# Projetly > Projetly is an AI-native Digital Sales Room (DSR) for B2B SaaS teams running enterprise deals and guided onboarding for their buyers. It gives revenue teams one secure, branded microsite where sellers and buyers collaborate throughout the purchase journey, and the same room then continues into customer onboarding, so the handoff from sales to delivery does not break. Instead of scattered email attachments, teams share a single link where buyers can review and e-sign proposals, open deal documents and testimonials, and follow a shared mutual action plan. Sellers get engagement analytics, and onboarding teams build and track the onboarding plan in the same space. AI Agents watch every buyer and delivery signal across the deal-to-onboarding lifecycle, explain what they mean, and tell each team member the next best action with evidence, so revenue teams execute instead of investigate. What makes Projetly different: - Continuity from deal to onboarding: most digital sales rooms end at the close. Projetly keeps the same room, context, and stakeholders running into onboarding and service delivery. - AI-native by design: deal and onboarding intelligence is built into the platform, surfacing risks, next steps, and engagement signals rather than bolted on after the fact. - Buyer collaboration in one place: reps and buyers work together on proposals, mutual action plans, and documents in a single shared, branded room. - Engagement visibility across the lifecycle: teams see how buyers and customers interact with the room from first pitch through onboarding. - Built for B2B teams with a sales-to-onboarding handoff, structurally separate sales and CS/onboarding functions, and products that need human-guided onboarding. ## Solutions - [Digital Sales Room Software](https://projetly.ai/digital-sales-room-software): A digital sales room (DSR) for running B2B deals in one shared, branded space. - [Customer Onboarding Software](https://projetly.ai/customer-onboarding-software): Customer onboarding software that continues from the closed deal in the same room. - [Customer Onboarding for B2B SaaS](https://projetly.ai/customer-onboarding-for-b2b-saas): Onboarding designed for B2B SaaS customers and their buying teams. - [SaaS Customer Onboarding](https://projetly.ai/saas-customer-onboarding): A repeatable onboarding workflow for SaaS teams. - [Software Product Customer Onboarding](https://projetly.ai/software-product-customer-onboarding): Onboarding for software product companies. - [Customer Onboarding for Fintech Products](https://projetly.ai/customer-onboarding-for-fintech-products): Onboarding tailored to fintech product rollouts and compliance-heavy buyers. - [Customer Onboarding for Marketing Agencies](https://projetly.ai/customer-onboarding-for-marketing-agencies): Client onboarding and kickoff for marketing agencies. - [Software Development Service Delivery](https://projetly.ai/software-development-service-delivery): Manage service delivery for software development engagements. - [PSA Software for MSP](https://projetly.ai/psa-software-for-msp): Professional services automation (PSA) for managed service providers. - [What is PSA Software](https://projetly.ai/what-is-psa-software): An explainer on professional services automation software and where Projetly fits. - [Rocketlane Alternatives](https://projetly.ai/rocketlane-alternates-to-customer-onboarding-software): A buyer's comparison of Rocketlane alternatives for customer onboarding and PSA. - [Aligned Alternatives](https://projetly.ai/aligned-alternatives): A buyer's comparison of Aligned alternatives for digital sales rooms. - [Dock Alternatives](https://projetly.ai/dock-alternatives): A buyer's comparison of Dock alternatives for digital sales rooms. - [Trumpet Alternatives](https://projetly.ai/trumpet-alternatives): A buyer's comparison of Trumpet alternatives for digital sales rooms. - [Aligned vs. Projetly](https://projetly.ai/aligned-vs-projetly): A direct comparison of Aligned and Projetly for enterprise deal collaboration and onboarding continuity. - [Projetly vs. Aligned](https://projetly.ai/projetly-vs-aligned): A direct comparison of Projetly and Aligned, covering AI depth, post-sale intelligence, and onboarding continuity. - [Dock.us vs. Projetly](https://projetly.ai/dock-us-vs-projetly-dsr): A direct comparison of Dock and Projetly for sales deal rooms. - [Trumpet vs. Projetly](https://projetly.ai/trumpet-vs-projetly): A direct comparison of Trumpet and Projetly for digital sales rooms. - [17 Best Digital Sales Room Software in 2026](https://projetly.ai/10-best-digital-sales-room-software): A ranked comparison of the 17 best digital sales room software platforms in 2026, covering features, pricing, and G2 ratings. ## Features - [Sales Deal Room](https://projetly.ai/sales-deal-room): A shared deal room where reps and buyers collaborate on proposals, documents, and mutual action plans, built by Deal Room AI from a plain-language opportunity description. - [Onboarding Project Management](https://projetly.ai/onboarding-project-management): Run onboarding as a structured project that continues directly from the deal room, with Project AI tracking milestones and flagging go-live risk before customers feel it. - [Collaborative Work Management](https://projetly.ai/collaborative-work-management): Manage tasks, owners, and timelines across deal and onboarding work in one view. - [Client Portal and Partner Portal](https://projetly.ai/client-portal-and-partner-portal): Branded, persistent portals for clients and partners across the full lifecycle. - [Document Management](https://projetly.ai/document-management): Centralized, trackable deal and onboarding documents. - [Meeting Insights](https://projetly.ai/meeting-insights): AI capture of what was said and agreed across calls, turned into summaries, action items, and queryable deal knowledge. - [Forms and Surveys](https://projetly.ai/forms-and-surveys): Structured intake and feedback collected inside the room. - [Engagement Tracking](https://projetly.ai/digital-sales-room-software): AI that converts buyer behavior, views, silence, and stakeholder activity into risk and momentum signals reps can act on. - [AI Agents](https://projetly.ai/digital-sales-room-software): NBA recommends the single highest-impact next action per deal with evidence; Deal Copilot answers deal questions and drafts follow-ups from conversation; Forecast AI scores every deal on buyer behavior and flags rep-vs-AI divergence; Renewal (Prior Context) resurfaces what was promised and delivered so renewals start informed. ## Blog / Guides - [How High-Performing B2B Teams Keep Enterprise Deals Moving](https://projetly.ai/how-high-performing-b2b-teams-keep-enterprise-deals-moving): How strong B2B teams keep enterprise deals progressing to close. - [B2B Onboarding for Account Expansion](https://projetly.ai/b2b-onboarding-for-account-expansion): How structured onboarding sets up account expansion and renewal. - [The Digital Sales Room Evaluation Guide](https://projetly.ai/digital-sales-room-evaluation-guide): A buyer's framework for evaluating DSR vendors across the full deal-to-delivery lifecycle, with eight weighted capability areas, a scoring method, and the questions to ask every vendor. - [Why Your Digital Sales Room Goes Dark After Demo](https://projetly.ai/why-your-digital-sales-room-goes-dark-after-demo): Why buyers stop opening the room after the demo, and what keeps it alive through the deal. - [The Real Cost of the Sales to CS Handoff](https://projetly.ai/the-real-cost-of-the-sales-to-cs-handoff-(and-why-your-deal-room-should-solve-it)): What a broken sales-to-CS handoff actually costs, and why the deal room is the fix. - [Sales to CS Context Loss: Why the Handoff Format Fails](https://projetly.ai/sales-to-cs-context-loss-handoff-format): Why documents and notes lose context at handoff, and what a persistent room preserves instead. - [Digital Sales Room After Closed Won: Why Handoffs Break](https://projetly.ai/digital-sales-room-after-closed-won-handoffs-break): Why most digital sales rooms stop at closed-won, and what breaks when they do. - [Deal Room: Your Biggest Competitor Is a Blank Email](https://projetly.ai/deal-room-biggest-competitor-blank-email): Why plain email still beats most deal rooms, and what it takes to change that. - [Why Don't Sales Reps Do the CS Handoff Well?](https://projetly.ai/why-dont-sales-reps-do-the-cs-handoff-well): Why the handoff isn't a discipline problem, it's an incentive problem, and what removes it. - [Why Does Churn Start Right After the Deal Closes?](https://projetly.ai/why-does-churn-start-right-after-the-deal-closes): Why churn often starts weeks after close, not at renewal, and the real fix for it. - [Why Does Onboarding Context Get Lost in Slack?](https://projetly.ai/why-does-onboarding-context-get-lost-in-slack): Why Slack is fast but not durable, and what gives onboarding context a real home. - [Projetly AI Agents Are Live: What Each One Actually Does](https://projetly.ai/projetly-ai-agents-are-live-what-each-one-actually-does): Projetly's AI Agents are live. See what each one actually does, why buyers want transparency over black-box AI, and how to evaluate the claims yourself. ## Company - [Home](https://projetly.ai/): Projetly home page. - [Pricing](https://projetly.ai/pricing): Projetly plans and pricing. - [About](https://projetly.ai/about_us): What Projetly is, who it serves, and the team behind it. - [Blog](https://projetly.ai/blog): Articles on digital sales rooms, B2B deal collaboration, and customer onboarding. - [Contact](https://projetly.ai/contact-us): Get in touch with the Projetly team.