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choose better software
About Rocketlane
Rocketlane is a professional services automation software that helps teams hit project goals, shorten time to value & give a 5-star CX.
Ease of collaborating with customer and internal teams, the ability to make templates, integration with other software.
Our only concern is that our Salesforce integration needs a bit of work. The concern is not an issue with Rocketlane, it is just the pains of connecting two tools.
Filter reviews (120)
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Filter reviews (120)
Real-Time Project Management and Customer Success
Comments: This is truly an amazing tool for real-time project management and customer success. We had 0 issues with implementing it; the interface makes complex functionality feel simple to any user; it offers highly customizable workflows; full automation; among many other killer features. We really love Rocketlane, and we're sure the performance and reporting capabilities will catch up with all the wonderfulness soon.
Pros:
Rocketlane's ease of use, real-time data and reporting capabilities, task progress tracking, collaboration tools, and customer support features greatly improve productivity, efficiency, and project outcomes.
Cons:
The application feels laggy sometimes, and there is room for reporting capability improvements.
Fastest growing PSA tool in the entire market, with great features.
Comments: Nothing short of "breathtaking". It is one of the fastest growing PSA tools in the market and the speed of execution has been immense.
Pros:
The speed of execution at which the product team is shipping new features, every month has been a key takeaway for me on the Rocketlane tool as well as the team at Rocketlane. The team is truly focused on making the customers succeed and gave individual attention to the asks that we had in terms of features.
Cons:
Nothing specific except the lack of customer success features. Rocketlane should now focus on building its customer success module wherein, it can become a one-stop shop for all customer success and PSA organizations.
Alternatives Considered: Professional Services Cloud, ChurnZero and Replicon
Reasons for Choosing Rocketlane: We wanted to bring down the number of tools in our tool stacks. In addition, while switching to Rocketlane, we saved a small bit on the costs, as well.
Switched From: ClientSuccess and monday.com
Reasons for Switching to Rocketlane: We found Rocketlane capable of having both functionalities of customer success, project management, and PSA within one umbrella.
Improvement Areas
Comments: So far it’s been a mixed experience. The ability to track time has been of great use till now. We still need to use the room to the full potential
Pros:
Driving project life cycle effectively Optimisation Efficiency tracking Resource allocation Driving customer engagement Documentation and standardisation
Cons:
The flexibility to make changes Tracking customer facing time for the resource Analytics needs to be improved
Alternatives Considered: Dynamics 365 and Replicon
Reasons for Choosing Rocketlane: Needed a better PSA tool to help track time being spent by the team. There was a need to get rid of excel sheets and also eliminate multiple tools.
Reasons for Switching to Rocketlane: Ease of use and features. Ability to track task level effort. Bi-directional tool where customers get transparency on a project.
Amazing Experience with Rocketlane
Comments: Good and easy to use and accessibility.
Pros:
Its easy to use and accessibility, and provides good platform to capture the divisions of multiple projects and time spent in it.
Cons:
Look of the application, it feels very basic.
A must have product for Team and Client Management
Comments: Very good. I needn't track bunch of folders, spreadsheets and Emails to manage my clients. The team internally collaborates well too. One screen, all solutions.
Pros:
Ease to work with different stakeholders, all at one place. Task management and follow ups are transparent.
Cons:
I do not have any issues with Rocketlane so far. It addresses all my day-to-day requirements pretty well
An excellent Implementation System
Comments: It has been a great learning experience and I am currently working on learning even more!
Pros:
Rocketlane allows us to personalize our project environments while tracking our employee's involvement on a granular level. I can also see our team's utilization and make better resourcing decisions based on their availability.
Cons:
I wish there were not so many bugs recently, but I will say the customer service is EXCELLENT and any issues I report are always fixed very quickly and with a smile.
What a great tool!
Comments: Over all our experience has been wonderful. The team is amazing, responsive, and they listen to feedback. The tool is solving so many of our problems, and is making our process better for both internal and external customers.
Pros:
First and foremost, the support, success, engineering, and sales teams are amazing! The team is highly responsive, great problem solvers, and warm and welcoming. The tool itself meets our needs and has greatly reduced our time to value and increased our ROI. We love that we can create sub tasks and sub sub tasks, and dependencies. Finally, the customer view is so helpful!
Cons:
Our only concern is that our Salesforce integration needs a bit of work. The concern is not an issue with Rocketlane, it is just the pains of connecting two tools. The Rocketlane team his highly focused on resolving the issue and has been fantastic!
Alternatives Considered: Jira, monday.com and ClickUp
Reasons for Choosing Rocketlane: We needed a more comprehensive tool that was multi-layered (able to create sub sub tasks etc).
Switched From: Quickbase, Salesforce Sales Cloud, monday.com and Smartsheet
Reasons for Switching to Rocketlane: The team's enthusiasm and the functionality met our needs.
Franchisee Trainer
Comments: So far it has been a overall good experience.
Pros:
The ability to communicate with our franchisees and keep accountability with timelines and expectations
Cons:
The amount of time it takes for some of the pages to load
Rocketlane Overview
Comments: It has been good, as I continue to lean the product and its capabilities, the functionality of it becomes understandable.
Pros:
Being flued and can track almost any projects.
Cons:
It's very robust and the options can be overwhelming when trying to setup projects.
Helped scale my agency past $700k in 6 months
Comments: Love it , it’s a gamechanger for my marketing agency.
Pros:
Robust client project management software that has strong automations and features I could find on Trello on clickup.
Cons:
User interface for the client could be smoother.
Alternatives Considered: Trello and ClickUp
Reasons for Switching to Rocketlane: Stronger software for an agency dealing with clients at scale.
End-to-End Project Management Tool
Comments: Pretty happy as a PM, Delivery Manager as it makes it easier to track various facets of the project.
Pros:
It provides various aspects of managing a project in under 1 roof
Cons:
it is slow at times, not sure if it is the tenant issue or what, but my colleagues and I have had slowness issue.
Rocking Rocketlane
Comments: It's a complete project management tool.
Pros:
The following are the key features : 1) Efficiency and time saving. 2) It's complete tool for project management. 3) Manage capacity column. 4) CSAT sections for the projects. 5) Customers friendly 6)Easy to use.
Cons:
So if we select any pre build project template we cant re arrange its projects phases.
Nice Product for Project planning and client Onboarding
Comments: I like using rocketlane for my customer onboarding needs
Pros:
I like the way how rocketlane easily brings to my home the tasks that i need to be on top of, I also like how we can have items separately tagged as private.
Cons:
The Projects Overview page could be a bit more crisp
Collaboration and Project Management
Pros:
Project Management perspective - very organized, help quickly onboard projects
Cons:
Too many questions in the admin part which necessarily might not be available for a user who mostly onboards the projects. Hence creates delays
Effective Task tracking
Comments: Overall, I feel platform is the best where I can track literally everything.
Pros:
It helps me track the time I put on activities and also help me be on toes and work on deadlines. Also I can keep track of tasks that have been assigned to me.
Cons:
The platform hangs up frequently and it takes time to put on my activities on the platform.
Elevating Task Management and Project Collaboration
Pros:
User-friendly and intuitive interface Comprehensive task and project management features Strong collaboration tools with real-time communication Customizable project templates Seamless integration with popular tools Robust time tracking and reporting capabilities
Cons:
I believe Rocketlane could improve the speed of its tools, as they occasionally lag.
Rocketlane Iike Rocket with this easy to track the project"
Comments: The best part is all outcome for all the project as per the data is summed in the system which reduces the time and effort as well to mention the more report and helps to track the due time for the project and also inform the client of the same.
Pros:
In this easy to track project along with client details we can set the number of days for the project and easy to work accordingly which helps to complete the project within the time frame and the client also can check the status of the project
Cons:
Some time very slowness in the evening time. please add one more thing like any project set the overdue time 60days 90days so system will reminder me email or notification.
Rockellane - The go-to tool for best Customer Collaboration & Project Management
Pros:
I love how intuitive the tool is and the UI is great too! Getting all the projects in one place makes it super helpful for the implementation teams.
Cons:
I think the reporting/dashboards have some scope for improvement (I think I feel the same way about mostly every tool) but is not a show stopper or a blocker in anyway today.
Rocketlane- Review
Comments: With this application, now easy to manage our projects.
Pros:
A very good application for Project Management.
Cons:
Nothing to dislike. Application is very good.
Improved Client Satisfaction
Comments: Rocketlane has improved our client satisfaction and we've seen a decrease in escalations. It's also a great internal training tool!
Pros:
Rocketlane allows us to streamline client onboarding and manage customer relationships in a transparent way that holds everyone accountable. Our clients like that they can visualize project plans in multiple views, and we even use this in sales, to simplify scoping conversations. The Rocketlane education material and their awesome webinars and events increase our experience and product engagement.
Cons:
It would be interesting to have segmentation to tailor the customer onboarding experience to specific user groups. It might help improve user engagement.
Project Management : Rocketlane
Pros:
The ability to manage various client in onboarding phase without getting confused and tagging each one of them to get the fastest response. It is a highly functional tool which never leaves me out of the conversation and keep my onboarding very smooth.
Cons:
I am mainly using it at a level where I am user so I am not being able to get around to find the limitation with the tool. However I would like this tool to have a dark theme available.
Effective Project Management Tool
Comments: Great experience! Very detailed but easy to use.
Pros:
I like the level of detail and varying tools you can use, such as setting deadlines and assigning roles/statuses to tasks.
Cons:
I wish you could "hide" completed phases on your screen to take up less room on your screen.
Effective, Intuitive Onboarding
Comments: Very good. And would highly recommend the product and the team to any prospective buyers.
Pros:
- Interface that is as simple as one needs it to be - Easy-to-understand and intuitive flows - Superb Customer Support and help with initial setup
Cons:
- Some features that are there on other competitors (though many are on the roadmap)
Efficient Project Management Made Easy
Pros:
We can easily track our project status and track the efforts on the specific projects/tasks.
Cons:
Sometimes it is difficult to find the specific task.
A good tool to Turbocharge - Customer Onboarding and Project Management
Pros:
Rocketlane is really helpful for making things run smoothly for customer onboarding and managing internal projects. Tracking the project pulse and timeline helps to make prompt decisions, ensuring the success of the project.
Cons:
So far, I haven't noticed any issues. However, if a challenge arises, Rocketlane has a supportive team who is ready to offer solutions.