Rocketlane Reviews & Product Details

Good project Management Tool, has the ability to customize as per the implementation startergy.

None as of now but if i come across something, will update

Project tracking and updating stake holders

It was very easy to get started, integrate it with our CRM-Hubspot, and see positive impact on our onboarding projects' time to value and overall efficiency. It has all the features we need, and it is easy to keep it updated with the continuous improvement to our onboarding and delivery processes. Rocketlane's customer success and customer support teams provide actionable support and are very reactive.

Loading speed of some specific areas can be improved

Rocketlane is helping us manage our onboarding projects with more efficiency, by making sure all project members know exactly what needs to be done, when and by whom; centralising all information on the project in one single place available to all parties; monitoring overall progress and understanding where the pain points or problems lie. This is helping us decrease our time to value, improve customer satisfaction during onboarding, and improve team satisfaction with their job.

It allows me to have all my projects organized and be on top of them, so that way I can provide a great customer service to my clients

At this moment, I haven't had any problem with Rocketlane

Thanks to Rocketlane I don't have to use multiple tools to communicate with clients. It's very easy to track the process, documents and any messages that pertain to the project.

Being able to customize projects and accurately log my hours instantly and easily.

Difficult to shift timelines sometimes. Very manually in some cases.

Rocketlane helps with keeping your team organized and external stakeholders on track. Easy way to understand bandwidth and progress among the team.

A system of record, collaboration and engagement for all projects. Keeps us honest and importantly one place for task management during customer onboarding (a crucial phase in a customer lifecycle)

Nothing that I dislike but several I would like learn more about 1. Product roadmap 2. Dashboards for decision making 3. What part/tasks of the project leaks money 4. Trends on reasons for delays on onboarding

The largest used case for us is the customer onboarding and seamless communication + weekly status review with our customers We also use it as a Project Management tool for CSMs to help effectively run and monitor the progress of their project and /or customer success plan - multi pronged projects which has varied stakeholders both within ours and customer's org

I've never experienced project software that stems the tide between internal project organization and client interaction and inclusivity. Rocketlane is packed with features to ensure a smoothly run project and clients who are always up-to-date. Not to mention, Rocketlane consolidates communications, collaboration, and document storage.

I'd like to have the ability to customize the client facing overview screen.

Rocketlane makes resource allocation easy. We've used three different industry giants for project management. None of them could beat the resource allocation, organization, and client GUI that Rocketlane provides.

UI and find of filters software are providing is excellent and Very Customisable Automations

i don't have any dislike on this Product

Project creation and tracking of team member's status and onboarding customers for project collaboration

It was simple to implement. Having customers own the task with a target date made onboarding on track.

The landing page could be enhanced with the Highlevel status of all the projects.

It has made our onboarding simple by implementing a process to track the progress of onboarding our customers. We have also started using it for our POCs as a Project Management application. It helps us to keep track of the progress with a target completion date in mind.

After a deep analysis of cost/benefit, we decided to go for Rocketlane as the main Onboarding tool. It is really user-friendly, we can see all our projects and make sure we track progress, without ever missing any task or notification. It also integrates with a lot of other platforms we use on a daily basis which is very handy for internal processes.

Notifications are a bit hard to track. If we don't go inside the project we might miss some chat message because it was lost in the notifications list

Contact with the customer and transparency of the different tasks and phases of the projects. Not having to use e-mails for that again.

We purchased Rocketlane a little over a year ago after evaluating several vendors and have been very pleased with the decision. Rocketlane is exceptionally easy to setup and use, even for technically complicated tasks such as integrations with other systems. We use it daily for all of our onboarding tasks and even setup our clients with access to the tool. Thus far, they have had a steady stream of new product feature releases, largely centered around workflow automation. We have not had to engage customer support very frequently, but have found them responsive in the few teams we've needed to do so. It's a great tool and I have no reservations in highly recommending it.

There honestly aren't too many downsides to Rocketlane, but if I had to name a few minor things: *Weekly, Monthly, and Yearly are currently the only time intervals but we do most of our reporting Quarterly. *I would love the ability to create calculated fields. *It would be great if there was the (discounted) option for view only access for people who only need to consume data, or a better way to distribute dashboards and reports. These are all pretty minor gripes, though, and possible to work around given the ability to export data from the tool.

Rocketlane is our primary client onboarding and project management tool. It has provided much better organization within the team, collaboration across teams, and visibility at the leaderhsip level.