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Rocketlane

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#1 PSA and Customer Onboarding Software

5.0 1 verified review
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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses Rocketlane

"Customer onboarding can be a messy process without the right structure in place. Rocketlane helps teams manage client projects in a way that feels organized and professional from day one. It brings together project tracking and client collaboration, so both internal teams and customers stay on the same page throughout the onboarding journey. Client-facing project management is where it really stands out. That said, businesses with simple, short-term onboarding needs may find it more than they require."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

Rocketlane Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User Rating5.0 / 5
Starting Price$19 / month
Free Trial7 Days
Free VersionNot available
APINot available
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

Rocketlane Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Rocketlane

Rocketlane is a distinctive project management and customer onboarding software developed to streamline and enhance client projects. It stands out for its unique focus on client collaboration, providing a shared space where teams and clients can work together seamlessly. Key features include customizable project templates, which save time and promote consistency, and real-time progress tracking, ensuring everyone is always up-to-date. Rocketlane's user-friendly interface makes it easy to use, even for those new to project management tools. Its integrated communication tools, like chat and document sharing, foster clear and continuous dialogue. Additionally, Rocketlane offers insightful analytics, allowing teams to analyze performance and continuously improve their process. This software is ideal for businesses looking to deliver projects efficiently while maintaining high client satisfaction.
Company Rocketlane Corp
Founded 2020
Headquarters United States
Employees 101-500

Support

24x7 Support Email Phone Chat Knowledge Base

Training

Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android

Typical Customers

Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 1 industry available
Advertising & Marketing

Why Choose Rocketlane

Problem it Solves

  • Problem it Solves Streamlining Customer Onboarding And Project Management For Improved Collaboration And Efficiency

Target Users

  • Target Users Project Managers
  • Target Users Customer Success Teams
  • Target Users Implementation Specialists
  • Target Users Onboarding Teams
  • Target Users Professional Services Teams

Core Use Case

  • Core Use Case Streamline Project Collaboration
  • Core Use Case Enhance Client Communication
  • Core Use Case Automate Task Management
  • Core Use Case Track Project Progress
  • Core Use Case Improve Resource Allocation

USP

  • USP Streamline Project Collaboration With Seamless Efficiency And Clarity

Pros

  • Pros Customer onboarding projects finish faster with dedicated workspace structure
  • Pros Built-in client portal removes the need for separate communication tools
  • Pros Real-time project visibility keeps both teams and clients genuinely aligned
  • Pros Combines documents, tasks and timelines without switching between apps
  • Pros Status pages give clients professional updates without manual effort
  • Pros Time tracking ties directly into project phases for cleaner billing

Cons

  • Cons Onboarding heavier projects can feel rigid without deeper workflow flexibility
  • Cons Reporting customization lags behind what analytics-focused teams often need
  • Cons Pricing climbs noticeably as team size and feature needs grow
  • Cons Outside professional services use cases, the tool loses much relevance
Editorial Buyer Guidance

Who Is Rocketlane Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlining Customer Onboarding And Project Management For Improved Collaboration And Efficiency

Target Users

  • Project Managers
  • Customer Success Teams
  • Implementation Specialists
  • Onboarding Teams
  • Professional Services Teams

Core Use Cases

  • Streamline Project Collaboration
  • Enhance Client Communication
  • Automate Task Management
  • Track Project Progress
  • Improve Resource Allocation

Unique Selling Point

Streamline Project Collaboration With Seamless Efficiency And Clarity

Strengths and Limitations

Rocketlane Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Customer onboarding projects finish faster with dedicated workspace structure
  • Built-in client portal removes the need for separate communication tools
  • Real-time project visibility keeps both teams and clients genuinely aligned
  • Combines documents, tasks and timelines without switching between apps
  • Status pages give clients professional updates without manual effort
  • Time tracking ties directly into project phases for cleaner billing
!

Cons

  • Onboarding heavier projects can feel rigid without deeper workflow flexibility
  • Reporting customization lags behind what analytics-focused teams often need
  • Pricing climbs noticeably as team size and feature needs grow
  • Outside professional services use cases, the tool loses much relevance
Category-Based Capabilities

Rocketlane Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Time Tracking Software 31 selected features Open category ↗ ⌄
Billable & Non-Billable Hours Reporting/Analytics Approval Process Control Payroll Management Vacation/Leave Tracking Employee Scheduling Attendance Tracking Calendar Management Employee Time Tracking Online Time Tracking Mobile Time Tracking Time & Expense Tracking Task Management Clock In/Out Timesheet Management Offline Time Tracking Alerts/Notifications Leave Tracking Project Tracking Employee Database Reminders Sick Leave Tracking Overtime Calculation Project Management Real Time Updates Automatic Time Capture Employee Management Billing & Invoicing Time Off Requests Accounting Integration Online Time Clock
Onboarding Software 31 selected features Open category ↗ ⌄
Training Management Activity Dashboard Employee Portal HR Management Role-Based Permissions Leave Tracking Calendar Management Employee Handbook Alerts/Notifications Compliance Management Document Storage Payroll Management Electronic Signature Activity Tracking Job Description Management Task Management Performance Management Employee Profiles Employee Onboarding Applicant Tracking Recruitment Management Learning Management Benefits Management Feedback Management Self Service Portal Electronic Forms Employee Management Collaboration Tools Mentorship Employee Database Approval Process Control
Professional Services Automation Software 29 selected features Open category ↗ ⌄
Portfolio Management Quotes/Estimates Gantt/Timeline View Activity Tracking Multiple Projects Proposal Generation Billing & Invoicing Task Management Real Time Reporting Project Management Document Management Forecasting Approval Process Control Performance Metrics Resource Management Project Planning Billable Items Tracking Collaboration Tools Task Scheduling Email Management CRM Project Time Tracking Project Tracking Client Portal Timesheet Management Progress Tracking Time & Expense Tracking Calendar Management Accounting Integration
Project Management Software 32 selected features Open category ↗ ⌄
Milestone Tracking Testing/QA Management Time & Expense Tracking Projections Alerts/Notifications Calendar Management Project Planning Project Scheduling Issue Management Billing & Invoicing Gantt/Timeline View Client Portal Kanban Board Collaboration Tools File Sharing Prioritization Risk Management Traditional Methodologies Task Management Status Tracking Resource Management Budget Management Task Progress Tracking Commenting/Notes Document Management Portfolio Management Agile Methodologies Activity Dashboard Idea Management Project Tracking Multiple Projects Real Time Updates
Project Planning Software 32 selected features Open category ↗ ⌄
Due Date Tracking Project Time Tracking Activity Dashboard To-Do List Progress Tracking Kanban Board Project Planning Activity Tracking Document Management Assignment Management Gantt/Timeline View Budget Management Task Scheduling Multiple Projects Deadline Management @mentions Resource Management Prioritization Project Tracking File Management Document Storage Collaboration Tools Task Progress Tracking Charting Projections Task Planning Traditional Methodologies Commenting/Notes Email Management Tagging Agile Methodologies Calendar Management
Workflow Management Software 29 selected features Open category ↗ ⌄
Approval Process Control Reporting/Analytics Activity Dashboard Activity Tracking Role-Based Permissions Calendar Management Compliance Tracking Alerts/Notifications No-Code Email Management Real Time Notifications Collaboration Tools Document Storage Real Time Reporting Rules-Based Workflow Graphical Workflow Editor Task Management Search/Filter Monitoring Progress Tracking Document Management Drag & Drop Template Management Workflow Configuration Business Process Automation Commenting/Notes Access Controls/Permissions Forms Management Project Workflow
Customer Engagement Software 22 selected features Open category ↗ ⌄
Churn Management Engagement Tracking Email Management Social Media Integration CRM Multi-Language Real Time Analytics Campaign Management Content Management Event Triggered Actions Feedback Management Multi-Channel Communication Customer Database Surveys & Feedback Customer Experience Management Communication Management Live Chat Customer Segmentation Visual Analytics Customer History Customer Portal Sentiment Analysis
Task Management Software 30 selected features Open category ↗ ⌄
Task Scheduling Task Editing/Updating Task Progress Tracking Commenting/Notes Calendar Management Real Time Notifications Gantt/Timeline View Create Subtasks Gamification Activity Tracking Prioritization Collaboration Tools To-Do List Project Planning Reporting/Analytics Document Management Task Board View Alerts/Notifications Assignment Management Status Tracking Email Management Recurring Tasks Project Tracking Time Tracking Task Tagging Deadline Management File Management Spreadsheet View Parent Task Search/Filter
Project Portfolio Management Software 30 selected features Open category ↗ ⌄
Milestone Tracking Time & Expense Tracking Portfolio Management Change Management Dashboard Collaboration Tools Resource Management Risk Management Budgeting/Forecasting Requirements Management Reporting/Analytics Prioritization Task Scheduling Planning Tools Project Planning Projections Progress Tracking Project Tracking Commenting/Notes Task Management Document Management Project Time Tracking Deadline Management Timesheet Management Calendar Management Gantt/Timeline View Resource Allocation & Planning Assignment Management Kanban Board Agile Methodologies
Resource Management Software 27 selected features Open category ↗ ⌄
Access Controls/Permissions Activity Dashboard Resource Allocation Progress Tracking Real Time Updates Resource Scheduling Approval Process Control Collaboration Tools Project Planning Timesheet Management Time & Expense Tracking Skills Tracking Gantt/Timeline View Multiple Projects Document Management Forecasting Utilization Reporting Calendar Management Assignment Management Resource Request Project Management Task Management Prioritization Capacity Management Projections Real Time Data Commenting/Notes
Client Onboarding Software 17 selected features Open category ↗ ⌄
Activity Dashboard Activity Tracking Chat/Messaging Client Management Client Portal Collaboration Tools Communication Management Data Import/Export Document Management Electronic Forms Email Management Onboarding Reporting & Statistics Surveys & Feedback Task Management Third-Party Integrations Workflow Management
Customer Success Software 13 selected features Open category ↗ ⌄
Onboarding Collaboration Tools Health Score Account Alerts Account Management Reporting/Analytics Revenue Management Activity Dashboard Usage Tracking/Analytics Customer Engagement Activity Tracking Task Management NPS of Customers
Digital Adoption Platform Software 10 selected features Open category ↗ ⌄
User Onboarding In-App Training Surveys & Feedback Audience Targeting Content Creation Data Quality Control Self Service Tools Contextual Guidance Launch Management Multi-Language
Financial Management Software 15 selected features Open category ↗ ⌄
Tax Management Financial Reporting Data Visualization Financial Analysis Compliance Management Bank Reconciliation Consolidation/Roll-Up Dashboard Creation Budgeting/Forecasting Revenue Recognition Cash Management Accounting Investment Management Real-Time Data Data Import/Export
Project Tracking Software 17 selected features Open category ↗ ⌄
Milestone Tracking Kanban Board Status Tracking Prioritization Gantt/Timeline View Percent-Complete Tracking Task Management Cost-to-Completion Tracking Project Time Tracking Alerts/Notifications Multiple Projects Task Scheduling Progress Tracking Activity Tracking Project Planning Workflow Management Time & Expense Tracking
Time and Expense Software 16 selected features Open category ↗ ⌄
Project Tracking Approval Workflow Time Tracking by Project Reimbursement Management Mobile App Employee Management Time Tracking Billing & Invoicing Payroll Management Invoice Management Vacation/Leave Tracking Timesheet Management Activity Tracking Expense Tracking Time Tracking by Client Reporting/Analytics
Connected Applications

Rocketlane Integrations

Integration information is displayed only when approved integration products are available on the profile.

Showing 8 of 14 integrations
Pricing Information

Rocketlane Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per Feature
Preferred Currency USD ($)
Free Trial 7 Days
Free Version Not available
Payment Frequency Annual Subscription
Pricing Page ↗ Request Demo ↗
Essentials
$19 Per Month
Standard
$49 Per Month
Premium
$69 Per Month
Enterprise
$99 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Verified User Feedback

Rocketlane Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a Rocketlane Review ↗
5.0
Based on 1 approved review
5 stars 100%
4 stars 0%
3 stars 0%
2 stars 0%
1 star 0%
Anonymous reviewer
Anonymous Reviewer Senior Implementation Consultant

User-Friendly Implementation Tool With Steady Performance Improvements

Rocketlane has been very effective in helping me manage customers and guide them through their implementation journey. The platform is easy to use while still being powerful enough to keep users focused on completing the right steps at the right time. Its intuitive structure helps streamline workflows and ensures that each stage of implementation is handled efficiently. Previously, page loading speed was a concern and sometimes slowed down the experience. However, over the past several months, performance has improved significantly, making the platform much smoother and more reliable to use on a daily basis.

Reviewed on August, 2024
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Frequently Asked Questions

Rocketlane FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Rocketlane is a distinctive project management and customer onboarding software developed to streamline and enhance client projects. It stands out for its unique focus on client collaboration, providing a shared space where teams and clients can work together seamlessly. Key features include customizable project templates, which save time and promote consistency, and real-time progress tracking, ensuring everyone is always up-to-date. Rocketlane's user-friendly interface makes it easy to use, even for those new to project management tools. Its integrated communication tools, like chat and document sharing, foster clear and continuous dialogue. Additionally, Rocketlane offers insightful analytics, allowing teams to analyze performance and continuously improve their process. This software is ideal for businesses looking to deliver projects efficiently while maintaining high client satisfaction.

  • No, Rocketlane does not offer a free version.

  • Yes, Rocketlane offers a free trial.

  • No, Credit Card details are not required for the Rocketlane trial.

  • Rocketlane offers the following pricing plans & packages:

    Essentials

    $19 Per Month

    Standard

    $49 Per Month

    Premium

    $69 Per Month

    Enterprise

    $99 Per Month

  • Rocketlane supports the following payment frequencies:

    • Annual Subscription

  • No, Rocketlane does not offer an API.

  • Rocketlane can be integrated with the following applications:

    • Salesforce Sales Cloud , Jira , Asana , Google Workspace , HubSpot CRM , Slack , Zoom Meetings , Freshdesk , Microsoft Outlook , Trello , Zendesk Suite , Intercom , Microsoft Teams , Zapier , jira

  • Rocketlane offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • Rocketlane offers training with the following options:
    • Webinar , Documentation

  • Rocketlane supports the following languages:
    • English

  • Following are the typical users of the Rocketlane:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Rocketlane supports the following deployment:
    • Cloud Hosted

  • Rocketlane supports the following devices and operating systems:
    • Web-Based , iPhone , Android
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