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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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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
Client Portal
Collaborative Tools
Compliance management
CRM Integration
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: October 13, 2026
Rocketlane Client Onboarding Software logo
481 Rocketlane Reviews
4.8 out of 5
Mid Market (51-1000 emp.)
May 30, 2022
 Source
Overall Rating:
5.0
MA
Mythily A.
Software Developer
Share
"User friendly and Efficient tool for project progress tracking"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

I'm not facing any issues and there's nothing to dislike.

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

* Time Tracking. * Collaboration with clients. * Able to track deadlines and pending tasks.

Mid Market (51-1000 emp.)
May 30, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great team to work with and a clean and flexible product to use!"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

I wish I had desktop notifications but the in-product notifications help at the moment.

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

Categorizing my daily work - the UI is really intuitive to use and it also helps our customers to navigate and do their work easily.

Enterprise (> 1000 emp.)
May 30, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Slick product with a great UX"
What do you like best about Rocketlane?

Love the ease with which the project management has been designed. Helps me in delivering an great onboarding experience.

What do you dislike about Rocketlane?

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

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

We use it for Customer onboarding and extended product support post-Go-Live

Mid Market (51-1000 emp.)
May 30, 2022
 Source
Overall Rating:
5.0
PJ
Parthiban J.
Software Engineer
Share
"Excellent project monitoring tool."
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

sometimes updated information is not displayed in the time sheet module.

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

Effective project tracking with collaboration and saving time and effort.

Mid Market (51-1000 emp.)
May 29, 2022
 Source
Overall Rating:
5.0
RC
Ranjit C.
Customer Success Lead
Share
"Give your customers a 5-star onboarding experience with Rocketlane!"
What do you like best about Rocketlane?

--=> 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

What do you dislike about Rocketlane?

--=> Nothing as of now --=> Would love to see a native integration with Pipedrive CRM

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

--=> 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

Mid Market (51-1000 emp.)
May 28, 2022
 Source
Overall Rating:
5.0
SB
Sachin B.
Senior Software Developer
Share
"Review Rocketlane"
What do you like best about Rocketlane?

Interface and the ease with which we can track our progress

What do you dislike about Rocketlane?

Nothing as such, everything looks good. Notifications could be improved

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

Keep track of client engagements

Mid Market (51-1000 emp.)
May 27, 2022
 Source
Overall Rating:
5.0
MI
Marija I.
Director, Client Services
Share
"User Friendly and Comprehensive"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

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.

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

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.

Mid Market (51-1000 emp.)
May 27, 2022
 Source
Overall Rating:
5.0
VK
Vishal K.
Senior Manager
Share
"User Friendly Application"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

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.

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

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.

Enterprise (> 1000 emp.)
May 27, 2022
 Source
Overall Rating:
5.0
JE
Jazz E.
Pmo Manager
Share
"Super fast, Supported and Dynamic Delivery"
What do you like best about Rocketlane?

Understanding our delivery needs & timeline

What do you dislike about Rocketlane?

Nothing, they've been incredibly helpful

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

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

Enterprise (> 1000 emp.)
May 27, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Insightful and Time Saving"
What do you like best about Rocketlane?

Report and Resource Management Feature is time saving and helps us to increase productivity

What do you dislike about Rocketlane?

As of now, there is nothing as such to dislike.

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

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.

Enterprise (> 1000 emp.)
May 26, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great experience so far"
What do you like best about Rocketlane?

The ability to put in all of my tasks and to check what I have done over a period of time is absolute bliss.

What do you dislike about Rocketlane?

The UI can be a bit faster. It sometimes doesn't register the tasks entered.

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

The ability to put in all of my tasks and to check what I have done over a period of time is absolute bliss.

Enterprise (> 1000 emp.)
May 26, 2022
 Source
Overall Rating:
5.0
SS
Shyam S.
Implementation Consultant
Share
"Easy to use tool that simplified our onboarding process"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

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.

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

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.

Mid Market (51-1000 emp.)
May 26, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Best Collaborative Customer Onboarding Platform."
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

Intermittently it takes a bit more time to load the platform.

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

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

Small Business (50 or fewer emp.)
May 26, 2022
 Source
Overall Rating:
5.0
SR
Shahrukh R.
Cs
Share
"Amazing Product!"
What do you like best about Rocketlane?

The best part about Rocketlane is it's UI/UX and Account visibility through the journey from onboarding to completion

What do you dislike about Rocketlane?

I didn't find anything to dislike about.

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

It is helping us to track each and every status of each client!

Mid Market (51-1000 emp.)
May 26, 2022
 Source
Overall Rating:
5.0
SP
Sandeep P.
Solution Architect
Share
"easy to use tool for managing customers"
What do you like best about Rocketlane?

easy onboarding, easy UI, very easy to maintain project updates

What do you dislike about Rocketlane?

nothing as of now easy onboarding, easy UI, very easy to maintain project updates

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

customer onboarding

Mid Market (51-1000 emp.)
May 26, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"RocketLane - Project management"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

Nothing as of now. I am not facing any issues and there's nothing to dislike.

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

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.

Mid Market (51-1000 emp.)
May 26, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Planning and execution of projects with greatly visibility / ownership for Customers"
What do you like best about Rocketlane?

- Ownership of project items for customers - Templates for managing different project needs - Collaboration with external stakeholders

What do you dislike about Rocketlane?

- There's nothing I can think of that I dislike.

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

- Planning and executing customer onboarding projects - Keeping customers aware of the progress, challenges and their dependencies

Mid Market (51-1000 emp.)
May 25, 2022
 Source
Overall Rating:
5.0
Nivedha V. avatar
Nivedha V.
Solutions Consultant
Share
"Mid market client onboarding has saved hours of our time"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

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.

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

- 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.

Mid Market (51-1000 emp.)
May 25, 2022
 Source
Overall Rating:
5.0
SN
Sathya N.
Implementation Consultant
Share
"Amazing Onboarding platform that makes the Implementation lifecycle easier"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

Ease of usage can be improved a bit more.

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

Project plan/ Collaboration with clients, time tracking.

Small Business (50 or fewer emp.)
May 25, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great tool to manage projects and people!"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

So far, nothing. It is pretty straightforward to use.

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

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.

Enterprise (> 1000 emp.)
May 25, 2022
 Source
Overall Rating:
5.0
MB
M Anand B.
Software Engineer
Share
"Project Management and workflow"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

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

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

time and effort estimation and execution tracking

Mid Market (51-1000 emp.)
May 25, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great tool for Project Management and an excellent team!"
What do you like best about Rocketlane?

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!

What do you dislike about Rocketlane?

Nothing to dislike. The team is doing an amazing job!

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

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.

Small Business (50 or fewer emp.)
May 24, 2022
 Source
Overall Rating:
5.0
AR
Allison R.
Implementation Specialist
Share
"Robust Project Management with Easy to Use Interface"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

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.

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

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.

Small Business (50 or fewer emp.)
May 24, 2022
 Source
Overall Rating:
5.0
NJ
Nitin J.
Customer Success Head
Share
"Best software for B2B SaaS onboarding"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

Private tasks can be improved. For me, the rest of everything is covered.

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

Alternative to Excel and scalable and repeatable onboarding process.

Mid Market (51-1000 emp.)
May 24, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Head of Customer Success"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

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.

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

- More internal organization of projects - The ability to identify blockers sooner - More visibility for leadership - Better organization for customers

Mid Market (51-1000 emp.)
May 23, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Rocketlane provide a robust solution twinned with great support from the team"
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

Nothing but looking forward to more features being added in particular around capacity allocation.

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

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.

Mid Market (51-1000 emp.)
May 23, 2022
 Source
Overall Rating:
5.0
KR
Kumar R.
Solutions Architect
Share
"One Stop Shop for all your Project Management Needs"
What do you like best about Rocketlane?

Seamless integration with JIRA and other project management tools.

What do you dislike about Rocketlane?

Option to put multiple private comments with different timelines. Always we need to update that in the private conversation.

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

Track all the activities from scratch to Go-Live for a new client.

Small Business (50 or fewer emp.)
May 20, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"I would recommend Rocketlane as a Project Management Software to all my colleagues."
What do you like best about Rocketlane?

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.

What do you dislike about Rocketlane?

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.

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

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.

Mid Market (51-1000 emp.)
May 20, 2022
 Source
Overall Rating:
5.0
RS
Ravi S.
Solution Engineer
Share
"Rocketlane is rocking..!!"
What do you like best about Rocketlane?

- Integration with Salesforce - Integration with Google office suites - Clarity for inputting information - UI is super wonderful - Easier to collaborate among team members

What do you dislike about Rocketlane?

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.

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

- Customer onboarding - Handling customer requests and tracking the dependencies - Overall project management for PoC schedule and managing comms among team members.

Mid Market (51-1000 emp.)
May 20, 2022
 Source
Overall Rating:
5.0
JV
Jaya V.
Sr. Manager Presales
Share
"One stop solution to find all the the information."
What do you like best about Rocketlane?

It makes the organization's information more system-oriented than person-oriented.

What do you dislike about Rocketlane?

The learning curve is a bit time-consuming.

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

Making information available for all without making it confined to a person.