Features
Monthly billing
Per month on yearly billing
Starter
$25
/m
$19
/m
Growth
$79
/m
$49
/m
Enterprise
$129
/m
$99
/m
Customer Experience
Branded Customer Portal
Project presentation
Customer login via magic link
Customer login via OTP
Customer approvals and collaboration
Real-time collaboration with buyers (chat, shared workspace)
Project Management
Project Updates
All Tasks view (Gantt, List, Kanban)
Key events and Intervals
Sub-Tasks
Task Checklist
AI Assisted task/sub-task creation
AI copilot for Task detaiailing and explanation
AI assistance for task improvements like proofreading/tone changes etc
Project Health Score
Custom Automations (Unlimited)
AI- Powered Digital Sales Room
Manage Customer Accounts
Deal Management
Deal Pipeline Management
Business Proposal with e-signature support
Version Tracking
Shared work management
Sales Document Management
Real-time collaboration with buyers with shared workspace
Meeting Management
Calendar integrations (Google, Outlook, Office 365, Zoom)
Automatic meeting invites and reminders
Role-based access for internal teams and customers
AI Meeting Insights
AI-generated meeting notes (MOM) with key highlights
Automatic action item extraction and task assignment
AI-powered summaries for quick catch-ups
Follow-up suggestions based on discussion points
Sentiment and tone analysis of customer conversations
Templates
Project and Document templates
Email templates
Project welcome and closure email template
AI assisted project template creation for vaious type of projects
Files and document management
Attachments
Spaces
Time capture, management, reporting
Time tracking
Business Hours Management
Holiday Management
Reporting and Dashboards
Project performance report
Portfolio report
Account Dashboard
Project Dashboard
Collaboration
Task collaboration
Document collaboration
Project collaboration
Delivery metrics and performance monitoring
Email Integration
Unified inbox (sync with Gmail, Outlook, IMAP/SMTP)
Email threading for contextual conversations
Shared inbox for team collaboration
AI Copilot for drafting, proofreading & tone adjustment
Smart reply & auto-completion suggestions
Sentiment analysis on incoming emails
Email Integration
Branded Customer Portal
Branded Customer Portal
Project presentation
Project presentation
Integration
Hubspot
Google Workspace
Outlook
Zoom
Privacy and security
Privacy and sharing
Custom domains
API
Custom email domain
Role Based Access Controls
Support
Standard - Email
Standard - Email
Standard - Email
Do you offer a free trial?
Yes. All paid plans come with a 14-day free trial so you can explore Projetly without commitment. No credit card is required to start.
What’s the difference between Starter, Growth, and Enterprise?
Starter → Best for small teams trying out basic AI onboarding and a simple customer portal. Growth (Most Popular) → Full AI-powered onboarding and Digital Sales Room with advanced collaboration, integrations, and $PROJET token rewards. Enterprise → Designed for larger SaaS companies with custom integrations, branded portals, and advanced incentive models.
Is there a minimum number of users?
Yes. The Growth plan requires a minimum of 3 users. Starter is flexible and Enterprise scales to unlimited users.
Can I switch plans later?
Of course. You can upgrade, downgrade, or cancel anytime. Billing is adjusted automatically on a pro-rata basis.
How does yearly billing work?
You’ll get a 20% discount if you choose annual billing. One invoice is raised upfront for the full year.
What makes Projetly different from other onboarding tools?
Unlike traditional platforms, Projetly combines AI agents for sales & onboarding automation plus tokenized incentives ($PROJET) that reward your sales team, onboarding managers, and even your customers for successful milestones.
How do $PROJET token rewards work?
When milestones are achieved, tasks are completed on time, or customer feedback is given, $PROJET tokens are automatically rewarded. Tokens can be redeemed for incentives, used for premium features, or staked for future governance rights.
Do my customers need to buy tokens to use Projetly?
No. Tokens are rewards only. Customers don’t need to purchase anything—Projetly handles distribution seamlessly in the background.
What integrations are available?
We currently support Office 365, Google Workspace, calendar sync, Zoom, and HubSpot CRM. Enterprise users can request custom integrations via API.
How secure is Projetly?
Projetly uses enterprise-grade encryption, SOC2-aligned practices, and Solana blockchain for token transactions, ensuring transparency and security.
What support options are included?
Starter: Community + knowledge base Growth: Email + chat support Enterprise: Priority support with a dedicated onboarding manager
