Rocketlane

Rocketlane is a comprehensive, purpose-built platform designed to reimagine service delivery for modern professional services and customer onboarding teams. It provides an all-in-one solution that unifies projects, people, finances, and customer experience, eliminating the need for siloed tools and disjointed workflows. By centralizing all post-sale activities, Rocketlane empowers teams to deliver projects on time and on budget, while fostering exceptional customer collaboration and accountability.

The platform is built on a trifecta of core capabilities: robust project and process management, integrated people and finance management, and a stellar customer experience layer. This holistic approach provides a 360° view of project performance, resource utilization, and financial health. With the recent addition of AI-powered features like 'AI Fills', Rocketlane further streamlines workflows by automating the creation of emails, project documents, and notes from meeting transcripts, freeing up valuable time for teams to focus on strategic execution and client relationships.

How to use Rocketlane

Getting started with Rocketlane involves a streamlined process to manage the entire service delivery lifecycle:

1. Project Creation & Templating: Begin by creating a new project. You can use Rocketlane's dynamic templates, which are pre-configured with tasks, timelines, and documents tailored to specific customer needs. Alternatively, set up an integration with your CRM (like Salesforce or HubSpot) to automatically create projects when a deal is marked as 'closed-won'.
2. Planning and Execution: Build out your project plan using your preferred view—Kanban, List, or Gantt. Assign tasks, set deadlines, and track progress in real-time. The platform provides clear visibility into project health, highlighting potential risks and bottlenecks before they escalate.
3. Resource and Financial Management: Utilize the resource management module to plan and allocate team members based on capacity and skills. Track time effortlessly with integrated timesheets that pull data from calendars. Monitor project budgets, track costs against revenue, and ensure profitability with detailed financial reports.
4. Customer Collaboration: Invite customers to a branded, private portal where they can track progress, access documents, approve deliverables, and collaborate directly on tasks. Use built-in chat, automated reminders, and status updates to keep clients engaged and accountable.
5. Performance Monitoring: Leverage comprehensive dashboards and reports to monitor key metrics. Track customer satisfaction with automated CSAT surveys, measure time-to-value (TTV) with Interval IQ, and analyze team performance and profitability.
6. Leverage AI: Use the 'AI Fills' add-on to connect with Google Meet, MS Teams, or Zoom. The AI will transform meeting conversations into ready-to-send emails, project notes, and official documents, drastically reducing manual administrative work.

Core Features of Rocketlane

• Unified Project Management: Offers multiple project views (Gantt, List, Kanban), dynamic project templates, and real-time project health tracking.
• Professional Services Automation (PSA): Integrates resource planning, capacity management, utilization tracking, and skills matrix for optimal team allocation.
• Financial Management: Features project budgeting, profitability tracking, flexible billing options, rate cards, and revenue recognition.
• Customer Experience Portal: Provides a branded, collaborative space for clients to track progress, communicate, and approve work, enhancing transparency and accountability.
• Time Tracking & Timesheets: Seamlessly captures time with calendar integration and automated suggestions, simplifying timesheet approvals.
• Automation Engine: Automates repetitive tasks from project creation to completion, including alerts for budget overruns and status updates.
• AI Fills: An AI-powered feature that turns meeting transcripts into actionable content like emails, documents, and notes.
• Comprehensive Integrations: Connects with key business tools including Salesforce, HubSpot, Jira, Slack, Zapier, and Workato.
• Advanced Reporting & Dashboards: Delivers deep insights into project performance, profitability, resource utilization, and customer satisfaction (CSAT).

Use Cases for Rocketlane

Rocketlane is ideal for any organization focused on post-sale service delivery and implementation:

• SaaS Customer Onboarding: Accelerate time-to-value for new customers by providing a structured, transparent, and collaborative onboarding experience. Companies like SupportLogic reduced their TTV by 60% after switching to Rocketlane.
• Professional Services Teams: Manage the entire project lifecycle from resource allocation to invoicing. Maximize billable utilization and project profitability.
• Implementation & Delivery Teams: Streamline complex implementation projects, manage dependencies, and collaborate effectively with clients and internal stakeholders.
• Marketing Agencies: Manage client projects, track deliverables, and report on progress, all while maintaining high levels of client satisfaction.

Advantages of Rocketlane

Rocketlane stands out as a next-generation PSA platform by offering several key advantages:

• All-in-One Platform: Eliminates tool-switching by combining project management, resource planning, financials, and client collaboration in one place.
• Client-Centric Approach: The dedicated customer portal creates a superior, transparent, and collaborative experience that keeps clients engaged and accountable.
• Enhanced Efficiency and Profitability: Automation, AI features, and integrated financial tools help teams minimize revenue leakage, improve utilization rates, and crush margin targets.
• Scalability: Built to support teams as they grow, from small startups to large enterprises, with features that scale to meet evolving needs.
• Deep, Actionable Insights: Provides robust reporting that goes beyond basic project tracking to offer insights into profitability, performance, and customer health.

Pricing and Plans

Rocketlane offers a tiered pricing structure designed to scale with your team's needs, with a minimum of 5 team members for each plan.

• Essential Plan: $19 per user/month (billed annually). Includes core project management, customer portal, time tracking, and basic automations.
• Standard Plan: $49 per user/month (billed annually). Adds dynamic templates, performance reports, and integrations with HubSpot, Jira, and Slack.
• Premium Plan: $69 per user/month (billed annually). Unlocks full PSA capabilities, including resource management, project budgeting, profitability tracking, and Salesforce integration.
• Enterprise Plan: $99 per user/month (billed annually). Offers unlimited automations, custom reports, advanced security (SAML), and multi-currency support.
• AI Fills Add-on: Available for an additional $29 per user/month to add AI-powered workflow automation.

A free trial is available for the Essential and Standard plans.