Customer stories
See how leading professional services teams use Rocketlane to deliver faster,
reduce churn, and make every customer a success story.
Discover how services teams are overcoming challenges, rethinking the way they work, and achieving meaningful business results with Rocketlane and Nitro.
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"We're all chasing AI. Rocketlane is providing us actual solutions."
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"Rocketlane as a PSA has made it possible for us to show up as a mature PS organization."
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"I believe it's going to take hours of work off of our team."
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"We don't really even have to do much training for our people."
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"Rocketlane is where our professional services team lives."

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Onboarding and Implementations
Client Portal
AI and MCP connector
Proptech
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EMEA
Proptech
How Street increased each onboarding specialist's capacity by more than 150% with Rocketlane
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Scaling PS Delivery
Project management
Fintech/Financial Services

US
Fintech/Financial Services
How nCino unified its global services on one source of truth and moved from multiple tools to a full PSA on Rocketlane
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Resource management
Utilization reporting
Project health automation
Salesforce
Zendesk and Gainsight integration
Rocketlane MCP for Claude
Learning and development software

North America
Learning and development software
How Schoox plans PS capacity 60 days out and brings project risk to leadership early with Rocketlane
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Onboarding and Implementations
Data migration
Implementation
Nitro
Migration Agent
SaaS
Nitro

US
SaaS
How a global risk and compliance platform cut migration rework by up to 72% with Rocketlane's Migration Agent
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Data migration
Onboarding and Implementations
Implementation
Nitro
Migration Agent
Healthcare Tech
Nitro

US
Healthcare Tech
How a behavioral health EHR platform cut provider migrations from two weeks to ten hours with Rocketlane's Migration Agent
Read more
Time-tracking
Project Governance
Project management
Executive Visibility
Nitro
Timesheet Governance
Conversational AI
Nitro
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US
Conversational AI
How Moveworks used Rocketlane's Timesheet Governance Agent to cut manual approvals by 2 to 3 Hours
Read more
Time-tracking
Project Governance
Project management
Executive Visibility
Migration Agent
Nitro
SaaS
Nitro
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US
SaaS
How Storable cut data migration time by 75% with Rocketlane's Migration Agent
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Project management
Customer visibility
Documentation Agent
Nitro
Hospitality Technology / SaaS
Nitro
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US
Hospitality Technology / SaaS
How Actabl automated contract-to-delivery documentation across 600 live projects with Nitro Documentation Agent
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Customer visibility
Signals
SaaS
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US
SaaS
How Virtuous caught at risk customers early and uncovered 14 feature gaps with Rocketlane's Nitro Signals
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Time-tracking
Project Governance
Nitro
Timesheet Governance
Fintech/Financial Services
Nitro
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US
Fintech/Financial Services
How Clutch used Rocketlane's Timesheet Governance Agent to eliminate manual time card audits across 100 concurrent projects
Read more
Resource management
Time-tracking
Customer visibility
Fintech/Financial Services

EMEA
Fintech/Financial Services
How Xelix took its services team from configuration work to consulting and kept implementation CSAT above 4.8
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Customer visibility
Reporting
Time-tracking
Project management
Resource management
Fintech/Financial Services

US
Fintech/Financial Services
How Optro replaced a fragile reporting stack with real-time visibility across 900 concurrent projects
Read more
Time-tracking
Customer visibility
Project management
SaaS

EMEA
SaaS
How Targit unified sales and delivery, scaled globally, and elevated client experience with Rocketlane
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Customer visibility
Onboarding and Implementations
Project management
Professional Services & Consulting
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EMEA
Professional Services & Consulting
How Dreher Consulting cut client update calls by 66% and reclaimed hours with Rocketlane
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Customer visibility
Onboarding and Implementations
Project management
Fintech/Financial Services

US
Fintech/Financial Services
How Worldpay modernized partner onboarding and built a scalable delivery engine with Rocketlane
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Scaling PS Delivery
Project management
Fintech/Financial Services
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US
Fintech/Financial Services
How Clutch scaled its PS operation as the company grew 3x in two years
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Onboarding and Implementations
Project management
Healthcare Tech
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US
Healthcare Tech
From 43% to 90%: How HealthEZ made Access to Care a promise it could keep
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Onboarding and Implementations
Project management
Customer visibility
Resource management
Time-tracking
IT services

APAC
IT services
Saasgenie cut implementation timeline by 50% and enhanced client collaboration with Rocketlane
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Customer visibility
Project management
Logistics & Supply Chain

EMEA
Logistics & Supply Chain
How parcelLab uses Rocketlane to drive customer engagement and achieve a 10% increase in CSAT ratings
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Project management
Customer visibility
Reporting
IT services

US
IT services
How nCloud Integrators saves 2,000+ hours in repetitive tasks while managing 400+ projects
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Customer visibility
Project management
Conversational AI

US
Conversational AI
How Yellow.ai saves over 50,000 hours every year with Rocketlane
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Customer visibility
Project management
Onboarding and Implementations
Resource management
Fintech/Financial Services
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EMEA
Fintech/Financial Services
How Xceptor streamlined global client delivery and improved financial control with Rocketlane
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Onboarding and Implementations
Reporting
Customer visibility
Project management
Fintech/Financial Services

US
Fintech/Financial Services
How Worldpay outgrew GuideCX and built a scalable partner onboarding engine with Rocketlane
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Customer visibility
Project management
Reporting
SaaS

APAC
SaaS
How WebEngage is using Rocketlane to reduce their implementation time by 50%
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Customer visibility
SaaS

US
SaaS
How Vidyard is using Rocketlane to achieve 20% faster implementations and 3x more CSATs
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Customer visibility
Project management
Resource management
Time-tracking
Conversational AI

APAC
Conversational AI
How Verloop.io uses Rocketlane to achieve zero go-live delays
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Customer visibility
Project management
Reporting
SaaS

US
SaaS
How Tevera shortened project timelines by 20% with Rocketlane
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Project management
SaaS

US
SaaS
How SupportLogic accelerated their time-to-value by 60% by moving from GuideCX to Rocketlane
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Customer visibility
Project management
Onboarding and Implementations
Resource management
SaaS

US
SaaS
How Storable strengthened client trust and hit 4.7 CSAT in just 90 days with Rocketlane
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Customer visibility
Onboarding and Implementations
Reporting
SaaS
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US
SaaS
How Spendflo increased their TTV by 50% and delivers a 7-star customer experience
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Onboarding and Implementations
Resource management
Time-tracking
Reporting
Customer visibility
Project management
SaaS
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US
SaaS
How Seqera improved utilization and resource efficiency to support more projects with less overhead
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Project management
Resource management
Reporting
IT services
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US
IT services
How Rocketlane replaced DayPilot & Smartsheet at Flycast Partners, and increased operational efficiency.
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Customer visibility
Project management
Reporting
Professional Services & Consulting

US
Professional Services & Consulting
How Rocketlane is helping Growth Molecules accelerate their project delivery time by 15%
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Customer visibility
Project management
Time-tracking
Fintech/Financial Services

Fintech/Financial Services
How Rocketlane is helping GoCardless accelerate time-to-value for their customers by 20%
Read more
Customer visibility
Project management
Fintech/Financial Services

US
Fintech/Financial Services
How Rocketlane helps Mosaic save 120 hours through a streamlined onboarding process
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Customer visibility
Project management
Reporting
Fintech/Financial Services

US
Fintech/Financial Services
How Rocketlane helped Trovata save 50+ hours by transforming their client onboarding process
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Customer visibility
Project management
Reporting
Healthcare Tech

APAC
Healthcare Tech
How Rocketlane helped Infinx improve NPS by 15%
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Customer visibility
Project management
Fintech/Financial Services

US
Fintech/Financial Services
How Rocketlane helped CLARA Analytics increase their CSAT ratings by 10%
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Customer visibility
Project management
Resource management
Conversational AI
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US
Conversational AI
How Replicant reduced time-to-value by 40% and enhanced customer collaboration by moving from Asana
Read more
Customer visibility
Project management
Fintech/Financial Services

APAC
Fintech/Financial Services
How Qapita sets up their onboarding projects in 15 minutes using automation on Rocketlane
Read more
Customer visibility
Project management
Reporting
Time-tracking
Onboarding and Implementations
Conversational AI
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US
Conversational AI
How Observe.AI made a leap to the professional services model, with an impressive 70+ NPS score
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Customer visibility
Onboarding and Implementations
Project management
SaaS
EMEA
SaaS
How Nezasa reduced time-to-value by 50% and standardized onboarding with Rocketlane
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Project management
Onboarding and Implementations
Healthcare Tech

US
Healthcare Tech
How Navix switched from Monday.com to deliver faster, more configurable customer implementations
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Customer visibility
Project management
Reporting
SaaS

US
SaaS
How Mixmax moved from Salesforce to Rocketlane to supercharge their implementations
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Project management
Reporting
Industrial Tech

US
Industrial Tech
How MaintainX scaled to 1,000+ implementation projects with Rocketlane
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Customer visibility
Project management
Reporting
Logistics & Supply Chain

US
Logistics & Supply Chain
How Locus is using Rocketlane to accelerate their execution time by 45%
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Resource management
Customer visibility
Reporting
Conversational AI
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US
Conversational AI
How LivePerson streamlined their PS operations by escaping the Certinia-Smartsheet duo
Read more
Onboarding and Implementations
Project management
Customer visibility
Industrial Tech

US
Industrial Tech
How Kojo cut onboarding time by 75% with Rocketlane
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Customer visibility
Project management
Reporting
SaaS

US
SaaS
How Joveo uses Rocketlane to accelerate, customize, and improve their onboarding
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Customer visibility
Project management
Reporting
Time-tracking
Fintech/Financial Services

US
Fintech/Financial Services
How Jirav is using Rocketlane to onboard new customers 50% faster
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Resource management
Time-tracking
Customer visibility
Onboarding and Implementations
Hospitality Technology / SaaS
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US
Hospitality Technology / SaaS
How Hapi Cloud hit 85% billable utilization by automating their implementation processes
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Onboarding and Implementations
Project management
Professional Services & Consulting

US
Professional Services & Consulting
How Growth Molecules scaled high-touch client delivery and saved 5+ hours per consultant per week
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Onboarding and Implementations
Time-tracking
Project management
SaaS

US
SaaS
How Graphite reduced onboarding time by 90%, implementing a $30K client in just 26 hours
Read more
Onboarding and Implementations
Resource management
Customer visibility
Reporting
Fintech/Financial Services
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EMEA
Fintech/Financial Services
How GoCardless scaled professional services to deliver 59% faster time-to-value
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Customer visibility
Onboarding and Implementations
Project management
Industrial Tech

US
Industrial Tech
How Go Evo streamlined client onboarding and cut manual work by 10+ hours weekly with Rocketlane
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Customer visibility
Project management
Onboarding and Implementations
SaaS
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US
SaaS
How Gamify slashed their implementation timelines from 6+ months to 30 days using Rocketlane
Read more
Customer visibility
Reporting
Time-tracking
Onboarding and Implementations
Resource management
SaaS
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US
SaaS
How Fluxx boosted customer engagement and achieved a healthy 83% utilization
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Customer visibility
Project management
Reporting
SaaS

US
SaaS
How Flatfile is using Rocketlane to accelerate go-live times by ~70%
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Onboarding and Implementations
Customer visibility
SaaS
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US
SaaS
How FirstUp boosted delivery efficiency and achieved a 75% utilization rate using Rocketlane
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Customer visibility
Project management
Reporting
Time-tracking
Healthcare Tech

US
Healthcare Tech
How EngagedMD is using Rocketlane to achieve faster go-live times
Read more
Project management
Customer visibility
Reporting
Retail /Franchise

US
Retail /Franchise
How EarthWise Pets Captures 100% of Franchise Commitments with Rocketlane’s AI Teammate
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Project management
Customer visibility
IT services
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EMEA
IT services
How ERPgruppen increased client engagement by 86% with Rocketlane by replacing spreadsheets
Read more
Customer visibility
Onboarding and Implementations
Time-tracking
Fintech/Financial Services

US
Fintech/Financial Services
How Dwolla achieved a 90% customer collaboration success rate with Rocketlane
Read more
Customer visibility
Project management
Reporting
Fintech/Financial Services

US
Fintech/Financial Services
How Craze is using Rocketlane to improve work efficiency and client engagement
Read more
Customer visibility
Project management
Reporting
SaaS

US
SaaS
How Comsense uses Rocketlane to boost onboarding efficiency, increasing CSAT scores by 10%
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Customer visibility
Project management
Reporting
Conversational AI

US
Conversational AI
How Botminds is using Rocketlane to improve CSAT scores by 3X
Read more
Customer visibility
Onboarding and Implementations
Time-tracking
Industrial Tech
EMEA
Industrial Tech
How BigChange built an automated, self-serve customer onboarding experience
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Project management
Onboarding and Implementations
Professional Services & Consulting

US
Professional Services & Consulting
How Advanstaff HR streamlined onboarding and cut quoting cycles by 50% with Rocketlane
Read more
Customer visibility
Onboarding and Implementations
Resource management
Hospitality Technology / SaaS
Nitro
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US
Hospitality Technology / SaaS
How Actabl reduced time-to-kickoff by 88% and cut implementation time by 76%
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