Rocketlane logo Rocketlane - Customer Onboarding Platform - Overview - Rocketlane Demo Rocketlane Beautiful and collaborative Status Updates Rocketlane Creating an amazing project template Rocketlane Customer onboarding project plan view Rocketlane List of Client Onboarding Projects Rocketlane Simple and Powerful Client Portal Rocketlane Spaces Your Collections of online documents
Rocketlane - Customer Onboarding Platform - Overview - Rocketlane Demo
Rocketlane Beautiful and collaborative Status Updates
Rocketlane Creating an amazing project template
Rocketlane Customer onboarding project plan view
Rocketlane List of Client Onboarding Projects

Rocketlane

by : Rocketlane

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Rocketlane Software Overview

What is Rocketlane?

Rocketlane is a purpose-built customer onboarding software, designed to streamline and deliver post-sales activities. This easy-to-use client onboarding software makes it simple to create custom workflows and automate your customer onboarding process. This collaboration software helps teams run multiple tasks, accelerate time-to-value, and elevate the customer's onboarding journey.

With Rocketlane, teams can codify their best practices, get insights to improve processes, and deliver a friction-free experience to their customers, every time. The software uniquely ties project management, communication, and document collaboration features. It combines all important functionalities and tools to create a consistent, transparent, and delightful experience.

Rocketlane is the best way to quickly onboard new customers and get them up and running.

Why Use Rocketlane?

  1. Private and Shared Views: No more creating multiple versions of documents. Control what's visible to your team and your customers.
  2. Accountability: Reminders, notifications and status updates keep customers involved.
  3. Customer Experience: Client portal and built-in CSAT helps you deliver a world-class experience
  4. Native Time Tracking: Track time and manage resource bandwidth inside Rocketlane
  5. Collaboration: Work on docs and have real-time conversations to close discussions faster.

Benefits of Rocketlane Customer Onboard Software

  1. Consistency in execution with templates
  2. 24x7 transparency with Client Portal
  3. Improved customer accountability
  4. Better insights and visibility into organization-wide projects
  5. Seamless customer collaboration

How Rocketlane Helps?

  1. Visibility: Delivery teams and clients can access real-time project status at any time. Leadership teams can access progress status across projects, understand blockers, use trends to course correct.
  2. Collaboration: Rocketlane streamline work collaboration and communication with clients across projects, both real-time and async. You can create native docs and share them with clients, have in-app conversations with them, and use private shares for internal use and shared spaces to collaborate with clients.
  3. Productivity: Rocketlane lets you create and share status updates in no time. You can also automate reminders and follow-ups, and update task statuses from your inbox. The smart time tracking feature helps your team members fill their timesheets in a jiffy and provides insights and data points for project managers to forecast accurate timelines for clients.
  4. Consistency: Rocketlane offers options to create projects or documents in minutes using pre-defined templates. This way, you can codify your process and project plans, thereby ensuring consistency in delivery regardless of the team member involved.
  5. Customer Experience: Rocketlane offers a customizable client portal that can reflect your brand. This portal can be accessed with a magic link by your clients, which means they don’t have to log in or create an account. Rocketlane’s presentation mode helps you walk your customers through the entire plan. The in-app conversation feature helps your clients have discussions with you without having to keep tabs on communication across emails, Slack, etc. The portal offers clients on-demand visibility and helps you hold them accountable by assigning tasks and using in-app approval workflows.

Who Can Use Rocketlane?

  • IT/ SaaS: IT companies and SaaS providers need to have a smooth process to get their customers started with their service or subscription. Rocketlane can be extremely helpful in onboarding clients and managing their projects.
  • Consulting: Consulting firms need to track project milestones, deliverables, and deadlines. Rocketlane helps meet deadlines with seamless customer expectations.
  • Banking/Financial Services: Banks and other financial service providers need to collect Know Your Customer (KYC) data, set up customer accounts and provide onboarding support. Rocketlane automates the documentation process and reduces human error.
  • Agencies: Advertising, web designing, marketing, and other agencies can track and inform their clients about the project status in real-time with Rocketlane
  • Telecom/ Insurance/ Healthcare: These industries need to track new clients/patients, service activation, and delivery. Rocketlane helps them manage these processes with ease and transparency.

How Does Rocketlane Work?

Rocketlane is primarily used for customer onboarding, client communication, and team collaboration. It has an intuitive interface and is simple to use. Rocketlane can be easily integrated with your existing systems to ensure a smooth workflow.

What Is the Price of Rocketlane?

Rocketlane price is available on techjockey under three plans. For more information, please request a call back.

Rocketlane Plans & Pricing

Rocketlane price is available on request

Looking for pricing details, customization requirements or have other queries? We are just a click away.
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Visibility across projects and customers

Get total visibility on where your projects stand. Find out which ones need intervention.

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Make a great first impression

Win your customers’ confidence with a great plan. From kickoff to value delivery, collaborate with customers and provide visibility into goals, plans, and statuses.

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Bring your A-game. Every time.

Create once, reuse forever. Reusable templates for projects and documents help you repeat your best work. Save time, ensure consistency.

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A unified workspace to collaborate with customers

Onboarding is a team sport. Collaborate live on tasks and documents with your customers. Have real-time conversations within your team as well as with your customers.

Get Rocketlane Demo

We make it happen! Get your hands on the best solution based on your needs.

Rocketlane Features

Custom Fields

Include and organize information unique to your use cases with custom fields for tasks and projects.

Project Plans and Dashboard

Get 360° view across projects, create your own dashboards, get automated inputs, present plans to clients from within the app.

Templates

Create reusable templates for projects and documents. Merge templates or use conditional logic to craft the right plan.

Reminders & Notifications

Automate reminders and follow-ups. Set up notifications for users and admins. Users can update tasks right from their inbox.

Conversations

Have real-time, contextual conversations on tasks, documents, files, plans within Rocketlane.

Time Tracking

Use timesheets with auto carryovers, smart suggestions, approval workflows. Get detailed people and category reports.

Privacy

Share documents, files, have conversations with clients using Shared Spaces. Do the same internally using Private Spaces.

Rocketlane Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Language:
  • Ubuntu Windows iOS MacOS Linux
  • DesktopTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • English
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Rocketlane Brand Details

Brand Name Rocketlane
Information Rocketlane is a fast-growing startup quickly emerging as a category leader in software for running customer-facing projects. Rocketlane's mission is to streamline project management and elevate the customer experience.
Founded Year 2020
Director/Founders Srikrishnan Ganesan,
Company Size 1-100 Employees

Rocketlane FAQ

A. Rocketlane customer onboarding software is cloud-based and compatible with all operating systems.
A. Currently, Rocketlane app is not available for mobile devices.
A. Rocketlane onboarding system supports cloud-based deployment.
A. Rocketlane client onboarding software pricing is available on request at techjockey.com, reach out to us for the best pricing.
A. Rocketlane is typically used in IT, Finance, Banking, SaaS, consultancies, and healthcare industries.
A. Rocketlane demo is available for free with techjockey.com.
A. Rocketlane customer onboarding solution offers a 14-day free trial. Its pricing plans are available on request at techjockey.com.
A. Rocketlane is a web-based customer onboarding software and doesn't require any downloading or installation.
A. Rocketlane helps with collaboration, communication, and project management. It's a complete solution for customer onboarding and project management.
A. No, Rocketlane customer onboarding software works online only.
A. Yes, Rocketlane software supports all types of operating systems and can work on any device.

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