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 |
Good project Management Tool, has the ability to customize as per the implementation startergy.
None as of now but if i come across something, will update
Project tracking and updating stake holders
It was very easy to get started, integrate it with our CRM-Hubspot, and see positive impact on our onboarding projects' time to value and overall efficiency. It has all the features we need, and it is easy to keep it updated with the continuous improvement to our onboarding and delivery processes. Rocketlane's customer success and customer support teams provide actionable support and are very reactive.
Loading speed of some specific areas can be improved
Rocketlane is helping us manage our onboarding projects with more efficiency, by making sure all project members know exactly what needs to be done, when and by whom; centralising all information on the project in one single place available to all parties; monitoring overall progress and understanding where the pain points or problems lie. This is helping us decrease our time to value, improve customer satisfaction during onboarding, and improve team satisfaction with their job.
Being able to customize projects and accurately log my hours instantly and easily.
Difficult to shift timelines sometimes. Very manually in some cases.
Rocketlane helps with keeping your team organized and external stakeholders on track. Easy way to understand bandwidth and progress among the team.
A system of record, collaboration and engagement for all projects. Keeps us honest and importantly one place for task management during customer onboarding (a crucial phase in a customer lifecycle)
Nothing that I dislike but several I would like learn more about 1. Product roadmap 2. Dashboards for decision making 3. What part/tasks of the project leaks money 4. Trends on reasons for delays on onboarding
The largest used case for us is the customer onboarding and seamless communication + weekly status review with our customers We also use it as a Project Management tool for CSMs to help effectively run and monitor the progress of their project and /or customer success plan - multi pronged projects which has varied stakeholders both within ours and customer's org
I've never experienced project software that stems the tide between internal project organization and client interaction and inclusivity. Rocketlane is packed with features to ensure a smoothly run project and clients who are always up-to-date. Not to mention, Rocketlane consolidates communications, collaboration, and document storage.
I'd like to have the ability to customize the client facing overview screen.
Rocketlane makes resource allocation easy. We've used three different industry giants for project management. None of them could beat the resource allocation, organization, and client GUI that Rocketlane provides.
UI and find of filters software are providing is excellent and Very Customisable Automations
i don't have any dislike on this Product
Project creation and tracking of team member's status and onboarding customers for project collaboration
The info or the dashboard and the updates we get is amazing. Also reduces time for followups with clients
No Cons as such, pricing can be more cheaper
Main problem is solved of effective communication with multiple clients, also helps in doing regular follow ups with client, giving proper stock update to stake holders and helps keeping everyone updated on status of the project
We purchased Rocketlane a little over a year ago after evaluating several vendors and have been very pleased with the decision. Rocketlane is exceptionally easy to setup and use, even for technically complicated tasks such as integrations with other systems. We use it daily for all of our onboarding tasks and even setup our clients with access to the tool. Thus far, they have had a steady stream of new product feature releases, largely centered around workflow automation. We have not had to engage customer support very frequently, but have found them responsive in the few teams we've needed to do so. It's a great tool and I have no reservations in highly recommending it.
There honestly aren't too many downsides to Rocketlane, but if I had to name a few minor things: *Weekly, Monthly, and Yearly are currently the only time intervals but we do most of our reporting Quarterly. *I would love the ability to create calculated fields. *It would be great if there was the (discounted) option for view only access for people who only need to consume data, or a better way to distribute dashboards and reports. These are all pretty minor gripes, though, and possible to work around given the ability to export data from the tool.
Rocketlane is our primary client onboarding and project management tool. It has provided much better organization within the team, collaboration across teams, and visibility at the leaderhsip level.
THE WAY WE CAN BE UPDATING EVERYDAY TASKS IN AN EFFICIENT WAY. A GUIDE ON HOW TO USE IT WHEN SIGNED IN FOR THE NEW USERS WOULD BE VERY HELPFUL AND SAVE TIME
NOTHING IN THE APPLICATION THAT IS DISLIKED ABOUT.
UPDATING THE DAILY TASK AND BEING ACCOUNTABLE AND UP TO DATE. CAN EASILY TRACK THE ISSUES RELATED TO THE PROJECT IN THE WEBSITE.
I like the customer portal and the ability to view projects as the customer. The customer support of the team is very responsive and friendly; overall the platform is easy to use and implement into your organization. We use Rocketlane every day and I can't imagine not having it.
I'd like to be able to use the project tool for all customer communication for the lifecycle, not just in onboarding. I would like to be able to customize the welcome email that invites the client to the project
Rocketlane allows our team to reach velocity faster without losing information in cluttered email chains. Additionally, the software allows us to establish joint accountability with the client.
- Easy to implement and track. There are resuable templates - Intuitive UI - Allows all stakeholders to colloborate over chat on any granular level (overall project or task level) - Helps reduce turn-around time
There is the scope of improvement in some features—for example, tagging owners on a particular task. Chats are a bit slow
Project manangement and visibility of current project status to all stakeholders and the management. Now, we can track the progress on each project and identify how long it takes for each task/function.
It organises our time very well. Allows quick access to detailed information regarding a particular project and I like the weekly time card view, which enables me to log time with less effort.
It takes a while to create new projects from scratch, and there is a no faster option to build a project with fewer details.
Time tracking has never been so easy with Rocketlane. You can enter timesheet details, attach notes and do it more constructively.
Rocket Lane boasts robust customization capabilities and an intuitively user-friendly interface. With integrations into key products like Jira and SFDC, it enhances your workflows. This platform proves invaluable for managing complex project activities, streamlining processes between you and your customers, and improving overall efficiency. The reduction in time for stakeholder reporting is significant, minimizing administration efforts in project and program reporting, while also maintaining an audit trail of communications with customers. From a managerial perspective, it offers diverse capabilities such as project planning, RAID log management, gross margin analysis, Time sheet, and stakeholder reporting, now featuring a useful workflow engine. The dedicated team at Rocket Lane is committed to enhancing your customer journey and product experience. They are highly responsive and value your inputs. Hats off – I genuinely enjoy using the product.
The work breakdown structure will rearrange project phases according to dates. While I acknowledge the benefits of this approach, my personal preference is to maintain a consistent view with phases remaining in place, similar to most project planning tools.
The Chat tool where customers IT policies prevent alternative chat tools Rocketlane has enhanced customer communications and meetings in projects or larger programs through streamlined processes for documenting meeitngs, streamlining NPS surveys, RAID log management, and project planning. The platform ensures efficient feedback collection with real-time insights from NPS surveys, centralises RAID logs for organized documentation and collaborative updates, and facilitates customisable project planning improving the efficency with templating Work breakdown structures that can be repeated workflows with integrations for enhanced coordination and communication. Overall, Rocketlane contributes to transparent, efficient, and successful project management.
The product itself is very flexible in terms of how easy it is to make amendments and changes to implementation projects. This covers ease of editing project templates, changing owners of projects, adding/removing project phases etc. Morever, the team are very receptive to feedback and considerate about improvements to their product (where it would benefit multiple users). The highlight, though, is the Rocketlane that's supporting us. Our CSM, Shyam, goes above and beyond to ensure we are making best use of Rocketlane by sharing best practices, guiding us through tailored product demos, and acting as our conduit between our organisation and Rocketlane.
Not necessarily something to dislike, just worth considering that this is still a developing product, meaning that there is the occasional bug or two, and that their product suite is still developing. I'm highlighting that this isn't a negative, just something worth noting.
Customer-facing portals are enabling us to increase visibility for our customers on their implementation projects, and we're eager to make use of various product features (e.g. Chat, Forms etc) to streamline our processes and increase efficiencies.
Tracking client deliverables and client access to the plan.
Updating dates in plan can take time. Project plan can't be downloaded in Excel with gantt chart
My gantt chart view was not availalbe for one of my projects. Rocketlane support help to resolve.
Using Rocketlane makes it easy to manage our tasks and capacity.
I don't have any dislikes about Rocketlane.
It offers tools for task management, enabling teams to assign, track, and manage tasks this helps in keeping everyone accountable
Rocketlane has transformed our Product Implementation operations. It offers flexibility and enhanced visibility, allowing us to easily manage and share project information. We appreciate Rocketlane's ability to categorize information and chats effectively. This simplifies our processes, making it user-friendly even for new business owners. Rocketlane has filled the gaps in our specific needs, which had been a challenge to address until now. Their Post Sales Support has been gold standard. We had an excellent experience with their Customer Success managers Swathi and Aishwarya. They have always been proactive in ensuring our implementation deadlines are met and neccessary support is given at all stages.
While there is nothing specific to be disliked about Rocketlane and since they are evolving, there are certain limitations w.r.t features that are available in the system viz. Custom roles and permissions, Time triggers and Advance Reports
Rocketlane streamlines our customer onboarding, making it easy to standardize the process while allowing for customization when needed. It also automates task dependencies, ensuring projects stay on track with minimal manual intervention, keeping our team focused on delivering value to customers.
Everything of project management & PSA under one single roof. A couple of integrations but work wonderfully well. Everything can be templatised in Rocketlane and can be used to broadcast team updates, project updates, etc. The new automation module really works well.
Reporting and Dashboards are still very much underdeveloped, wherein, we don't have the option to schedule and send.
Rocketlane is brilliantly helping us with being a CS tool as well as a project management tool, thereby, helping us in using one single tool instead of two. The Kan-ban project view and project fields feature help us a lot in customizing our solution.
The add from Calender feature and add the work feature with easy descriptions
There is nothing i disliked about the rocektlane, it is really nice to use
It is helping me track my timesheet and a lot of other things
I love the user-friendly dashboard and the intuitive design. I love hos customizable it is so I can format the data in whatever way works best for me and my team. It also makes it very easy to pull stats for all our projects. The clients seem to like it as well. It is the king of keeping things on track!
It's difficult to change the dates for entire projects. It would requrie a lot of manual work to change the entire date range for a project. It's almost easier to just create a whole new project.
Keeps us on track and makes it very clear to our clients what their next steps are with onboarding. Saves me a headache and a half.