Agentic PSA Software

One PSA for everything. Projects, resources, finances, clients.

AI agents that catch risks early, act before things slip, and only stop for your approval.

See Rocketlane in Action

20-min demo tailored to your use case

Powering 700+ modern enterprises and services teams

A single source of truth across the entire delivery lifecycle

Most PS teams track projects in one place, time in another, and finances somewhere else entirely. Rocketlane connects all of it so nothing slips through.

Book a demo

Own the full project lifecycle — in one place

From kickoff to close, every project stays on track, on budget, and fully visible.

Track progress, budgets, and risks in real time from kickoff to delivery

Course-correct early with automated workflows that keep projects on schedule and under budget

Reduce manual effort with pre-built templates that standardize execution across every project

Optimize resource utilization

Put the right people on the right work — without the guesswork.

Balance workloads with real-time capacity views across your entire team

Prevent burnout and overstaffing before they happen

Keep timesheets accurate so delivery and financials always reflect reality

Get true P&L on every project

Know if a project is profitable while you can still do something about it.

Monitor profitability as projects run — not after they close

Catch budget overruns early and automate accurate invoicing

Protect margins with live tracking that flags risk before it hits the bottom line

End-to-end project control, all in one place

Keep every project on track and within budget, from start to finish.

Track real-time progress, budgets, and potential risks from day one

Use automated workflows to proactively keep projects on track and under budget

Use pre-built templates to streamline execution and reduce manual work across projects

Centralized customer portal

A shared portal that keeps customers accountable — without the chasing.

Tasks, owners, and due dates visible in one place

Customers act faster when they can see exactly what's expected

Onboarding moves forward without constant follow-ups

"Rocketlane has really given us a one-stop shop as our PSA tooling, not just for our team but also for our customers. They're able to interact and work with us every day throughout the entire project lifecycle."

Jessica Monroe

Director, Project Management

"What we needed was a single platform that could handle project management, integrate seamlessly with Salesforce, and push data and metrics across the entire organisation in real time, and that is exactly what Rocketlane delivered."

Rola Abdul Ghani

Manager, Implementation Services

"Rocketlane gave us everything in one place — project management plans, resource management, financials, and invoicing — and the UI is so intuitive that you can largely teach yourself how to navigate around it."

Jacqui Morgan

Head of Client Delivery, Transformation & Global PMO

"The main reason we went looking for a new solution was to have everything in one place: project management, time tracking, budget management, and customer visibility. ”

Lisa LaVan

Director of Service Delivery

"Rocketlane brought everything under one roof, and today we have complete visibility of every onboarding by stage, by activity, by task, and by owner."

Rajiv Ramnan

Co-Founder

Agents that scale your delivery without headcount

AI agents catch risks early, execute the in-between work, and keep every project on track. Your team only steps in when a decision needs a human.

“What excites me about Timesheet Policies is the ability to bring structured guardrails into our time data. The idea that we can encode our policies directly into the system to catch issues at the end of the week or month, feels like a meaningful shift.”

Daniel Levine

Director, PS and Implementation

“Our team manually logs weekly account updates in Salesforce today. Signals can automatically surface risks and key customer requests from conversations, giving our account managers the insights they need without extra manual work.”

Richard D'Ambrosio

Director of PS, Customer Success

"On more complex implementations, we spend 10–15 hours documenting decisions and structuring requirements to capture everything. With Nitro’s documentation agent, it could automatically pull key decisions from our calls and keep documentation updated as the project evolves.”

Stacey Milgram Potzka

Vice President of Operations and Implementations

“Today our team manually creates tenants, assigns roles, and configures environments for every new customer. What’s exciting is that the configuration agent can automate this setup, dramatically reducing manual effort and helping us deliver faster implementations.”

Vidwesh Umasankar

Practice Leader, Professional Services

You've seen what agents fix. Now see how it works.

Legacy tools weren’t built for how modern delivery teams work. But Rocketlane is.

Legacy PSA

Rocketlane’s Agentic PSA

Project delivery

Fragmented tools and scattered updates

One unified platform

Delivery runs with built-in governance, real-time visibility, and zero context switching.

Resourcing

Staffing is guesswork on spreadsheets.

Agents do the work

Skill matching, reallocations, and backfills — fully automated.

Revenue & billing

Missed hours quietly kill your margins.

No hour goes untracked

Every overrun is caught before it hits your margins.

Customer signals

You only hear about problems post-escalation.

Act before they escalate

Nitro surfaces risk while there's still time to act.

Customer experience

Customers are always left in the dark.

Clients always feel ahead

Every commitment tracked, no silence between milestones.

From client collaboration to account intelligence, all in one place

Modern services teams are agile, client-centric, and data-driven. They need more than just project tracking—they need a platform that drives outcomes.

Rocketlane helps you deliver a smooth, transparent client experience with a branded portal, real-time updates, and automated reminders.

Clients stay informed and accountable, milestones stay on track, and value is delivered faster every time.

Book a demo

See your true project margins as delivery unfolds

Rocketlane brings delivery, time, and finance together, giving you a clear line of sight from work done to revenue earned.

Every hour worked and every dollar spent rolls into the project’s margin in real time. Track actuals against budget and see whether profitability is holding.  

Spot drift early, roll performance up across the portfolio, and know exactly where you stand without waiting for the month-end.

Book a demo

Recognised by G2 as a Leader in the Professional services category

Integrate with your existing tech stack

Connect Rocketlane to the tools you use everyday. Reduce busywork, get customers to value faster.

and 50+ more integrations Via Zapier

Built for every delivery-driven team

Whether you're onboarding new customers, running services projects, or managing client implementations, Rocketlane adapts to your workflows and drives results.

Customer onboarding teams

Faster, consistent onboarding with automation and full transparency.

Professional services teams

Manage projects, time, finances, and clients—all in one place.

Agencies and consultancies

Deliver faster, impress clients, and drive long-term revenue.

Implementation
Teams

Deliver faster, impress clients, and drive long-term revenue.

Move your service delivery into the fast lane

Deliver projects on time and on budget. Collaborate with your team, partners, and customers. Without scope creep, stress, or missed goals.

Free trial

Book a demo

Start your free trial

Please verify your email

Please verify your email

Book a 1:1 demo with an expert

You’re one step away from radically efficient service delivery

One PSA for everything. Projects, resources, finances, clients.

AI agents that catch risks early, act before things slip, and only stop for your approval.

See Rocketlane in Action

Powering 700+ modern enterprises and services teams

A single source of truth across the entire delivery lifecycle

Project Management

Resourcing and Staffing

Project Profitability

Reporting and Dashboards

Customer Portal

Own the full project lifecycle — in one place

From kickoff to close, every project stays on track, on budget, and fully visible.

Optimize resource utilization

Put the right people on the right work — without the guesswork.

Get true P&L on every project

Know if a project is profitable while you can still do something about it.

End-to-end project control, all in one place

Keep every project on track and within budget, from start to finish.

Centralized customer portal

A shared portal that keeps customers accountable — without the chasing.

Jessica Monroe

Rola Abdul Ghani

Jacqui Morgan

Lisa LaVan

Rajiv Ramnan

Agents that scale your delivery without headcount

Daniel Levine

Richard D'Ambrosio

Stacey Milgram Potzka

Vidwesh Umasankar

You've seen what agents fix. Now see how it works.

Legacy tools weren’t built for how modern delivery teams work. But Rocketlane is.

Legacy PSA

Rocketlane’s Agentic PSA

Project delivery

Resourcing

Revenue & billing

Customer signals

Customer experience

From client collaboration to account intelligence, all in one place

See your true project margins as delivery unfolds

Recognised by G2 as a Leader in the Professional services category

Integrate with your existing tech stack

Connect Rocketlane to the tools you use everyday. Reduce busywork, get customers to value faster.

Built for every delivery-driven team

Move your service delivery into the fast lane