Introduction to Rocketlane Essentials
for Onboarding and implementation teams
Bring project management, real-time communication, and customer collaboration into one powerful platform. Accelerate time-to-value with Rocketlane.
visibility
Get into the nitty-gritty of each customer project with Rocketlane. Stay in the loop on how things are going with project statuses, easily assign tasks, and stay flexible with our custom project fields.
With detailed insights on project progress, you're geared up to consistently deliver excellence.
Create templates for your projects, documents, forms, and tasks. Refine the templates based on past performances. Reuse them forever. Keep getting better with each onboarding.
Losing hours crafting the customized project plan for every customer? Our dynamic templates make it super easy to create bespoke project plans with zero effort!
Launch projects automatically once a deal is closed. Create automated workflows based on CRM fields, and push real-time project status and key information back to your CRM. Just point and click to configure.
Speed through the otherwise tedious process of filling in project information and creating status updates, forms, contracts, etc., from scratch.
Customer experience and accountability
Reach your customers where they are. Shared customer portals, interactive plans, emails, and our Slack integration ensure you and your customers are always in sync. Automated reminders and follow-ups help you mitigate onboarding risks and deliver projects on time. Keep track of customer sentiments with CSAT surveys.
Rocketlane's powerful project management efficiently addresses today's tasks and preempts tomorrow's challenges. From managing tasks and dependencies to handling forms and documents, ace it with Rocketlane.
Tired of juggling between project management tools, documents, sheets and forms? Rocketlane unifies all of it under one platform.
Create templates for project updates and schedule them to be sent out regularly. Or, if you prefer to compose your own updates , it is as simple as a simple drag and drop!
Manage resourcing needs, understand current capacity, and forecast with confidence. By merging resource and project plans, stay updated with every shift and change.
Is your team finding time tracking a chore? With calendar integrations, smart suggestions, and auto carry overs, the drudgery of logging time becomes a thing of the past.
With all your projects and time seamlessly interconnected, gain a clear understanding of where and what your team is spending time on.
From planning to execution, Rocketlane orchestrates your project automation. Build custom workflows and say goodbye to tedious, repetitive tasks. Stay in control without having to constantly patrol everything. With Rocketlane, workflows are as they should be: effortless, timely, and seamlessly coordinated.
Collaboration
Tired of hopping between different platforms to stay on the same page with your team, partners, and customers? Rocketlane is your all-in-one solution for customer implementations.
Centralize all your project information, communication, and cross-company collaboration. Make working together fun.
Rocketlane lets you track, monitor, and optimize your delivery, ensuring you consistently achieve the best time-to-value.
Stay attuned to customer sentiments with automated CSAT surveys at every point of the journey. Step in before things go awry!
Understand time spent on billable vs non-billable tasks, and optimize your efforts to maximize utilization.
Delve deep into project performances and timelines. Every detail, now at your fingertips.
Sabina Pons
Operating Partner, Growth Molecules
Céline Caux
Director - Professional Services,
GoCardless
Gokul Ganapathi
Co-founder & CEO, Botminds
Deliver projects on time and on budget. Collaborate with your team, partners, and customers. Without scope creep, stress, or missed goals.
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