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

View All Specifications

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.
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 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:

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. 

We recommend reading Rocketlane reviews or looking at Rocketlane demo, to get an idea of how it works and whether it will meet your project management needs.

 

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.

how it worksSee How It Works

Real-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.

how it worksSee How It Works

Rocketlane 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.   

how it worksSee How It Works

Rocketlane 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.  

how it worksSee How It Works

Rocketlane 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.

how it worksSee How It Works

Pros and Cons of Rocketlane

Pros

  • It allows for smooth communication and collaboration between teams and clients through features like customizable workflows, real-time collaboration tools, and comprehensive overviews
  • The mobile apps provide accessibility so sales teams can access contacts, opportunities and activities on the go

Cons

  • The lack of more ready-made reports and charts was noted as a limitation in one review

Rocketlane Reviews

Overall Rating

4.8

29 Review(s)

Rating Distribution

5

star

(22)

4

star

(7)

3

star

2

star

1

star

February 2024

Fabulous Experience

Reema

Industrial Automation

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

The user-friendly service portal has made navigation a breeze.

Cons

I have no complaints; everything is perfect and running smoothly.

February 2024

Onboarding rocketlane was very easy

Anonymous

Not Specified

Ease of use

10

Value for money

8

Customer Support

10

Functionality

10

Pros

The ease of use stood out to me from the start. Managing projects and tasks felt intuitive, making it one of the best project management tools I've used. Setting it up was a breeze, and reaching out to their Customer Success Manager for any product queries was seamless. Overall, the setup has been a great experience, saving me significant time in monitoring project progress.

Cons

More customization options for reports would be welcome.

February 2024

A must have product for Team and Client Management

Sachi

Computer Software

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

Working with different stakeholders and managing tasks in one place has streamlined our workflow.

Cons

Rocketlane addresses all my day-to-day requirements effectively.

February 2024

Best Ever Project and resource Management tool

Vinay

Computer Software

Ease of use

7

Value for money

8

Customer Support

10

Functionality

10

Pros

Tracking multiple projects and resources in one place has been incredibly efficient.

Cons

The inability to assign dynamic budgeted hours can sometimes create hassles.

February 2024

Easy to use the platform, had good experience to work on project management

Himanshu

Computer Software

Ease of use

8

Value for money

10

Customer Support

10

Functionality

10

Pros

Quick customer support and easy task management setup have made using it a pleasure.

Cons

Time sheet filling could be improved with Jira integration, similar to Google Meet integration.

February 2024

Effective tool built by a great team

Silvia

Computer Software

Ease of use

8

Value for money

8

Customer Support

10

Functionality

8

Pros

Rocketlane's team has been extremely helpful in client onboarding, and the tool's project management approach is spot-on.

Cons

While there are minor areas for improvement in terms of user experience, overall, there's nothing significant to dislike.

February 2024

Feasibility in task tracking

Khyati

Information Technology and Services

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

Task management and ticket creation have become much simpler with Rocketlane.

Cons

Applying for time-offs and half-days can be quite complex.

February 2024

A Really Well thought out tool

Sreeram

Marketing and Advertising

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

Using Rocketlane has been a revelation for me. One of the standout aspects is how it consistently meets my various use cases. Typically, when I use project management tools, they often lack certain features crucial to my needs. However, Rocketlane feels incredibly customizable. One feature I particularly enjoy is the seamless collaboration it facilitates. The live chat and thread-like features make coordination a breeze. We primarily utilize it for onboarding and coordinating between multiple teams, and even managing client-facing views. Integrating with other channels seamlessly and being the primary source of truth are other aspects I greatly appreciate!

Cons

The UX was initially confusing, but it gets easier with time.

February 2024

What a great tool!

Stacey

Hospitality

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

The support teams at Kintone are exceptional, and the tool itself has significantly boosted our efficiency.

Cons

Our only concern lies with the Salesforce integration, but the Rocketlane team has been proactive in resolving it.

February 2024

Paperless Experience

Christopher

Information Technology and Services

Ease of use

7

Value for money

10

Customer Support

10

Functionality

7

Pros

The end-user portal and customizable templates have been particularly useful.

Cons

One of the biggest challenges with Rocketlane is that there are too many places to input information, making it difficult to track timed events accurately. This scattered data placement can be frustrating, especially when trying to monitor ticket progress.

Frequently Asked Questions

Rocketlane offers phone and email support, as well as a knowledge base and community forums.