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Rocketlane Reviews: 4.8/5 — Highly Rated
Rocketlane is a collaborative customer onboarding platform that allows users to see the status and which project each team member is working on. Users can create templates for projects and reuse them which saves time and ensure consistency.
| Capabilities |
API
|
|---|---|
| Segment |
Small Business
Mid Market
Enterprise
|
| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
There are many, currently private tasks and private notes and overall collaboration is beautifully done
Nothing as such, though the UI/UX can.. be more intuitive
collaboration with client and onboarding them peacefully
It's intuitive, user-friendly and better than other project management tools that I've used. The customer-facing portal is a game changer as it increases transparency and accountability.
Nothing as yet. The product and support experience has been superlative!
Rocketlane helps us provide a seamless and delightful onboarding experience to our customers. It ensures everyone involved in a project (including stakeholders on the customer side) has proper visibility and information to move the project across the finish line in time.
I like that Rocketlane is an affordable alternative to other onboarding tools out there .
No native Hubspot integration, although I think that is changing soon.
Rocketlane is helping us to standardize and monitor our client onboardings. This will help us to work more efficiently and effectively.
I have been using Rocketlane for months now, and I'm really impressed with the results. It has made it so much easier to bring new customers on board, and it has helped streamline our onboarding process. One of the things I really appreciate about this tool is that it's incredibly user-friendly, intuitive, and easy to navigate, so I didn't need any training to get started. The tool also provides a lot of helpful guidance and resources, which have been invaluable in helping me optimise our onboarding process.
Nothing as yet. It's been a smooth sail so far, and the support's been great.
I'm able to create tailored onboarding experiences for different customer segments, which has helped us to deliver a more personalised experience for our clients. The tool also provides a lot of flexibility in terms of how we structure our onboarding process, which has allowed us to adapt and improve our approach over time.
I can check all the tasks on one dashboard and can view them in tabular or linear view. All the stakeholders have a clear understanding of project timelines and task status.
UX could be unique instead of following industry trends. It should include more stages and templates to refer to. So that we can compare our process to other processes.
Project Management, Client Onboarding, and Task Management. I am now managing my tasks on rocketplane, getting notified about my due date, and clients are informed about the timelines.
It gave us everything in a single space and that really gave an excellent experience for our customers in the onboarding phase.
Don't have anything yet, it's been pretty smooth so far!
Ours is an onboarding-heavy business. It's imperative that the onboarding process needs to be top-notch for clients to stay and have a good impression. That's what Rocketlane has helped us achieve.
My favorite thing about the platform is how easy to use it is. Intuitive design.
I'd love to see the ability to attach documents to more features.
It creates a much clearer project management visual, with better reporting, than what we used before.
The ease of use of the product and the excellent service from support.
There can be a way to view related sheets within the product.
Rocketlane helps to streamline my implementation.
Ease of use. All-inclusive. Rocketlane is perfect!
Nothing so far. I've not encountered any issues with Rocketlane
Organizational issues.
We just started using Rocketlane and there is always a learning curve with a new program. With Rocketlane, we have received support and training every step of the way. They are quick to respond to questions and address any glitches. They also listen to customer input and are willing to make changes to fit your needs/requests as possible.
I cannot think of 1 thing that I dislike!
Rocketlane has given me the ability to create customized projects and tasks and not just use a cookie-cutter template. I use it with my clients and I also use it to organize my tasks/to-do lists.