Our Verdict

Our Verdict

This platform is tailored for customer onboarding and project delivery, making it an ideal choice for teams that need to streamline client-facing processes. It combines task management, document sharing, and real-time collaboration into one interface, helping teams keep clients informed and projects on track. The ability to track milestones and progress ensures transparency throughout the project lifecycle.

For teams focused solely on internal workflows, the platform's client-centric features may feel unnecessary. It's designed specifically for businesses that manage client projects, so teams without this need might not fully benefit from its specialized tools.
Pros
  • Project supervision
  • User Interface
  • Task recording
Cons
  • Takes time to master
  • Slow at times
Rocketlane
Free plan available
yes
Subscription Price
Starts at $19 per user per month
Integrations
Airtable, Amazon S3, Appy Pie, Asana
Expert Review
4.3
Visit website
Best For
post-sale workflow management
24/7 Support
no
Mobile App
no
Cancellation period
no
Overview

Why we like it

Purpose-built for customer onboarding and professional services, Rocketlane helps businesses reduce the time to value. By doing so, it enables companies to offer an exceptional customer experience. In our experience, not many solutions go above and beyond in this area in the same way as Rocketlane. This is because we’ve found it combines project management, finances and resources in one workspace, for far better visibility.
Businesses really get what they pay for as Rocketlane starts at $19/user/month. It can be scaled up depending on the business’ customer onboarding needs. The key features we like here are the fact that the one-platform setup means more consistency across the teams. And, we’re a huge fan of the fact that this is customer-centric. As such, Rocketlane helps businesses seamlessly integrate all areas of the workflow for a better customer experience. For businesses looking for optimized performance and insights that are value-driven, Rocketlane could be the answer.

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