Collaborative customer onboarding platform

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

Preferred by highly productive teams at

Recognised by G2 as a Leader
in the Client Onboarding category

Rocketlane G2 Badges

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.

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.
With Rocketlane, we make progress on tasks and milestones in collaboration with internal and external stakeholders. This brings transparency, ensures folks know what they need to do and when, thus increasing speed, client happiness.
Badri Setlur
Value delivery leader at Pando
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
Rocketlane helps my team stay organized and clearly communicate action items and target dates with our customers. I love the ability to have everything (both internal and external facing) in one place, and the customer-facing view helps us to put our best foot forward with customers.
Lauren Yarger
Director, CS at Clara Analytics
We manage multiple client onboarding projects for our ERP software with Rocketlane. It helps us track revenue milestones, streamline the process with playbooks, manage resources, and improve client collaboration. Onboarding has now become a delightful experience for my team and our customers.
Stephen St. Amour
Director, CS at Comsense Inc
Rocketlane brought the method to our madness and helped us fix our culture of customer experience. With Rocketlane, we are faster and efficient in solving our customer problems.
Pradeep Soundararajan
Founder and CEO, Moolya
Our team loved the small touches in the product that help us impress customers, the custom UI and domains to make it our own, and lastly, the proactive engagement from the Rocketlane team to help us succeed with their platform.
S Balajee
Chief Customer Officer at Netcore Cloud

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 onto the fast lane

Preflight Community
An exclusive tribe of leaders and practitioners who manage customer onboarding, implementations, and value delivery.