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
Renew
Renewal Rooms, prior context, renewal automation
Manage
Portfolio analytics, governance; Forecast and Knowledge Centre on the roadmap
Growth gives every team the complete Win, Onboard, Renew workflow. Scale adds the intelligence to manage it across your whole customer base.
Features
Monthly billing
Per month on yearly billing
Growth
$69
/month
$59
/month
Scale
$89
/month
$89
/month
Enterprise
Custom
Custom
Win deals
Deal Rooms (manual and AI-created)
Deal Room templates and deal types
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
Rolling out
Rolling out
Rolling out
Onboard customers
Project Rooms with milestones and customer portal
AI Handover: deal converts to project with full context
Transition Package: commitments captured from meetings, briefed to CS
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
Rolling out
Rolling out
Rolling out
Renew and manage
Renewal Rooms with prior context
Renewal pipeline and status tracking
Auto-created renewal deals with escalation schedule
At-risk renewal roll-up
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
CRM sync: HubSpot and Salesforce, 2-way
Advanced CRM sync (custom objects, real-time) and API
Support
1,000
Standard
1,500
Priority
Custom
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 and Make: connect Pipedrive, Zoho, Dynamics 365, Jira, ClickUp, Airtable and 1,000s more
WhatsApp and Telegram notifications
MCP server: connect AI agents to your workspace
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 700 AI conversations, 60 meeting summaries, and 15 AI-generated rooms.
Ask the Copilot anything
1
AI writing assistance
1
AI task suggestions
1
Refresh deal insights
2
Meeting summary with action items
3
Agentic action (create task, send nudge)
3
AI template generation
5
Regenerate deal summary or memory
5
Ask Meeting Analyst across meetings
10
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. Asking the Copilot a question 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, built into every plan. You do not need DocuSign or any separate e-signature subscription.
What does Projetly integrate with?
HubSpot and Salesforce natively (2-way sync), Slack, Microsoft Teams, Zoom, Office 365 and Google Calendar, plus Zapier and Make for a thousand more tools. You can embed Loom, YouTube, Calendly, Gong links and most content directly in rooms.
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 is available monthly at $69 per user with a 3-month minimum. Scale and Enterprise are billed yearly. Yearly billing gets 2 months free.
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?
Personally identifiable information is redacted before any AI call, AI providers retain nothing, and admins can switch AI off org-wide. AI features respect your CRM permissions.
