Most collaborative tools stop at your team. Projetly extends the workspace to your prospects, customers and partners across every deal and project.
1
Real-Time Chat Channels
Bring your team, prospects, customers and partners into one conversation per deal or project.
Every message, update and decision is captured in context and accessible to the right people.
2
Shared Task and Project Management
Create and assign tasks to team members and customers with full visibility into ownership and deadlines.
Track progress from first deal to go-live without switching between tools or chasing updates.
3
Shared Documents and Files.
Centralize all deal and project documents in one shared workspace accessible to your entire team with access control.
Customers and partners can access, review and provide feedback without switching to external tools.
4
Meetings and Meeting Insights.
Every meeting is tied to the right deal or project so context is never lost between conversations.
AI powered insights turn every call into clear next steps automatically assigned to the right people.
5
Activity and Engagement Tracking.
Track every interaction, document view and task update across all your deals and projects in real time.
Never miss a buying signal or a stalled project with full visibility into stakeholder engagement.
Improved Communication
Foster better communication and understanding among team members, clients, and partners with dedicated chat channels.
Enhanced Productivity
Increase productivity by streamlining collaboration on documents, proposals, and tasks within a single platform.
Greater Transparency
Ensure transparency and accountability with clear task assignments and progress tracking within projects and sales rooms.
How can Projetly enhance our team's communication?
Projetly offers real-time chat channels for different teams, customers, partners, and vendors, ensuring clear and instant communication.
How does the Customer and Partner Portal enhance collaboration?
The portal provides a centralized space where customers and partners can access all relevant documents, updates, and collaboration tools. This fosters transparency, improves communication, and ensures everyone is aligned and informed.
Can we collaborate on documents and proposals within Projetly?
Projetly allows for seamless collaboration on documents and proposals with real-time editing and feedback capabilities.
How does Projetly integrate with our existing tools?
Projetly integrates smoothly with various tools and systems, ensuring a seamless workflow without the need for multiple platforms.
Is Projetly suitable for scaling our collaboration efforts?
Absolutely, Projetly is designed to scale effortlessly with your team's needs, accommodating growth in projects and collaboration requirements.
What security measures does Projetly offer for collaboration?
Projetly employs robust security features to protect your data, ensuring compliance with industry standards and maintaining the integrity of your collaborative efforts.
