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Rocketlane Client Onboarding Software logo
Rocketlane
4.8

( 481 )

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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
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What Rocketlane is best for?
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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
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Rocketlane Screenshots
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Last updated: July 28, 2026
Rocketlane Client Onboarding Software logo
481 Rocketlane Reviews
4.8 out of 5
Small Business (50 or fewer emp.)
Nov 30, 2022
 Source
Overall Rating:
5.0
SC
Shelby C.
Senior Consultant, Cs
Share
"Best Onboarding Platform!"
What do you like best about Rocketlane?

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!

What do you dislike about Rocketlane?

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

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

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.

Mid Market (51-1000 emp.)
Nov 27, 2022
 Source
Overall Rating:
5.0
TechMod A. avatar
Tech Mod A.
Senior Business Analyst And Ui/Ux Designer
Share
"Help full to track everything."
What do you like best about Rocketlane?

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

What do you dislike about Rocketlane?

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

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

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

Mid Market (51-1000 emp.)
Nov 23, 2022
 Source
Overall Rating:
5.0
KS
Karthik S.
Customer Success Manager
Share
"Think of Onboarding? Think of Rocketlane - It has all you need"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

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.

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

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.

Mid Market (51-1000 emp.)
Nov 21, 2022
 Source
Overall Rating:
5.0
MG
Mihir G.
Implementation Consultant
Share
"Best Project Management and Customer Onboarding Tool"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

Sometimes the pages take a while to load.

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

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.

Small Business (50 or fewer emp.)
Nov 21, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Streamlining our projects and creating transparency!"
What do you like best about Rocketlane?

Rocketlane has been easy to implement which is ideal for a SaaS product looking to improve efficiencies in its own implementations. The team were great communicators and efficient in training the team. The product interface is clean and easy to navigate and has all the tools you could need.

What do you dislike about Rocketlane?

As rocket lane grows, it would be good to see more flexibility in user interface customisation and further integrations with calendar/mail/ tasks.

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

Our clients will have a much clearer path to achieving their implementation goals through centralised information and transparency of task allocation and time lines.

Small Business (50 or fewer emp.)
Nov 21, 2022
 Source
Overall Rating:
5.0
DE
Daniel E.
Implementation Specialist
Share
"Great tool for client facing transparency"
What do you like best about Rocketlane?

Simple to navigate UI Easy to configure links via Zapier Simple setup of project implementation templates with dependencies via Gantt charts Ability to organise and update tasks via Kanban style board.

What do you dislike about Rocketlane?

Save/autosave functionality in the project template creation takes some getting used to (it's the only area that doesn't autosave) No customisation of email notifications presentation/wording at present.

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

We've been able to give our clients much-improved transparency when running projects. Clients can see what's overdue, what's being asked of them now, and what to prepare for over coming weeks.

Small Business (50 or fewer emp.)
Nov 19, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great onboarding tool and super team"
What do you like best about Rocketlane?

Rocketlane is a great tool that has helped bring structure and organization to our customer onboarding process. Our customers respond well to the collaboration facilitated by Rocketlane, and we get great feedback on the transparency in our projects. Also worth mentioning is that the Rocketlane team is super helpful and responsive. Overall a very positive experience that I would definitely recommend.

What do you dislike about Rocketlane?

Remember to hit save after editing templates, and also, sometimes you need to refresh after you have made changes; both are minor issues.

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

Rocketlanes is now the place where all our onboarding processes live

Mid Market (51-1000 emp.)
Nov 19, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Makes onboarding smoother"
What do you like best about Rocketlane?

I like the fact that the whole onboarding process becomes extremely transparent and the portal is easy to navigate.

What do you dislike about Rocketlane?

There are product flow lags which hinders the experience. This can easily be overlooked though.

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

1. Faster and frictionless onboarding 2. Transparency 3. Setting better milestones

Small Business (50 or fewer emp.)
Nov 19, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Wonderful way to manage your daily tasks"
What do you like best about Rocketlane?

I really liked the UI and design of rocket lane

What do you dislike about Rocketlane?

What i dislike is not giving us the option for updating template over existing template.

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

It solves the problem for managing daily tasks in scrum and managing the project in a efficient way.

Small Business (50 or fewer emp.)
Nov 16, 2022
 Source
Overall Rating:
5.0
UK
Uday K.
Customer Success Manager
Share
"Easy to manage your project"
What do you like best about Rocketlane?

Multiple projects handling, setting goal for your timelines and tracking individual task for the assigned person and looking at your plans on the daily basis is something I like from rocketlane.

What do you dislike about Rocketlane?

Nothing specific everything in the rocketlane is perfect for a new organization or an established organization to look forward for the growth and success. Thank you.

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

Multiple projects handling is something rocketlane handles and tracking of your goals and timelines are something important for an organization to grow in the competitive world