Every customer gets a structured onboarding plan with milestones, tasks and automated follow-ups. Your team stays on track and your customers always know what is happening next.
Build onboarding project plans in seconds using AI or ready made templates
Structured milestones and tasks keep every customer onboarding on track
Customers and partners stay engaged through their own dedicated portal
Automated follow-ups ensure no onboarding ever goes silent or gets delayed
1
AI Generated Onboarding Plans
Use AI powered templates to create structured onboarding plans instantly or customize your own and reuse them across customers.
AI assists your team inside every project by generating tasks, subtasks and descriptions so onboarding setup takes minutes not hours.
2
Milestone and Task Tracking
Organize every customer onboarding into milestones and tasks so your team has a clear execution plan from day one to go-live.
Real time progress tracking keeps everyone aligned and gives your CS leaders full visibility into every active onboarding.
3
Automated Onboarding Follow-Ups
Never let an onboarding go silent. Automated follow-ups and reminders keep every customer and partner moving forward.
All collaboration happens inside the onboarding project so your team spends less time chasing updates over email.
4
AI Meeting Intelligence
AI captures key decisions, action items and follow-ups from every onboarding meeting automatically.
Meeting outcomes flow directly into the onboarding project so your team can act immediately without switching tools.
5
Customer Journey Visibility
Get a bird's eye view of every active onboarding across all customers so your CS leaders can spot risks and delays before they escalate.
Customers and partners access their own dedicated portal to track progress, view documents and stay engaged throughout the onboarding journey.
6
Forms and Surveys for Onboarding
Replace manual data collection with structured forms that gather customer inputs at the right stage of every onboarding.
Automated feedback surveys at major milestones and go-live give your team real time insight into customer satisfaction.
What is Projetly's Onboarding Project Management?
Projetly's Onboarding Project Management is a structured workspace that helps CS teams plan, execute and track every customer onboarding. It combines AI generated plans, milestone tracking, automated follow-ups and a customer portal in one platform.
How does AI help with onboarding project plans?
AI helps in two ways. In templates, AI generates a complete structured onboarding plan. Inside projects, AI assists your team by generating individual tasks, subtasks and descriptions so setup takes minutes not hours.
Can I track milestones and tasks across all my customers?
Yes. Projetly gives your CS leaders a complete view of every active onboarding so you can track milestones, spot delays and take action before any customer falls behind.
How do customers and partners access their onboarding project?
Customers and partners get access through a dedicated portal where they can track progress, view documents, complete tasks and stay informed throughout their onboarding journey.
How does Projetly handle onboarding follow-ups?
Projetly automates reminders and follow-ups for tasks and milestones so your CS team does not have to manually chase customers or partners. All communication stays inside the onboarding project.
Does Projetly integrate with our existing CRM and tools?
Yes. Projetly integrates with popular CRM systems so deal context flows automatically into onboarding projects when a deal closes. No manual data entry or tool switching required.
