Rocketlane background blur-sm
Rocketlane Client Onboarding Software logo
Rocketlane
4.8

( 481 )

Why Findstack is free?
Findstack is free for users because vendors pay us when they receive web traffic and sales opportunities. Findstack directories list all vendors — not just those that pay us so that you can make the best-informed purchase decision possible.
Advertising disclosure: Findstack offers objective, editorially independent comparisons to help you find the best software. Some links on this page are affiliate links — we may earn a commission when you visit a vendor through our links, at no additional cost to you. Affiliate relationships never influence our ratings, rankings, or reviews. Disclosure policy | Methodology

Rocketlane Reviews: 4.8/5 — Highly Rated

Rocketlane Overview
What is Rocketlane?

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.

Company Rocketlane Corp.
Year founded 2020
Company size 51-200 employees
Headquarters Redwood City, California, United States
Social Media
Rocketlane Categories on Findstack
Crevio E-Commerce Platforms logo
Crevio
Sponsored
5.0
(1)
Free plan available
Crevio is an AI-powered platform that runs your business while you sleep. Describe what you want to se... Learn more about Crevio
Ask Questions about Rocketlane
What Rocketlane is best for?
What are the best alternatives to Rocketlane?
What are the pros and cons of Rocketlane?
Rocketlane Product Details
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
Rocketlane Features
API Integration
Appointment Scheduling
Automated Workflows
CRM Integration
Client Portal
Collaborative Tools
Compliance management
Customer Data Management
Customer Journey Mapping
Customer Segmentation
Customizable Templates
Data Import/Export
Document Management
Email Integration
Integration with Third-Party Apps
Invoicing and Billing
Knowledge Base
Live Chat Support
Mobile Accessibility
Multi-language Support
Notifications and Alerts
Onboarding Checklists
Progress Tracking
Reporting and Analytics
Surveys and Feedback
Task Automation
Task Management
Training and Tutorials
User Permissions and Roles
e-Signature Integration
Rocketlane Media
Rocketlane video thumbnail
Rocketlane 0
Rocketlane 1
Rocketlane 2
Rocketlane 3
Rocketlane 4
Rocketlane Screenshots
Rocketlane screenshot 1
Rocketlane screenshot 2
Rocketlane screenshot 3
Rocketlane screenshot 4
Rocketlane screenshot 5
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: July 20, 2026
Rocketlane Client Onboarding Software logo
481 Rocketlane Reviews
4.8 out of 5
Small Business (50 or fewer emp.)
Feb 23, 2023
 Source
Overall Rating:
5.0
SR
Sutirtha R.
Founder
Share
"Rocketlane experience"
What do you like best about Rocketlane?

There are many, currently private tasks and private notes and overall collaboration is beautifully done

What do you dislike about Rocketlane?

Nothing as such, though the UI/UX can.. be more intuitive

What problems is Rocketlane solving and how is that benefiting you?

collaboration with client and onboarding them peacefully

Mid Market (51-1000 emp.)
Feb 23, 2023
 Source
Overall Rating:
5.0
VJ
Visaka J.
Founder
Share
"The best platform and partner for customer onboarding teams"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

Nothing as yet. The product and support experience has been superlative!

What problems is Rocketlane solving and how is that benefiting you?

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.

Small Business (50 or fewer emp.)
Feb 22, 2023
 Source
Overall Rating:
5.0
DM
Derek M.
C
Share
"Best onboarding tool for the price. Has everything we need."
What do you like best about Rocketlane?

I like that Rocketlane is an affordable alternative to other onboarding tools out there .

What do you dislike about Rocketlane?

No native Hubspot integration, although I think that is changing soon.

What problems is Rocketlane solving and how is that benefiting you?

Rocketlane is helping us to standardize and monitor our client onboardings. This will help us to work more efficiently and effectively.

Mid Market (51-1000 emp.)
Feb 20, 2023
 Source
Overall Rating:
5.0
SS
Sivaroopan S.
Founder
Share
"Rocketlane's the right onboarding tool for any business!"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

Nothing as yet. It's been a smooth sail so far, and the support's been great.

What problems is Rocketlane solving and how is that benefiting you?

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.

Small Business (50 or fewer emp.)
Jan 13, 2023
 Source
Overall Rating:
5.0
BM
Bhishmendra M.
Software Engineer Solutions
Share
"Ease of Maintaining Projects:"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

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.

What problems is Rocketlane solving and how is that benefiting you?

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.

Small Business (50 or fewer emp.)
Jan 09, 2023
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Onboarding made super easy!"
What do you like best about Rocketlane?

It gave us everything in a single space and that really gave an excellent experience for our customers in the onboarding phase.

What do you dislike about Rocketlane?

Don't have anything yet, it's been pretty smooth so far!

What problems is Rocketlane solving and how is that benefiting you?

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.

Small Business (50 or fewer emp.)
Dec 21, 2022
 Source
Overall Rating:
5.0
BJ
Bethany J.
Education Services Manager
Share
"Easy to Use!"
What do you like best about Rocketlane?

My favorite thing about the platform is how easy to use it is. Intuitive design.

What do you dislike about Rocketlane?

I'd love to see the ability to attach documents to more features.

What problems is Rocketlane solving and how is that benefiting you?

It creates a much clearer project management visual, with better reporting, than what we used before.

Small Business (50 or fewer emp.)
Dec 02, 2022
 Source
Overall Rating:
5.0
RB
Rinosha B.
Solution Specialist
Share
"Good experience with the platform and service."
What do you like best about Rocketlane?

The ease of use of the product and the excellent service from support.

What do you dislike about Rocketlane?

There can be a way to view related sheets within the product.

What problems is Rocketlane solving and how is that benefiting you?

Rocketlane helps to streamline my implementation.

Small Business (50 or fewer emp.)
Dec 01, 2022
 Source
Overall Rating:
5.0
MO
Manny O.
Customer Onboarding Support
Share
"Excellent Onboarding, Collaborative, & Project Management Software!"
What do you like best about Rocketlane?

Ease of use. All-inclusive. Rocketlane is perfect!

What do you dislike about Rocketlane?

Nothing so far. I've not encountered any issues with Rocketlane

What problems is Rocketlane solving and how is that benefiting you?

Organizational issues.

Small Business (50 or fewer emp.)
Nov 30, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Dedicated to Customer Service and Customer Satisfaction"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

I cannot think of 1 thing that I dislike!

What problems is Rocketlane solving and how is that benefiting you?

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.