Welcome to Projetly, a company born from a deep understanding of the challenges in customer onboarding.
With over a decade of experience leading customer onboarding and implementation, we recognize the importance of a dedicated onboarding system and are here to revolutionize customer onboarding.
Company History
Projetly was born from the firsthand insights and experiences of our founder. In a previous role, our founders managed Product, GTM, and customer onboarding teams, which highlighted the need for a dedicated self-onboarding system.
We observed that prioritizing PLG/self-onboarding tasks was challenging due to competing priorities between Customer demand features and GTM requirements. This inspired the creation of Projetly, a platform that streamlines self-onboarding without development and simplifies the work of onboarding teams for white glow services.
We conducted interviews with customer onboarding managers in the US region to better understand their specific challenges and the need for self-onboarding automation alongside personalized onboarding requirements.
Using these insights, we built Projetly to address these customer onboarding challenges.
Products and Services
Projetly was created to address the customer onboarding specific conflict. Our dedicated AI-driven platform automates customer onboarding for B2B SaaS products with workflows, templates, and scheduling based on customer persona.
For enterprise implementation, we offer a personalized onboarding plan supported by Gen-AI, collaboration tools, document management, LMS module, resource management, work hour tracking with billing, and customer health score.
For the sales team, we provide a digital salesroom that facilitates collaboration, manages shared work, proposals, and documents.
Vision and Mission
Vision
To create a world where customer engagement transforms into continuous delight.
Mission
To help businesses achieve customer success with our innovative and collaborative client onboarding solution.
Corporate Culture
Projetly operates with an open culture and a 100% work-from-home environment. Our team meets once a week for sync-ups and fun activities, maintaining a strong bond and collaborative spirit. We invite you to connect with us and learn more about how Projetly can transform your customer onboarding experience.
1007 N Orange St. 4th Floor Suite #3328, Wilmington, Delaware 19801, United States