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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 PitchRoom?

PitchRoom provides a platform for freelancers and small agencies to transform client estimates into shareable proposal spaces that are easy to navigate. Users can enter essential information like the client's name, project details, and three different pricing tiers, or alternatively, they can simply copy and paste their current proposal text. This assembled information can be shared through a single link, enabling clients to view it in their web browsers, compare options, and make an informed decision. Sellers receive email alerts whenever a client engages with the proposal room, whether by viewing it or making a selection. For paid rooms, clients can approve proposals by signing with their name and email, after which they gain access to the seller's link for making deposit payments or receiving instructions for bank transfers, though PitchRoom does not handle payment processing itself. Furthermore, users on paid plans can take advantage of the option to export proposals in both PDF and PPTX formats. By concentrating on proposal sharing and client approvals, PitchRoom sets itself apart from more extensive e-signature, CRM, and accounting solutions. This unique focus offers a streamlined method tailored specifically to improve the proposal workflow for freelancers and agencies, fostering a more efficient client engagement experience.

Media

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Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$19/month
Free Trial Offered?

Pricing Information

$49 one-time
The first room is free for 14 days. A Single Room costs $49 one time and remains live for 60 days. The $490 Founding Agency Pass covers up to 30 rooms per month for 24 months and includes three seats. Agency Pro costs $299/month or $2,990/year and renews automatically until canceled. Prices are in USD, with applicable sales tax or VAT included. Purchases include a 30-day refund window.
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Projetly

Date Founded

2024

Company Location

United States

Company Website

projetly.ai

Company Facts

Organization Name

PitchRoom

Date Founded

2026

Company Location

Israel

Company Website

getpitchroom.com

Categories and Features

Digital Sales Room

Not specified

Categories and Features

Proposal Management

Not specified

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