Sales Deal Room

Your workspace for B2B deals

What is the Sales Deal Room?

The Sales Deal Room or Digital Sales Room is a dedicated space inside Projetly that brings together internal teams, external stakeholders, and critical deal information into one secure, collaborative workspace. It’s designed to accelerate enterprise deals, reduce back-and-forths, and create a frictionless experience for your sales team and customers. The sales deal room helps with:

  • Managing high-stakes, multi-stage deals with full context

  • Centralizing communication, assets, and deliverables

  • Collaborating with cross-functional teams (Customer Success, Product, Legal, Finance, etc.)

  • Tracking deal health, timelines, blockers, and sentiment—all in real-time

Projetly offers integration with Hubspot CRM for a seamless sync of deals. Navigate to the 'Marketplace' module to connect your hubspot account,

From the main menu, click on 'Deals.'

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