Projetly reads your buying committee from real buyer activity, scores every persona and flags the risks, so your team knows who actually decides and what to do next.
AI identifies the full buying committee from email, meetings and document activity, so nobody maintains a stakeholder list
Each persona gets a role and a confidence score inferred from behaviour, with buyer activity separated from your own team's
Flags when a decision-maker goes quiet, a required role is missing, or the whole deal rides on one contact
Next best actions name the persona and show the reasoning, so your team can judge a recommendation instead of following it
1
AI Buying Committee Mapping
Projetly works out who is really on the buying committee from email, meetings and document activity, with nobody updating a CRM field
Each persona gets a role and a confidence score the AI infers from behaviour, with buyer activity kept separate from your own team's
The AI flags what is wrong: a decision-maker who has gone quiet, a committee missing a role, a deal riding on one contact
2
Next Best Actions with Reasoning
AI recommends the next move on every deal and names the persona it is aimed at, so a rep knows who to work and why
Every recommendation shows the reasoning behind it, so your team can judge it rather than follow it blind
Projetly recommends. Your team decides and acts, so nothing reaches a buyer without a person behind it
3
AI Deal Summary
AI writes the state of the deal in five bullets, so a manager gets the picture without opening the deal room
Expand it for the full read: deal pulse, who is on the committee, what has happened lately, where the risks sit, what to focus on next
It rewrites itself as the deal moves, so the summary is never a snapshot someone forgot to update
4
Org Chart Built from Real Signals
AI places every persona in the reporting hierarchy and tags their role, so your team sees the structure behind the committee
Open any persona for their activity in one panel, so you know how engaged someone is before you reach out
Structure and engagement sit in the same view, so a champion with no authority is obvious at a glance
5
Memory That Carries Across Deals
AI keeps a running narrative of each deal, so context survives when a rep hands over, goes on leave or leaves the company
Memory works at organization level too, so a new deal into an existing account starts with what you already learned
Nothing depends on someone remembering to write it down
6
AI Inside Your Projects
AI generates onboarding, service delivery and internal project plans plus mutual action plans, so a project is structured in minutes
It suggests sub-tasks and checklists and writes task descriptions, so the detail work does not land on whoever types fastest
The same AI carries past closed-won, so what you bought for sales keeps working in delivery
AI Deal Room Creation Projetly analyzes the opportunity and assembles the deal room for you, instead of the manual two-step setup.
Sales to Onboarding Handover When the deal closes, the buying committee, deal memory, commitments and meeting history carry into the onboarding project, so your delivery team starts informed instead of interviewing the customer again.
Deal Copilot A conversational assistant across every deal room page for questions, drafts and analysis. The interface is built and the AI behind it is in progress.
Forecasting AI deal scoring, forecast categories and gap analysis in a standalone module. The interface is built and the AI behind it is in progress.
Your CRM tells you what your reps typed. Projetly tells you what your buyers did.
Every score and recommendation shows its reasoning, so your team can challenge the AI instead of taking it on faith.
Projetly recommends and your team decides, so no AI sends anything to a buyer on its own.
A deal riding on one friendly contact is visible early, while there is still time to widen it.
What sales learned does not stop at closed-won. The context carries into onboarding and delivery.
How does Projetly work out the buying committee?
From the activity already flowing through the deal room: email threads, meeting participation and document engagement. Personas, roles and confidence scores are inferred from that behaviour, so nobody has to maintain a stakeholder list by hand.
Where do persona confidence scores come from?
Buyer behaviour on the deal. What each person opened, replied to and attended. Buyer activity is tracked separately from your own team's, so internal clicks never inflate a score. Every score shows the activity behind it, so your team can check the reasoning rather than trust the number.
Does Projetly act on deals automatically?
No. Next Best Actions are recommendations. Each one names a target persona and the reasoning behind it, and your team decides what to act on. Nothing reaches a buyer without a person sending it.
What happens when the AI gets something wrong?
You correct it. The org chart is generated by AI and stays editable, so a wrong reporting line or role tag is a quick fix. Confidence scores show the activity behind them, so a score that looks off can be traced to what caused it.
What is available today and what is coming?
Buying committee mapping, next best actions, deal summary, org chart, deal and organization memory, and AI inside projects are live now. AI deal room creation and the sales to onboarding handover release this month. Deal Copilot and Forecasting have their interfaces built with the AI layer in progress and no ship date yet.
Does this work with our CRM?
Yes. Projetly syncs two ways with HubSpot and Salesforce, so your CRM stays the system of record. Deal intelligence runs on buyer activity inside the deal room, which is the part your CRM was never going to capture.
