Rocketlane
The modern, client-centric PSA and onboarding platform
By RocketlaneCollaboration
- Rating
- 4.9
- Reviews
- 11
- Pricing
- Free to install
- Listed since
- 2023
About Rocketlane
Reimagining service delivery for onboarding and professional services teams
Rocketlane is the world’s first client-centric customer onboarding and professional services automation platform. It is built on the trifecta of world-class service delivery - projects, people, and finances - and ties them together to help teams accelerate time-to-value, deliver projects on time and budgets, and elevate the customer experience.
Projects and Process: Efficiently build, track, and run projects on Rocketlane. Gain a 360° view of project performance. Streamline collaboration and communication in real-time or asynchronously.
People and Finance: Tie your projects, resources, and finances together with Rocketlane. Gain end-to-end financial insights and see the bigger picture clearly. Keep your budgets on track, plug revenue leaks, and maximize profitability.
Customer Experience and Accountability: Craft stellar customer experiences with Rocketlane. Keep your customers accountable, collaborate like a team, and deliver value like a pro.
Highlights
- SEAMLESS PROJECT CREATION: Rocketlane turns opportunities into projects in a click and lets you seamlessly move your data in and out of Salesforce.
- LOG TIME WITH EASE: Rocketlane brings your meetings, tasks, and time off into your timesheet so your team can breeze through timesheets in seconds.
- WORK ON THE GO WITH OUR MOBILE APP: Help your team stay on top of work no matter where they are. Our intuitive mobile app gives everything you need at your fingertips.
- EFFORTLESS RESOURCE MANAGEMENT: Manage resourcing needs, understand current capacity, and forecast with confidence.
- BOOST PROJECT PROFITABILITY: Handle all projects and see your entire profitability picture. No more revenue leaks from scattered systems and patched-up workflows.
- EXECUTE WITH CONSISTENCY: Create project plans, tasks, forms, and documents with a single click using tailored templates designed to fit different customer segments.
- COLLABORATE WITH PARTNERS AND CLIENTS: Take collaboration to new heights. Work live on projects, tasks, plans, documents, and updates while connected in real-time.
Screenshots
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Pricing
Free to install.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Essential | $19 per user | Monthly | 14 days |
| Standard | $49 per user | Monthly | 14 days |
| Premium | $69 per user | Monthly | 14 days |
| Enterprise | $99 per user | Monthly | 14 days |
Rocketlane offers monthly and annual billing options. Prices listed under Solution Pricing are for billed annually. Reach out to care@rocketlane.com if you have any questions for us.
Compatibility
- Works with
- Sales Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on November 21, 2023
- Industries
- High Tech
- Professional Services
- Languages
- English
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