Customer Onboarding Software
Create an ‘Aha!’ moment from day one of onboarding with Projetly – the only platform that empowers customer onboarding teams to accelerate growth.
Accelerating your Customer Onboarding
Identify, assess, and mitigate risks proactively with AI-driven insights and recommendations.
Automate meeting notes, action items, task creation, and updates with AI-driven precision.
AI-Assisted Task Management
Understand customer emotions and feedback with AI-powered sentiment analysis
Ensure your data's safety with advanced, multi-layered protection.
Are You Experiencing These Onboarding Challenges?
Limited availability of resources
Tedious manual tasks, and limited resources, leading to inefficiencies and delays in the onboarding process.
Lack of personalization
Missing personalized onboarding experiences tailored to customer needs, including challenges with group onboarding calls
Poor Communication and Coordination
Limited Visibility and Tracking
Inadequate tools for tracking progress, hindering data-driven decision-making and optimization.
Projetly: Dedicated & Efficient B2B
Customer Onboarding Solutions
Simplify Customer onboarding and
enhance experiences with Projetly
Projetly for Organization
Enable self-onboarding and drive Product-Led Growth initiatives effortlessly with Projetly's no-code solution, which requires just a snippet for integration.
Create personalized onboarding experiences with Projetly's persona-based project templates and tailored workflows for different user segments.
Streamline your onboarding processes to save time and resources, achieving a faster return on investment (ROI) with Projetly's efficient solutions.
Obtain real-time insights into the onboarding journey of trial and new customers, driving data-informed optimizations for enhanced user experience and boosting conversion rates.
Projetly for Onboarding Team
Assign tasks, set deadlines, and collaborate effectively with the customer and partner, improving communication, coordination, and productivity.
Receive automated notifications and reminders for new projects created from CRM, upcoming tasks, deadlines, and important milestones, ensuring timely completion of onboarding activities.
Gather feedback from customers and stakeholders on milestone completions, implement continuous improvements based on insights, and iterate on the onboarding process for ongoing optimization.
Projetly for Your Customers
Create personalized onboarding journeys for each customer segment, based on their specific needs, preferences, and onboarding goals, enhancing the overall customer experience
With a dedicated customer & partner portal gain real-time visibility into project progress, deadlines, and task ownership, fostering trust and a sense of control for the customer.
Faster time to value. No waiting. Your customers begin using the software effectively with self-service onboarding resources, including FAQs, knowledge articles & videos, and troubleshooting guides. etc.
Crafted by Onboarding Experts for
SaaS Onboarding Teams
Accelerated Growth through
PLG Enablement
Wow your customers with dedicated onboarding software
Efficiency Gains with Reduced
Go-Live Time and Churn
Revolutionize customer experience with Projetly's onboarding solutions!
