Rocketlane
Client portal software
Professional services automation software
Client onboarding software
Project collaboration software
Project management software
Resource management software
Task management software
Workflow management software
Project, portfolio & program management software
Process automation software
Enterprise automation software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$95 per month for minimum 5 team members
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What is Rocketlane
Rocketlane is a professional services automation (PSA) and customer onboarding platform used to plan, execute, and track customer-facing implementation and onboarding projects. It combines internal project management with a shared client portal for tasks, timelines, documents, and communications. The product targets professional services, implementation, and customer success teams that run repeatable delivery playbooks across many customers. It emphasizes standardized onboarding templates, customer collaboration, and visibility into project progress and delivery operations.
Purpose-built for customer onboarding
Rocketlane centers workflows around customer implementations and onboarding rather than generic internal projects. It supports repeatable project templates and structured task checklists that help teams standardize delivery across accounts. The client-facing experience (shared plans, tasks, and updates) reduces reliance on email threads and ad hoc status meetings. This focus aligns well with teams that manage many concurrent customer go-lives.
Client portal and collaboration
The platform provides a shared workspace where customers can view timelines, complete tasks, upload documents, and participate in discussions. This consolidates project communication and artifacts into a single place that both parties can access. It can improve accountability by making customer-owned tasks explicit and trackable. For services teams, it also creates a consistent engagement model across customers.
Operational visibility for services teams
Rocketlane includes delivery-oriented tracking that helps services leaders monitor project status across multiple accounts. Standardized templates and structured project data make it easier to compare progress and identify at-risk engagements. The system supports coordination across roles involved in delivery (e.g., implementation, solutions, customer success). This is useful for organizations that need predictable onboarding execution and reporting.
Not a full ERP replacement
While it covers onboarding/project execution well, it is not positioned as a complete back-office system for finance, accounting, or end-to-end ERP needs. Organizations that require deep invoicing, revenue recognition, or accounting workflows may need additional systems. This can increase integration and administration effort. Buyers should validate how far PSA features extend for their specific billing and financial processes.
Best fit for services-led teams
The product is optimized for customer onboarding and implementation use cases, which may be more than needed for teams seeking lightweight task tracking. Organizations primarily managing internal projects may find some onboarding-specific constructs less relevant. Teams with highly bespoke delivery methods may need significant configuration to match their processes. Fit is strongest where repeatable playbooks are common.
Integration and data model dependencies
Rocketlane typically sits alongside CRM, support, and data systems, so value depends on how well it connects to the existing stack. If integrations are limited or require custom work, teams may duplicate data across tools. Reporting consistency can also depend on disciplined template usage and data entry. Prospective customers should confirm required integrations and governance needs during evaluation.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Essential | $19 per team member/month (billed annually) or $29 per team member/month (billed monthly); minimum of 5 team members | Unlimited projects; Branded customer portal; Project presentation; Customer magic-link login & approvals; All Tasks view (Gantt/List/Kanban); Time tracking & timesheets; Custom Automations (50 runs/user/month); Zapier integration; "Try for free" shown on site. |
| Standard | $49 per team member/month (billed annually) or $59 per team member/month (billed monthly); minimum of 5 team members | Everything in Essential plus SmartFill, Sprint planning, Dynamic/project update templates, Forms, Calendar integration for timesheets; Custom Automations (200 runs/user/month); HubSpot/Jira/Slack integrations; API; Custom domains. |
| Premium | $69 per team member/month (billed annually) or $79 per team member/month (billed monthly); minimum of 5 team members | Everything in Standard plus Resource Management (Resource AI, Resource Planning, Auto-allocation, Capacity Management), Financial Management (project budgeting, invoicing, rate cards), Custom Automations (500 runs/user/month); Advanced reporting and operations insights. |
| Enterprise | $99 per team member/month (billed annually); Contact sales | Everything in Premium plus Unlimited automations, Forms automations, Custom reports, Soft allocations / tentative planning, Skills matrix, Multiple currency support, Snowflake integration, Role Based Access Controls, SAML. (Page shows "Talk to sales" for Enterprise.) |
Seller details
Rocketlane, Inc.
Walnut, California, United States
2020
Private
https://www.rocketlane.com
https://x.com/rocketlane
https://www.linkedin.com/company/rocketlane/
