task management, and a shared customer portal to guide clients through milestones. Time tracking, resource scheduling, and real-time dashboards help teams stay on track and record billable hours. Projetly is best suited for B2B SaaS companies, fintech firms, managed service providers, and software development teams running complex, multi-stakeholder deals. ## What is Projetly used for? [Client Onboarding](https://www.capterra.com/client-onboarding-software/)[Kanban Tools](https://www.capterra.com/kanban-tools-software/)[AI Sales Assistant](https://www.capterra.com/ai-sales-assistant-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $19 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Projetly?[Manage this product listing](https://www.g2.com/products/projetly/claim_requests/new?auto=true) ## Projetly Overview Updated September 2026 AI summary Projetly offers cloud-based tools for client onboarding, project collaboration, and digital sales management, supporting organizations of all sizes. It brings together activity tracking, document management, client portals, and workflow features, with options like customizable branding, API access, Gantt views, and e-signatures. Projetly is suited for businesses seeking to coordinate onboarding and client projects in one platform. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Projetly 5.0 (1) VS. [4.7 (128)](https://www.capterra.com/p/232772/Rocketlane/reviews/) Starting Price $19 Per User, Per Month Starting Price $49 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (1) Ease Of Use 4.6 (101) Value For Money 4.0 (1) Value For Money 4.6 (98) Customer Service 0.0 (0) Customer Service 4.7 (98) ## Projetly alternatives Highest Rated [4.9 (283)](https://www.capterra.com/p/144329/Time-To-Pet/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.7 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Content Snare](https://www.capterra.com/p/167019/Content-Snare/) [4.9 (101)](https://www.capterra.com/p/167019/Content-Snare/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/167019/Content-Snare/) [Clientary](https://www.capterra.com/p/268615/Clientary/) [4.7 (100)](https://www.capterra.com/p/268615/Clientary/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/268615/Clientary/) ## FAQs about Projetly Overview ### What company size and specific industries is Projetly built for? Projetly is designed for businesses in the United States, the UK, Canada, the UAE, and the wider GCC region. The vendor description does not specify a particular company size or industry, so the product appears to target organizations across different sectors and business scales in those markets. Features and Usability ### What are the key features of Projetly? Projetly offers task management, task progress tracking, and workflow management for organizing work, along with Gantt/timeline view and Kanban board for planning. It also includes time tracking, reporting & statistics, alerts/notifications, role-based permissions, document management, and client portal features for collaboration and client management. Integrations ### Which third-party tools and platforms does Projetly integrate with? Projetly integrates with 7 third-party tools and platforms, including CRM and communication apps such as Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Microsoft Outlook, Microsoft Teams, Slack, Zoom Rooms, and Zoom Workplace. Getting Started and Support ### What training and onboarding options does Projetly offer? Projetly provides documentation and videos to help teams get started. Documentation supports self-paced reference for setup steps and feature details, while videos offer visual guidance that users can review as needed. Getting Started and Support ### What customer support options does Projetly offer? Projetly provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Support experience details are not available here, so the listed channels are the only confirmed ways to get help with the product. ## Features AI summary Based on 288 AI Sales Assistant reviews Capterra data shows that buyers of client onboarding software rank the following features as their top priorities: - **Task Management** (**57%** of reviewers rated this feature as critical) - **Onboarding** (**56%**) - **Data Security** (**69%**) Projetly supports all three of the features reviewers value most: **Task Management**, **Onboarding**, and **Data Security**. Together, these capabilities help businesses organize onboarding work, guide clients through each step of the process, and protect sensitive information, allowing teams to deliver a more consistent and secure client experience. Calendar Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar Gantt/Timeline View 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Reporting & Statistics 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Projetly 47 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Chat/Messaging: Communicate using direct chat or messages within the system - Checklists: An itemized to do list that can be edited as tasks are completed - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client Tracking: Track all company interactions with current clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Forecasting: Form predictions based on past and present data/trends - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Real-Time Data: Receive data and information in real time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Single Sign On: Allow users to access multiple services after entering their login credentials once - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - To-Do List: A digital list of items that need to be completed - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 4.0 (1) Free Trial Starter $19.00 Per User,Per Month Growth $49.00 Per User,Per Month Enterprise $99.00 Per User, Value for money 4.0 (1) 4.0 Based on 1 reviews ## Integrations [ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)[ Zoom Rooms](https://www.capterra.com/p/235670/Zoom-Rooms/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Content Marketer Information Technology and Services ### "Cuts down manual work, worth the ramp up time" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 August 7, 2026 Overall my experience with Projetly has been positive. There was a bit of a learning curve getting started, but once I got past that the platform has made our day to day work a lot smoother. The AI meeting insights, auto task suggestions, and recurring tasks have all become things I rely on regularly, they cut down on manual work and help keep things consistent across our team. It's become a solid part of how we manage our workflow, and I'd recommend it to others who are willing to spend a little time getting familiar with it upfront. Pros What I like most about Projetly is how much manual work it takes off my plate. The AI meeting insights are genuinely useful, after calls it picks up on the key points so I'm not stuck writing everything down or trying to remember what was discussed. The auto task suggestions save me a good chunk of time too, instead of manually breaking down next steps I just review what it suggests and adjust as needed. And the recurring tasks feature has been great for keeping our regular check-ins and routine onboarding steps on track without me having to recreate them every time. Together, these three things have made our workflow feel a lot less manual and a lot more consistent. Cons The main downside for me has been the learning curve. There's a lot packed into the platform, and it took some time to get comfortable navigating everything and understanding how the different features fit together. Once I got past that initial period it made a lot more sense, but I think a more guided onboarding or some in app walkthroughs would help new users get up to speed faster. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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