Rocketlane

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.