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.
Findstack offers objective and comprehensive comparisons to help you find the best software. We may earn a referral fee when you visit a vendor through our links. Learn more

Rocketlane Reviews & Product Details

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 a platform for creators to sell digital products, services, courses and access to other 3rd-... 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: April 06, 2026
Rocketlane Client Onboarding Software logo
481 Rocketlane Reviews
4.8 out of 5
Mid Market (51-1000 emp.)
Nov 21, 2023
 Source
Overall Rating:
5.0
SC
Shridhar C.
Founder
Share
"Rocket lane platform helped in effective project management"
What do you like best about Rocketlane?

The info or the dashboard and the updates we get is amazing. Also reduces time for followups with clients

What do you dislike about Rocketlane?

No Cons as such, pricing can be more cheaper

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

Main problem is solved of effective communication with multiple clients, also helps in doing regular follow ups with client, giving proper stock update to stake holders and helps keeping everyone updated on status of the project

Small Business (50 or fewer emp.)
Nov 20, 2023
 Source
Overall Rating:
5.0
SN
Shianna N.
Founder
Share
"Best onboarding software out there for startup and mid size teams"
What do you like best about Rocketlane?

I like the customer portal and the ability to view projects as the customer. The customer support of the team is very responsive and friendly; overall the platform is easy to use and implement into your organization. We use Rocketlane every day and I can't imagine not having it.

What do you dislike about Rocketlane?

I'd like to be able to use the project tool for all customer communication for the lifecycle, not just in onboarding. I would like to be able to customize the welcome email that invites the client to the project

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

Rocketlane allows our team to reach velocity faster without losing information in cluttered email chains. Additionally, the software allows us to establish joint accountability with the client.

Enterprise (> 1000 emp.)
Nov 20, 2023
 Source
Overall Rating:
5.0
PJ
Poorna J.
Implementation Consultant
Share
"Amazing collaboration and onboarding tool"
What do you like best about Rocketlane?

- Easy to implement and track. There are resuable templates - Intuitive UI - Allows all stakeholders to colloborate over chat on any granular level (overall project or task level) - Helps reduce turn-around time

What do you dislike about Rocketlane?

There is the scope of improvement in some features—for example, tagging owners on a particular task. Chats are a bit slow

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

Project manangement and visibility of current project status to all stakeholders and the management. Now, we can track the progress on each project and identify how long it takes for each task/function.

Enterprise (> 1000 emp.)
Nov 20, 2023
 Source
Overall Rating:
5.0
FP
Faisal P.
Data Migration Engineer
Share
"A versatile program which is very user friendly"
What do you like best about Rocketlane?

It organises our time very well. Allows quick access to detailed information regarding a particular project and I like the weekly time card view, which enables me to log time with less effort.

What do you dislike about Rocketlane?

It takes a while to create new projects from scratch, and there is a no faster option to build a project with fewer details.

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

Time tracking has never been so easy with Rocketlane. You can enter timesheet details, attach notes and do it more constructively.

Mid Market (51-1000 emp.)
Nov 20, 2023
 Source
Overall Rating:
5.0
PM
P M.
Associate Software Engineer
Share
"ACCOUNTABLE"
What do you like best about Rocketlane?

THE WAY WE CAN BE UPDATING EVERYDAY TASKS IN AN EFFICIENT WAY. A GUIDE ON HOW TO USE IT WHEN SIGNED IN FOR THE NEW USERS WOULD BE VERY HELPFUL AND SAVE TIME

What do you dislike about Rocketlane?

NOTHING IN THE APPLICATION THAT IS DISLIKED ABOUT.

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

UPDATING THE DAILY TASK AND BEING ACCOUNTABLE AND UP TO DATE. CAN EASILY TRACK THE ISSUES RELATED TO THE PROJECT IN THE WEBSITE.

Mid Market (51-1000 emp.)
Nov 17, 2023
 Source
Overall Rating:
5.0
TM
Taiyyab M.
Founder
Share
"An excellent product and can be used for simple to complex projects and portfolio management"
What do you like best about Rocketlane?

Rocket Lane boasts robust customization capabilities and an intuitively user-friendly interface. With integrations into key products like Jira and SFDC, it enhances your workflows. This platform proves invaluable for managing complex project activities, streamlining processes between you and your customers, and improving overall efficiency. The reduction in time for stakeholder reporting is significant, minimizing administration efforts in project and program reporting, while also maintaining an audit trail of communications with customers. From a managerial perspective, it offers diverse capabilities such as project planning, RAID log management, gross margin analysis, Time sheet, and stakeholder reporting, now featuring a useful workflow engine. The dedicated team at Rocket Lane is committed to enhancing your customer journey and product experience. They are highly responsive and value your inputs. Hats off – I genuinely enjoy using the product.

What do you dislike about Rocketlane?

The work breakdown structure will rearrange project phases according to dates. While I acknowledge the benefits of this approach, my personal preference is to maintain a consistent view with phases remaining in place, similar to most project planning tools.

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

The Chat tool where customers IT policies prevent alternative chat tools Rocketlane has enhanced customer communications and meetings in projects or larger programs through streamlined processes for documenting meeitngs, streamlining NPS surveys, RAID log management, and project planning. The platform ensures efficient feedback collection with real-time insights from NPS surveys, centralises RAID logs for organized documentation and collaborative updates, and facilitates customisable project planning improving the efficency with templating Work breakdown structures that can be repeated workflows with integrations for enhanced coordination and communication. Overall, Rocketlane contributes to transparent, efficient, and successful project management.

Small Business (50 or fewer emp.)
Nov 14, 2023
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Rocketlane - Simple and collaborative Onboarding tool"
What do you like best about Rocketlane?

Rocketlane has a great customer collaboration portal and Timesheet capabilities, which is easy to integrate with other products and use. It is very user friendly.

What do you dislike about Rocketlane?

Nothing for now. I'm implementing rocketlane at this point.

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

We are trying to solve our onboarding process, resource management process issues we are facing interms of streamlining the steps in onbaording our customers, Collecting data for all the implementation we might have to perform, Consolidate the progress to send Weekly status reports, create dashboard for leadership to give them visibility on the current projects and the blockers. Financials is something we'd like to explore a little better ensuring we see the revenue. But that's for a later stage. We are using Reports majorly, which gives a very holistic view of how delayed or early the tasks and phases are being completed.

Mid Market (51-1000 emp.)
Nov 10, 2023
 Source
Overall Rating:
5.0
CX
Costa X.
Manager, Customer Implementation
Share
"Flexible PSA tool, with great support"
What do you like best about Rocketlane?

The product itself is very flexible in terms of how easy it is to make amendments and changes to implementation projects. This covers ease of editing project templates, changing owners of projects, adding/removing project phases etc. Morever, the team are very receptive to feedback and considerate about improvements to their product (where it would benefit multiple users). The highlight, though, is the Rocketlane that's supporting us. Our CSM, Shyam, goes above and beyond to ensure we are making best use of Rocketlane by sharing best practices, guiding us through tailored product demos, and acting as our conduit between our organisation and Rocketlane.

What do you dislike about Rocketlane?

Not necessarily something to dislike, just worth considering that this is still a developing product, meaning that there is the occasional bug or two, and that their product suite is still developing. I'm highlighting that this isn't a negative, just something worth noting.

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

Customer-facing portals are enabling us to increase visibility for our customers on their implementation projects, and we're eager to make use of various product features (e.g. Chat, Forms etc) to streamline our processes and increase efficiencies.

Mid Market (51-1000 emp.)
Nov 09, 2023
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Rocktlane: A Great Product for Project & Tasks Management"
What do you like best about Rocketlane?

It's very easy to access the Rocketlane compared to other tools available in the market. It makes customer onboarding transparent and manageable to the organization.

What do you dislike about Rocketlane?

Unable to log time for previous date from all tasks section. Have to go to timesheet and then choose task and then log time.

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

Its solving collaboration issues between teams and with client

Enterprise (> 1000 emp.)
Nov 09, 2023
 Source
Overall Rating:
5.0
TZ
Tanya Z.
Founder
Share
"Rocketlane is easy use and a great tool for customers to have insight into deliverables"
What do you like best about Rocketlane?

Tracking client deliverables and client access to the plan.

What do you dislike about Rocketlane?

Updating dates in plan can take time. Project plan can't be downloaded in Excel with gantt chart

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

My gantt chart view was not availalbe for one of my projects. Rocketlane support help to resolve.