Rocketlane
RocketlaneExternal reviews
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Efficient Project Management with Stellar Salesforce Integration
What do you like best about the product?
I like the UI overall, but I specifically love the project view and custom fields, allowing me to see what we've sold and where progress is up to for each project. The project view lets me see all of the services products we've sold, grouped by region and customer, and provides a sense of where we're at with delivery. The automation with Salesforce is key here for keeping on top of what we've sold. The initial setup of Rocketlane was pretty easy, with the team being really good at working with us and navigating our quirky requirements.
What do you dislike about the product?
The reporting functionality isn't great. It's a little clunky and hard to get reports that can be formatted in a way that makes it easier to share.
What problems is the product solving and how is that benefiting you?
I use Rocketlane to resource our team for pre-sales and track service delivery. It helps monitor time and resources, billable utilization, and manage what services are sold and delivered. Reporting progress to GTM leaders is streamlined, ensuring they understand our deployment.
Intuitive UI with Proactive Project Management
What do you like best about the product?
I appreciate Rocketlane for its project management and resource planning capabilities. I like how it keeps projects organized and assists me in taking proactive actions. The UI stands out as a significant positive, making it easier to navigate and manage tasks. Additionally, I find the sprint planning feature particularly useful, and the initial setup experience was smooth, thanks to the guidance from the setup team.
What do you dislike about the product?
Export in Excel needs to be more detailed
What problems is the product solving and how is that benefiting you?
Rocketlane keeps projects organized and helps me take proactive actions.
ROCKETLANE
What do you like best about the product?
It’s easy to use, has a great UI, and offers a lot of interesting features.
What do you dislike about the product?
It’s a bit slow on the reporting side, and the dashboard can feel sluggish as well.
What problems is the product solving and how is that benefiting you?
Solved discrepancies in project follow-ups.
Streamlined Onboarding with Visibility
What do you like best about the product?
I like that I can make a project public anytime for a client's visibility and add clients to the platform for tracking purposes. Since switching to Rocketlane from Google Sheets, it has been great to just create a project, import templates, and make the project visible to client stakeholders with a click. It helps everyone have the visibility they need and lets me see exactly where we are with progress.
What do you dislike about the product?
Rocketlane doesn't have good connectors option, so my internal team (Tech) uses Notion for tasks and if I want to add a task for my internal team it is not very easy, I have to create duplicate tasks here and internally.
What problems is the product solving and how is that benefiting you?
Rocketlane solves tracking activities and sharing progress with clients. It allows me to make projects visible to client stakeholders with just a click, improving transparency and understanding of our progress.
End-to-End PSA with Real-Time Reporting, Customization, and Leading AI Automation
What do you like best about the product?
It’s a true end-to-end PSA tool that provides real-time reporting for PS leaders to run their business, while also being highly customizable to fit their specific business needs. Rocketlane is leading the way in automation and the use of AI to differentiate their product from competitors.
What do you dislike about the product?
Form filling cannot be made available to non-licensed users at the project level. This is a gap for our handoff process as we want everything living in Rocketlane for complete engagement visibility.
What problems is the product solving and how is that benefiting you?
Rocketlane allows our teams to collaborate with customers via the portal throughout our engagements. This is a huge benefit as we are able to have a single pane of glass for all documentation, task management, project management, and project updates. We are able to see exactly where our teams are spending time via the time entry categorization and the time sheet governance AI tool, leading to data driven decision making on how to refocus our teams time to align on strategic priorities.
Purpose-Built Onboarding Platform That Unifies Collaboration and Visibility
What do you like best about the product?
What I like most about Rocketlane is how purpose-built it is for customer onboarding and implementation teams. It’s not just a project management tool. It brings together collaboration, visibility, and customer experience in one place, which makes it much more impactful for cross-functional teams.
What do you dislike about the product?
We’re experiencing a few hiccups with customizing the feedback form, along with some limitations in how it’s currently sent to customers.
What problems is the product solving and how is that benefiting you?
Rocketlane solves the challenge of managing customer onboarding and implementation in a structured, collaborative way. Instead of juggling multiple tools for project tracking, communication, and updates, everything is centralized in one platform.
This benefits me by giving clear visibility into project progress, improving coordination across teams, and ensuring customers stay informed and engaged throughout the process. It reduces manual follow-ups, minimizes miscommunication, and ultimately helps deliver a smoother, more predictable onboarding experience.
This benefits me by giving clear visibility into project progress, improving coordination across teams, and ensuring customers stay informed and engaged throughout the process. It reduces manual follow-ups, minimizes miscommunication, and ultimately helps deliver a smoother, more predictable onboarding experience.
Clear, Easy to Use—But Pricey for the Feature Set
What do you like best about the product?
everything is clearly laid out and it is easy to use
What do you dislike about the product?
was quite pricy for what it offers based on what other programs offer with similar pricing and a greater expanse of features
What problems is the product solving and how is that benefiting you?
It was helping us keep track of clients and keeping our priorities straight with them.
Beautiful UI, but Timesheets Take Too Long with Many Projects
What do you like best about the product?
I really like the user interface love it !
What do you dislike about the product?
Timesheet are really long to complete with lot of projects
What problems is the product solving and how is that benefiting you?
Dashboard
Rocketlane Keeps Projects Organized and Time Tracking Effortless
What do you like best about the product?
I really like how Rocketlane keeps everything organized in one place. It’s easy to track time against specific projects and tasks, which helps me stay accurate and efficient with my timesheets.
What do you dislike about the product?
Making edits to previously logged time can feel a bit cumbersome. A more flexible editing experience would be helpful
What problems is the product solving and how is that benefiting you?
The Outlook calendar integration solves a big pain point by removing the need to recall my day from memory. It allows me to log time directly based on my scheduled meetings, which makes the process faster and much more accurate.
Intuitive UI, Time-Saving Salesforce Integration, and Strong Onboarding
What do you like best about the product?
UI: The UI is easy to navigate, and it’s clear where actions are located. It’s intuitive in many ways and not overwhelming. We appreciate the ability to create custom Customer Profile templates, project templates, reporting templates, etc.
Integrations: The integration with Salesforce has saved our team a lot of time and significantly improved our workflows. We now have a clearer process for creating new projects because we can directly link them to Salesforce opportunities.
Performance: Performance is acceptable overall. There is a minor lag to be aware of when making updates to project plans, spaces, and sheets. Once you know to expect it, you can simply wait a few seconds before refreshing the page to see the updates you’ve made.
Onboarding: Onboarding was great, and we received the level of support we needed from Rocketlane. We had workshops to walk through the configurations, and then we independently configured what we wanted.
Knowledge base: In production, access to chat support and the knowledge base has been critical to our continued learning. It’s easy to find an answer or ask Rocketlane chat to help find a solution. They also offer webinars that give customers the opportunity to learn more together. The webinars are collaborative and helpful.
Integrations: The integration with Salesforce has saved our team a lot of time and significantly improved our workflows. We now have a clearer process for creating new projects because we can directly link them to Salesforce opportunities.
Performance: Performance is acceptable overall. There is a minor lag to be aware of when making updates to project plans, spaces, and sheets. Once you know to expect it, you can simply wait a few seconds before refreshing the page to see the updates you’ve made.
Onboarding: Onboarding was great, and we received the level of support we needed from Rocketlane. We had workshops to walk through the configurations, and then we independently configured what we wanted.
Knowledge base: In production, access to chat support and the knowledge base has been critical to our continued learning. It’s easy to find an answer or ask Rocketlane chat to help find a solution. They also offer webinars that give customers the opportunity to learn more together. The webinars are collaborative and helpful.
What do you dislike about the product?
UI: There are improvements to be made to the customer profile view. We frequently receive feedback from customers about the need to better leverage the full width of the screen, which would reduce how much they have to scroll. Some views, such as the Gantt view, also don’t show the entire timeline without requiring left-to-right scrolling. It would be more beneficial to see critical details at a glance without having to scroll horizontally. Additionally, a table of contents on the side would help users quickly jump to a section on a page rather than scrolling up and down.
Performance: Performance is acceptable overall. There is a minor lag to be aware of when making updates to project plans, spaces, and sheets. Once you know to expect it, you can simply wait a few seconds before refreshing the page to see the updates you’ve made.
Support: The one time we had to submit a support ticket, it was neglected and we did not receive clear steps for resolution. The ticket is still open, and it’s been one month since we reported the bug in the list view. Although we’ve asked multiple times, we haven’t been given a clear date for resolution or even a date for an update. We often get a “we will let you know as soon as we can,” but then weeks pass and we, as the customer, have to proactively ask Rocketlane Support for an update. Again, this is only one ticket we’ve opened, but it’s not the best look so far.
Performance: Performance is acceptable overall. There is a minor lag to be aware of when making updates to project plans, spaces, and sheets. Once you know to expect it, you can simply wait a few seconds before refreshing the page to see the updates you’ve made.
Support: The one time we had to submit a support ticket, it was neglected and we did not receive clear steps for resolution. The ticket is still open, and it’s been one month since we reported the bug in the list view. Although we’ve asked multiple times, we haven’t been given a clear date for resolution or even a date for an update. We often get a “we will let you know as soon as we can,” but then weeks pass and we, as the customer, have to proactively ask Rocketlane Support for an update. Again, this is only one ticket we’ve opened, but it’s not the best look so far.
What problems is the product solving and how is that benefiting you?
Problem: In Monday.com, we didn’t have the ability to create and use templates the way we needed. They weren’t customizable enough, and we still had to keep critical information in other systems.
Rocketlane Solution: We were able to customize templates to better match the complexity of our business. We also moved information that previously lived in other systems into Rocketlane Spaces, giving us a more centralized solution.
Problem: Our customers complained that they couldn’t edit the views in Monday.com.
Rocketlane Solution: We created Customer Profiles that highlight the information that matters most to our customers and also give them the ability to edit project information. Customers can provide approvals, complete tasks, fill out requirement questions in Spaces, and log issues in a Sheet Issue log.
Problem: We were creating projects without a completed Sales Opportunity, and it was difficult to link the correct sales opp to a project.
Rocketlane Solution: With the Salesforce integration, projects are now created only after a sales opportunity is completed. This has helped us clearly tie projects to accounts and ARR, and it has created a cleaner financial path.
Rocketlane Solution: We were able to customize templates to better match the complexity of our business. We also moved information that previously lived in other systems into Rocketlane Spaces, giving us a more centralized solution.
Problem: Our customers complained that they couldn’t edit the views in Monday.com.
Rocketlane Solution: We created Customer Profiles that highlight the information that matters most to our customers and also give them the ability to edit project information. Customers can provide approvals, complete tasks, fill out requirement questions in Spaces, and log issues in a Sheet Issue log.
Problem: We were creating projects without a completed Sales Opportunity, and it was difficult to link the correct sales opp to a project.
Rocketlane Solution: With the Salesforce integration, projects are now created only after a sales opportunity is completed. This has helped us clearly tie projects to accounts and ARR, and it has created a cleaner financial path.
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