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What is Projetly?

Projetly operates as an AI-enhanced Digital Sales Room specifically designed for B2B sales teams, creating a collaborative environment where buyers and sellers can engage effortlessly. It includes an AI Sales Agent that oversees follow-ups, delivers real-time insights about buyer interactions, facilitates dynamic proposals with e-signatures, and produces automated meeting summaries. Unlike conventional tools that stop at the sales phase, Projetly continues to be valuable during the onboarding process, providing Customer Success teams with a comprehensive understanding and preventing any disjointed transitions. This cutting-edge platform eradicates the confusion caused by multiple CRMs, presentation materials, and email threads by providing a unified experience from deal closure to onboarding that boosts overall efficiency and communication. Moreover, Projetly not only simplifies the sales journey but also strengthens the bonds between teams and their clients, promoting lasting partnerships. Its innovative approach ensures that both sales and customer success teams are aligned and informed every step of the way.

What is Forward?

Forward empowers sales teams to close deals and onboard clients more efficiently than ever. Its engagement platform consolidates resources, stakeholders, sales tools, and interactions into one cohesive digital workspace, promoting effortless collaboration, an exceptional experience, and quicker buyer decisions. The platform's digital sales rooms can be easily shared through a single link and are equipped with a variety of powerful features. These include real-time collaboration to ensure seamless advancement of deals, insightful analytics for monitoring engagement, strategic planning of mutual actions to keep negotiations on track, and automated personalization to gain a competitive advantage. With Forward, sales teams can take charge of their deals, minimize obstacles, and boost conversion rates effectively. To help you explore the most effective strategies for advancing your sales, Forward provides a complimentary trial. This allows potential users to experience firsthand how the platform can transform their sales processes.

Media

No images available

Media

Integrations Supported

Airtable
Cal.com
Calendly
Chili Piper
Figma
Gmail
Google Docs
Google Drive
Google Sheets
Google Slides
HubSpot CRM
HubSpot Customer Platform
Jotform
Miro
Navattic
Pitch
Seenit
Tolstoy
Typeform
Whimsical

Integrations Supported

Airtable
Cal.com
Calendly
Chili Piper
Figma
Gmail
Google Docs
Google Drive
Google Sheets
Google Slides
HubSpot CRM
HubSpot Customer Platform
Jotform
Miro
Navattic
Pitch
Seenit
Tolstoy
Typeform
Whimsical

API Availability

Has API

API Availability

Has API

Pricing Information

$19/month
Free Version
Free Trial Offered?

Pricing Information

€29/month/user
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Projetly

Date Founded

2024

Company Location

United States

Company Website

projetly.ai

Company Facts

Organization Name

Forward

Date Founded

2021

Company Location

United Kingdom

Company Website

www.dealforward.com

Categories and Features

Categories and Features

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

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

Popular Alternatives

Popular Alternatives