Rocketlane Reviews: 4.8/5 — Highly Rated

I love that I can create an organised schedule of events and that I get reminded when to complete them! I also can customise this which is so helpful as our workflow is continuously adapting! Krishita Shah is amazing, she helps us SO much and is so lovely too, thankyou so much Krishita!!

That the start date then proposes when things are for the whole project, we work in an enviroment where the start date can change quickly, I would love if if I could change this and the other steps would automatically change date too

Rocketlane helps us to be meticulous and never miss any of our time targets to complete tasks. Rocketlane is so visual that it has really helped us to understand our processes and better them. I love the user interface and when we didn't use it for one of our projects (as we weren't sure about the structure) I found it SO much harder to keep track of where I was. I also love that if your colleage and you are off and different times then when you return you can really easily see what has and hasnt been completed in your absense. A BEAUTIFUL TIME SAVING ORGANISATIONAL DREAM!

My entire onboarding is now streamlined and well planned

Been using it for over a year and nothing that I can think of

I do not need to look into emails, chat or any external tool for my onboarding. Rocketlane has it all for you.

The different views for my tasks and projects

Adding more integrations would enhance this tool

My team and I use the tool for our daily/ weekly progress. Our standups are also conducted using this tool

It gives us the structured onboarding flow of customers

No mobile application support which can be looked upon

This tool helps us with managing projects and initiatives easily along with smart auto-fill options that are handy to kick-off new projects.

One of Rocketlane's greatest benefits is the ability to work with stakeholders both within and externally.

As of now, I do not see any drawbacks to this product.

My entire team depends on Rocketlane for onboarding our new customers. We do not open emails or Teams since Rocketlane provides a collaborative experience.

Financials module and daily notification alerts on Slack and emails

Tool can be little slow at times. overall a good experience

The tasks and projects are broken down really well.

Our CSM, Krishita, has been nothing short of helpful, kind, insightful and attentive. As we are a new onboarding function within SourceBreaker, we really see the value of organising our onboarding process for visability and clarity for not only ourselves but the wider team. Krishita reached out to me via LinkedIn, and from there we organised a catch up meeting. She has taken us through new features, really listened to our requirements and helped us create bespoke processes which only makes our lives easier. Thank you Krishita, you are an absolute asset to Rocketlane!

Nothing springs to mind. Sometimes I feel like an on demand learning centre would be great - when I joined SourceBreaker I had to book training in, when it would have been great to have some on demand videos to initially catch up with the team.

Keeping in the loop with KPI's we are hitting, making sure we do not miss any steps on the onboarding process which in turn standardises our process across different clients from different teams

The ability to get a Birds Eye view of my entire org under one dashboard

They could add a few more reporting capabilities

My business entirely depends on Rocketlane and we heavily rely on the financial module. The timesheets is an icing on the cake and saves loads of time!

tracking onboarding progress has been very smooth with Rocketlane

cant think of any negative aspects, my experience so far has been good

I now have a single tool to track the onboarding progress of various customers

There are many templated available that quickly allows us to kick-off a new project seamlessly. The reports helps us with complete visibility within the team and also with the key stakeholders.

There is no mobile application to my knowledge and this would help us to quickly get notifications, view the reports and track important projects easily without having to use the laptop or a mobile browser.

This application helps us manage various key projects and initiatives easily along with smart auto-fill options that are handy to kick-off new projects. Provides us reports and dashboards that help the team to track their efficiency with ease and helps in driving productivity.

The sleek design of projects and the ability to collaborate on projects with clients

So far nothing, its the best onboarding tool we've used so far

Tracking our key tasks and time to value for clients

The visibility we have achieved across the team has been exceptional.

The user interface has room for improvement; it could be enhanced to provide a better user experience.

Rocketlane simplifies the onboarding process by providing a centralized platform for all customer-related information, tasks, and communications. This leads to faster and more efficient onboarding, reducing the time-to-value

Reports & Dashboard provides cross functional alignement

Advanced customisable reports will be helpful

Give a Birds Eye view of where all the projects are headed towards. Can foresee delays and work accordingly.

Rocketlane has been a game changer for our Customer Success and Professional Services teams to efficiently manage customer projects. Prior to using Rocketlane, the system we had in place was very rigid and lacked the clear visibility that needed to be easily shared. My favorite feature is the ability to add individual customer's Goals and Tasks to ensure the whole team is focused on making the customer successful

So far nothing! The platform is great and if 'gaps' are ever found their support team is incredibly responsive to help document the requirements and advocate to get the functionality in place!

Rocketlane has enabled our team to easily standardize our customer onboarding program to ensure that value is being achieved each step of the way. Additionally, the product is easily customized so that if any individual customer requests come up, they can be simply incorporated into the existing project. Another key time saver for our team has been setting up the dependencies so that if a project ever gets off track a bit, we just have to update one individual task, and the rest update automatically! This removes our team's concern for tedious yet necessary tasks and keeps our focus solely on finalizing the customers' project

Rocketlane has been a game changer for our process of onboarding new franchisees. It provides a clear pathway from beginning to end, giving much needed transparency and accountability with an easy-to-navigate interface. All the information is right there at their fingertips. We particularly value the way we can categorize information into separate spaces, and separate chat categories. It's taken what had been an overwhelming and largely obscured process into something that's easy for brand-new business owners to understand and proceed through at their own pace. It's been difficult to find something that has worked for our particular needs, and so far Rocketlane is really filling in the gaps!

Our team is eagerly awaiting a mobile interface! Otherwise, the timeline/gantt chart does present some challenges, as not every task needs to have a specific start/end date and it can overcomplicate the timeline - but I understand the limitations and intention of the software. I would also like to see some rules be implemented for those tasks that aren't tied to any specific date, but more to a dependency. If X task is marked done, that triggers the start date for Y.

We previously lacked a method to consolidate client-facing information in a task-based timeline, but have it also function as individual projects with individual dates. Rocketlane does all of the above!

Rocketlane makes it easy to build out templatized implementation processes to be utilized across all customer implementations. The interface and user experience provide for an easy-to-use space to collaborate with customers and internal teams and guide a productive and enjoyable onboarding process. The support team is eager to help and very accessible. I'm so happy to use Rocketlane to support our customer engagements.

I have not identified any issues with the platform or critical missing features. I once had an issue with customizing notifications within projects I am a part of, and the support team quickly reacted and provided a solution to our needs.

Rocketlane helps us stay organized and on top of the onboarding process and necessary tasks to complete the project. Email notifications, filtered views, and documentation have been essential for managing Client Projects.

It was easy to create templates, set up timelines, and create projects. I particulary like the ease with which I can update the status of tasks for each project right from the project page.

So far, I have not found anyting that I don't like. Our onboarding specialist has been helpful and the training videos are short and to the point. I was able to jump right in to using the product.

Rocketlane allows both our company and our clients to keep track of tasks and easily communicate with us. Personally, I find my client meetings are more productive because we can easily see the tasks that need addressing.

The communication with our clients is easily improved once we add them on a Rocketlane project. Some will even prefer to use this tool over other communication apps.

After a year of using Rocketlane, there really isn't anything I dislike about it.

Our associates handle multiple projects with multiple clients at the same time, Rocketlane helps us having each of them organized and gives us a glance of their current state.

What I mostly like about this project is it is very user-friendly.

I am using this product from last 1 month and till date nothing to dislike.

Client Handling, project Management

The best part is we can manage our project in such a proper way also we have transparency with our customers.

We are using Rocketlane from last month and till now nothing about to dislike.

Project Management and client Handling.

I love how customizable the Rocketlane features are. Rocketlane has made managing collaborative projects with my clients so much easier. -- Even as a team of one. The ability to create a project plan based on your project phases and framework has been invaluable. Not to mention the little presentation button beside the project plan, which makes presenting the plan to clients easy without having to create slides. #timesaved 😍 My projects are really organized in a way that helps my clients know what happening and when. I've cut my onboarding time in half with the project and project role template capabilities alone. The ability to set project milestones and have CSAT surveys with them to get client feedback through the client experience has helped me make intentional, continuous improvements in my process. The other amazing features that have made project management easy with clients are the automatic project status update features and the ability to send items for client approval. The fact that I've been able to use their docs feature to collaboratively write content and create strategies with my client without leaving the tool has been such a beautiful experience. Oh and the ability to make certain tasks private has been so amazing too. Clients don't need to see every task that needs to be completed. I've tried everything... Trello, Asana, Clickup, AhSuite, Copilot, CoordinateHQ and even Google Docs. Nothing beats Rocketlane. Trust me. I've searched high and low for other tools that do the same things, and nothing has the speed and reliability that Rocketlane has. Thank you, Rocketlane leadership for making this tool affordable and within reach for freelancers too. We seem to get forgotten in tech tools that connect team project management with a client collaboration portal.

I would have to say that the only things I wish Rocketlane did better are: (1) Better UI Design: The current UI feels a bit 1999 to me with the design. If I logged in one day and had a more modern minimalist Asana-like design, I believe it would be easier for our clients to navigate and I'd experience more joy working in it too. (2) Slack Button: The inability to remove the Slack button from the portal has almost been a deal breaker for me. My clients get confused as to where to chat with me with both a Slack and chat area. I'd really like to be able to remove or that off in my account settings. (3) Portal Customization: I wish we had more of an ability to change more colors and the layout of the portal to fit our brand. In complete transparency, the gradient thing with just one color is again, a bit 1999 for me. I'd love to be able to remove the list view from the project as well since the project plan is where most of our clients like to work and collaborate with me. Being able to uncheck that would decrease redundancy in the view from the client's side.

Rocketlane is helping me to be a better Systems Integrator for my clients by having a more streamlined place to collaborate with them and a team. I've completed some massive workflow and CRM setup projects for my clients in record time using Rocketlane! I'm so glad I found it!

The team are incredibly passionate and are a joy to work with, they are realy quick to understand my needs and to ensure they help me find an timely outcome!

Nothing, everything I need they always embrace and take onboard for now or a future time

The Hubspot & jira automation means that I eliminate a huge amount of manual labour and that nothing is ever missed because someone forgets

Rocketlane has revolutionized our customer onboarding processes, enabling us to standardize and streamline operations while enhancing collaboration both internally and externally. One of its standout features is the perfect combination of project/task management capabilities and a user-friendly interface. Unlike other platforms we've used, Rocketlane provides an exceptional user experience. There are several features that our team absolutely loves. Firstly, the projects view is remarkable, allowing easy customization and providing real-time updates on project status and progress based on completed and open tasks. This eliminates the need to constantly ask our Customer Success Managers for updates, saving us valuable time. Combined with the customizable reports and the ability to use CSAT surveys and create our own forms to track customer satisfaction, we have full visibility over our customer onboarding. Also we love the recent addition of key events tracking and intervals reporting. These features automate milestone task tracking and reporting on Time to Value, average duration, and more, eliminating manual input from CSMs, and for the most part we can share this data with the rest of the business with their Salesforce integration. Rocketlane also offers the advantage of granting customers access to their own portal with different views, ensuring clarity on tasks and timelines. Managing all communications, documents, and tasks from a single platform has streamlined our processes and reduced miscommunications, resulting in fewer delays.Task reminder notifications (via email or slack) help our team save time chasing customers for updates. Additionally, the ability to create playbooks and document templates based on dynamic rules has significantly increased our efficiency. Furthermore, the flexibility of onboarding plans/playbooks has inspired us to consider using Rocketlane for partner onboarding and success planning beyond the initial onboarding phase. Lastly, the outstanding support provided by the Rocketlane team has been exceptional. They have been responsive and helpful whenever we faced challenges or needed assistance. So, in summary, I highly recommend Rocketlane to any organization seeking to enhance their customer onboarding processes. It has proven to be a game-changer for us, and I am confident it will deliver the same positive impact to others.

There isn't anything that we particularly dislike, but we would love to see some improvements: - Having the ability to set default views for certain team members and allow them to see reports/dashboards (right now, only super users and admins can do it) - We would like to see more options to create different graphics in their dashboards and more options to customize their 'cards' (however there have been already tremendous updates from last year and they keep on improving them taking up our feedback as well!) - We would also like to have automations such as updating a project field or sending a custom message based on a task update (we've been told there will be a new feature coming out soon that will allow us to do this!)

- Lack of consistency in our customer onboarding processes and team collaboration workflows - Team efficiency - Ability to support customers during their onboarding stage - Keeping track of onboarding performance, TTV, Onboarding duration, CSAT and CES metrics

Its a great product and the support is helpful. They built out our process and held our hand through the implementation.

Had an issue logging in but they fixed it quick...

Communicating and pushing the customer forward.

The feature to add work hours per day as well as connecting tickets with rocketlane.

I always have to check the tags to select and it is quite time taking. Although I have no suggestions around it but is it a bit disliking.

Using rocketlane I can log time and track project progress at the same place, instead of going ticket to ticket and chasing the respective people for the updates. So yes, the time is saved and hassle too.

The tool is easy to use and is specifically designed for customer onboarding. While other project management tools are generic, Rocketlane can look at specific pain points in a SaaS implementation journey and create modular solutions. I love the modularity of the solution with form templates, document templates, and phase templates that can be called in as and when needed. This results in access to the right materials at the right time and also helps in the standardisation of documents across the company. Lastly, the support/CSM teams are extremely approachable and easy to work with :)

Admin reporting capabilities: would love to have an internal hierarchy on Rocketlane that enables automatic reporting of project summary at different levels of leadership based on assigned projects (pod leads, sr managers, directors etc).

Rocketplane is a great tool to track implementation projects. For us, apart from the primary objective, we are also able to drive standardized documentation and efficient flow of information within a project.

Rocketlane has everything needed for successful project management. This completely eliminates the need for an agency which usually does the job for you. This saves a huge amount of time while giving clarity while keeping the power in your hands.

Rocketlane is new and gets developed in an ongoing process. All the features work, only sometimes the systems loading time can be slow. I am sure this will get fixed in a later update though.

We have a comprehensive template with a bunch of checklists, which helps us decreasing the onboarding time of a client from one week to 1 DAY. Rocketlane gives us the base to collaborate together effectively.

Detailed View of all the Tasks and Timesheet is very helpful

Not being able to apply half day it only considers full day leave

It is benefitting my work with detailed view of all my task and the team's taks

You can see time spent on projects and it's more user friendly than Jira and the customer service can not be beat.

There is nothing to report, Rocket lane has been very accomodating.

Instead of sending out emails to clients, we can notify clients of things or update them on Rocketlane. So it enables us to notify clients and also manage the project at the same time.

Easy to use and everything is in one software

That it is not automatically add jira ticket

Yes