Projetly

6.7easy start · #15 of 27
in Digital Sales Rooms

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from $69/mo.

Projetly is ranked #15 of 27 in digital sales rooms on The Geeks Club. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $69/mo.

Projetly plans and pricing

All plans

Growth $69/mo $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 projetly.ai · 8 Oct 2026

Scale $89/mo $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 projetly.ai · 8 Oct 2026

Enterprise Not published Custom; billed yearly Everything in Scale · Custom DPA and security review · Custom AI action pool · Named customer success manager projetly.ai · 8 Oct 2026

Compared on digital sales rooms

Free plan: No
Paid from: $59/user/mo
CRM integrations: Yes
Custom branding: Yes
Video support: Yes
Content library: Yes

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The record

Product: Projetly describes itself as an AI-native digital sales room connecting sales, buyers, and customer onboarding in one workspace.
Sales rooms: It automatically creates a digital sales room for each CRM deal to share sales materials and track buyer engagement.
AI features: The product says AI monitors buyer activity and meeting signals, summarizes meetings, and recommends next actions.
Onboarding handoff: When a deal closes, Projetly transfers deal details, documents, and customer conversations to the onboarding team.
Intended teams: The maker describes Projetly as built for sales, onboarding and implementation teams, buyers, and customers.
Customer access: Customers and invited guests are free and unlimited, and the pricing page says they access rooms without creating accounts.
Trial: The pricing page offers a 14-day trial with full Scale features and no credit card required.
Integrations: The pricing page lists two-way HubSpot and Salesforce sync, Slack, Microsoft Teams, Zoom, Office 365, Google Calendar, Zapier, and Make integrations.
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.
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.
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.
Support: The pricing comparison lists standard support for Growth, priority support for Scale, and a named customer success manager for Enterprise.
Feature availability: The pricing comparison marks some listed capabilities, including meeting analyst, project copilot, and portfolio analytics, as coming soon or rolling out.
Headquarters: Wilmington, Delaware, United States
Price from: $69/mo

Where it ranks on The Geeks Club

Best Digital Sales Rooms in 2026#15 of 27

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Sources

projetly.ai· checked 8 Oct 2026
projetly.ai/about_us· checked 8 Oct 2026
projetly.ai/pricing· checked 8 Oct 2026
projetly.ai/privacy-policy· checked 8 Oct 2026