Streamline your sales process and create aha moments from day one with Projetly's Sales Deal Room.
Collaborate seamlessly with customers in shared spaces
Guide buyers with actionable plans and standardize follow-ups
Keep all deal documents organized in one place
Close deals faster with signable forms and engagement analytics
1
Collaborative Customer Engagement
Engage with customers in a dedicated, shared space.
Enhance communication and foster stronger relationships through seamless collaboration.
2
Actionable Sales Plans
Guide buyers with clear and actionable sales plans.
Standardize follow-ups with customizable templates to ensure consistency and efficiency.
3
Centralized Document Management
Keep all deal-related documents organized and accessible in one place.
Simplify document sharing and management throughout the sales process.
4
Enhanced Deal Visibility
Utilize engagement analytics to gain insights into customer interactions.
Monitor and adjust your strategies based on real-time data to optimize engagement.
5
Integrated Tools
Sync with CRM systems to maintain a unified view of your sales pipeline.
Integrate with video conferencing tools like Zoom and sync your calendar to ensure seamless scheduling and communication.
6
Efficient Proposal and Closing Processes
Create and review professional proposals within the platform.
Send signable order forms to streamline the closing process, reducing delays and speeding up deal closures.
7
Automated Follow-Ups
Automate follow-up tasks to ensure timely and consistent communication with prospects.
Reduce manual work and minimize errors to keep the sales process moving smoothly.
8
Comprehensive Onboarding Handover
Share draft onboarding plans and manage the transition from sales to onboarding within the same platform.
Ensure a seamless handover to the onboarding team, creating a smooth start for new customers.
8
Customer-Centric Approach
Focus on creating aha moments throughout the sales journey to delight and engage customers from day one.
Build lasting relationships by delivering a personalized and impactful sales experience.
