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Rocketlane

Purpose-built customer onboarding software
our rating 4.5 out of 5 Stars

RocketlaneProduct Overview

  1. About Rocketlane
  2. Pros of Rocketlane
  3. Cons of Rocketlane
  4. Breakdown of core features

Rocketlane product overview

Rocketlane is purpose-built software that accelerates and streamlines implementation and customer onboarding. With its unified workspace, it simplifies collaboration with customers and the delivery of projects consistently, transparently, and delightfully.

Rocketlane empowers organizations to complete projects focusing on professional customer-centric experiences to ensure faster time-to-value for customers. Moreover, the software automates repetitive tasks and identifies patterns across multiple projects to drive execution strategy. It combines project management, live document collaboration, and communication capabilities into one tightly-knit experience.

Pros of Rocketlane

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  • Users can create reusable templates for projects and documents to repeat their best work, saving time and ensuring consistency.
  • It facilitates live collaboration on tasks and documents with customers. Organizations can have real-time conversations within their team as well as with their clients.

Cons of Rocketlane

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  • According to some users, the software offers limited charts and reports.

Breakdown of core features

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Dashboard

Rocketlane’s project overview dashboard allows users to see goals, completion status, customer sentiment, who got work done, and who has tasks waiting on them. It gives access to inputs on project timelines and delays, progress across phases, and deviation from planned execution. Teams can dive into details of at-risk tasks, factors blocking project progress, and delayed milestones to understand and fix the source of project slippage or risks.

Templates

Teams can create project templates tailored to different customer segments–regardless of size, industry, maturity level, or implementation complexity.

Customer experience

The software provides businesses with their own brand portal. Organizations can customize the domain, logo, and theme to deliver a smooth experience between their portal and their brand. Teams can also give their customers interactive walkthroughs of their onboarding plan, automated reminders, and access to information such as the status of tasks and projects. Rocketlane builds transparency throughout the journey and makes the onboarding experience great for customers.

Collaboration

Rocketlane supports work collaboration and communication with customers across projects, both real-time or async. It ensures effective internal and customer collaboration and covers all communication needs to keep everyone on the same page. Private conversations, tasks, documents, and updates stay within the context of the project but remain confidential. Teams are in complete control of what the customers get to see.

(Last updated on 04/13/2022 by Liz Laurente-Ticong)

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
    Average
  • Works Best For
    Any Sized Businesses

Screenshots

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Video

Features

  • Dashboard
  • Status updates
  • Timesheets
  • Templates
  • Customer portal
  • Interactive walkthroughs
  • Collaboration
  • Productivity

Integrations

  • Salesforce
  • JIRA
  • Zapier

Pricing Model

  • Professional
  • Premium
  • Enterprise

Languages

  • English