One workspace for the whole customer journey
Win
AI Deal Rooms, buying committee intelligence, meeting insights
Onboard
Project Rooms, shared work with customers, AI Handover (Scale and Enterprise)
Manage
Governance; Forecast and Knowledge Centre on the roadmap
Growth gives every team Win and Onboard with AI Deal Rooms, buying committee intelligence and Project Rooms. Scale adds AI Handover to Customer Success, e-signature, Salesforce sync and Priority support.
Features
Monthly billing
Per month on yearly billing
Growth
$69
/month
$59
/month
Scale
$109
/month
$89
/month
Enterprise
Custom
Custom
Win deals
Deal Rooms (manual and AI-created)
Document sharing with view tracking
Shared task board with your buyer
Buying committee map and org chart
Deal summary, deal memory, next best actions
Engagement tracking (documents, email, meetings)
Deal Copilot with drafting and agentic actions
Meeting summaries, transcripts, action items
Meeting Analyst (ask across all meetings)
E-signature, built in
Coming soon
Coming soon
Coming soon
Coming soon
Coming soon
Onboard customers
Project Rooms with milestones and customer portal
AI Handover: deal converts to project with full context
Transition Package: an internal briefing for CS, drawn from the deal
AI templates: onboarding plans and mutual action plans, generated for you
AI task and writing assistance throughout
Same workspace for the customer, no new logins
Project Copilot
Onboarding portfolio analytics
Coming soon
Coming soon
Coming soon
Coming soon
Coming soon
Manage
Forecast
Knowledge Centre
Coming soon
Coming soon
Coming soon
Coming soon
Coming soon
Coming soon
AI, platform, and security
AI actions per user/month (shared pool)
AI privacy: PII redaction, zero-retention AI
AI on/off control for your organization
AI audit log and per-module controls
SSO
SCIM, data residency, custom DPA
HubSpot sync, 2-way
Salesforce sync, 2-way
Support
1,000
Coming soon
Coming soon
Coming soon
Standard
1,500
Coming soon
Coming soon
Coming soon
Coming soon
Priority
Custom
Coming soon
Coming soon
Coming soon
Coming soon
Coming soon
Named CSM
Integrations
Slack and Microsoft Teams collaboration
Zoom meeting recording and insights (Teams coming soon)
Calendar: Office 365, Google Calendar, Zoom scheduling
Embed anything: Loom, YouTube, Vimeo, Google Drive, SharePoint, Calendly, Chili Piper, Gong links and more
Zapier: connect Pipedrive, Zoho, Dynamics 365, Jira, ClickUp, Airtable and 1,000s more (Make app is live)
WhatsApp and Telegram notifications
MCP server: connect AI agents to your workspace
Coming soon
Coming soon
Coming soon
Coming soon
Coming soon
How AI actions work
Every user adds AI actions to your team’s shared pool each month. Most actions cost 1 to 3 actions; heavy jobs cost more. 1,000 actions covers a typical user’s month with room to spare: about 60 meeting summaries, 40 deal-insight refreshes, and 15 AI-generated rooms.
AI writing assistance
1
AI task suggestions
1
Refresh deal insights
2
Meeting summary with action items
3
AI template generation
5
Regenerate deal summary or memory
5
Generate a room with AI
10
Assemble a Transition Package
10
Run out mid-month? Nothing stops working. We notify you at 70% and 90%, and you can add a top-up pack (from $29 for 500 actions) or let it queue heavy jobs until the pool resets. Purchased top-ups never expire.
Do you offer a free trial?
Yes. 14 days with full Scale features, no credit card required. At the end you pick the plan that fits.
Who counts as a paid user?
People on your team who create and manage rooms. Your customers, their buyers, and anyone you invite as a guest are free and unlimited, on every plan.
What are AI actions?
The unit for AI work in Projetly. AI writing assistance costs 1 action; generating a full room with AI costs 10. Every user adds 1,000 (Growth) or 1,500 (Scale) actions to a pool your whole team shares. The full price list is published above.
What happens if we use all our AI actions?
Nothing breaks. We notify you before you get close, and you can add a top-up pack or wait for the monthly reset. We never switch AI off mid-task.
Is e-signature really included?
Yes, on Scale and Enterprise. It is built in, so you do not need DocuSign or any separate e-signature subscription.
What does Projetly integrate with?
HubSpot natively on every plan and Salesforce on Scale and Enterprise (2-way sync), Slack, Microsoft Teams, Zoom, Office 365 and Google Calendar, plus Zapier and Make for a thousand more tools. Embeds for Loom, YouTube, Calendly, Gong links and most content directly in rooms are coming soon too.
Why is there a user minimum?
Projetly is built for collaboration between sales and customer onboarding teams. The minimum keeps both sides of the workflow on the platform, which is where the product does its real work. Growth starts at 5 users, Scale at 10.
Can we pay monthly?
Growth ($69 per user) and Scale ($109 per user) are available monthly with a 3-month minimum. Yearly billing is $59 per user per month for Growth and $89 per user per month for Scale. Enterprise is billed yearly.
Can we change plans later?
Upgrade any time; the difference is prorated. Downgrades apply at your next renewal.
Do our customers need to create accounts or pay?
No. They get a clean portal view of their deal room and onboarding project through the same link, with nothing to install and nothing to pay.
How does Projetly handle our data with AI?
Today, access is controlled by JWT authentication and role-based permissions, so AI features only see what a user’s Projetly role allows. Live today: email addresses and phone numbers are masked before AI processing, and customer data is never used to train AI models. On our roadmap: full PII redaction across every AI feature, zero-retention agreements with our AI provider, an AI audit log, and org-wide AI on/off controls.
