Simplify & Streamline
SaaS Customer Onboarding
Seamless Project Management
Plan, track, and execute onboarding tasks effortlessly.
Customer-Centric Portal
Provide transparency and collaboration through a dedicated customer portal.
AI-Powered Insights
Use AI for health scores to identify risks and optimize onboarding success.
Simplify & Streamline
SaaS Customer Onboarding
Seamless Project Management
Plan, track, and execute onboarding tasks effortlessly.
Customer-Centric Portal
Provide transparency and collaboration through a dedicated customer portal.
AI-Powered Insights
Use AI for health scores to identify risks and optimize onboarding success.
Why Use Customer Onboarding Software?
Implementing customer onboarding software can transform your business by:
Enhancing Customer Experience
Enhancing Customer Experience
Provide a structured, predictable, and engaging onboarding process to build trust and loyalty from day one.
Reducing Time-to-Value
Reducing Time-to-Value
Automate follow-ups, streamline workflows, and accelerate the journey to achieving customer success.
Improving Team Productivity
Improving Team Productivity
Centralize communication, project management, and tracking to eliminate manual follow-ups and delays.
Boosting Retention Rates
Boosting Retention Rates
Proactively identify and address customer challenges with AI-powered health scores and insights.
Why Use Customer Onboarding Software?
Implementing customer onboarding software can transform your business by:
Enhancing Customer Experience
Provide a structured, predictable, and engaging onboarding process to build trust and loyalty from day one.
Reducing Time-to-Value
Automate follow-ups, streamline workflows, and accelerate the journey to achieving customer success.
Improving Team Productivity
Centralize communication, project management, and tracking to eliminate manual follow-ups and delays.
Boosting Retention Rates
Proactively identify and address customer challenges with AI-powered health scores and insights.
Features to Transform Onboarding
Onboarding Project Management
Plan, execute, and track onboarding projects with precision using intuitive tools. Easily attach and manage documents or files for tasks
Collaborative Work Management
Customer Portal
Automated Welcome Email
Account and Project Health Scores
Dashboards for Account and Project Insights
Features to Transform Onboarding
Onboarding Project Management
Plan, execute, and track onboarding projects with precision using intuitive tools. Easily attach and manage documents or files for tasks
Collaborative Work Management
Customer Portal
Automated Welcome Email
Account and Project Health Scores
Dashboards for Account and Project Insights
Features to Transform Onboarding
Onboarding Project Management
Plan, execute, and track onboarding projects with precision using intuitive tools. Easily attach and manage documents or files for tasks
Collaborative Work Management
Customer Portal
Automated Welcome Email
Account and Project Health Scores
Dashboards for Account and Project Insights
Additional Features to Enhance Efficiency
1
Automated Follow-Ups and Reminders
Ensure timely task completion with automated follow-ups and reminders for teams and customers.
2
30+ Onboarding Templates
Save time and effort with ready-to-use templates for common onboarding scenarios.
3
Holidays & Business Hours Settings
Optimize scheduling by setting business hours and defining holidays to manage timelines effectively.
4
Portal Rebranding
Personalize the customer experience by rebranding the portal to match your organization’s identity.
5
User Management and Roles
Simplify user administration with powerful tools to manage users, assign roles, and set granular privileges. Ensure security and efficiency.
6
System Audit
Maintain transparency and compliance with detailed logs of system activities. Track changes, monitor user actions, and review project modifications for better governance.
1
Automated Follow-Ups and Reminders
Ensure timely task completion with automated follow-ups and reminders for teams and customers.
2
30+ Onboarding Templates
Save time and effort with ready-to-use templates for common onboarding scenarios.
3
Holidays & Business Hours Settings
Optimize scheduling by setting business hours and defining holidays to manage timelines effectively.
4
Portal Rebranding
Personalize the customer experience by rebranding the portal to match your organization’s identity.
5
User Management and Roles
Simplify user administration with powerful tools to manage users, assign roles, and set granular privileges. Ensure security and efficiency.
6
System Audit
Maintain transparency and compliance with detailed logs of system activities. Track changes, monitor user actions, and review project modifications for better governance.
Roadmap: Building for the Future
At Projetly, we are committed to continuous innovation. Here's a sneak peek at the upcoming features we’re working on to make onboarding and project management even better:
Coming soon
AI-Assisted Project Templates
Automate the creation of project templates tailored to your specific needs.
Coming soon
AI-Assisted Project Templates
Automate the creation of project templates tailored to your specific needs.
Planned
AI Task Creation
Generate tasks/sub-tasks intelligently based on project requirements and priorities.
Planned
AI Task Creation
Generate tasks/sub-tasks intelligently based on project requirements and priorities.
Planned
AI Suggestions in Project Management
Write task documents, description and improvement etc.
Planned
AI Suggestions in Project Management
Write task documents, description and improvement etc.
Coming soon
Meeting Scheduler
Plan and manage meetings seamlessly within the platform
Coming soon
Meeting Scheduler
Plan and manage meetings seamlessly within the platform
Coming soon
Document Management
Store, organize, and share essential project documents in one place.
Coming soon
Document Management
Store, organize, and share essential project documents in one place.
Planned
Feedback and Survey Tools
Gather actionable insights from your customers with integrated feedback and survey options.
Planned
Feedback and Survey Tools
Gather actionable insights from your customers with integrated feedback and survey options.
Planned
Live Chat and Channels
Facilitate real-time communication with live chat and dedicated collaboration channels.
Planned
Live Chat and Channels
Facilitate real-time communication with live chat and dedicated collaboration channels.
Planned
Mail Client
Streamline communications by integrating email directly into the platform.
Planned
Mail Client
Streamline communications by integrating email directly into the platform.
Coming soon
Non-Onboarding Projects
Manage all types of projects beyond onboarding with ease.
Coming soon
Non-Onboarding Projects
Manage all types of projects beyond onboarding with ease.
Planned
Calendar Integration
Sync tasks, meetings, and reminders directly with your calendar for seamless scheduling.
Planned
Calendar Integration
Sync tasks, meetings, and reminders directly with your calendar for seamless scheduling.
Planned
Remote Desktop Integration
Provide hands-on support and collaboration through integrated remote desktop access.
Planned
Remote Desktop Integration
Provide hands-on support and collaboration through integrated remote desktop access.
Planned
CRM Integration
Automatically create onboarding projects once a deal is closed in your CRM, saving time and ensuring smooth transitions
Planned
CRM Integration
Automatically create onboarding projects once a deal is closed in your CRM, saving time and ensuring smooth transitions
Roadmap: Building for the Future
At Projetly, we are committed to continuous innovation. Here's a sneak peek at the upcoming features we’re working on to make onboarding and project management even better:
Coming soon
AI-Assisted Project Templates
Automate the creation of project templates tailored to your specific needs.
Planned
AI Task Creation
Generate tasks/sub-tasks intelligently based on project requirements and priorities.
Planned
AI Suggestions in Project Management
Write task documents, description and improvement etc.
Coming soon
Meeting Scheduler
Plan and manage meetings seamlessly within the platform
Coming soon
Document Management
Store, organize, and share essential project documents in one place.
Planned
Feedback and Survey Tools
Gather actionable insights from your customers with integrated feedback and survey options.
Planned
Live Chat and Channels
Facilitate real-time communication with live chat and dedicated collaboration channels.
Planned
Mail Client
Streamline communications by integrating email directly into the platform.
Coming soon
Non-Onboarding Projects
Manage all types of projects beyond onboarding with ease.
Planned
Calendar Integration
Sync tasks, meetings, and reminders directly with your calendar for seamless scheduling.
Planned
Remote Desktop Integration
Provide hands-on support and collaboration through integrated remote desktop access.
Planned
CRM Integration
Automatically create onboarding projects once a deal is closed in your CRM, saving time and ensuring smooth transitions
Affordable, Scalable Pricing
Affordable, Scalable Pricing
Projetly Customer Onboarding Solution
Projetly Customer Onboarding Solution
Launch offer, Use code “LNCH70” and get at $9/month/user
Launch offer, Use code “LNCH70” and get at $9/month/user
Scalable pricing to grow with your business.
All features included.
No hidden fees.
Only $29
user/month
Start Streamlining Your Onboarding Today!
Start Streamlining Your Onboarding Today!
Why Choose Projetly?
Efficient Workflows
Simplify your onboarding process with powerful and easy-to-use tools.
Customer-Centric Design
Deliver a seamless experience with intuitive interfaces and customizable options.
Actionable Insights
Use dashboards and health scores to monitor progress and optimize outcomes.
Built for Growth
Start with essential features and scale seamlessly as your needs evolve.
Why Choose Projetly?
Efficient Workflows
Simplify your onboarding process with powerful and easy-to-use tools.
Customer-Centric Design
Deliver a seamless experience with intuitive interfaces and customizable options.
Actionable Insights
Use dashboards and health scores to monitor progress and optimize outcomes.
Built for Growth
Start with essential features and scale seamlessly as your needs evolve.
Experience the Future of Customer Onboarding
Projetly is built by customer onboarding team experts for customer onboarding team. It stands out as the best customer onboarding software for several compelling reasons
Experience the Future of CustomerOnboarding
Projetly is built by customer onboarding team experts for customer onboarding team. It stands out as the best customer onboarding software for several compelling reasons
1007 N Orange St. 4th Floor #3328, Wilmington, Delaware 19801, United States
Copyright Reserved © Projetly Inc.
1007 N Orange St. 4th Floor #3328, Wilmington, Delaware 19801, United States
Copyright Reserved © Projetly Inc.
1007 N Orange St. 4th Floor #3328, Wilmington, Delaware 19801, United States
Copyright Reserved © Projetly Inc.