Stop losing deals to silence. Set up a dedicated deal room workspace with a shared task board, so every prospect and every rep knows exactly where the deal stands.
Collaborate with customers in shared spaces
Share proposals, case studies, demos and pricing in one branded space
Keep buyers moving with structured action plans and guided follow-ups
Know exactly when prospects engage and act at the right moment
1
Branded Buyer Workspace.
Every deal gets its own branded workspace, set up in minutes and shared with your prospect.
Buyers get a professional, organized space to review content, track next steps and engage with your team.
2
Actionable Sales Plans
Replace ad hoc follow-ups with structured sales plans that keep every deal on track.
Every buyer knows what is happening next and every rep follows the same proven playbook.
3
Buyer Engagement Tracking
Stop guessing where your deal stands. See every prospect interaction tracked automatically in one place.
Identify engaged buyers, spot stalled deals early and prioritize the right opportunities at the right time.
Live room
v2
4
Proposals and Deal Closing
Build and share proposals directly inside the Digital Sales Room so buyers can review and respond immediately.
Move from proposal to signed contract without leaving the platform or chasing approvals over email.
5
Follow-Ups and Onboarding Handoff.
Never let a deal go cold. Get next-best-action guidance to keep your prospects engaged at every stage.
When the deal closes, your onboarding team creates the Project Room and gets full context in the same platform.
SAME-PLATFORM HANDOVER
Sales context is already there
Deal closed
A team member starts the handover once the deal is marked closed.
Context packaged
Notes, files, stakeholders, blockers, and commitments are bundled.
Onboarding brief created
The team builds the success plan, timeline, and first tasks from the deal context, using AI-generated templates.
Team ready
CS, onboarding, and delivery see the same buyer context.
Outputs
Tasks
Docs
Timeline
What is Projetly’s Sales Deal Room?
It’s a dedicated shared space where sales teams, clients, and stakeholders collaborate, share documents, and manage every step from intro call to deal closure.
How does it help close deals faster?
It centralizes communication, chases pending sales-plan items automatically when a step is waiting on the buyer, and streamlines document sharing, reducing friction and speeding up the sales cycle.
Can I integrate it with my CRM?
Yes, Projetly integrates with leading CRMs like Salesforce, keeping your sales pipeline unified and up to date.
Is it secure for sharing proposals and sensitive documents?
Absolutely. Projetly offers enterprise-grade security with role-based access controls to ensure your data stays safe.
Can clients and partners access the Deal Room?
Yes, you can invite clients and external partners to collaborate securely, with permissions tailored to their role in the deal.
Does it support signable proposals and order forms?
Yes, you can send signable documents directly from the platform to speed up the closing process.
