The agentic all-in-one PSA for modern delivery

700+ modern orgs choose Rocketlane over Certinia to:

Unified delivery platform

Automate and scale operations

Shared Client portal

Use AI agents to execute delivery

Before Rocketlane, every kickoff felt like a scramble. Now our implementations run like clockwork! We’ve reduced time-to-kickoff by 88% and cut delivery times by 76%. Our customers notice the difference immediately.

Stacey Milgram Potzka

Vice President of Operations
and Implementations, Actabl

“Rocketlane unified our tools, boosted utilization, and gave leadership real-time visibility. It’s made us faster, smarter, and more accountable, and I wouldn’t have it any other way.”

Scott Cummings

Vice President Solutions & Success, LivePerson
Loved by 700+ modern enterprises and services teams

Why Rocketlane over Certinia

Rocketlane introduces agents that move across your entire delivery lifecycle.

Agents work with your team to execute delivery work, turn customer conversations into intelligence, remove admin work across operations, and build organizational knowledge
Built on top of Agentforce. Capabilities restricted to back-office operations: resourcing and admin work, unlocking incremental gains.

All-in-one purpose-built PSA where planning, resourcing, and execution stay in sync.

Executes project updates, resource allocation, governance, and risk flagging as part of your everyday service workflows automatically, without the manual overhead.
Built for back-office operations, not end-to-end service delivery. Teams often rely on Smartsheet, Asana, or Monday for project delivery ending up with fragmented systems.

First-class, bidirectional Salesforce integration without the admin dependency

Teams can plan earlier, move faster, and evolve processes without waiting in the Salesforce queue, combining integration depth with operational agility.
Being Salesforce-native doesn’t automatically mean faster or simpler. Certinia’s tight Salesforce dependency creates admin bottlenecks and slows changes, increasing delays and overhead.

Faster implementation cycle 
within 8–12 weeks

Rocketlane offers a seamless switch guarantee where if you switch from another platforms, we guarantee that we will finish implementation within at least 12 weeks.
6–9+ month implementations. 1–2x ARR implementation costs. Rigid, repeatable-process mindset that breaks for high-variance or custom projects. High seat costs restrict visibility and transparency.

The all-in-one PSA for modern services teams

Rocketlane gives you full control over your projects, time, resources, and financials, so you can plan smarter and scale with confidence.

Own the full project lifecycle — in one place

From kickoff to delivery, track progress, budgets, and risks in real time, and course-correct early to stay on schedule and under budget.

Standardize execution with pre-built templates and automated workflows that reduce manual effort, minimize errors, and keep projects moving smoothly from start to finish

Optimize resource utilization

Plan and staff projects with complete visibility into your team.

Balance workloads with real-time capacity views, prevent burnout, and ensure timesheets stay accurate and up to date, so delivery and financials always reflect reality.

Get true P&L of projects

Stay on top of profitability as projects run, not after they’re done.

Live P&L tracking helps you catch budget overruns early, automate accurate invoicing, and protect margins on every engagement.

Forecast revenue with confidence using real-time project progress, resourcing, and time data.

Eliminate every blind spot

Get instant visibility across projects, people, and finances.

Pre-built dashboards surface delivery health, utilization, revenue, and risk at a glance, with the flexibility to drill down when needed.

Leaders can monitor performance, spot issues early, and govern by exception, without stitching together reports from multiple tools.

Why Liveperson switched from Certinia to Rocketlane

Before (Certinia)
After (Rocketlane)

Data was split across Certinia, Smartsheet, and internal tools, creating fragmentation

Unified project management, resource tracking, and time management in one platform

Utilization and margin tracking lacked transparency

Shared visibility into utilization and performance

Reporting required exporting data into spreadsheets to reconcile metrics

Real-time dashboards provided a single source of truth and visibility

Separate systems limited partner/client collaboration and team adoption

Improved partner and client collaboration with direct access for deliverables and real-time project updates

“Rocketlane unified our tools, boosted utilization, and gave leadership real-time visibility. It’s made us faster, smarter, and more accountable, and I wouldn’t have it any other way.”

Scott Cummings

Vice President Solutions & Success, LivePerson

Integrate with your existing tech stack

Connect Rocketlane to the tools you use everyday. Reduce busywork, get customers to value faster.

and 50+ more integrations Via Zapier

“Rocketlane fuels ambition and helps PS businesses defy limits. To do something new. “

“Before Rocketlane, every kickoff felt like a scramble. We’ve reduced time-to-kickoff by 88% and cut delivery times by 76%. And we've doubled our ARR.”

Stacey Milgram Potzka

Vice President of Operations and Implementations, Actabl

86%

reduction in go-live time. Shrinking implementation time from 6+ months to just 30 days with Rocketlane.

100%

client commitments captured and fulfilled with the help of Rocketlane AI.

“We finally have full control and visibility across delivery. Projects run smoother, teams are aligned, and we’ve reached a 75% utilization rate. That’s real operational efficiency in action!”

Lisa LaVan
Director of Service Delivery, FirstUp

Read the full story
"We used to juggle spreadsheets and emails just to keep projects on track. Now everything runs seamlessly and client engagement has soared by 86%."

Chris Erik Jensen

Chief Product Officer, ERPgruppen

Enter the agentic world of services with Rocketlane

Experience how delivery feels when AI agents work beside you — faster timelines, leaner budgets, and scale that once felt out of reach.