Rocketlane Reviews & Product Details

Rocketlane's exclusive collection of features empowers us to effortlessly initiate new projects, while its informational reports provide both our team and key stakeholders with comprehensive visibility

Currently, there isn't a mobile application available. However, having one would enhance our ability to receive prompt notifications,access reports – all without a laptop or reliant on a mobile browser."

The application proves effortlessly overseeing a multitude of key projects and initiatives. Its intelligent auto-fill capabilities further streamline new initiative projects

The easy-to-build, customer-facing interface makes your project management more accessible and efficient than ever. The ability to track your onboarding projects and build dashboards is valuable.

There are very few downsides. When building dashboards, the ability to pick your own colours for charts would be ideal for presentation purposes. The option to create Templates from Projects would also be beneficial, as would the ability to support the bringing in of HubSpot deal 'notes' into a project via Zapier - I understand this is currently being looked into.

The ability to provide Onboarding roadmaps to our clients in a manner that supersedes the need for Onboarding managers to write out emails to ensure the client is on track and completing tasks in the correct manner and order.

The best part about Rocketlane is the versatility of use. You can use the tool both internally and externally for a variety of tasks.

I've not found many issues or blockers and the team is always on hand to help!

It helps us create a structured communication layer between us and the client.

The representation of the timelines is a great view to see and explain to clients the different phases of the onboarding.

I am waiting for the color coordination update that is soon to come. This way i can highlight cards in red so my client knows they are overdue.

Its saves alot of time on being able to share support documentation, demo videos/looms or example template/documents as they are all accesible right in the task card.

Rocketlane has enhanced the onboarding experience for our customers.

No downsides as of now. The integration with Salesforce is also seamless.

Our onboarding was happening in silos and after we got Rocketlane it is streamlined and solves 95% of our onboarding requirments.

Rocketlane has allowed me to configure a proper onboarding method and track our customers success.

I have yet to find anything I dislike about Rocketlane.

Time & Ease of Use for Client Onboarding.

The different views for my tasks and projects

Adding more integrations would enhance this tool

My team and I use the tool for our daily/ weekly progress. Our standups are also conducted using this tool

My entire onboarding is now streamlined and well planned

Been using it for over a year and nothing that I can think of

I do not need to look into emails, chat or any external tool for my onboarding. Rocketlane has it all for you.

It gives us the structured onboarding flow of customers

No mobile application support which can be looked upon

This tool helps us with managing projects and initiatives easily along with smart auto-fill options that are handy to kick-off new projects.

One of Rocketlane's greatest benefits is the ability to work with stakeholders both within and externally.

As of now, I do not see any drawbacks to this product.

My entire team depends on Rocketlane for onboarding our new customers. We do not open emails or Teams since Rocketlane provides a collaborative experience.

Financials module and daily notification alerts on Slack and emails

Tool can be little slow at times. overall a good experience

The tasks and projects are broken down really well.

The ability to get a Birds Eye view of my entire org under one dashboard

They could add a few more reporting capabilities

My business entirely depends on Rocketlane and we heavily rely on the financial module. The timesheets is an icing on the cake and saves loads of time!

tracking onboarding progress has been very smooth with Rocketlane

cant think of any negative aspects, my experience so far has been good

I now have a single tool to track the onboarding progress of various customers

There are many templated available that quickly allows us to kick-off a new project seamlessly. The reports helps us with complete visibility within the team and also with the key stakeholders.

There is no mobile application to my knowledge and this would help us to quickly get notifications, view the reports and track important projects easily without having to use the laptop or a mobile browser.

This application helps us manage various key projects and initiatives easily along with smart auto-fill options that are handy to kick-off new projects. Provides us reports and dashboards that help the team to track their efficiency with ease and helps in driving productivity.

Reports & Dashboard provides cross functional alignement

Advanced customisable reports will be helpful

Give a Birds Eye view of where all the projects are headed towards. Can foresee delays and work accordingly.

The visibility we have achieved across the team has been exceptional.

The user interface has room for improvement; it could be enhanced to provide a better user experience.

Rocketlane simplifies the onboarding process by providing a centralized platform for all customer-related information, tasks, and communications. This leads to faster and more efficient onboarding, reducing the time-to-value

The communication with our clients is easily improved once we add them on a Rocketlane project. Some will even prefer to use this tool over other communication apps.

After a year of using Rocketlane, there really isn't anything I dislike about it.

Our associates handle multiple projects with multiple clients at the same time, Rocketlane helps us having each of them organized and gives us a glance of their current state.

Its a great product and the support is helpful. They built out our process and held our hand through the implementation.

Had an issue logging in but they fixed it quick...

Communicating and pushing the customer forward.

The tool is easy to use and is specifically designed for customer onboarding. While other project management tools are generic, Rocketlane can look at specific pain points in a SaaS implementation journey and create modular solutions. I love the modularity of the solution with form templates, document templates, and phase templates that can be called in as and when needed. This results in access to the right materials at the right time and also helps in the standardisation of documents across the company. Lastly, the support/CSM teams are extremely approachable and easy to work with :)

Admin reporting capabilities: would love to have an internal hierarchy on Rocketlane that enables automatic reporting of project summary at different levels of leadership based on assigned projects (pod leads, sr managers, directors etc).

Rocketplane is a great tool to track implementation projects. For us, apart from the primary objective, we are also able to drive standardized documentation and efficient flow of information within a project.

Rocketlane has everything needed for successful project management. This completely eliminates the need for an agency which usually does the job for you. This saves a huge amount of time while giving clarity while keeping the power in your hands.

Rocketlane is new and gets developed in an ongoing process. All the features work, only sometimes the systems loading time can be slow. I am sure this will get fixed in a later update though.

We have a comprehensive template with a bunch of checklists, which helps us decreasing the onboarding time of a client from one week to 1 DAY. Rocketlane gives us the base to collaborate together effectively.