Freedom251 › Digital Sales Rooms
Projetly
What Projetly is
Projetly is a web-based digital sales room that connects sales teams, buyers, and customer onboarding in one workspace. It creates a room for each CRM deal, where teams can share sales materials and follow buyer engagement. Its AI monitors buyer activity and meeting signals, summarizes meetings, and recommends next steps. When a deal closes, it carries deal details, documents, and customer conversations to the onboarding team. Customers and invited guests can access rooms without accounts, at no charge and with no stated limit. Listed integrations include two-way HubSpot and Salesforce sync, Slack, Microsoft Teams, Zoom, Office 365, Google Calendar, Zapier, and Make. Growth starts at $59/user/mo with annual billing and requires at least five users; monthly billing is $69/month with a three-month minimum. Scale is $89/month, billed yearly, with a ten-user minimum. A 14-day trial includes Scale features and requires no credit card. Some capabilities, including meeting analyst, project copilot, and portfolio analytics, are marked as coming soon or rolling out.
Who it suits
Projetly suits sales, onboarding, and implementation teams that need to share deal materials and pass information to onboarding. It also supports buyers and customers who need to access sales rooms.
What it does well
- Creates a digital room for each CRM deal
- AI summarizes meetings and suggests next actions
- Guests can access rooms without accounts
- Includes two-way HubSpot and Salesforce sync
What to know first
- No free plan
- Growth requires at least five users
- Scale requires at least ten users
- Some capabilities are still coming soon or rolling out
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Growth | $69/month with monthly billing and a 3-month minimum; $59/month on yearly billing; minimum 5 users · 1,000 AI actions per user/month · AI Deal Rooms · Project Rooms · E-signature · HubSpot and Salesforce sync | $69 a month |
| Scale | $89/month on yearly billing; minimum 10 users; page says Scale is billed yearly · 1,500 AI actions per user/month · Everything in Growth · Roadmap: Forecast · Knowledge Centre | $89 a month |
| Enterprise | Custom; billed yearly · Everything in Scale · Custom DPA and security review · Custom AI action pool · Named customer success manager | On request |
As projetly.ai lists them, read 8 Oct 2026. The maker's own page has the final word.
Verdict
Projetly brings deal materials, buyer engagement, and onboarding handoff into one workspace. Check the user minimums and which features are available before choosing a plan.
Facts from Projetly's own pages
- AI features
- The product says AI monitors buyer activity and meeting signals, summarizes meetings, and recommends next actions. · 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
- 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
- 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
- Headquarters
- The maker lists its address as 1007 N Orange St., 4th Floor, Suite #3328, Wilmington, Delaware 19801, United States. · 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
- Intended teams
- The maker describes Projetly as built for sales, onboarding and implementation teams, buyers, and customers. · 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
- 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
- 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
- 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
- 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
- Trial
- The pricing page offers a 14-day trial with full Scale features and no credit card required. · projetly.ai, 8 Oct 2026
Where Projetly stands on Freedom251
- Digital Sales Rooms#22 of 27