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Projetly

API—OSS—FREE—DOCS5/5
PR5.4#19 of 27
outWeb—Windows—Mac—Linux—Android—iOS

Ranked in Digital Sales Rooms ·Free trial· paid from $69/mo

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About

Projetly is ranked #19 of 27 in digital sales rooms on Inferse. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $69/mo.

Compared on digital sales rooms

Free plan
Noprojetly.ai
Paid from
$59/user/moprojetly.ai
CRM integrations
Yesprojetly.ai
Custom branding
Yesprojetly.ai
Video support
Yesprojetly.ai
Content library
Yesprojetly.ai

Facts

Product
Projetly describes itself as an AI-native digital sales room connecting sales, buyers, and customer onboarding in one workspace.projetly.ai · 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 · 8 Oct 2026
AI features
The product says AI monitors buyer activity and meeting signals, summarizes meetings, and recommends next actions.projetly.ai · 8 Oct 2026
Onboarding handoff
When a deal closes, Projetly transfers deal details, documents, and customer conversations to the onboarding team.projetly.ai · 8 Oct 2026
Intended teams
The maker describes Projetly as built for sales, onboarding and implementation teams, buyers, and customers.projetly.ai · 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 · 8 Oct 2026
Trial
The pricing page offers a 14-day trial with full Scale features and no credit card required.projetly.ai · 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 · 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 · 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 · 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 · 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 · 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 · 8 Oct 2026

Company

Headquarters
Wilmington, Delaware, United Statesprojetly.ai · 28 Sept 2026

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Where it ranks on Inferse

Sources