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.
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Segment |
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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 |
It's very easy to access the Rocketlane compared to other tools available in the market. It makes customer onboarding transparent and manageable to the organization.
Unable to log time for previous date from all tasks section. Have to go to timesheet and then choose task and then log time.
Its solving collaboration issues between teams and with client
Great and easy to use UI All the required project essentials\ features can be tracked easily Project division made much easier Good Tool for tracking team performance Ease of report generation Easy to use
We keep learning about the tool as we use, caters to most of our needs.
Project management and team task tracking and utilization Project reports for quarterly reviews and revenue tracking
Rocketlane is easy to use, allows us to manage our projects with ease, and I love the customer portal component. In addition, the team is responsive and knowledgable, as well as open to feedback.
We'd like the tool to be able to support Enterprise level customers - aka have many projects roll up to a summary project to share with decision makers vs at the project level.
A multi-task and phased approach to customer implementations. We've streamlined our process to help reduce TTV.
Rocketlane's UI is straightforward to use, and I had a smooth learning curve while learning its features. We were able to go live within a month, and most of our team has adopted Rocketlane for all our customer-facing and internal project tracking. The implementation managers and CSMs are super lovely and are willing to help out at any time! Their knowledge hub is also pretty comprehensive and has answers to most of my questions.
I would love it if we could customize the customer portal more!
1. Task Management: I am able to assign tasks to placeholders and this saves time in standardizing my project delivery across customers. 2. Easily available and easy-to-use reports and dashboards. 3. Built-in communication features such as chat, document collaboration that keeps all the conversation in a single place.
Rocketlane helps me with project management and also with resource management part of work, since we do not have a seperate ops team to help. Rocketlane is easy to use, implement and also a great support team to help us.
Not so much for now duringTrial and implementation experience so far.
Resource management has always been a hurdle since we find it difficult to check calendars to allocate. Also in cleaning up the process with onboarding tasks.
Easy to tutor the team about the product, Helpful in quick implementation by ourselves, Helpful support team
Implementation ongoing. nothing to dislike as it has a wonderful feature set.
It solves project management hurdles such as keeping a track of status updates, informing customers about current status automatically, Reporting and clean dashboards for stand ups.
Rocketlane's USP is definitely its user friendly experience while using the tool. My favourite features definitely have to be the docuement management features and inbuilt chat feature; its helped us have all implementation related conversations and files right at one place so that we don't have to search for these valudable materials in internals chats/emails ever again. We have unlocked a next level of collaboration with our customers with Rocketlane's chat feature. I am particularly impressed by its PSA features such as resource management, tracking time, which has given my team visibility into how their members are performing,
I sometimes experience some lags while uisng Rocketlane, otherwise there are no otehr downsides i can think of.
1) Customer Collaboration 2) Integrations with workato, hubspot, salesforce which my org extensively uses 3) Task and project level chats, which was missing in other tools 4) Time tracking
Rocketlane's automation features have decreased our manual intervention into our ongoing project delivery processes. I especially love the automations feature, which enables us to set up automatic actions based on triggers.
Nothing as now! We have just implemented Rocketlane in our organisation.
Streamlining Onboarding Process: Earlier, we were using spreadsheets for managing our onboarding process, which became cumbersome and unmanageable over time. Rocketlane has helped us structure our onboarding plan into templates, and has reduced the time taken in managing our projects
Rocketlane has become my one stop source for accessing all my implementation related info over the past year. Amongst other features, I use the pre-built reports on Rocketlane extensively, which allows me to really drill down on the projects that require more attention based on their status.
Nothing that i dislike as such. Sometimes, we do get a lot of emails and in-app notifs from Rocketlane in case we choose to keep porject notifis switched on.
- Template Setting - Project Management - Collaboration with Clients - Document Sharing and creation with spaces - Rocketlane's pre built dashboards and reports
Startups like us find it difficult when there are lot of tracking to do. But Rocketlane makes it easy for us to track our onboarding process/ progress of tasks.
NA. Looking forward to a few new features in the roadmap.
Its a lot of work for us to keep tracking things in sheet, Adhoc status updates. Hence, we make most use of project update template to send to customers. Its quite helpful in thar front.
Rocketlane's automation features are by far the best in the market. It's saved us so many hours in micromanaging updates and statuses within our implementation projects.
I would love to see more integration capabilities within Rocketlane
- project collaboration - easy to use templates - automation capabilities
We use task / project management extensively. Collaboration with stakeholders makes project owner's life easy
So far good. Looking forward to exploring more about the product
Streamline the process much better than it was.
Rocketlane has several features such as Resource Management, Capacity Planning, Time tracking, Budgeting and calculating profitability / Billable utilisation that has made my job easier. I can now use Rocketlane as a standalone platform for all my PS needs; their dashboards and reports have helped my org dive deep into projects that require extra attention!
Nothing to note. I have not faced any challenges while using Rocketlane.
We earlier lacked a single tool that helped us track our projects, budget and time tracking which was also easy to use.
Project management tool as a whole gives a very smooth experience for project owner to ensure the project is on track and gives a great collaboration experience.
Trying to understand more about the capabilities and future releases lineup
We were not great with tracking status of the project, and everything was just a vague guess and updating as and when customer asks, but now we are quite vigilant once we started rocketlane journey and now we are able to give a very good idea of the status updates and reporting for each project.
Only after we started using Rocketlane we built a standard onboarding plan for our product, after which we were able to onboard our customers much quicker time.
Initially, we found it a little hard to understand the interconnection between the different features later after we checked out the support articles it was much easier to understand.
The onboarding & support has been excellent right from the beginning, We have more visibility of the various stages of our projects.
REsource management and Time tracking is quick and easy to manage with Rocketlane.
Still playing around with features and understanding. Nothing to complain as yet.
Rocketlane helps in allocating people to projects and assigning the right taks to stakeholders to ensure data sanity in reporting for our Revops
Rocketlane has one of the best project management module, and very easy to use. We found it quite helpful since we need not spend a lot of time training the team to use the tool. We implemented it ourselves with a little support from the team.
Currently all good, Sint find any difficulties.
Rocketlane helps in Managing team and allocating projects based on availability, collaboration internally and otherwise, Document management, WSRs, which helps us reduce the time to see the value in our services to our customers.
The filtering and reporting capabilities have helped us hold implementation managers accountable for the tasks and projects on their plate.
There's almost everything that we need. It would be great if there was bulk import feature on the UI, we spend a lot of time in transferring data between systems
We have been able to run internal standups with the reports available on Rocketlane. The time tracking feature at a task level helps us save a lot of time and gives us more visibility of the time track at an individual project level
Clean UI, Quick and easy set up, comfotable to update tasks on regular basis, and the features it provides.
Not at this point. We are happy with the product and its workflows.
Identify the tasks stauts, KAnban view to prioritize and work on blocked tasks, project management reports.
I started using Rocketlane 2 months ago & it was so easy to learn and I found my way around in less than 2 weeks. All the modules are designed on the same lines, which really helps me navigate & learn any new feature in quicktime.
Change management was initially quite hard as we had to setup the system based on our requirements & use cases. One thing that I would like to automate is scheduling client meetings from Rocketlane. I hope they launch this feature soon.
The ability to track and analyse customer sentiment throughout project delivery is an area where we seemed to faced many difficulties, now we are able to solve that with CSAT survey’s on Rocketlane.