Rocketlane Reviews & Product Details

At first, I was confused about using Rocketlane for my use case as a CSM. It turns out some of my teammates weren't using it properly and passed poor habits when I was a new hire. I gave RL as so-so NPS and they immediately reached out to support me. They spent time and great detail to show me the best use case for my personal day-to-day use cases.

Nothing. They've been very helpful. I'm giving them 10/10.

Managing customer tasks and projects that the customer is able to view and edit on their end.

How well we can see the status of each project and easily keep track of all of our unique fields and information. We like the Spaces feature where we can communicate with our clients efficiently without all the back and forth email and phone calls. This is way easier to use that a traditional Project mamangement tool that is generic

The inability to have a subproject the way we need it. Its a very unique situation where we launch a brand and then that brand has multiple locations that launch over weeks or months depending upon the client. We can sort and group by name but because of the uniqueness of each location we are unable to group them more automatically

Rocketlane allows us to have one source of truth for all onboarding projects where we can organize each Implementation manager and track the progress of each brand and their locations that we are launching. It has eliminated the need for manually updating Sheets or pen and paper or trying to use a Project managment tool that is not really designed for onboarding. The templates for both projects and tasks has made my training curve flatten dramatically where I can ramp up a new Implementation Manager much faster since the process is contained within this program

Following the process with the client is very easy with Rocketlane.

I would like to receive some notifications about the next steps that are with an expiring date.

The misunderstanding from the customer about the processes we need to follow.

Rocketlane helps in onboarding the customer seemlessly. It creates eagerness among customer to get started.

Nothings anything as a downline as of now.

Earlier we used to send a huge mail to collect the information from the customer before onboarding them to the organization. Using Rocketlane we stopped sharing boring mails with the customers instead setting up projects and provide them the visibility improves our process.

Tracking customer activities Managing all the requirements in a single page

Alter notifications can be sent customer's end

Smooth way of Onboarding customers Manging the workflow of customer is track.

Straightforward collaboration with the team. Client onboarding has become super easy. Creating similar projects can be done with a single click of adding the template. 3rd Party Integrations need well-deserved praise; We have been using Slack, where all the channels are automatically created, and we can control everything from Slack itself.

I came across a few glitches, for which the team was super helpful and fast.

Client communications and frequent Status Updates can be automated to let us worry less about whether the information is being sent out to the Clients.

Rocketlane's ability to centralize and streamline customer engagement processes, as well as its collaborative features.

Still trying to find something to dislike since everything is well set up.

- streamlining communication and collaboration across teams, automating workflows, and providing insights into customer behavior and engagement. - Improving customer satisfaction, increasing revenue, and reducing churn rates.

Rocketlane is all-inclusive tool, intuitive and super comprehensive.

I don't like that you cannot change dates in the gantt chart - you have to go back to the other view and open each phase/task.

Project management collaboration with customers - tasks and timeline.

This is just a fantastic application to manage our projects and it has almost everything which is required to manage projects such as wonderfully projected project plans.

nothing as of now since Rocketlane team is support us at any point of time and a very professional way

Projects management for Implementation

The responsiveness from out AM and the constant development makes the platform great.

Nothing, I like the way the platform works and it makes operations more efficient!

Rocketlane is solving the problem of data centralization and is allowing projects to be viewed holistically in one place.

The tool is user-friendly and intuitive. The amazing support from the Rocketlane team is the cherry on the cake. The ability to create projects by simply using a pre-defined template or automating the whole process of sending automated updates to the customer stakeholders is brilliant! They not only provide you with a tool but guide you well towards making each implementation a great experience for your customers.

Nothing that I can think of at the moment.

We are using Rocketlane primarily for onboarding customers onto our platform. Our main challenge was lack of collaboration with the customer and lack of visibility to all the stakeholders around the project progress.

There are many, currently private tasks and private notes and overall collaboration is beautifully done

Nothing as such, though the UI/UX can.. be more intuitive

collaboration with client and onboarding them peacefully

Rocketlane's platform for onboarding clients delivers the right level of information to customers. It offers seamless collaboration between my clients and me, allowing me to manage their access to information easily. The private tasks, messages, and document storage features are beneficial in keeping the project organized while only sharing the necessary information with the customer. This creates a hassle-free experience for the customer, resulting in a smooth and efficient collaboration process. Overall, Rocketlane's platform for onboarding clients is an excellent tool that allows me to maintain complete control over the project while working seamlessly with my clients.

Nothing so far; it’s been a smooth experience. Overall, Rocketlane's client onboarding platform appears to be useful for businesses looking to manage their projects while maintaining complete control over the collaboration process.

Rocketlane's platform is solving the problem of facilitating effective collaboration between businesses and their clients during the onboarding process. The platform helps businesses share information with clients at the appropriate level while maintaining control over their access to data. This helps keep the project organized and streamlined while minimizing the risk of confusion or miscommunication. The private tasks, messages, and document storage features of Rocketlane also help businesses and clients communicate efficiently, leading to a smooth and hassle-free collaboration experience. Overall, Rocketlane's client onboarding platform appears to be addressing the problem of managing the onboarding process effectively and collaboratively, resulting in better outcomes for businesses and their clients alike.

It's intuitive, user-friendly and better than other project management tools that I've used. The customer-facing portal is a game changer as it increases transparency and accountability.

Nothing as yet. The product and support experience has been superlative!

Rocketlane helps us provide a seamless and delightful onboarding experience to our customers. It ensures everyone involved in a project (including stakeholders on the customer side) has proper visibility and information to move the project across the finish line in time.

Visualization is remarkably well set up, making it easier to traverse.

Still trying to find something to dislike since everything is well set up.

Organizing projects and associated tasks to get an idea about progress and pace.