
Rocketlane Reviews
Free | Paid4.8
/5
- Linux
- Windows
- Large Enterprises
- Small Businesses
Rocketlane helps you to onboard new customers in a collaborative and automated way, eventually saving you time. The platform offers some of the best features in town to plan your onboarding goals. From kicking off to collaboration, to value delivery to providing visibility, Rocketlane does it all.
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Rocketlane4.8(443 Ratings)
Rocketlane4.8(443 Ratings)
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4.8
5.0Krishita Shah is amazing, she helps us SO much and is so lovely too, thankyou so much Krishita!! Review collected by and hosted on G2.com.
5.0Our CSM, Krishita, has been nothing short of helpful, kind, insightful and attentive. As we are a new onboarding function within SourceBreaker, we really see the value of organising our onboarding process for visability and clarity for not only ourselves but the wider team. Krishita reached out to me via LinkedIn, and from there we organised a catch up meeting. She has taken us through new features, really listened to our requirements and helped us create bespoke processes which only makes our lives easier. Thank you Krishita, you are an absolute asset to Rocketlane! Review collected by and hosted on G2.com.
5.0As a sales exec, i have to manage a lot of customer projects on a daily basis. Rocketlane makes life easy. I love that we can templatise projects, manage customer onboardings and give platform visibility to our customers is a game-changer for us. I have just started using the tool and I already see how it impacts my TTV. Review collected by and hosted on G2.com.
3.0I don't have anything which is didn't like Review collected by and hosted on G2.com.
3.0Unavailability of program or portfolio view, flexibility to export concise project details and timelines. Can be finetuned to map for advanced Project handling Review collected by and hosted on G2.com.
3.0Some of the design can be a little counterintuitive and focused too intently on individual tasks, making it difficult to do large updates or efficiently make bulk changes. Review collected by and hosted on G2.com.
4.7
5.0Rocketlane has all of the core features you would expect from an implementation provider, and then some. I especially like the Magic Link sign on process, and the ability to add Spaces, where you can collaborate further with users.
5.0We really like how we can track documents, the status of tasks and communication in one place instead of using various tools
5.0The onboarding program is rich and ensures you understand the product.
4.0Rocketlane does not have a social sign in feature yet and I also feel that the UI can be simplified to have a richer user experience.
4.0It's a pretty new piece of kit and there's additional features being added regularly and right now there are some gaps but they're being filled quickly.
4.0Nothing in particular so far. Things have been going well.
4.0
10.0We use Rocketlane within Professional Services at Flatfile as our all-in-one project management tool. As an Implementation Consultant, I work out of Rocketlane multiple times daily to track tasks, view and update project statuses and customer health, take notes on customer meetings, and keep our customers updated. Before Rocketlane, our team was using many different tools, and it's made a huge difference to have it all consolidated in one place.
10.0We require annual onboarding from all of our almost 400 customers. Rocketlane is used to manage this onboarding process. It allows the customer to have step-by-step instructions with links to pdfs and videos on what they need to do. But it also gives us visibility into where each of our customers are in the onboarding process. Customers can send messages from within Rocketlane which show up in notifications and can also be sent via email to ensure we are fully supporting our customers.
Gives visibility into where in the process each customer is. Allows for different processes created for different customers. Creates a portal for customers to see and interact with the entire process.
10.0We had an Excel spreadsheet managing our projects, which was clunky and cumbersome to manage and update. This added hours of unneeded labor to the implementation team to complete projects, which delayed our implementation times. Adding Rocketlane has been a game-changer for our organization. No more emails passing a spreadsheet back and forth to the client. All of this is now automated, and so are the status updates. Everything the client needs is put into Rocketlane, and the visibility for management and the client Executive Sponsors also makes this a no-brainer.
Onboarding/implementation Standardization of implementation Features Keeping clients on track of their tasks Keeping management up to date with automated status updates
9.0Rocketlane uses as a project management tool. Here we can track the project and add all the data related to the project. And all effort in the project we can add and so many features in it. Task-wise phases so everything come under visible to the client. No need to remember the task date it's come under the due date. You can move the task date as per the client's requirement. Really well a user interface and is easy to use these project plan tools. I really like it so much.
Project Opening time Automated time tracked should be there Every phase has a option to make a call and zoom so time tracked real time
10.0We use Rocketlane within Professional Services at Flatfile as our all-in-one project management tool. As an Implementation Consultant, I work out of Rocketlane multiple times daily to track tasks, view and update project statuses and customer health, take notes on customer meetings, and keep our customers updated. Before Rocketlane, our team was using many different tools, and it's made a huge difference to have it all consolidated in one place.
10.0We require annual onboarding from all of our almost 400 customers. Rocketlane is used to manage this onboarding process. It allows the customer to have step-by-step instructions with links to pdfs and videos on what they need to do. But it also gives us visibility into where each of our customers are in the onboarding process. Customers can send messages from within Rocketlane which show up in notifications and can also be sent via email to ensure we are fully supporting our customers.
It would be helpful if Rocketlane had a more robust Knowledge base and customer support portal.
4.7
5.0Overall experience is good. I think its a great tool to collaborate with the customer and give transparent overviews on status quo and remaining tasks. You can definitely see that it has just recently started because of missing features that would help us even more. But they add new features on a regular basis and we can always give feedback.
4.0I had a very good experience so far by using Rocketlane. We use this product for Work Flow management in our organization and I'm very satisfied with the features available in Rocketlane which is very user friendly. I would like to call it - Simple but Powerful!
5.0It haas been a breezy affair handling projects, tracking tracks and engaging customers to have complete overview on the project with respect to timelines and other tasks aligned.
5.0Overall experience with team really good, i think less than 1 week we did the implementation. Rocketlane team has also given training to team. Great job [SENSITIVE CONTENT]
5.0Rocketlane has enabled our business to take our onboarding process to the next level. Clients love the UI and the clear way it communicates project milestones.
5.0Had made make life easy for me as a project manager, the repeated task can be automated with guidance and tracking. Also saves huge amount of time.
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