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features
design
support

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Description

Forward helps sales teams win deals and onboard clients faster. Forward's engagement platform centralises resources, stakeholders, sales tools, and interactions into a single digital workspace for seamless collaboration, a standout experience, and faster buyer decision. Forward's digital sale rooms are shareable via a single link, and come with a host of superpowers. Real-time collaboration to ensure smooth deal progress - Sales insights for tracking engagement - Plan mutual-action to keep your deal on course - Auto-personalization for a competitive edge Sales teams can control their deals, reduce friction, and increase conversion rates. Forward offers a free trial to help you discover the best way for you to move your deals forward.

Description

Projetly serves as an AI-driven Digital Sales Room tailored for B2B sales teams, establishing a collaborative space where buyers and sellers can interact seamlessly. It features an AI Sales Agent that manages follow-ups, provides real-time insights into buyer engagement, enables dynamic proposals complete with e-signatures, and generates automated summaries of meetings. Unlike traditional tools that conclude their function post-sale, Projetly extends its utility into the onboarding process, ensuring that Customer Success teams receive comprehensive context rather than facing a disjointed transition. This innovative platform eliminates the chaos of disparate CRMs, presentation decks, and email conversations by offering a cohesive deal-to-onboarding experience that enhances overall efficiency and communication. Ultimately, Projetly not only streamlines the sales process but also fosters stronger relationships between teams and clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Airtable Yes 
Cal.com Yes 
Calendly Yes 
Figma Yes 
Gmail Yes 
Google Docs Yes 
Google Drive Yes 
Google Sheets Yes 
Google Slides Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Meetings Yes 
Jotform Yes 
Navattic Yes 
Pitch Yes 
Seenit Yes 
Tolstoy Yes 
Typeform Yes 
Vidyard Yes 
Whimsical Yes 

Integrations

Airtable No 
Cal.com No 
Calendly No 
Figma No 
Gmail No 
Google Docs No 
Google Drive No 
Google Sheets No 
Google Slides No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Meetings No 
Jotform No 
Navattic No 
Pitch No 
Seenit No 
Tolstoy No 
Typeform No 
Vidyard No 
Whimsical No 

Pricing Details

€29/month/user
Free Trial Yes 
Free Version Yes 

Pricing Details

$19/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Forward

Founded

2021

Country

United Kingdom

Website

www.dealforward.com

Vendor Details

Company Name

Projetly

Founded

2024

Country

United States

Website

projetly.ai

Product Features

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository Yes 
Collaboration Tools Yes 
Content Recommendations No 
Email Management No 
Engagement Analytics Yes 
Interaction Tracking Yes 
Personalization Yes 
Sales Partner Management No 
Sales Training / Onboarding Yes 
Video File Management No 

Sales Enablement

Collaboration Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management No 
Meeting Management No 
Performance Management Yes 
Presentation Management No 
Proposal Management Yes 
Territory Management No 
Training Management No 

Product Features

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