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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Projetly serves as an AI-driven Digital Sales Room tailored for B2B sales teams, establishing a collaborative space where buyers and sellers can interact seamlessly. It features an AI Sales Agent that manages follow-ups, provides real-time insights into buyer engagement, enables dynamic proposals complete with e-signatures, and generates automated summaries of meetings. Unlike traditional tools that conclude their function post-sale, Projetly extends its utility into the onboarding process, ensuring that Customer Success teams receive comprehensive context rather than facing a disjointed transition. This innovative platform eliminates the chaos of disparate CRMs, presentation decks, and email conversations by offering a cohesive deal-to-onboarding experience that enhances overall efficiency and communication. Ultimately, Projetly not only streamlines the sales process but also fosters stronger relationships between teams and clients.

Description

Topo.io empowers sales teams to advance their interactions with buyers by consolidating stakeholders, resources, and deals into a single platform. By integrating Topo.io with your CRM and various business applications, you can effortlessly monitor prospects' activities and engagement, streamlining follow-ups and reporting processes. Organize your Quarterly Business Reviews (QBR) effectively while communicating key goals to clients. Ensure smooth onboarding by collecting all information shared throughout the sales cycle. The platform identifies and replicates the successful strategies of top performers, disseminating these insights among the team. Furthermore, it accelerates the time to close the first deal by equipping your representatives with templates tailored to your sales process. Track the most effective content and maintain a strong alignment between sales and marketing, fostering a more cohesive approach to achieving business objectives. This holistic view not only enhances productivity but also drives better overall results for your organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Calendly No 
Docusign No 
Gong No 
Google Docs No 
Google Sheets No 
Google Slides No 
HubSpot CRM No 
HubSpot Customer Platform No 
Loom No 
Microsoft Dynamics 365 No 
Modjo No 
Pipedrive No 
Salesforce No 
Slack No 
Typeform No 
Vidyard No 
Vimeo No 
YouTube No 
Yousign No 
Zoom No 

Integrations

Calendly Yes 
Docusign Yes 
Gong Yes 
Google Docs Yes 
Google Sheets Yes 
Google Slides Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Loom Yes 
Microsoft Dynamics 365 Yes 
Modjo Yes 
Pipedrive Yes 
Salesforce Yes 
Slack Yes 
Typeform Yes 
Vidyard Yes 
Vimeo Yes 
YouTube Yes 
Yousign Yes 
Zoom Yes 

Pricing Details

$19/month
Free Trial Yes 
Free Version No 

Pricing Details

€49 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Projetly

Founded

2024

Country

United States

Website

projetly.ai

Vendor Details

Company Name

Topo.io

Founded

2022

Country

France

Website

www.topo.io

Product Features

Product Features

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Alternatives

Alternatives