Projetly’s Customer Onboarding Software lets you define every step of the customer journey, automate execution with intelligent AI agents, proactively manage onboarding risks in real-time, and reward teams and customers with crypto token incentives all within one unified, collaborative platform.
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AI Insights
Customer Portal
Milestones Plan
Health & Risk
Crypto Rewards
Old-school onboarding methods weren’t built for today’s fast-moving SaaS landscape. When onboarding is reduced to spreadsheets, static checklists, and scattered tools, teams fall behind, customers get frustrated, and go-lives get delayed.
Without automation, real-time visibility, or performance incentives, onboarding becomes a bottleneck not a growth lever.
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Projetly is the modern customer onboarding software that automates execution, enhances collaboration, and rewards progress. With AI agents, shared workspaces, and onchain incentives, you can streamline onboarding across teams and deliver faster outcomes with less manual work.
AI-Powered Onboarding Execution
Projetly’s AI agent handles task creation, assignment, and deadline tracking. It automates workflows across your onboarding journey, keeping the onboarding engine running 24/7.
Smart Templates, Tasks & Docs with AI
Launch onboarding projects faster using AI-generated templates. Projetly also helps you auto-create tasks, sub-tasks, detailed descriptions, and onboarding documents, customized to the customer journey.
Built-in Calendar & Meeting Management
Manage kickoff calls, weekly check-ins, and go-live meetings directly from Projetly. Link them to tasks, docs, and summaries for full context in one place.
Document Management
Create, edit, and share documents powered by AI directly in your workspace. Customers can review, comment, and co-edit files making onboarding plans, SOPs, and knowledge docs truly collaborative. Also, you can upload existing documents and share them with customers.
Proactive Updates, Risk Alerts & Health Scores
Projetly tracks onboarding momentum, delays, and sentiment. Get instant alerts when things go off track so you can step in and course-correct before issues grow.
Crypto Token Rewards for Onboarding Success
Motivate every stakeholder with tokenized rewards. Projetly uses smart contracts to distribute crypto tokens to onboarding teams for their success, and even customers based on milestone achievement.
Capability
Sales to Onboarding Handoff
Onboarding Plan Creation
Task & Workflow Automation
Meeting Summaries & Action Items
Collaboration with Customers
Progress Visibility & Risk Alerts
Tokenized Incentives
Document Creation & Storage
Customer Portal
CRM & Support Integration
Traditional CRM
Manual, scattered notes
Spreadsheets or generic templates
Manual task creation
Manual note-taking
Emails, Slack, Google Docs
No real-time visibility
None
Manually created & siloed
Requires custom dev or none
Partial, disconnected tools
Projetly (AI + Tokens)
AI agent auto-transfers data, docs, and context
AI-generated plans & smart checklists
AI auto-creates tasks, sub-tasks, and assignments
AI-generated MoMs, follow-ups, and alerts
Shared onboarding workspace + AI docs
Live health scores, sentiment tracking, AI alerts
Projetly's tokens for reps, CS teams, and customers
AI-generated docs + centralized storage
Built-in, branded customer & partner portal
Integrated CRM & support systems
