What do you like best about the product?

Rocketlane has been a game changer for our process of onboarding new franchisees. It provides a clear pathway from beginning to end, giving much needed transparency and accountability with an easy-to-navigate interface. All the information is right there at their fingertips. We particularly value the way we can categorize information into separate spaces, and separate chat categories. It's taken what had been an overwhelming and largely obscured process into something that's easy for brand-new business owners to understand and proceed through at their own pace. It's been difficult to find something that has worked for our particular needs, and so far Rocketlane is really filling in the gaps!

What do you dislike about the product?

Our team is eagerly awaiting a mobile interface! Otherwise, the timeline/gantt chart does present some challenges, as not every task needs to have a specific start/end date and it can overcomplicate the timeline - but I understand the limitations and intention of the software. I would also like to see some rules be implemented for those tasks that aren't tied to any specific date, but more to a dependency. If X task is marked done, that triggers the start date for Y.

What problems is the product solving and how is that benefiting you?

We previously lacked a method to consolidate client-facing information in a task-based timeline, but have it also function as individual projects with individual dates. Rocketlane does all of the above!

What do you like best about the product?

The ease with which I get my weekly reports and notifications.

What do you dislike about the product?

They can build a few more integrations around internal communcations.

What problems is the product solving and how is that benefiting you?

Once the tool is setup, it automates and saves a ton of manual work. Gives me the perfect weekly reports and next steps for the upcoming weeks and projects.

What do you like best about the product?

It allows me to have all my projects organized and be on top of them, so that way I can provide a great customer service to my clients

What do you dislike about the product?

At this moment, I haven't had any problem with Rocketlane

What problems is the product solving and how is that benefiting you?

Thanks to Rocketlane I don't have to use multiple tools to communicate with clients. It's very easy to track the process, documents and any messages that pertain to the project.

What do you like best about the product?

It was easy to create templates, set up timelines, and create projects. I particulary like the ease with which I can update the status of tasks for each project right from the project page.

What do you dislike about the product?

So far, I have not found anyting that I don't like. Our onboarding specialist has been helpful and the training videos are short and to the point. I was able to jump right in to using the product.

What problems is the product solving and how is that benefiting you?

Rocketlane allows both our company and our clients to keep track of tasks and easily communicate with us. Personally, I find my client meetings are more productive because we can easily see the tasks that need addressing.

What do you like best about the product?

This is the best for managing any new onboarding project and in this it becomes very easier to manage resources and show the progress to the merchant in real time.
You this platforms makes things easier.

What do you dislike about the product?

They are still in development phase as for few of the functionality still we have to reach out to them to get it fixed, as sometime they stop working and in that case, we need to wait for the resolution.

What problems is the product solving and how is that benefiting you?

it makes easier for us to manage any new project and we have both kind of view available on the platform like Kanban Board view and list view as well. Which ideally helps me to look into our daily task easily.

What do you like best about the product?

What I mostly like about this project is it is very user-friendly.

What do you dislike about the product?

I am using this product from last 1 month and till date nothing to dislike.

What problems is the product solving and how is that benefiting you?

Client Handling, project Management

What do you like best about the product?

The best part is we can manage our project in such a proper way also we have transparency with our customers.

What do you dislike about the product?

We are using Rocketlane from last month and till now nothing about to dislike.

What problems is the product solving and how is that benefiting you?

Project Management and client Handling.

What do you like best about the product?

I love how customizable the Rocketlane features are. Rocketlane has made managing collaborative projects with my clients so much easier. -- Even as a team of one. The ability to create a project plan based on your project phases and framework has been invaluable. Not to mention the little presentation button beside the project plan, which makes presenting the plan to clients easy without having to create slides. #timesaved 😍 My projects are really organized in a way that helps my clients know what happening and when. I've cut my onboarding time in half with the project and project role template capabilities alone. The ability to set project milestones and have CSAT surveys with them to get client feedback through the client experience has helped me make intentional, continuous improvements in my process. The other amazing features that have made project management easy with clients are the automatic project status update features and the ability to send items for client approval. The fact that I've been able to use their docs feature to collaboratively write content and create strategies with my client without leaving the tool has been such a beautiful experience. Oh and the ability to make certain tasks private has been so amazing too. Clients don't need to see every task that needs to be completed. I've tried everything... Trello, Asana, Clickup, AhSuite, Copilot, CoordinateHQ and even Google Docs. Nothing beats Rocketlane. Trust me. I've searched high and low for other tools that do the same things, and nothing has the speed and reliability that Rocketlane has. Thank you, Rocketlane leadership for making this tool affordable and within reach for freelancers too. We seem to get forgotten in tech tools that connect team project management with a client collaboration portal.

What do you dislike about the product?

I would have to say that the only things I wish Rocketlane did better are: (1) Better UI Design: The current UI feels a bit 1999 to me with the design. If I logged in one day and had a more modern minimalist Asana-like design, I believe it would be easier for our clients to navigate and I'd experience more joy working in it too. (2) Slack Button: The inability to remove the Slack button from the portal has almost been a deal breaker for me. My clients get confused as to where to chat with me with both a Slack and chat area. I'd really like to be able to remove or that off in my account settings. (3) Portal Customization: I wish we had more of an ability to change more colors and the layout of the portal to fit our brand. In complete transparency, the gradient thing with just one color is again, a bit 1999 for me. I'd love to be able to remove the list view from the project as well since the project plan is where most of our clients like to work and collaborate with me. Being able to uncheck that would decrease redundancy in the view from the client's side.

What problems is the product solving and how is that benefiting you?

Rocketlane is helping me to be a better Systems Integrator for my clients by having a more streamlined place to collaborate with them and a team. I've completed some massive workflow and CRM setup projects for my clients in record time using Rocketlane! I'm so glad I found it!

What do you like best about the product?

The team are incredibly passionate and are a joy to work with, they are realy quick to understand my needs and to ensure they help me find an timely outcome!

What do you dislike about the product?

Nothing, everything I need they always embrace and take onboard for now or a future time

What problems is the product solving and how is that benefiting you?

The Hubspot & jira automation means that I eliminate a huge amount of manual labour and that nothing is ever missed because someone forgets

What do you like best about the product?

Rocketlane has revolutionized our customer onboarding processes, enabling us to standardize and streamline operations while enhancing collaboration both internally and externally. One of its standout features is the perfect combination of project/task management capabilities and a user-friendly interface. Unlike other platforms we've used, Rocketlane provides an exceptional user experience.

There are several features that our team absolutely loves. Firstly, the projects view is remarkable, allowing easy customization and providing real-time updates on project status and progress based on completed and open tasks. This eliminates the need to constantly ask our Customer Success Managers for updates, saving us valuable time. Combined with the customizable reports and the ability to use CSAT surveys and create our own forms to track customer satisfaction, we have full visibility over our customer onboarding. Also we love the recent addition of key events tracking and intervals reporting. These features automate milestone task tracking and reporting on Time to Value, average duration, and more, eliminating manual input from CSMs, and for the most part we can share this data with the rest of the business with their Salesforce integration.

Rocketlane also offers the advantage of granting customers access to their own portal with different views, ensuring clarity on tasks and timelines. Managing all communications, documents, and tasks from a single platform has streamlined our processes and reduced miscommunications, resulting in fewer delays.Task reminder notifications (via email or slack) help our team save time chasing customers for updates. Additionally, the ability to create playbooks and document templates based on dynamic rules has significantly increased our efficiency.

Furthermore, the flexibility of onboarding plans/playbooks has inspired us to consider using Rocketlane for partner onboarding and success planning beyond the initial onboarding phase.

Lastly, the outstanding support provided by the Rocketlane team has been exceptional. They have been responsive and helpful whenever we faced challenges or needed assistance.

So, in summary, I highly recommend Rocketlane to any organization seeking to enhance their customer onboarding processes. It has proven to be a game-changer for us, and I am confident it will deliver the same positive impact to others.

What do you dislike about the product?

There isn't anything that we particularly dislike, but we would love to see some improvements:

- Having the ability to set default views for certain team members and allow them to see reports/dashboards (right now, only super users and admins can do it)

- We would like to see more options to create different graphics in their dashboards and more options to customize their 'cards' (however there have been already tremendous updates from last year and they keep on improving them taking up our feedback as well!)

- We would also like to have automations such as updating a project field or sending a custom message based on a task update (we've been told there will be a new feature coming out soon that will allow us to do this!)

What problems is the product solving and how is that benefiting you?

- Lack of consistency in our customer onboarding processes and team collaboration workflows
- Team efficiency
- Ability to support customers during their onboarding stage
- Keeping track of onboarding performance, TTV, Onboarding duration, CSAT and CES metrics