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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Boost your deal closing rate by delivering highly personalized offers to potential clients through a customized microsite, allowing you to effectively group the content for greater influence, engage in direct conversations with prospects, send tailored email reminders, and much more. The initial interaction is the starting point of your personalized connection with each prospect, which evolves from the proposal stage to the signing phase, and ultimately transitions into onboarding. Envivo serves as your comprehensive solution for managing all client-related activities. It allows you to address inquiries, present offers, share important documents, and oversee contracts and onboarding processes seamlessly. With Envivo, you engage in meaningful dialogue with both customers and prospects, who can conveniently access your offers from any device, whether it be a smartphone, tablet, or laptop. This innovative platform consolidates all your sales activities, eliminating the need for endless emails, phone calls, and scattered documents, and ensures that the entire sales process occurs within a single digital environment. As a result, you can focus on building stronger relationships with your clients while streamlining your operations.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

Adobe Acrobat Sign
Docusign
Dropbox Sign
ForgeRock
Freshsales
Google Drive
Google Pay
HubSpot CRM
HubSpot Customer Platform
JumpCloud
LinkedIn
LoginRadius
Microsoft Dynamics 365
NetSuite
Okta
PandaDoc
Pipedrive
Signal
WhatsApp
Zoho CRM

Integrations

Adobe Acrobat Sign
Docusign
Dropbox Sign
ForgeRock
Freshsales
Google Drive
Google Pay
HubSpot CRM
HubSpot Customer Platform
JumpCloud
LinkedIn
LoginRadius
Microsoft Dynamics 365
NetSuite
Okta
PandaDoc
Pipedrive
Signal
WhatsApp
Zoho CRM

Pricing Details

$19/month
Free Trial
Free Version

Pricing Details

€19 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

envivo.io

Founded

2012

Country

Germany

Website

www.envivo.io

Product Features

Product Features

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

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