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AI Powered

Customer Onboarding

Create an ‘Aha!’ moment from day one of onboarding with Projetly – the only platform that empowers customer onboarding teams to accelerate growth.

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Accelerating your Customer Onboarding

AI-Powered Risk Management

Identify, assess, and mitigate risks proactively with AI-driven insights and recommendations.

AI-Copilot For Onboarding

Automate meeting notes, action items, task creation, and updates with AI-driven precision.

AI-Assisted Task Management

Automate project templates, task creation, checklist suggestions, and descriptions with AI-powered precision

AI-Driven Customer Sentimental Analysis

Understand customer emotions and feedback with AI-powered sentiment analysis

Robust Data Security

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, lead 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

Ineffective team collaboration causes confusion and disjointed onboarding experiences.

Limited Visibility and Tracking

Inadequate tools for tracking progress, hindering data-driven decision-making and optimization.

Projetly: Dedicated & Efficient B2B Customer Onboarding Solutions

Automated onboarding

Collaboration

Training materials

Workflows

Projetly: Dedicated & Efficient B2B Customer Onboarding Solutions

Simplify Customer onboarding and enhance experiences with Projetly

Projetly for Organization

No-Code Self-Onboarding & PLG

Enable self-onboarding and drive Product-Led Growth initiatives effortlessly with Projetly & no-code solution, which requires just a snippet for integration.

Persona-Based Customer Onboarding

Efficient Onboarding for Faster ROI

Boost Customer Acquisition

Simplify Customer onboarding and enhance experiences with Projetly

Projetly for Organization

No-Code Self-Onboarding & PLG

Enable self-onboarding and drive Product-Led Growth initiatives effortlessly with Projetly & no-code solution, which requires just a snippet for integration.

Persona-Based Customer Onboarding

Efficient Onboarding for Faster ROI

Boost Customer Acquisition

Projetly for Onboarding Team

Collaborative Work Management

Assign tasks, set deadlines, and collaborate effectively with the customer and partner, improving communication, coordination, and productivity.

Automated Reminders

Feedback and Improvement Loop

Projetly for Onboarding Team

Collaborative Work Management

Enable self-onboarding and drive Product-Led Growth initiatives effortlessly with Projetly & no-code solution, which requires just a snippet for integration.

Automated Reminders

Feedback and Improvement Loop

Projetly for Your Customers

Personalized Onboarding Journeys

Create personalized onboarding journeys for each customer segment, based on their specific needs, preferences, and onboarding goals, enhancing the overall customer experience

Improved Transparency

Time = Money

Projetly for Your Customers

Personalized Onboarding Journeys

Enable self-onboarding and drive Product-Led Growth initiatives effortlessly with Projetly & no-code solution, which requires just a snippet for integration.

Improved Transparency

Time = Money