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What is Rocketlane?

As per the information provided by the vendor, Rocketlane is a platform specifically designed to cater to onboarding, implementation, and professional services teams. The primary objective of this platform is to enhance collaboration with customers, optimize project delivery efficiency, and augment customer experience and…

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TrustRadius Insights

Rocketlane is a versatile project management tool that has found great success in helping customers manage their annual onboarding …
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Popular Features

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  • Task Management (6)
  • Team Collaboration (6)
  • Workflow Automation (6)
  • Document Management (6)
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What is Rocketlane?

As per the information provided by the vendor, Rocketlane is a platform specifically designed to cater to onboarding, implementation, and professional services teams. The primary objective of this platform is to enhance collaboration with customers, optimize project delivery efficiency,…

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Product Demos

Rocketlane - Quick Intro & Demo - Customer Onboarding Platform


Rocket Your Customer Onboarding with Rocketlane


Rocketlane Short Demo

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Project Management

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Avg 7.5
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Product Details

What is Rocketlane?

As per the information provided by the vendor, Rocketlane is a platform specifically designed to cater to onboarding, implementation, and professional services teams. The primary objective of this platform is to enhance collaboration with customers, optimize project delivery efficiency, and augment customer experience and accountability. Its target audience primarily includes industries such as CS (Customer Success) and Professional Services. It emphasizes its capability to expedite time-to-value, streamline processes and resources, and facilitate collaborative onboarding experiences. However, it should be noted that these assertions have not been independently verified or substantiated.

Comprehensive Project Management Solution

The product is designed to consolidate project updates, tasks, and phases into a centralized location for convenient accessibility. The platform enables users to easily monitor progress, assess risks, and manage milestones without constant supervision. The vendor claims that conversations, documents, and updates are well-organized within the system, streamlining project management processes and promoting efficient collaboration among team members. Rocketlane also offers customizable project templates to facilitate the creation of personalized plans according to each customer's requirements. By leveraging its robust automation capabilities and real-time communication features, Rocketlane aims to assist teams in delivering projects punctually and cost-effectively while navigating complexities with ease.

Customer Experience and Accountability

The product endeavors to promote transparency and accountability by providing customers with instantaneous visibility into the progress of their onboarding projects. Functionality such as task templates, automated reminders, and CSAT surveys aid in keeping customers on schedule and completing tasks punctually. The vendor asserts that this collaborative methodology facilitates smooth inter-team communication, mitigates project risks, and guarantees timely milestone delivery. By emphasizing customer experience and augmenting accountability, Rocketlane aims to provide significant value and cultivate enduring client relationships.

Rocketlane Features

Project Management Features

  • Supported: Task Management
  • Supported: Resource Management
  • Supported: Gantt Charts
  • Supported: Scheduling
  • Supported: Workflow Automation
  • Supported: Team Collaboration
  • Supported: Support for Agile Methodology
  • Supported: Support for Waterfall Methodology
  • Supported: Document Management
  • Supported: Email integration
  • Supported: Timesheet Tracking

Rocketlane Screenshots

Screenshot of Project ListsScreenshot of Project PlanScreenshot of Status UpdateScreenshot of Customer ViewScreenshot of TemplateScreenshot of Documents

Rocketlane Video

Rocketlane Integrations

Rocketlane Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported LanguagesEnglish

Frequently Asked Questions

Wrike, Asana, and are common alternatives for Rocketlane.

Reviewers rate Task Management and Support for Waterfall Methodology and Email integration highest, with a score of 9.8.

The most common users of Rocketlane are from Mid-sized Companies (51-1,000 employees).
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Rocketlane is a versatile project management tool that has found great success in helping customers manage their annual onboarding processes. With almost 400 customers relying on this software, Rocketlane provides step-by-step instructions, links to PDFs and videos, and allows customers to track their progress throughout the onboarding journey. This level of visibility into each customer's onboarding process has proven to be invaluable for effective management and support.

One of the standout features of Rocketlane is its seamless communication capabilities. Customers can send messages within the platform, which can be received as notifications or via email. This comprehensive customer support ensures that no queries or concerns go unanswered. The user-friendly interface of Rocketlane streamlines project management activities, significantly reducing time spent on manual follow-up tasks.

For those looking to enhance their project management efficiency, Rocketlane offers several key features. Automatic reminder emails for upcoming and overdue tasks help teams stay on top of deadlines and drive progress forward. The software facilitates resource allocation and capacity planning, enabling better allocation of team members' time and skills. Additionally, Rocketlane's ability to track and organize project data, including task-wise phases visible to clients, ensures transparency and accountability throughout the entire project lifecycle.

Flatfile's Professional Services team has experienced firsthand the benefits of using Rocketlane as an all-in-one project management tool. Implementation consultants rely on its robust features for tracking tasks, updating project statuses, and taking notes during customer meetings. By consolidating various tools into Rocketlane, implementation times have been greatly reduced while maintaining high standards of efficiency.

Customers who have adopted Rocketlane appreciate the elimination of manual email exchanges as the software automates status updates for clients. Furthermore, the responsive tech support team has received accolades for their prompt updates and detailed solutions. Regular updates on progress after purchasing the platform have also been well-received by customers who value visibility into their projects.

Lastly, the timesheets feature in Rocketlane allows users to effectively track their time spent on each project and prioritize tasks accordingly. This feature, combined with simplified task creation and timeline management, significantly increases productivity for teams and provides clients with clear visibility into project stages.

In summary, Rocketlane's seamless onboarding management, efficient project tracking, and robust communication capabilities have positioned it as a valuable tool for a wide range of users. Its user-friendly interface, comprehensive project management features, and excellent customer support have garnered positive feedback from customers and helped them streamline their processes for maximum efficiency.

User-Friendly Platform: Many users have expressed their satisfaction with Rocketlane's user-friendly interface and easy navigation. They find it convenient in tracking the progress of each customer, enhancing their overall experience on the platform.

Customizable Processes: The ability to create different processes for different customers is highly valued by reviewers. It allows for customization and tailoring experiences based on individual needs, contributing to a more personalized approach.

Useful Portal Feature: Users appreciate the portal feature of Rocketlane as it provides visibility and enables seamless interaction throughout the entire process. This enhances collaboration, communication, and transparency among team members and clients alike. Overall, these features contribute to improved efficiency and productivity within teams using Rocketlane's platform.

Lack of Robust Knowledge Base and Customer Support: Some users have expressed disappointment with Rocketlane's current knowledge base and customer support portal, finding them to be lacking in terms of providing adequate assistance and guidance.

Insufficient Resources for Assistance: Several reviewers have mentioned that they would appreciate if Rocketlane had more comprehensive resources available to help them navigate the platform effectively. They feel that the existing resources fall short in addressing their needs.

Limited Guidance Provided: A number of customers have noted that they would like to see improved guidance from Rocketlane. They believe that clearer instructions and more detailed explanations would greatly enhance their experience with the platform.

Users commonly recommend Rocketlane for project management, collaboration, and time/capacity management. They find it helpful for planning projects and following adherence to timelines. Rocketlane is also praised for its usefulness in onboarding new customers and managing multiple stakeholders in parallel projects.

Users recommend watching the admin and user training videos to fully utilize Rocketlane's features. In addition, they appreciate the tool's ability to provide both a waterfall view and a Kanban view of deliverables with timeline mapping.

For those in the software industry, Rocketlane is recommended for managing billable hours and improving time tracking. Users are satisfied with the quality support and engagement provided by Rocketlane's team, as well as its fast-paced delivery and extensive product knowledge.

Attribute Ratings


(1-6 of 6)
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Score 10 out of 10
Vetted Review
Verified User
Rocketlane is useful tool to manage both in-house enterprise projects plus customer onboarding projects; We were looking for the user friendly project management tool which can be easily managed, plus help project managers to reduce their time on project management related activities and follow-up on pending tasks, resource allocation and task assignment. Rocketlane is supporting us to manage projects efficiently and effectively thanks to Rocketlane tool we can able to save approx. 80-85% time of project managers to manage projects. Following features are highly effective 1) Automatic reminder email on upcoming & overdue tasks to task owners 2) Publishing of Project Status report periodically 3) Resource allocation & capacity planning
  • Saved Project Manager time by 80-85%
  • Ease of use, User Friendly interface
  • Reminders : Email notification on upcoming due task to task owner
  • Publishing of Periodic Project Status Report
  • Resource Allocation & Capacity Planning
  • Subtask dependency
  • Toggling between the screen especially from subtask to task/milestones
Well Suited;
- Reduce project management efforts by 80-85%
- User friendly interface doesn't require any special training to project team members
- Automatic reminders on due tasks
Less appropriate : resource capacity planning

Score 9 out of 10
Vetted Review
Verified User
Rocketlane uses as a project management tool. Here we can track the project and add all the data related to the project. And all effort in the project we can add and so many features in it. Task-wise phases so everything come under visible to the client. No need to remember the task date it's come under the due date. You can move the task date as per the client's requirement. Really well a user interface and is easy to use these project plan tools. I really like it so much.
  • Time tracked
  • Project phase
  • Due dates
  • Project Overview
  • Project team
  • Project Owner
  • Project Opening time
  • Automated time tracked should be there
  • Every phase has a option to make a call and zoom so time tracked real time
This is best in tracking the project status and the visibility to the client so the client gets to know the real-time project status. There is a chat process so the client can communicate with the project owner related to this project. And the client can share the file in the chat as well. project owner also can audit the chat in the private chat so other team members get the information that they required.
Score 10 out of 10
Vetted Review
Verified User
The best thing about Rocketlane to date (having used it for about four months now) is the responsiveness of their tech support. They have made updates to the product itself in response to my requests. They also respond with detailed steps to solutions.Our customers have visibility on what is going to happen once they buy our platform and they are updated every week on their progress.I find timesheets as the best feature of rocket lane. I am able to track the time that I spend on each of the project and can figure out which projects/tasks take most of my time in order to prioritize and manage my work.Easy to create task and manage our timeline on different projects so eventually help increase productivity and also the client can track at which stage project is particularly at.
  • Project plan feature of Rocketlane makes it easier to understand the timelines, ownership, and due dates of tasks
  • Latency Issue
Not just project management but also the timesheet feature helps in resource planning
Score 10 out of 10
Vetted Review
Verified User
We had an Excel spreadsheet managing our projects, which was clunky and cumbersome to manage and update. This added hours of unneeded labor to the implementation team to complete projects, which delayed our implementation times. Adding Rocketlane has been a game-changer for our organization. No more emails passing a spreadsheet back and forth to the client. All of this is now automated, and so are the status updates. Everything the client needs is put into Rocketlane, and the visibility for management and the client Executive Sponsors also makes this a no-brainer.
  • Onboarding/implementation
  • Standardization of implementation
  • Features
  • Keeping clients on track of their tasks
  • Keeping management up to date with automated status updates
  • Nothing. Everything works as intended.
Rocketlane is stellar for implementation teams that are looking to automate manual tasks. It's also fantastic for creating visibility for clients and their stakeholders. Internally, this puts the team on the same implementation plan to standardize the client experience and also gives management and internal stakeholders visibility into where we are stuck.

There are also metrics to help us unlock insights into which areas we are taking the longest, so we can work to streamline and adjust our implementation process.
Score 10 out of 10
Vetted Review
Verified User
We require annual onboarding from all of our almost 400 customers. Rocketlane is used to manage this onboarding process. It allows the customer to have step-by-step instructions with links to pdfs and videos on what they need to do. But it also gives us visibility into where each of our customers are in the onboarding process. Customers can send messages from within Rocketlane which show up in notifications and can also be sent via email to ensure we are fully supporting our customers.
  • Gives visibility into where in the process each customer is.
  • Allows for different processes created for different customers.
  • Creates a portal for customers to see and interact with the entire process.
  • It would be helpful if Rocketlane had a more robust Knowledge base and customer support portal.
Rocketlane would work well for any company that needs to empower their customers to complete steps in a process on their own. For example, if you have a detailed onboarding process, you can break this down in Rocketlane. You can add text information, link to documents and videos, and add attachments for your users. You create a plan for each separate customer / business, you can customize based on each user's needs.

If your needs only involve a few customers or you have very few steps needed to complete the process (e.g. onboarding), Rocketlane might be too complicated or involve too much learning / setup for your company.
Score 10 out of 10
Vetted Review
Verified User
We use Rocketlane within Professional Services at Flatfile as our all-in-one project management tool. As an Implementation Consultant, I work out of Rocketlane multiple times daily to track tasks, view and update project statuses and customer health, take notes on customer meetings, and keep our customers updated. Before Rocketlane, our team was using many different tools, and it's made a huge difference to have it all consolidated in one place.
  • features
  • responsiveness and helpfulness
  • task management
  • even more customizable dashboards
  • drag and drop to move tasks and milestones around
Rocketlane has helped my team tremendously manage several customer accounts concurrently and collaborate across the team. For example, we have our implementation consultants, customer engineers/solutions architects, customer success managers, and team leads all in Rocketlane and while the implementation consultants and CSMs manage the projects on a granular level, everyone on the team can track different tasks and deadlines in the same place.
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