Related Products
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About
Projetly is an AI-native Digital Sales Room for B2B sales teams. It creates a shared workspace where buyers and sellers collaborate, with an AI Sales Agent handling follow-ups, real-time buyer engagement insights, dynamic proposals with e-signatures, and automated meeting summaries. Unlike tools that stop at closed-won, Projetly carries the same room into onboarding, so CS inherits full context instead of a cold handoff. It replaces fragmented CRMs, decks, and email threads with one connected deal-to-onboarding flow.
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About
Valuecase is a platform designed to streamline customer onboarding and sales processes by providing shared workspaces that enhance collaboration, automate tasks, and track engagement. It offers interactive onboarding plans with due date reminders and assignees, reducing the need for manual follow-ups. The platform allows for 100% automated customization, displaying relevant content and adjusting plans automatically through variables. Central visibility is provided through dashboards that track tasks, onboarding progress, and customer engagement. Valuecase integrates with CRMs like Salesforce and HubSpot, ensuring seamless data synchronization. It also supports various content embeds, including PDFs, videos, forms, and scheduling tools, facilitating comprehensive resource sharing in one place. The platform is fully GDPR compliant, ensuring secure tracking of customer activities. Users can start with best-practice templates and receive one-on-one guidance and training.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
VP of Sales, CRO, Founder, and CEO
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Audience
B2B companies interested in a tool to enhance their customer onboarding and sales processes through automated workflows and improved client collaboration
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$19/month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationProjetly
Founded: 2024
United States
projetly.ai
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Company InformationValuecase
Founded: 2021
Germany
www.valuecase.com
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Alternatives |
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Categories |
Categories |
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Integrations
Calendly
Google Docs
Google Drive
Google Forms
Google Meet
Google Sheets
Google Slides
HubSpot CRM
Loom
Make
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Integrations
Calendly
Google Docs
Google Drive
Google Forms
Google Meet
Google Sheets
Google Slides
HubSpot CRM
Loom
Make
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