Customer Onboarding Software at its Best

Accelerate time-to-value and maximize NRR

Purpose-built for onboarding, with an elegant, easy to-use interface that leverages technology to increase productivity

Everything you need and everything your customers want

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“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

Used by companies worldwide

What you need, built for the way you work

Visibility

Get the transparency and powerful reporting you need for better decision-making

Productivity

Improve efficiency (internal and external) throughout  the onboarding process

Collaboration

Engage customers faster and easier, and hold them accountable for joint success

VISIBILITY

Shorter time-to-value

Total visibility in real time

Identify bottlenecks to continually optimize and deliver a better customer experience

World-class integrations

Productivity tools (Slack, Jira, etc.)

CRM (Salesforce, HubSpot, etc.)

Customer Success platforms (Gainsight, ChurnZero, etc.)

Productivity

Increase efficiency

Create templates once, reuse forever to save time and make sure all customers have a class A experience

Automate updates, tasks, reminders, and more

Increase accountability

Advanced reporting (including CSAT)

Resource and time management

Collaboration

Easily create a branded, customer-facing onboarding portal

Share documents

Tag users and send updates with a click, with links that take them directly to a view or task

Different views based on user levels (some with no login required)

Guide and engage customers to complete tasks faster

See where everything stands and have real-time conversations

Collaboration

Customer-facing onboarding portal

Productivity tools (Slack, Jira, etc.)

Guide and engage customers to complete tasks faster with a customer portal white-labeled for your brand

Custom views based on user level (some with no login required)

Customer-facing onboarding portal

Productivity tools (Slack, Jira, etc.)

Guide and engage customers to complete tasks faster with a customer portal white-labeled for your brand

Custom views based on user level (some with no login required)

Book a demo

Meet some of our customers

We have hundreds of happy customers worldwide (98% of our ratings on G2 are 5-star).  Here are a few that have shared their experiences with us.

Mosaic needed a solution that could replace their chaotic Google sheets workflow and standardize their onboarding process

Tevera needed a solution that could reduce onboarding time and demonstrate the value of the platform within six months

Rocketlane is a leader in Professional Services Automation on G2
Rocketlane is a leader in Professional Services Automation on G2
Rocketlane is a leader in Professional Services Automation on G2

Category leader on G2

96%

Ease of admin

#1

Ease of use

95%

Likely to recommend

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.

Try for freeBook a demo

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