Revolutionizing Customer Onboarding with Rocketlane
TL;DRCustomer onboarding has never been more seamless with Rocketlane. This innovative tool offers fantastic customer onboarding experiences, essential project management capabilities, and seamless resource planning. By integrating native time tracking, interactive documents, and built-in templates, Rocketlane makes it easy for businesses to provide an amazing onboarding experience. Whether you're a SaaS company, IT services provider, or marketing agency, Rocketlane is the go-to tool for managing and delivering client-facing projects. Discover how Rocketlane can transform your approach to customer onboarding with its cutting-edge features like collaborative client portals, timesheets, and detailed project timelines.
2001-04-21
Transforming Customer Onboarding with Rocketlane
At the heart of Rocketlane is a powerful suite of features engineered to transform customer onboarding processes. This innovative tool offers a comprehensive solution that streamlines client-facing operations, enhances collaboration, and ensures transparency throughout the onboarding journey. One of the primary benefits of Rocketlane is its ability to unify diverse onboarding and implementation processes under one platform. It integrates project management, document collaboration, communication, and resource management, providing a centralized hub for all client-related activities. This integration simplifies workflows, reduces the need for multiple tools, and enhances productivity. To better understand the capabilities of Rocketlane, here are 8 key features that make it an essential tool for businesses looking to elevate their customer onboarding experiences:
Rocketlane is specifically designed to enhance the customer experience, providing a seamless, transparent, and collaborative onboarding process. This feature is crucial for businesses looking to streamline their implementation and onboarding projects.
The platform offers interactive documents for information sharing, making it easier for clients to monitor important details like project dates, status updates, and completion percentages.
Rocketlane includes built-in templates for smoother workflows, ensuring that all tasks are managed efficiently and consistently. This feature helps in reducing the learning curve and improves productivity.
Unlike many project management tools, Rocketlane provides native time tracking capabilities with all plans, including the cheapest tier. This feature allows employees to log time accurately and specify billable and non-billable hours.
Users can submit timesheets for approval, track multiple tasks or activities simultaneously, assign approvers, set reminders to fill timesheets, and generate detailed reports. This feature ensures accurate time management and financial tracking.
Rocketlane delivers vital project management features such as task management, subtasks, file attachments, start and end dates, team assignments, task dependencies, and comments. These actions help in staying on top of project progress.
The platform provides instant insight into team bandwidth through project timelines. Users can view who is available to take on new work and who might be overloaded. The “find availability†feature suggests people based on their roles and current workload.
Rocketlane integrates communication features, allowing teams to collaborate effectively. This includes document collaboration, which helps in keeping all project-related information in one place, enhancing transparency and reducing miscommunication.

- Purpose-built for customer onboarding with a seamless, transparent, and collaborative experience.
- Interactive documents for information sharing and built-in templates for smoother workflows.
- Native time tracking with all plans, including the cheapest tier, and advanced timesheets for accurate logging.
- Essential project management features like task descriptions, details, checklists, and templates, along with subtasks, file attachments, and task dependencies.
- Seamless resource planning with instant insight into team bandwidth and 'find availability' feature suggesting people based on roles and workload.
- Salesforce integration needs improvement for seamless connectivity.
- Initial user experience can be confusing, requiring a learning curve.
- Limited task views such as calendar views, bar charts, and burn-up charts are missing.
- Still missing features like drag-and-drop task ordering on the project board.
- Frustrating experience initially due to complexity, but improves with use.
Pricing
Rocketlane offers a subscription-based pricing model with three main plans Essentials, Professional, and Premium. The Essentials plan starts at $19/team member/month (billed annually or $29/month) and includes unlimited projects and customer members, as well as features like a branded customer portal, project presentation, and customer approvals. The Professional plan costs $59/team member/month (billed annually or $79/month) and adds features such as SmartFill, sprint planning, and calendar integration for timesheets. The Premium plan starts at $79/team member/month (billed annually or $99/month) and includes advanced features like resource management, financial management, and unlimited custom automations. Each plan requires a minimum of 5 team members and offers unlimited projects and customer members.
Subscription
TL;DR
Because you have little time, here's the mega short summary of this tool.Rocketlane is a collaborative customer onboarding platform that integrates project management, document collaboration, and communication features to streamline client onboarding and implementation processes. It offers native time tracking, task management, and resource planning capabilities, making it a versatile tool for businesses looking to enhance their customer experience and project management workflows.
FAQ
Rocketlane is a purpose-built customer onboarding software that integrates project management, document collaboration, and communication to enhance the client experience. It provides interactive documents, built-in templates, and native time tracking, making it a seamless and transparent tool for customer onboarding and implementation processes.
Rocketlane offers essential project management features such as task tracking, resource planning, and data visualization through Gantt charts and Kanban boards. It also includes features like assigning team members, defining task dependencies, and adding comments to tasks.
Rocketlane benefits customer-facing teams by providing a dedicated portal where clients can monitor important information like project dates, status updates, completion percentages, and billable hours. It also offers branded client portals, timesheets, and time-tracking reports to ensure transparency and efficiency.
While Rocketlane is highly customizable and feature-rich, it does require some time to get accustomed to its interface. However, users find the platform intuitive once they understand its complexity, and the support team is available to help at every step of the way.
Rocketlane can integrate with other tools, but the integration with Salesforce may require some work. This is not an issue with Rocketlane itself but rather a common challenge when connecting two different systems. The platform's ability to integrate with other channels is one of its strong points.
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