Rocketlane Reviews & Product Details

I am a Csm and I want to track progress of my post sales engagement. I believe regular project management tools have just Kannan boards (trello, asana ) the ability of framing my own projects and add fields based on every project or account is very helpful. The reminders and ability to invite a friend and work in a place is a game changer.

I think they should have a free version similar to asana and other project management modules. Having a freemium model helps us get a flavour of the tool which is important.

I believe organising all the accounts in one place is really helpful. I have added each account as a project and add all my engagements as various tasks under the project with deadlines thereby giving me a unified view and also help me prioritize my effort on accounts.

The easy-to-build, customer-facing interface makes your project management more accessible and efficient than ever. The ability to track your onboarding projects and build dashboards is valuable.

There are very few downsides. When building dashboards, the ability to pick your own colours for charts would be ideal for presentation purposes. The option to create Templates from Projects would also be beneficial, as would the ability to support the bringing in of HubSpot deal 'notes' into a project via Zapier - I understand this is currently being looked into.

The ability to provide Onboarding roadmaps to our clients in a manner that supersedes the need for Onboarding managers to write out emails to ensure the client is on track and completing tasks in the correct manner and order.

Rocketlane allows me to keep track of my projects' milestones and deadlines in a clear, efficent way. I can, at a glance, understand what needs to be done for a client, log hours spent working on a project, and update dates and timelines easily.

There are certain minor designs and features that I'm not fully in love with (the UX for logging time and completing a task, namely). But the Rocketlane team is very receptive of our feedback and is constantly in contact with our team lead to share this internally on their side.

Rocketlane came to replace our previous tool which was not comfortable to use, and lacked many features that make Rocketlane a better fit for our current needs. Rocketlane solved the visibility issue for me, as it allows me to very easily keep track of every project I am managing, easily sharing information with customers through the platform. It also helps me stay organised and be up to speed with my projects' tasks.

The best part about Rocketlane is the versatility of use. You can use the tool both internally and externally for a variety of tasks.

I've not found many issues or blockers and the team is always on hand to help!

It helps us create a structured communication layer between us and the client.

What separate Rocketlane from other PMS is its SIMPLICITY, while still affectively help you manage your project.

Not much to dislike so far. I think as people continue to use the product, feedback will help make the product better!

Help organize client tasks and project manage product launch.

The representation of the timelines is a great view to see and explain to clients the different phases of the onboarding.

I am waiting for the color coordination update that is soon to come. This way i can highlight cards in red so my client knows they are overdue.

Its saves alot of time on being able to share support documentation, demo videos/looms or example template/documents as they are all accesible right in the task card.

Rocketlane has enhanced the onboarding experience for our customers.

No downsides as of now. The integration with Salesforce is also seamless.

Our onboarding was happening in silos and after we got Rocketlane it is streamlined and solves 95% of our onboarding requirments.

Love the collobaration it allows with customers. Makes project managing during onboarding super seamless where we can clearly track the different stages and progress

Nothing significant I can think of at this time. It's a good tool with great potential

Onboarding is critical for us since the exchange of information during the stage defines success for us through out the customer journey. There is shared ownership with the customer to get the required data and complete tasks on product for a successful onboarding to happen. Rocketlane allows me to definte the journey clearly and split tasks clearly outlining owners. This way there is clarity on blockers, progress and other aspects

We've used Rocketlane for over a year now. I thoroughly enjoy working with everyone on the Rocketlane team! Madhu, Krishita, Vishnu, Sri, and everyone on the Care team have taken great care of us.

We would love to see more product adoption/engagement metrics within Rocketlane to help give insight into what area(s) of the implementation process to improve! Examples of engagement metrics: How many customers are "actively" using Rocketlane? Which tasks are being engaged and not engaged with?

Before Rocketlane, our project implementations were managed in Google spreadsheets. Rocketlane has allowed us to: 1. Modernize our implementations process 2. Centralize information to improve productivity 3. Integrate with Salesforce to bilaterally push/pull project statues

Rocketlane has allowed me to configure a proper onboarding method and track our customers success.

I have yet to find anything I dislike about Rocketlane.

Time & Ease of Use for Client Onboarding.