Collaborative customer onboarding platform

Accelerate time-to-value. Provide a delightful, collaborative experience for your customers.

VISIBILITY

Visibility across projects and customers

Why put out fires when you can prevent them? Get total visibility on where your projects stand. Find out which ones need intervention.

Customer experience

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.

Consistency

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.

Collaboration and Productivity

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.

Rocketlane helps us deliver more for less, taking us from just task management to strategic delivery with greater visibility and collaboration on project activities, ultimately driving up CSAT.

Robert Block

Group Vice President of Professional Services & Customer Support, Clari

“When I look at the number of accounts an implementation manager could easily manage pre-Rocketlane and post-Rocketlane, we can see a really massive improvement there. But also in terms of how quickly we are able to deliver value to our customers...”

Céline Caux

Director - Professional Services,
GoCardless

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We wouldn’t be able to operate as an agency if it wasn't for Rocketlane. It’s an amazing tool and it’s significantly increased our work efficiency. It’s allowed us to move faster when starting new client relationships because of our effort in building a solid process with Rocketlane.

Scott Rosenbluth

Founder, Craze

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Rocketlane drives consistency in our execution, helping us deliver value faster, thereby increasing retention and reducing avoidable churn. Our teams love the breadth of capabilities and product vision.

Krish Subramanian

Co-Founder & CEO,
Chargebee

Our recent customer feedback has shown that our customers appreciate the transparency we can provide them through Rocketlane. Customers now know what to do, they’re better engaged, and we see far fewer queries and questions from them on the status of their projects.

Caroline Heil

Lead - Technical Account Management,
parcelLab

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Master customer onboarding with these resources

We've put together valuable insights in the form of blogs, guides, and podcasts. Check 'em out!

Move your customer onboarding into the fast lane

Rocketlane unifies project planning, customer communication, and document management - so your team can manage client projects efficiently.