Rocketlane

What is Rocketlane?

Overview

Rocketlane is an AI-powered PSA and delivery platform purpose-built for services teams that brings together every piece of your services business: projects, time tracking, finances, workforce management, and client collaboration. Instead of switching between disconnected tools, you’ll have one source of truth, helping you focus on delivering excellence and growing your business.  

With real-time visibility into delivery health, margins, and utilization, Rocketlane helps you scale operations, improve profitability, and deliver consistent client outcomes.

What is Rocketlane Best for?

Rocketlane is best known for its comprehensiveness, designed to streamline and optimize customer onboarding, professional services (PS) delivery, and implementation projects. It offers end-to-end functionality for project management, resource planning, client collaboration, time tracking, and financial management.

Key features that set Rocketlane apart include:

• Deep CRM integration with tools like Salesforce and HubSpot for automated project creation and bi-directional sync.
• Advanced resource planning and capacity management with smart allocation and forecasting capabilities.
• Robust client collaboration tools, including a branded client portal, document sharing, and actionable notifications.
• Process automation, such as phase automations, email triggers, and automated project health metrics.
• Reporting and analytics, including custom report builders, CSAT tracking, and time and financial reporting.
• Partner collaboration and governance tools to monitor project delivery metrics and enforce compliance.

Rocketlane Pricing

Rocketlane offers four pricing tiers to suit teams of all sizes:

• Essential – Starts at $19/user/month (billed annually). Includes Gantt/Kanban/List views, time tracking, Zapier integration, branded customer portal, and basic automation.
• Standard – $49/user/month (billed annually). Adds Jira/Slack integration, partner collaboration, templates, and more automation.
• Premium – $69/user/month (billed annually). Adds Salesforce, Resource AI, financial tracking, revenue recognition, and advanced reporting.

• Enterprise – $99/user/month (billed annually). Includes all features with SSO, custom reports, unlimited automation, multi-currency support, and Snowflake integration.

  A 14-day free trial is available. Minimum 5 seats required on all plans.

You can find a detailed breakdown of all Rocketlane pricing plans at the end of this page. There is also a free trial available of Rocketlane software that includes basic project management features and a range of paid features.

Rocketlane Integrations

Rocketlane seamlessly integrates with a variety of tools to enhance workflow efficiency:

• Slack: Facilitates real-time collaboration by sending project updates and messages directly to Slack channels.
• Salesforce: Automatically creates projects from Salesforce opportunities and ensures data synchronization between the two platforms.
• Jira: Enables the creation and synchronization of Jira issues from Rocketlane tasks, promoting seamless collaboration between onboarding and engineering teams.
• HubSpot: Allows for automated project creation using HubSpot workflows and synchronizes data between HubSpot and Rocketlane project fields.
• Zapier: Connects Rocketlane with over 5,000 apps, enabling automated workflows across various platforms.
• Workato: Integrates Rocketlane with over 1,000 apps, enabling the creation of custom automations and workflows.
• Google Calendar & Outlook Calendar: Automatically generates timesheet entries from calendar events, streamlining time tracking. rocketlane.com
• Freshsales: Integrates with Rocketlane to enhance CRM capabilities and streamline customer data management.

How Rocketlane Works

Rocketlane simplifies project management and customer onboarding through a structured process:

• Sign Up: Create an account by providing necessary details to access the platform.
• Connect Data Sources: Integrate with various data sources like spreadsheets, databases, or APIs to centralize information.
• Create Projects & Templates: Set up projects with defined goals and assign tasks. Utilize templates for recurring processes to maintain consistency.
• Track Progress: Monitor real-time project progress, make updates, assign new tasks, and access analytics for informed decision-making.

This structured approach ensures a streamlined onboarding experience for customers.

Who is Rocketlane for?

• SaaS Companies: Rocketlane helps SaaS businesses streamline customer onboarding, reduce time-to-value, and drive expansion. With features like dynamic templates, automated workflows, and branded customer portals, SaaS teams can deliver consistent, high-quality onboarding experiences that enhance customer satisfaction and retention.
• Fintech Providers: Rocketlane simplifies complex implementations by offering customizable project plans, real-time collaboration tools, and secure client portals. This ensures a smooth onboarding process, builds customer trust, and accelerates the adoption of financial technology solutions.
• Agencies: Marketing and creative agencies benefit from Rocketlane's ability to manage client projects efficiently. The platform's collaborative features, such as shared workspaces and automated status updates, enable agencies to deliver projects on time and maintain strong client relationships.
• IT Services and Consultancies: IT consultancies and professional services firms use Rocketlane to unify project management, resource allocation, and financial tracking. This integration allows for better visibility into project health, improved resource utilization, and enhanced profitability.

Is Rocketlane Right for You?

Rocketlane is trusted by leading services teams across industries—including HealthEZ, JLL, Konami, AdvanstaffHR, nCloud Integrators, Flycast Partners, Bluemark, and Uniqus to transform their onboarding and service delivery processes.

If your team manages customer onboarding, professional services, or implementation projects, Rocketlane delivers the structure, visibility, and collaboration needed to drive consistent outcomes. With powerful features like dynamic templates, integrated time tracking, branded client portals, and deep CRM integrations, Rocketlane helps you:

• Accelerate time-to-value
• Improve customer satisfaction and retention
• Maximize team productivity and resource utilization
• Increase project predictability and profitability

Whether you’re a SaaS, Fintech, Marketing, or IT services company, Rocketlane is built to scale with your business and support your evolving delivery needs.