Rocketlane Reviews & Product Details

I like that Rocketlane is an affordable alternative to other onboarding tools out there .

No native Hubspot integration, although I think that is changing soon.

Rocketlane is helping us to standardize and monitor our client onboardings. This will help us to work more efficiently and effectively.

I have been using Rocketlane for months now, and I'm really impressed with the results. It has made it so much easier to bring new customers on board, and it has helped streamline our onboarding process. One of the things I really appreciate about this tool is that it's incredibly user-friendly, intuitive, and easy to navigate, so I didn't need any training to get started. The tool also provides a lot of helpful guidance and resources, which have been invaluable in helping me optimise our onboarding process.

Nothing as yet. It's been a smooth sail so far, and the support's been great.

I'm able to create tailored onboarding experiences for different customer segments, which has helped us to deliver a more personalised experience for our clients. The tool also provides a lot of flexibility in terms of how we structure our onboarding process, which has allowed us to adapt and improve our approach over time.

I can check all the tasks on one dashboard and can view them in tabular or linear view. All the stakeholders have a clear understanding of project timelines and task status.

UX could be unique instead of following industry trends. It should include more stages and templates to refer to. So that we can compare our process to other processes.

Project Management, Client Onboarding, and Task Management. I am now managing my tasks on rocketplane, getting notified about my due date, and clients are informed about the timelines.

My favorite thing about the platform is how easy to use it is. Intuitive design.

I'd love to see the ability to attach documents to more features.

It creates a much clearer project management visual, with better reporting, than what we used before.

The ease of use of the product and the excellent service from support.

There can be a way to view related sheets within the product.

Rocketlane helps to streamline my implementation.

Ease of use. All-inclusive. Rocketlane is perfect!

Nothing so far. I've not encountered any issues with Rocketlane

Organizational issues.

Rocketlane has to be one of the most intuitive, user-friendly software I have worked with. Setup has been a breeze so far! I love the UI and ability to create templates for everything. Our once very manual onboarding process is about to become very automated!

So far we have not noticed any major downsides or dislikes. The product is ever-changing as they grow.

As our team is growing and we are bringing on more customers we need a tool that is easy to use and allows for our team to have a centralized location for everything. We are also trying to make it easier to communicate with customers and across multiple teams internally. Rocketlane will allow us to easily work cross functionally.

We can check the deadline of projects and if there is any delay from the client's end so we can mention it.

It is not available for mobile. If it is available we can track it through mobile also.

We can check how many hours we spent on one account this feature is very helpful for me.

A few things that I like very much about Rocketlane are, 1. The UI - Easy to use and navigate 2. The Customer Portal - You can keep your customer updated in realtime. They can access a separate portal to keep track of things 3. The ability to present the project plan to the Customer - There is a presentation option that lets you showcase your project plan to your customer right from the Rocketlane instance without having to prepare a separate PPT 4. Repository of Documents - All the collaterals can now be in one place.

It's not that I dislike it, but a couple of changes that I would like to see are as follows, 1. Storage limit is 25 MB at this point; it can be updated to, say a few GBs 2. Ability to create "View Only" kind of access (That doesn't consume your license) that can be given to people at the management level to check the reports/overview.

It's streamlining our Onboarding process big time!! It lets us create projects/tasks and helps all the stakeholders keep track of progress. The beauty of this is that you can assign tasks to the respective person responsible for taking them to completion.

The best part is the interface is user-friendly. Easy to use. All the project management tasks include keeping the record or connecting the customer. Everything can be done on one platform.

Sometimes the pages take a while to load.

I can record my whole work day in one place. I can easily manage my projects. It helps us to keep the Transparency between the agent and the customer on the project.

Simple to navigate UI Easy to configure links via Zapier Simple setup of project implementation templates with dependencies via Gantt charts Ability to organise and update tasks via Kanban style board.

Save/autosave functionality in the project template creation takes some getting used to (it's the only area that doesn't autosave) No customisation of email notifications presentation/wording at present.

We've been able to give our clients much-improved transparency when running projects. Clients can see what's overdue, what's being asked of them now, and what to prepare for over coming weeks.

Multiple projects handling, setting goal for your timelines and tracking individual task for the assigned person and looking at your plans on the daily basis is something I like from rocketlane.

Nothing specific everything in the rocketlane is perfect for a new organization or an established organization to look forward for the growth and success. Thank you.

Multiple projects handling is something rocketlane handles and tracking of your goals and timelines are something important for an organization to grow in the competitive world

This application is truly a trustworthy application we have come across. The application helps us to manage our project is the best effective way, as we have seen the benefits of this tool. The real-time update greatly helps the users like us.

The notifications are not getting delivered timely. The search button requires to get optimised. The system requires a full internet connection to work. It is a fully online tool.

The management of the project is good all the way. Connecting with users became easy. The system's realtime update feature updates us stand clear with the required information.

* Structures entire onboarding plan effectively. * Keeps the plan 2 way to manage along with the client team. * Effective status updates. * Easy overview across clients for leadership.

* Emailing functionality is needed. Doesn't have a great email templatisation and mailing feature (say, like HubSpot). This would improve client communications further during the onboarding stage. * Reporting could be further improved through more customizable reports (say, like Salesforce)

Rocketlane helps us plan and execute client onboarding for our SaaS platform effectively and in a timely manner while leaving a good first impression on our customers.

The interface is very easy to manage. I can share these projects with my customers with limited access.

You have to select the start and end date for the stage before even understanding what the task would be. Rocketlane should have a feature where the stage days auto-updated based on the start and end dates mentioned for all the tasks in the stage.

Rocketlane Team listens to your problems! We have one of their Customer Success Agent who connects frequently to understand the problems we face and try to fix them.