Automate your playbooks without intervention

With Rocketlane Automations, you can now reclaim your lost time and invest on work that actually moves the business needle: Whether it's nurturing customer relationships, optimizing processes, or finding new avenues for growth.

Custom workflows that fit your unique business needs

Build infinite workflows across projects, phases, tasks, and forms through the delivery lifecycle.

For projects with overlapping automation needs, save a specific rule and effortlessly incorporate it wherever needed.

Preferred by high-performing teams at

Standardize your process governance

Skip the stress of digging through projects or hunting for warning signs. Simply outline what warrants attention, and then detail your course of action for each scenario.

Craft your own escalation matrix. Define who needs to be in the loop based on delay cycles, and notify your team on Slack or email to get projects back on track.

Optimize and streamline your operations

Ensure consistency across your business, be it enabling seamless check-ins, smooth hand-offs, or approval workflows.

Have a particular project that demands a distinctive approach? Maybe your enterprise implementations require a tailored touch. With Rocketlane’s template-level and project-level automations, you can do that and more.

Drive customer experience and accountability

Rocketlane Automations carries a promise of crafting a customer-centric project delivery.

Kick your onboarding off with a perfectly timed welcome email. Keep customers in the loop with notifications on email, Slack, or within a project.

And should they ever be a bit less than overjoyed, our real-time CSAT will notify you!

Out-of-the-box automations on Rocketlane

From the moment a project is created until its delivery, you can now automate your entire workflow. Rocketlane's out-of-the-box automations lets you streamline your workload and scale your teams.
Create once, reuse forever

Create templates for your projects, documents, forms, and tasks. Refine the templates based on past performances. Reuse them forever. Keep getting better with each onboarding.

Dynamic templates for dynamic needs

Losing hours crafting the customized project plan for every customer?  Our dynamic templates make it super easy to create bespoke project plans with zero effort!

Seamless CRM integration

Launch projects automatically once a deal is closed. Create automated workflows based on CRM fields, and push real-time project status and key information back to your CRM. Just point and click to configure.


Speed through the otherwise tedious process of filling in project information and creating status updates, forms, contracts, etc., from scratch.

What success looks like with Rocketlane

15% reduction in completion timelines

From the very beginning, the team seemed to understand the needs of the CS and Professional Services industry. Rocketlane has helped us reduce time-to-value by at least 15%.

Sabina Pons

Operating Partner, Growth Molecules

70% reduction in customer go-live time

Our customers are more involved than ever. Rocketlane’s customer portal gives them real-time visibility into the status of their onboarding project. They can complete tasks on time because they know exactly what they need to do and also hit us up instantly via built-in chat to communicate more effectively.

Becca Weiss

Sr. Director of CS and Implementations,

20% increase in TTV

We see a really massive improvement in the number of accounts an implementation manager handles pre-Rocketlane and post-Rocketlane. In a short space of just two months, we’ve been able to accelerate time-to-value for our customers by 20%!

Céline Caux

Director - Professional Services,

3X improvement in CSAT scores

We work with big enterprises who’ve seen hundreds of vendors like us. Rocketlane has helped us be significantly different from our competitors through the onboarding experience we are able to offer our customers.

Gokul Ganapathi

Co-founder & CEO, Botminds

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

Category leader on G2


Ease of admin


Ease of use


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.