Rocketlane is the Leader in Client Onboarding on G2… again!

Easiest Setup, Best Usability, Fastest Implementation, Best Relationship, Best ROI… We rank #1 with the highest ratings across indexes, apart from continuing to remain the category leader on G2!

Why onboarding projects are better on Rocketlane

Customer projects can become a tangled mess when you use a patchwork of generic tools. Rocketlane is purpose-built for customer onboarding teams and brings together project planning, customer communication, and document collaboration into one unified space.

Bring all project activity into one space

Keeping up with project updates across email threads, Slack channels, spreadsheets, and Google Drive can become really messy.

Rocketlane lets you see all your projects, have conversations, manage tasks, send out status updates, and even collaborate with your customers on documents - all from one place.

Deliver a consistent customer onboarding experience,
every time

Turn your best project plans into templates, and reuse those templates to create projects in a jiffy!

Define a project plan with phases, tasks, onboarding checklists, timelines, dependencies, and even boilerplate documents.

You can combine templates and create a new, more powerful template within seconds. Or, define rules for what tasks and phases should appear based on the information you key in - project notes, region, etc.

Hold your customers accountable

Onboarding projects often get blocked on a task or information your customer was supposed to share with you.

Rocketlane creates a customer portal so that your customers can see which tasks are overdue and what is blocking their progress.

That way nobody ever drops the ball and the project keeps moving forward.

Provide crystal clear visibility across teams

With the Rocketlane dashboard, your leadership team can get a birds-eye view of all ongoing projects, the phases involved, project performance, and more.

Plus, with built-in CSAT, you can gather customer feedback regularly so your team knows how happy customers are with their onboarding journey.

Get insights that help you improve

Onboarding presents a great opportunity to delight your customers and start a long-lasting relationship.

Consistently improve your project performance, team performance, and customer experience using Rocketlane's insightful reports.
"The biggest difference with Rocketlane is the ability to update templates, which has vastly improved our process. We have reduced the average project duration by 20%"

Carly Mawer

Implementation Team Manager
"Our clients get real time information, and we love the ability to internally collaborate on Rocketlane. The intuitive dashboards and the insights we derive from Rocketlane are a couple of things that I absolutely love about the product."

Shekar Murthy

Chief Customer Officer
"Rocketlane's platform gave us a singlesource of truth for all things related to customer projects. We now have a way to benchmark, analyze, and optimize our process with each new customer and for every project."

Shehzad Karkhanawala

VP - Global Marketing
"The biggest difference with Rocketlane is the ability to update templates, which has vastly improved our process. We have reduced the average project duration by 20%"

Carly Mawer

Implementation Team Manager
10%
Increase in average customer satisfaction ratings
"Our clients get real time information, and we love the ability to internally collaborate on Rocketlane. The intuitive dashboards and the insights we derive from Rocketlane are a couple of things that I absolutely love about the product."

Shekar Murthy

Chief Customer Officer
50k hrs
Saved annually ona global scale
"Rocketlane's platform gave us a singlesource of truth for all things related to customer projects. We now have a way to benchmark, analyze, and optimize our process with each new customer and for every project."

Shehzad Karkhanawala

VP - Global Marketing
15%
Reduction in timeto go-live

Trusted by onboarding teams at

Move your customer onboarding into the fast lane