Rocketlane Reviews & Product Details

As a sales exec, i have to manage a lot of customer projects on a daily basis. Rocketlane makes life easy. I love that we can templatise projects, manage customer onboardings and give platform visibility to our customers is a game-changer for us. I have just started using the tool and I already see how it impacts my TTV.

A way to learn about their new features would have the team updated. I would like to see some learning videos to share with my team members.

Primarily it solves Project management, Resource and capacity planning. I love using the Board/ kanban views to move tasks around. It also helps me move between assignees. Rocketlane also have all the integrations needs for my org, making this a well - automated product to work with. The new Mobile friendly view has greratly benefitted my customers.

Rocketlane's distinct range of capabilities allows us to effortlessly commence new projects, while its informative reports offer both our workforce and essential stakeholders a great visibility.

It is important to note that the platform does not include native billing and invoicing functionalities. Additionally, it should be mentioned that the task views on the platform are limited in their scope.

Rocketlane is solving the challenge of efficient project initiation and improved visibility. Its features enable seamless project launches and informative reports, enhancing collaboration and decision-making for better project outcomes.

As a manager, timesheets gives me an excellent perpespective about where my IM's spend their time.

Would be good to have more integrations.

The current integrations saves a ton of time and energy. The two way sync is just WOW!

I would suggest/perfer Rocketlane to explore more about yourself and where you can enhance your technical skill set. Most importanly , they are very collaborative with the customer with proper communication - which makes the work much more productive and efficient.

As of now, I don't have any dislikes which is pretty good ;) !!!

I don't have any problem, everything that works good !

Organization of tasks. I like that we can break down what tasks need to happen in order to compelte a project.

Some customers lean towards email. going back and forth has been tough for me. copying actions from one place to another. or just copying notes.

Organizing the project with a customer and defining the steps that need to happen in order to have a succussfull implementations.I like being able to communitate with the customer.

The entire team has transparency across various projects and where we are as a team

I do not see any downsides to this tool, so far.

The weekly report and the people performance report are the cherry on top. The top management has a bird's-eye perspective of what is going on across the entire onboarding.

I've been in the software implementation space since about 2005. I've worked with many PM tools (or other tools that folks have forced into being PM tools (Smartsheet, Asana, Monday, Saviom, SAP, Wrike, ClickUp, Jira, etc.) and each of them has some piece that isn't exactly what Implementation (Onboarding) needs OR they do, but you have to buy it separately. Or they do, but their core product is clunky and requires to much admin support to set it up. Or they don't have a client facing portal. Or they don't have enough automation/repeatability withouth paying for extra API calls. Or they don't have a visual schedule. Or they don't have documentation storage. Or they charge thousands of dollars for an integration to another system. We are just getting ready to go live with Rocketlane, so I will update if anything changes, but frankly speaking, I have not found another tool that gives the right amount of functionality in the way that Rocketlane does. And I have spent what seems like a lifetime looking for a tool that is the right mix of scheduling/resource management, planning with durations and dependencies, integrations, smart forms, and a client facing portal. Rocketlane has these features, and more, as part of their core product. The Sales Process was just the right mix of 'here to help' while also giving me time and space to make the decisions I needed. Kaushik was lovely to work with during that process. During the sales cycle, we also had the opportunity to work with one of their Product team members, Madhu, who was very open to collaborating on one of our more unique use cases. Our Onboarding Lead, Rajesh has been very helpful during this process as well. We've even had some help from the Rocketlane team with our integrations. For a small team and company like mine, a tool like Rocketlane can be a signficant game changer. We already see other ways we could use the tool to improve our workflow outside of Implementations/Onboarding. We are very excited about the possibilities!

It's not that we 'dislike' anything, per se. We do see some areas that could be improved and we beileve they will. As an example, in order for fields sync to work, you have to create an automation using a Salesforce object as a trigger to create a new project. Automation workflows are geared towards creating new projects only. We also can only seem to update 1 Salesforce Object per project. But these are things we can see solutions for already and so we think it's just a matter of time before those improvements are made. I do which there was a 'restricted use' type license at a lower cost that we could use for leadership -- folks that don't need to have their schedules managed but would benefit from being able to access Rocketlane OR would be folks we might want to fill out a form occasionally (like Sales) but aren't needed beyond that. That said, the cost of Rocketlane is also quite reasonable, so I don't have big feelings on that at this moment.

We needed resource management, project management, client facing portal, smart forms, document storage / collaboration tools, and workflow improvements within the organization. Rocketlane has those features as part of the core product.

Absolutely love Rocketlane for our PSA onboardings. We love using Rocketlane for its Kanban boards, writing and sharing scripts for our advertising customers. We create projects for video production, we use the scripts and story boards to collaborate with our customers. The customer portal is very helpful, especially SPACES where we can share embedded URLs

We would love to see a more nuanced customer portal. Our CSM showed us an upcoming customer portal feature that we are very excited about!

Collaboration is our buggest WIN! Our customers get a lot of visbility through the product. We look more professional and are also able to track the various projects we've onboarded

Rocketlane makes our oboarding process extremely easy and simple. Our collaboration with customers has now become so much more interactive. Rocketlane has reduced our time to value from 100 days to 70 days in just our first 50 project deliveries.

Rocketlane doesnt have a free version to use and test. But their demo makes it up for this.

Rocketlane makes our onboarding process easy and simple. For a PSA process, a complex onboarding is made simple on the tool. We use the chat function for interactions and collaboration. We are very excited for the company's vision and growth.

Rocketlane's exclusive collection of features empowers us to effortlessly initiate new projects, while its informational reports provide both our team and key stakeholders with comprehensive visibility

Currently, there isn't a mobile application available. However, having one would enhance our ability to receive prompt notifications,access reports – all without a laptop or reliant on a mobile browser."

The application proves effortlessly overseeing a multitude of key projects and initiatives. Its intelligent auto-fill capabilities further streamline new initiative projects