Juggling multiple onboarding and implementation projects? Rocketlane brings structure with customizable templates and dashboards. Streamline processes to focus on essentials while keeping customers aligned at every step. Explore how Rocketlane software centralizes workflows and then some.
Rocketlane Specifications
Time Tracking
Task Management
Reporting
Budget Management
What is Rocketlane?
Overview
Rocketlane is a cloud-based customer onboarding platform that helps businesses shorten time-to-value, elevate customer experience and improve retention scores. The platform offers a unified workspace for project tracking, communication, and collaboration, making it easier for businesses to hit project goals and scale efficiently. Rocketlane also inspects customer interactions to identify domains of improvement and enables teams to resolve pain points effectively.
What is Rocketlane Best for?
Rocketlane software is best known for its unique, customer-focused design. The platform is designed to help businesses build rapport with their customers by creating a cohesive onboarding experience.
Moreover, the platform's presentation view, magic-link-based access to project updates, inbuilt customer satisfaction (CSAT) surveys, and unified workspace all work together to create a seamless onboarding process.
Rocketlane is also known for its intelligence system, which helps businesses scale confidently. With the ability to run repeatable processes using templates and identify benchmarks for better execution, Rocketlane project management helps businesses make informed decisions.
Rocketlane Pricing
Rocketlane offers four different pricing plans, suitable for a wide range of users.
- The Basic plan price starts from $19.00 /month, billed annually. It offers timesheets, time tracking reports, tasks view (Gantt, List, Kanban), and Zapier integration.
- Rocketlane cost Standard plan costs $49 / team member/month billed annually. It offers several templates and also integrates with Jira.
- The premium plan costs $69 / team member/month billed annually or $79/ month, billed monthly. It provides a custom email domain and Salesforce integration.
- The enterprise plan of Rocketlane is available for $99 / team member/month billed annually. It offers all Rocketlane features of the Premium plan, along with Single Sign On (SSO) and a premium customer support service.
Rocketlane Integrations
Rocketlane Software integrates with a variety of other software applications, including popular project management tools, communication tools, and productivity apps. Some of the most popular integrations include:
- Slack
- Zapier
- Jira
- Salesforce
How does Rocketlane Work?
To get started with Rocketlane project management, users can follow these steps:
- Sign up for an account: To start using Rocketlane, users need to sign up for a new account by providing their name, email address, and password
- Connect to your data sources: Rocketlane allows users to connect to multiple data sources such as spreadsheets, databases, or APIs. Users can choose the data source they want to connect to and authenticate their credentials
- Create projects and onboarding templates: Users can create projects, set goals, and assign tasks to team members. The platform also provides a template system to create recurring processes, ensuring consistency in onboarding
- Track project progress: Rocketlane provides real-time project tracking and allows users to monitor progress, make updates, and assign new tasks to team members. Users can also access analytics and insights to make data-driven decisions
By following these simple steps, users can quickly get started with Rocketlane project management tool and streamline their customer onboarding process.
Who is Rocketlane for?
Rocketlane Software is designed for organizations of all sizes and multiple industries. It is ideal for the following:
- Tech companies
- Creative agencies
- Healthcare organizations
- Education sector
- Government businesses
It is well-suited for small and mid-sized businesses, as well as larger enterprises looking for a robust project management solution.
Is Rocketlane Right for You?
Rocketlane is a project management software that has gained popularity among modern businesses, such as Carta, Clari, Mixmax, Zoom, GoCardless, and nCloud Integrators. These companies use Rocketlane to enhance the profitability of their projects, reduce the time it takes to realize the value and improve the customer experience.
Rocketlane is highly scalable, making it a suitable option for businesses of all sizes. Whether your business is small or large, Rocketlane can accommodate your project management needs as they grow and evolve.
In conclusion, if you're looking for software that can help you improve project predictability, profitability, and customer experience, while also being secure and scalable, then Rocketlane may be the right choice for you.
Rocketlane Features
Rocketlane software customizable workflow engine allows teams to define their own unique project management processes and automate repetitive tasks. This saves time and helps teams stay organized and focused on their most important work.
See How It WorksReal-time collaboration and communication tools make it easy for teams to stay connected and work together effectively, regardless of location. Teams can communicate and share files in real-time and access project updates and progress reports in one centralized location.
See How It WorksRocketlane prioritizes customer satisfaction through its customer portal, which gives clients access to all project information. Upon logging in, users are greeted with an interactive walkthrough that enhances their first experience with the software. To ensure a positive customer journey, Rocketlane project management software tracks every milestone and provides businesses with valuable insights to continuously improve the customer experience.
See How It WorksRocketlane project management provides extensive visibility into ongoing projects through its comprehensive dashboards. It offers a 360-degree view of project data and trends, using advanced analytics tools to provide insights and support informed decision-making. To ensure complete transparency among all users, the software offers automated reminders and alerts, keeping everyone updated on the status of tasks and project phases.
See How It WorksRocketlane provides potential buyers with a demo showcasing the templates available for quick and efficient process execution. Additionally, users have the option to create their templates for future use. Its unified workspace fosters collaboration and enables customers to communicate through comments on documents, spreadsheets, and presentations. Rocketlane also enables the maintenance of multiple versions of documents through internal and shared spaces, ensuring consistency in all project work.
See How It Works
