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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Topo.io empowers sales teams to advance their interactions with buyers by consolidating stakeholders, resources, and deals into a single platform. By integrating Topo.io with your CRM and various business applications, you can effortlessly monitor prospects' activities and engagement, streamlining follow-ups and reporting processes. Organize your Quarterly Business Reviews (QBR) effectively while communicating key goals to clients. Ensure smooth onboarding by collecting all information shared throughout the sales cycle. The platform identifies and replicates the successful strategies of top performers, disseminating these insights among the team. Furthermore, it accelerates the time to close the first deal by equipping your representatives with templates tailored to your sales process. Track the most effective content and maintain a strong alignment between sales and marketing, fostering a more cohesive approach to achieving business objectives. This holistic view not only enhances productivity but also drives better overall results for your organization.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

Calendly
Docusign
Gong
Google Docs
Google Drive
Google Meet
Google Sheets
Google Slides
HubSpot CRM
Loom
Microsoft Dynamics 365
Modjo
Pitch
Salesforce
Slack
Typeform
Vimeo
YouTube
Yousign
Zoom

Integrations

Calendly
Docusign
Gong
Google Docs
Google Drive
Google Meet
Google Sheets
Google Slides
HubSpot CRM
Loom
Microsoft Dynamics 365
Modjo
Pitch
Salesforce
Slack
Typeform
Vimeo
YouTube
Yousign
Zoom

Pricing Details

$19/month
Free Trial
Free Version

Pricing Details

€49 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Projetly

Founded

2024

Country

United States

Website

projetly.ai

Vendor Details

Company Name

Topo.io

Founded

2022

Country

France

Website

www.topo.io

Product Features

Product Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Alternatives

Alternatives