Accelerate time to value for your customers
Book a demo today and get 2 months free*
Three reasons why client project delivery is better on Rocketlane
Deliver more client projects with a lean team
Delegate responsibility with self-serve access
Derive actionable insights about performance
Why Customers
Love Rocketlane
.png)
.png)
Carly Mawer
Shekar Murthy
Shehzad Karkhanawala
Carly Mawer
Shekar Murthy
Shehzad Karkhanawala
Get a headstart on your projects with reusable templates
You don’t have to start building project plans from scratch for every new project. With Rocketlane, you can set up your own custom templates. Your team can reuse them for any new project.
Pick the right template for your new project, and most of the heavy lifting is already done for you. Your new project will come with pre-built phases, tasks, milestones, dependencies, approval forms, and boilerplate documents. All in place and ready to go.
Pro tip: You can merge two or more templates to create an all new template in seconds. Even better, you can automate the creation of projects phases, tasks et al when specific conditions are met.
Give customers a ringside view of their onboarding journey
Customer facing projects are a two-way street. That’s why Rocketlane creates a customer-facing portal for every onboarding project.
Your customers can see which tasks are pending on them, what are the due dates, assign people to tasks, update task statuses, reply to conversations, and collaborate with you on documents.
You can automate status updates so your customers stay informed minus the cumbersome email threads. Plus with the Rocketlane-Slack integration, project updates are pushed straight to a channel on your customers’ Slack workspace.
That way nobody ever drops the ball and the project keeps moving along.
Detect project delivery performance issues on time
The Rocketlane projects dashboard gives you a birds-eye view of your entire project portfolio - you can check project progress, see which way updates are trending, which phases are causing delays, etc. and take timely corrective measures.
Track and measure how efficient you are at delivering client projects, with native reports like Operational Insights, Project Performance, Team 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.
Preferred by highly productive teams at
Recognised by G2 as the Leader
in the Client Onboarding category
