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features
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support

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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.

Description

Collaborate closely with your sales team or channel partners to develop impactful proposals and AI-driven solutions that cater to the specific needs of your customers. Engage directly with your clients to collaboratively design the solutions they seek, ensuring their input shapes the outcome. Store and share essential pitches, documents, and demos within a centralized portal to facilitate efficient delivery and effective information management. Implement professional services using AI-generated playbooks and proven methodologies to enhance your offerings. Conduct configuration surveys to gain insight into the distinct needs and requirements of each customer. Select a foundational configuration, tailor it to meet your customer's specifications, and incorporate pertinent data and credentials. Provide your clients with access to your demos, encouraging their feedback to refine the offerings further. Additionally, maintain an open line of communication for ongoing adjustments based on their experiences and suggestions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Refold No 

Integrations

Refold Yes 

Pricing Details

$19/month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Projetly

Founded

2024

Country

United States

Website

projetly.ai

Vendor Details

Company Name

TechTorch

Founded

2021

Country

United States

Website

www.techtorch.io

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