---
description: Learn how Projetly can help your business. GetApp provides users in South Africa with the most detailed information on software tools, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Projetly Reviews, Prices & Ratings | GetApp South Africa 2026
---

Breadcrumb: [Home](/) > [Customer Onboarding Software](/directory/3839/client-onboarding/software) > [Projetly](/software/2076646/projetly)

# Projetly

Canonical: https://www.getapp.za.com/software/2076646/projetly

> Cloud-based AI-native digital sales room and customer onboarding platform for B2B SaaS, fintech, and managed service providers.
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of Projetly

\* Eliminates manual sales-to-onboarding handoffs by automatically transferring full deal context at close, preserving continuity across revenue and implementation teams.&#10;\* Reduces customer onboarding time through AI-powered coordination that generates structured onboarding plans, automates task creation, and tracks deadlines across the full customer journey.&#10;\* Removes email chaos by consolidating proposals, decks, demos, timelines, and mutual action plans into a single shared buyer-seller workspace.&#10;\* Proactively identifies at-risk deals and stalled onboarding projects via AI health scores, buyer engagement signals, and sentiment analysis, allowing teams to intervene before issues escalate.&#10;\* Automates repetitive administrative tasks including task assignment, deadline tracking, and meeting note generation, freeing teams to focus on execution.&#10;\* Maximizes billable hours through integrated time tracking, billable-hour recording, and resource allocation and scheduling tools.&#10;\* Improves client retention and time-to-value with structured, milestone-driven onboarding delivered through a shared customer portal with real-time progress visibility.&#10;\* Drives customer engagement and feature adoption through performance-based crypto token rewards tied to onboarding progress, supporting Product-Led Growth strategies without additional development overhead.&#10;\* Surfaces deal risks early by monitoring buyer activity and meeting signals to detect disengagement and recommend next actions.&#10;\* Supports global deployments with multi-language client portal capabilities and native integrations with CRM platforms, Slack, and Microsoft Teams.&#10;\* Delivers real-time project dashboards and AI-powered analytics covering buyer behavior, deal health, and onboarding project performance for data-driven decision-making.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 1 Reviews |
| Ease of Use | 4.0/5 | Based on overall reviews |
| Customer Support |  | Based on overall reviews |
| Value for Money | 4.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Projetly

## Commercial Context

- **Starting Price**: US$19,00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Starter: $19/month
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English, Hindi
- **Available Countries**: United States

## Features

- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Calendar Management
- Chat/Messaging
- Checklists
- Churn Management
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Content Management
- Customer Engagement
- Customer Segmentation
- Customizable Branding

## Integrations (5 total)

- HubSpot Sales Hub
- Microsoft Outlook
- Microsoft Teams
- Zoom Rooms
- Zoom Workplace

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Customer Onboarding Software](https://www.getapp.za.com/directory/3839/client-onboarding/software)

## Related Categories

- [Customer Onboarding Software](https://www.getapp.za.com/directory/3839/client-onboarding/software)
- [Kanban Tools](https://www.getapp.za.com/directory/1623/kanban-tools/software)
- [AI Sales Assistant Software](https://www.getapp.za.com/directory/3872/ai-sales-assistant/software)

## Reviews

### "Cuts down manual work, worth the ramp up time" — 5.0/5

> **Verified Reviewer** | *07 August 2026* | Information Technology & Services | Recommendation rating: 9.0/10
> 
> **Pros**: What I like most about Projetly is how much manual work it takes off my plate. The AI meeting insights are genuinely useful, after calls it picks up on the key points so I'm not stuck writing everything down or trying to remember what was discussed. The auto task suggestions save me a good chunk of time too, instead of manually breaking down next steps I just review what it suggests and adjust as needed. And the recurring tasks feature has been great for keeping our regular check-ins and routine onboarding steps on track without me having to recreate them every time. Together, these three things have made our workflow feel a lot less manual and a lot more consistent.
> 
> **Cons**: The main downside for me has been the learning curve. There's a lot packed into the platform, and it took some time to get comfortable navigating everything and understanding how the different features fit together. Once I got past that initial period it made a lot more sense, but I think a more guided onboarding or some in app walkthroughs would help new users get up to speed faster.
> 
> Overall my experience with Projetly has been positive. There was a bit of a learning curve getting started, but once I got past that the platform has made our day to day work a lot smoother. The AI meeting insights, auto task suggestions, and recurring tasks have all become things I rely on regularly, they cut down on manual work and help keep things consistent across our team. It's become a solid part of how we manage our workflow, and I'd recommend it to others who are willing to spend a little time getting familiar with it upfront.

## Links

- [View on GetApp](https://www.getapp.za.com/software/2076646/projetly)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/projetly/> |
| en-AE | <https://www.getapp.ae/software/2076646/projetly> |
| en-AU | <https://www.getapp.com.au/software/2076646/projetly> |
| en-CA | <https://www.getapp.ca/software/2076646/projetly> |
| en-GB | <https://www.getapp.co.uk/software/2076646/projetly> |
| en-IE | <https://www.getapp.ie/software/2076646/projetly> |
| en-NZ | <https://www.getapp.co.nz/software/2076646/projetly> |
| en-SG | <https://www.getapp.sg/software/2076646/projetly> |
| en-ZA | <https://www.getapp.za.com/software/2076646/projetly> |

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