Rocketlane Reviews & Product Details

Straightforward collaboration with the team. Client onboarding has become super easy. Creating similar projects can be done with a single click of adding the template. 3rd Party Integrations need well-deserved praise; We have been using Slack, where all the channels are automatically created, and we can control everything from Slack itself.

I came across a few glitches, for which the team was super helpful and fast.

Client communications and frequent Status Updates can be automated to let us worry less about whether the information is being sent out to the Clients.

Rocketlane's ability to centralize and streamline customer engagement processes, as well as its collaborative features.

Still trying to find something to dislike since everything is well set up.

- streamlining communication and collaboration across teams, automating workflows, and providing insights into customer behavior and engagement. - Improving customer satisfaction, increasing revenue, and reducing churn rates.

Rocketlane is all-inclusive tool, intuitive and super comprehensive.

I don't like that you cannot change dates in the gantt chart - you have to go back to the other view and open each phase/task.

Project management collaboration with customers - tasks and timeline.

This is just a fantastic application to manage our projects and it has almost everything which is required to manage projects such as wonderfully projected project plans.

nothing as of now since Rocketlane team is support us at any point of time and a very professional way

Projects management for Implementation

The responsiveness from out AM and the constant development makes the platform great.

Nothing, I like the way the platform works and it makes operations more efficient!

Rocketlane is solving the problem of data centralization and is allowing projects to be viewed holistically in one place.

The tool is user-friendly and intuitive. The amazing support from the Rocketlane team is the cherry on the cake. The ability to create projects by simply using a pre-defined template or automating the whole process of sending automated updates to the customer stakeholders is brilliant! They not only provide you with a tool but guide you well towards making each implementation a great experience for your customers.

Nothing that I can think of at the moment.

We are using Rocketlane primarily for onboarding customers onto our platform. Our main challenge was lack of collaboration with the customer and lack of visibility to all the stakeholders around the project progress.

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.

Rocketlane's platform for onboarding clients delivers the right level of information to customers. It offers seamless collaboration between my clients and me, allowing me to manage their access to information easily. The private tasks, messages, and document storage features are beneficial in keeping the project organized while only sharing the necessary information with the customer. This creates a hassle-free experience for the customer, resulting in a smooth and efficient collaboration process. Overall, Rocketlane's platform for onboarding clients is an excellent tool that allows me to maintain complete control over the project while working seamlessly with my clients.

Nothing so far; it’s been a smooth experience. Overall, Rocketlane's client onboarding platform appears to be useful for businesses looking to manage their projects while maintaining complete control over the collaboration process.

Rocketlane's platform is solving the problem of facilitating effective collaboration between businesses and their clients during the onboarding process. The platform helps businesses share information with clients at the appropriate level while maintaining control over their access to data. This helps keep the project organized and streamlined while minimizing the risk of confusion or miscommunication. The private tasks, messages, and document storage features of Rocketlane also help businesses and clients communicate efficiently, leading to a smooth and hassle-free collaboration experience. Overall, Rocketlane's client onboarding platform appears to be addressing the problem of managing the onboarding process effectively and collaboratively, resulting in better outcomes for businesses and their clients alike.

Visualization is remarkably well set up, making it easier to traverse.

Still trying to find something to dislike since everything is well set up.

Organizing projects and associated tasks to get an idea about progress and pace.

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.

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.

Rocketlane has to be one of the most intuitive, user-friendly software I have worked with. Setup has been a breeze so far! I love the UI and ability to create templates for everything. Our once very manual onboarding process is about to become very automated!

So far we have not noticed any major downsides or dislikes. The product is ever-changing as they grow.

As our team is growing and we are bringing on more customers we need a tool that is easy to use and allows for our team to have a centralized location for everything. We are also trying to make it easier to communicate with customers and across multiple teams internally. Rocketlane will allow us to easily work cross functionally.

We can check the deadline of projects and if there is any delay from the client's end so we can mention it.

It is not available for mobile. If it is available we can track it through mobile also.

We can check how many hours we spent on one account this feature is very helpful for me.

A few things that I like very much about Rocketlane are, 1. The UI - Easy to use and navigate 2. The Customer Portal - You can keep your customer updated in realtime. They can access a separate portal to keep track of things 3. The ability to present the project plan to the Customer - There is a presentation option that lets you showcase your project plan to your customer right from the Rocketlane instance without having to prepare a separate PPT 4. Repository of Documents - All the collaterals can now be in one place.

It's not that I dislike it, but a couple of changes that I would like to see are as follows, 1. Storage limit is 25 MB at this point; it can be updated to, say a few GBs 2. Ability to create "View Only" kind of access (That doesn't consume your license) that can be given to people at the management level to check the reports/overview.

It's streamlining our Onboarding process big time!! It lets us create projects/tasks and helps all the stakeholders keep track of progress. The beauty of this is that you can assign tasks to the respective person responsible for taking them to completion.

The best part is the interface is user-friendly. Easy to use. All the project management tasks include keeping the record or connecting the customer. Everything can be done on one platform.

Sometimes the pages take a while to load.

I can record my whole work day in one place. I can easily manage my projects. It helps us to keep the Transparency between the agent and the customer on the project.