linkedin

Get Free Advice

Get Quote

Projetly logo
Gallery Adding a Project on Projetly
projetly-interface projetly-views projetly-selection
play Adding a Project on Projetly
projetly-interface
projetly-views
projetly-selection

Projetly

Brand : Projetly

Starting at

$ 25

Save Extra with 2 Offers

  • offer_icon Save upto 18%, Get GST Invoice on your business purchase |
  • offer_icon Buy Now & Pay Later, Check offer on payment page.
  • AdviceGet Instant Expert
    Advice
  • PaymentSafe & Secure
    Payment
  • GuaranteedAssured Best Price
    Guaranteed

Projetly Pricing & Plans

Starter
  • Unlimited Projects
  • Unlimited Customer Accounts
  • Team and Customer Collaboration
  • AI Task Management
  • Workflow Automation
  • Meeting Management
    • Licenses
    • Monthly
Starting at $ 25
Growth
  • What's included with Free, plus:
  • AI-powered deal rooms
  • Smart follow-ups, automated reminders, engagement
  • Personalized sales portals with Magic Link
  • AI meeting notes, action items, next-step suggesti
  • Real-time collaboration with buyers
  • AI-driven project health, risk alerts, task sugges
    • Licenses
    • Monthly
Starting at $ 79
Enterprise
  • Everything in Growth, plus:
  • Advanced AI-assisted project templates & predefine
  • Priority Support via email and call
  • Centralized customer portal
    • Licenses
    • Monthly
Starting at $ 149

Get Projetly Demo

We make it happen! Get your hands on the best solution based on your needs.

Interacted

Projetly Features

Project Management

  • icon_check Portfolio Management Oversee and prioritize multiple projects to align with strategic business goals.
  • icon_check Collaboration Tools Enable team communication and file sharing to enhance project collaboration and productivity.
  • icon_check Risk Management Identify, assess, and mitigate potential risks that could impact project success.
  • icon_check Task Management Create, assign, and track tasks to ensure timely and efficient completion of project activities.
  • icon_check Milestone Tracking Define and monitor key milestones to ensure projects stay on track and meet deadlines.
  • icon_check Project Planning and Scheduling Plan projects, set schedules, and allocate resources efficiently to meet deadlines.
  • icon_check Cost Management Track and control project costs to ensure budgets are adhered to and financial goals are met.
  • icon_check Quote Management Generate and manage detailed project estimates, seamlessly transitioning to active projects.

Resource Management

  • icon_check Resource Allocation Assign resources based on availability, skills, and project requirements for optimal efficiency.
  • icon_check Capacity Planning Forecast and manage resource demand to prevent overloading or underutilization.
  • icon_check Utilization Tracking Monitor billable and non-billable time to improve resource productivity and profitability.
  • icon_check Skill Management Maintain a database of skills to match resources effectively to project needs.

Financial Management

  • icon_check Budgeting And Forecasting Set and manage budgets while predicting financial outcomes based on current trends.
  • icon_check Expense Management Track and control expenses to ensure alignment with project budgets.
  • icon_check Profitability Analysis Assess profit margins across projects, clients, and services.

Billing and Contract Management

  • icon_check Contract Tracking Manage the lifecycle of contracts, including creation, approval, and renewal.
  • icon_check Billing & Invoicing Automate invoicing processes to ensure accurate and timely client billing.
  • icon_check Multi-Currency Support Handle international transactions with dynamic exchange rates and currency settings.

Time Tracking

  • icon_check Real Time Tracking Track time as tasks are performed for better accuracy and resource planning.
  • icon_check Timesheet Management Log and track employee work hours with ease, ensuring accurate payroll and billing.
  • icon_check Approval Workflows Streamline timesheet and expense approvals with customizable workflows.

Customer Relationship Management (CRM)

  • icon_check Client Management Centralize client information for easy access and efficient relationship management.
  • icon_check Sales Pipeline Tracking Visualize and manage the sales process to close deals faster.
  • icon_check Proposal Management Create and manage detailed proposals to win new business effectively.
  • icon_check Lead and Opportunity Management Track sales leads and opportunities to convert prospects into clients.
  • icon_check Client Communication Manage communication history for consistent and informed interactions with clients.
  • icon_check Customer Feedback Management Collect and analyze feedback to improve service delivery and client satisfaction.

Workflow Automation and Management

  • icon_check Workflow Automation Automate repetitive tasks to save time and improve efficiency.
  • icon_check Task Automation  Simplify task assignments and updates with automated processes.
  • icon_check Customizable Workflows Design workflows to match specific business needs and processes.
  • icon_check Service Delivery Automation Streamline service operations and ensure consistent delivery.
  • icon_check SLA Monitoring and Automation Track and automate service-level agreement compliance and reporting.
  • icon_check Business Process Modeling Visualize and optimize business processes for better efficiency.

Integrations

  • icon_check CRM Integration Sync with external CRM tools to centralize client and project data.
  • icon_check API Integration Enable custom integrations and expand software capabilities.
  • icon_check Third Party Integrations Connect seamlessly with tools like Slack, QuickBooks, or Salesforce.
  • icon_check E-Signature Integration Incorporate electronic signature tools for faster contract approvals.

Security and Compliance

  • icon_check Remote Access Securely access the system from any location or device.
  • icon_check Data Encryption Protect sensitive information with encryption both in transit and at rest.
  • icon_check Role-Based Access Control (RBAC) Restrict access to sensitive data based on user roles and permissions.
  • icon_check Compliance Management Ensure adherence to regulatory standards like GDPR, SOC 2, or ISO.
  • icon_check Audit Logs Maintain records of system activities for accountability and compliance.
  • icon_check Data Backup and Recovery Safeguard data with regular backups and robust disaster recovery plans.

AI Capabilities

  • icon_check Project Risk Assessment Identify potential risks proactively using AI insights to ensure successful project delivery.
  • icon_check Resource Forecasting Predict future resource needs using historical data for efficient capacity planning.
  • icon_check Optimal Resource Allocation Assign resources intelligently based on skills, availability, and project requirements.
  • icon_check Automated Invoicing Streamline billing with AI that verifies details and sends reminders for overdue payments.
  • icon_check Intelligent Ticket Prioritization Prioritize service tickets using AI to address critical issues promptly.

Alerts & Notifications

  • icon_check Custom Workflow Alerts Get notified of important workflow events tailored to your preferences.
  • icon_check Customer Interaction Alerts Stay updated on client interactions and engagement.
  • icon_check Workflow Trigger Alerts Get real-time updates when specific workflows are initiated or completed.
  • icon_check System Notifications Receive alerts for errors, updates, or critical system activities.

Analytics and Reporting

  • icon_check Performance Metrics Evaluate team and project performance to optimize productivity.
  • icon_check Predictive Analytics Forecast future trends and outcomes using historical data.
  • icon_check Dashboards Access real-time visual insights into key metrics and project progress.
  • icon_check Customizable Reports Generate tailored reports to analyze performance and identify trends.
  • icon_check Workflow Insights Gain actionable insights into workflow efficiencies and bottlenecks.
  • icon_check KPI Tracking Monitor key performance indicators to measure success and areas for improvement.
  • icon_check Profitability Analysis Assess profit margins across projects, clients, and services.

Projetly Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Integration:
  • Training:
  • Language:
  • AI Features:
  • Ubuntu Windows MacOS Linux
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs, MSMEs
  • Email, Communities
  • API Integration
  • Videos
  • English
  • AI Integrated

Projetly Reviews and Ratings

banner

Would you like to review this product?

Submit Reviews

Projetly Company Details

Brand Name Projetly
Information Projetly combines Digital Sales Rooms, customer onboarding workflows, and AI automation in one unified workspace.
Founded Year 2024
Director/Founders Projetly
Company Size 1-100 Employees
Why Choose Techjockey?

Software icon representing 20,000+ Software Listed 20,000+ Software Listed

Price tag icon for best price guarantee Best Price Guaranteed

Expert consultation icon Free Expert Consultation

Happy customer icon representing 2 million+ customers 2M+ Happy Customers