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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 |
Rocketlane is easy to use and synced with our work mail. The best feature is the daily reminder or status sharing which also acts as a to-do list. The way projects are organized in Rocketlane allows for a clear picture without going into each to check status.
I'm not facing any issues and there's nothing to dislike.
* Time Tracking. * Collaboration with clients. * Able to track deadlines and pending tasks.
The user experience is smooth and I like the advanced task management workflows - to be able to filter by tasks and rearrange columns to view the right data at any point.
I wish I had desktop notifications but the in-product notifications help at the moment.
Categorizing my daily work - the UI is really intuitive to use and it also helps our customers to navigate and do their work easily.
Love the ease with which the project management has been designed. Helps me in delivering an great onboarding experience.
For a new product, they seem to be ahead of the curve and I'm excited to see what they have in the store for the future
We use it for Customer onboarding and extended product support post-Go-Live
I love the structure and history of exploration. Ability to filter tasks. And we can see all the details of the comment as the exact date. Also, it is really easy to pull a report.
sometimes updated information is not displayed in the time sheet module.
Effective project tracking with collaboration and saving time and effort.
--=> Rocketlane helps create onboarding projects within a few minutes --=> Reusable templates --=> Ability to set up dashboards with useful widgets to track a project's progress, status etc
--=> Nothing as of now --=> Would love to see a native integration with Pipedrive CRM
--=> Rocketlane helps structure the Onboarding process for customers --=> It helps keep track of project timelines --=> Allows us to share useful resources with customers to get them started
Interface and the ease with which we can track our progress
Nothing as such, everything looks good. Notifications could be improved
Keep track of client engagements
I'm in the middle of my onboarding with Rocketlane and I have to say, this has been VERY easy to set up. There is enough flexibility to fit our specific needs, without being overly complex. Even my SFDC Admin team commented on how easy the integration setup was. I'm excited to learn more about the tool.
I've had a couple of minor glitches but not a big deal, and this is expected with any technology. It's still early in my usage so there is nothing that I disklike so far during my implementation of the tool.
This is helping us to engage with our customers better by giving them more ownership and visibility into the projects that we are working on together. It is also helping me, as a manager, with reporting on team performance.
The software is easy to use, fast, synced with your work mail and the best feature is the daily reminder or status sharing which also acts as to-do list for project managers.
Nothing much to dislike, but a few features like sharing or storing minutes or syncing the client discussions with the mail or project will help project managers in long-duration projects.
Rocketlane has helped me in monitoring my stakeholder activities, the scheduling of activities is also easy to use and sharing the project status with the client on daily basis.
Understanding our delivery needs & timeline
Nothing, they've been incredibly helpful
Improved Customer Experience and improved Implementation Manager support and delivery functionality. Alongside improved portfolio management and overview We hope Rocketlane will improve both delivery timelines and drive customer accountability
Report and Resource Management Feature is time saving and helps us to increase productivity
As of now, there is nothing as such to dislike.
The report feature gives us birds eye view of the team's and project's performance, which helps us target the problem at the root.
The ability to put in all of my tasks and to check what I have done over a period of time is absolute bliss.
The UI can be a bit faster. It sometimes doesn't register the tasks entered.
The ability to put in all of my tasks and to check what I have done over a period of time is absolute bliss.
Ability to track projects, and Assigning tasks is simple and straightforward, We were really able to get trained on Rocketlane within 1-2 sessions because it was so easy to use.
It would help to have the ability to track time spent on each task individually so that we can pause a task for a certain duration if necessary. It would also help to have more integrations with 3rd party tools.
Problems we have solved using Rocketlane - Customer onboarding project plans are now centralized and can be tracked by internal and external stakeholders efficiently. It also makes the manager's job easier as they can track each project individually and also the number of man-hours being spent on onboarding customers at any given time. We were using Google Sheets for this earlier, which is not easy to use and difficult to take seriously.
We can easily track the status of the projects and a particular task can easily be assigned to anyone and can work collaboratively. Multiple projects can be handled in a very easy way and get an idea of which project and which task was pending for a long time and what was the time taken to complete a particular task.
Intermittently it takes a bit more time to load the platform.
Problems solved using Rocketlane: 1. Particular task has been assigned to me if needed and worked on it so that everyone will know I will be working on it 2. Estimated time has been set for a particular task 3. Able to use timesheets so that we can analyze the time for a particular project we have worked on Benefits of using Rocketlane: 1. Tasks and the status of projects are easily tracked 2. Visibility of the person who is currently working on the task can be tracked 3. Can easily set and work towards the completion of a task in time
The best part about Rocketlane is it's UI/UX and Account visibility through the journey from onboarding to completion
I didn't find anything to dislike about.
It is helping us to track each and every status of each client!
easy onboarding, easy UI, very easy to maintain project updates
nothing as of now easy onboarding, easy UI, very easy to maintain project updates
customer onboarding
It takes care of everything that is involved in project and helps us to keep records like - development, implementation, meetings, etc. and helps you collaborate. Also we can create tasks, sub-tasks, assign owners, developers, etc. to give an entire 360 degree analytical view of the ongoing projects.
Nothing as of now. I am not facing any issues and there's nothing to dislike.
We are managing and tracking all our implementations on Rocketlane. This has made easy to track our task management and structured. Also, it gives macro-level monitoring of the projects for our team.
- Ownership of project items for customers - Templates for managing different project needs - Collaboration with external stakeholders
- There's nothing I can think of that I dislike.
- Planning and executing customer onboarding projects - Keeping customers aware of the progress, challenges and their dependencies
Collaboration between our customers and implementation specialists has become more streamlined. The ability to create private tasks with necessary stakeholders has removed the pain of having long threads of emails. If needed, we are always able to make a task or a document open to all members of the customer's organization if necessary.
Would like more information about multi-language capabilities. We were not able to dig deeper into this requirement. Some knowledge around this would be helpful.
- Reduced usage of multiple tools for project management during the implementation phase. - Improved customer stakeholder management with private views - Reduced implementation time with decreased sales cycles.
1) The best thing about Rocketlane is that it's easy to create Customer onboarding templates. I used to use and create multiple google sheets earlier. Rocketlane had made my life much simpler. Templates can be easily reused. 2) Collaborating with clients for Project plans - Easy to share a lot of collaterals and project plans using Rocketlane. 3) Tracking the amount of time I spend on each of my tasks - Easy to use and track. 4) Their amazing Customer service.
Ease of usage can be improved a bit more.
Project plan/ Collaboration with clients, time tracking.
The ability to share only what is needed without sharing the whole project. The ability to have private notes, tasks and messages within your organization.
So far, nothing. It is pretty straightforward to use.
We used a different tool but it required a lot to learn for customers who had never used it. With Rocketlane, they don't have to learn a new tool because we can just send a recap of tasks due via email.
Logging the time we spent in an entire day and tracking the productivity. Creating the custom workflows, Projects and notifying team members Collaboration Progress tracking.
We used Rocketlane to create projects and tasks, It helped us a lot in tracking time we spent and progress I don't have any thing to dislike as of now
time and effort estimation and execution tracking
It's a robust tool that helps demarcate responsibilities. The project status is visible to all stakeholders and this helps in achieving deadlines. It has a very intuitive UI and different templates that can be used to manage different stages of a project. On a high level, the tool is super useful to identify problems and bottlenecks!
Nothing to dislike. The team is doing an amazing job!
It saves a lot of time and effort by improving collaboration on a project. As we go over the multiple stages, it helps us make decisions and get feedback from the key stakeholders.
Rocketlane is extremely intuitive. I was able to create several project templates and be up and running within a few hours of using it. The customer service chat is also very responsive to any questions I might have.
I wish there was a timeclock-like time tracking option, where team members could "start" and "stop" time tracking within the application. This would help us get more accurate time tracking. I also wish there was more customization in customer-facing emails.
Rocketlane helps us effectively manage multiple simultaneous projects, making sure that all tasks are completed and milestones met. We use it to assign tasks to various team members so that reminders are sent automatically, and each team member can see what tasks they need to work on across projects. This is a big improvement over tracking tasks via email.
RL is easy to use. The option to have a customized dashboard makes it super useful for individuals. I like the option to add Customers also which makes a collaborative approach to finish the implementation successfully.
Private tasks can be improved. For me, the rest of everything is covered.
Alternative to Excel and scalable and repeatable onboarding process.
It helps keep our team organized with our implementations and helps us identify blockers sooner and proactively unblock them. It also has provided more visibility to leadership to understand performance and efficiency opportunities.
I'm excited to see the new features Rocketlane releases over the coming year, that can help us understand our KPIs at a deeper level.
- More internal organization of projects - The ability to identify blockers sooner - More visibility for leadership - Better organization for customers
The ability to integrate with SFDC as well as manage our implementation projects in a streamlined fashion. Gives us a great view of where things are at from a leadership point of view but is also a great improvement from an IC point of view on our previous tool. The Rocketlane is extremely easy to work with, our Project manager became an integral part of our team during the rollout and the team overall has been really responsive. Our rollout was quick and smooth thanks for the amazing support from the rocketlane team.
Nothing but looking forward to more features being added in particular around capacity allocation.
We had a previous tool that didn't allow us to share with our customers, equally adoption from our team was low due to the difficulty in using the tool. Our team is very impressed with how easy it is to use Rocketlane as well as the new features which are enhancing our customers' experience.
Seamless integration with JIRA and other project management tools.
Option to put multiple private comments with different timelines. Always we need to update that in the private conversation.
Track all the activities from scratch to Go-Live for a new client.
The best thing or feature of Rockelane is that you can tag your clients for any particular requirement or dependencies in any task and the fact that they have full view of the stages if the Task.
It does feel a bit overwhelming in the beginning but once you start using it you understand its importance and how easy it makes your day.
We are using it as a Project Management Tool where we onboard clients and also use it for creating a transparent system so as the client can have complete access of different stages of the task.
- Integration with Salesforce - Integration with Google office suites - Clarity for inputting information - UI is super wonderful - Easier to collaborate among team members
Nothing that I can think of. Most of the required features are in place. A quick chat feature addition would be an added advantage for in-sync communication among teams members.
- Customer onboarding - Handling customer requests and tracking the dependencies - Overall project management for PoC schedule and managing comms among team members.
It makes the organization's information more system-oriented than person-oriented.
The learning curve is a bit time-consuming.
Making information available for all without making it confined to a person.