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Great tool for project collaboration
What do you like best about the product?
Coordination with clients is very smooth. The pre-requisite collection is effortless. Project planning is provided for a variety of categories. Easier to manage customer requirements than CRM.
What do you dislike about the product?
Dashboards are not very clear when we open the page. Having a mobile app would also help for quicker updates. Certain workflow changes based on usage for reports or dashboards would help.
What problems is the product solving and how is that benefiting you?
The main problem it solves is providing better visibility to clients regarding the prerequisites and onboarding steps. It makes the process of onboarding multiple clients easier to track and manage.
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Was a amazing onboarding tool and eased my onboarding call with a customer to do customer profiling
What do you like best about the product?
efficient project plan and step by step guide to take the customer through
What do you dislike about the product?
limited customisations and not the most easy to use . Takes time to understand
What problems is the product solving and how is that benefiting you?
Structured onboarding and organised road map to project view to the customer. Step by step guide for the customer to use our product and makes the onboarding streamlined
Great Organizer
What do you like best about the product?
It helps in the organisation of tasks extremely well, as we have the freedom to create user specific templates. It is also a good reminder tool, to get tasks done.
What do you dislike about the product?
It glitches sometimes and does not work well at times.
What problems is the product solving and how is that benefiting you?
Helps me in keeping track of my to do lists for each of my customers. The Slack Integration helps a lot as well.
Modernised Onboarding platform
What do you like best about the product?
Sharing best & live information to customers. We can track our Project plan details.
Chatting with customers instantly.
Sharing all documents without any email communication.
Chatting with customers instantly.
Sharing all documents without any email communication.
What do you dislike about the product?
Nothing so far; it’s been a smooth experience. But when a project plan details cross the timeline, it would be best if the customer gets any notification. A copy of the project plan would be helpful.
What problems is the product solving and how is that benefiting you?
Rocketlane is one step solution for our project management and onboarding new clients. It is more helpful in exclusively collecting all the information efficiently.
Very User Friendly and useful to manage customer account in single window
What do you like best about the product?
Tracking customer activities
Managing all the requirements in a single page
Managing all the requirements in a single page
What do you dislike about the product?
Alter notifications can be sent customer's end
What problems is the product solving and how is that benefiting you?
Smooth way of Onboarding customers
Manging the workflow of customer is track.
Manging the workflow of customer is track.
One stop solution
What do you like best about the product?
It helps customers to keep engaged and all the details are available at the fingertips
What do you dislike about the product?
Can sent an alert to customer about the unfinished tasks
What problems is the product solving and how is that benefiting you?
Gather details from customer from a single place and gives visibility to the customers
Rocketlane has made our Onboarding Experience so much better
What do you like best about the product?
The automation with Salesforce was a game changer. Also the automated follow up for past due tasks was consuming a lot of our time prior. Being able to combine everything into one space is also fantastic. No more, here's a link to a video to watch, here's a form to fill out etc, we can embed forms and docs and links all within the platform.
What do you dislike about the product?
The set up was a little rough for me to get through and didn't feel like there was enough help for what I needed. I feel like the onboarding company could use a bit of help in the onboarding of their product :) I was eventually able to get it all together but it took some months that we had paid for the service on that it wasn't used.
What problems is the product solving and how is that benefiting you?
Combining all of the tasks we require for onboarding into one platform with automated follow up and the integration with Salesforce has saved us so much time. Clients are onboarding quicker and with less frustration and we have less manual tasks to do.
all-in-one platform has everything you need
What do you like best about the product?
This tool is incredibly user-friendly and packed with great features. Plus, it's highly interactive making it super convenient to use.
What do you dislike about the product?
Nothing big to dislike about the product. There could be more optimised access levels for the users using the product.
What problems is the product solving and how is that benefiting you?
With this tool, we're able to effectively manage our time and access project information with ease.It works great in keeping us organized and on schedule.
Client On-Boarding in the fastest and easy way possible
What do you like best about the product?
Straightforward collaboration with the team. Client onboarding has become super easy. Creating similar projects can be done with a single click of adding the template. 3rd Party Integrations need well-deserved praise; We have been using Slack, where all the channels are automatically created, and we can control everything from Slack itself.
What do you dislike about the product?
I came across a few glitches, for which the team was super helpful and fast.
What problems is the product solving and how is that benefiting you?
Client communications and frequent Status Updates can be automated to let us worry less about whether the information is being sent out to the Clients.
Robust Customer Onboarding Platform
What do you like best about the product?
Rocketlane's ability to centralize and streamline customer engagement processes, as well as its collaborative features.
What do you dislike about the product?
Still trying to find something to dislike since everything is well set up.
What problems is the product solving and how is that benefiting you?
- streamlining communication and collaboration across teams, automating workflows, and providing insights into customer behavior and engagement.
- Improving customer satisfaction, increasing revenue, and reducing churn rates.
- Improving customer satisfaction, increasing revenue, and reducing churn rates.
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