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Rocketlane: The modern, client-centric PSA and onboarding platform

Reimagining service delivery for onboarding and professional services teams

Overview

Rocketlane is the world’s first client-centric onboarding and PSA platform that ties projects, people, and finances together to help teams accelerate time-to-value, deliver projects on time and budgets, and elevate the customer experience.

See How Rocketlane: The modern, client-centric PSA and onboarding platform Works

SEAMLESS PROJECT CREATION: Rocketlane turns opportunities into projects in a click and lets you seamlessly move your data in and out of Salesforce.
LOG TIME WITH EASE: Rocketlane brings your meetings, tasks, and time off into your timesheet so your team can breeze through timesheets in seconds.
WORK ON THE GO WITH OUR MOBILE APP: Help your team stay on top of work no matter where they are. Our intuitive mobile app gives everything you need at your fingertips.
EFFORTLESS RESOURCE MANAGEMENT: Manage resourcing needs, understand current capacity, and forecast with confidence.
BOOST PROJECT PROFITABILITY: Handle all projects and see your entire profitability picture. No more revenue leaks from scattered systems and patched-up workflows.
EXECUTE WITH CONSISTENCY: Create project plans, tasks, forms, and documents with a single click using tailored templates designed to fit different customer segments.
COLLABORATE WITH PARTNERS AND CLIENTS: Take collaboration to new heights. Work live on projects, tasks, plans, documents, and updates while connected in real-time.

Rocketlane is the world’s first client-centric customer onboarding and professional services automation platform. It is built on the trifecta of world-class service delivery - projects, people, and finances - and ties them together to help teams accelerate time-to-value, deliver projects on time and budgets, and elevate the customer experience. Projects and Process: Efficiently build, track, and run projects on Rocketlane. Gain a 360° view of project performance. Streamline collaboration and communication in real-time or asynchronously. People and Finance: Tie your projects, resources, and finances together with Rocketlane. Gain end-to-end financial insights and see the bigger picture clearly. Keep your budgets on track, plug revenue leaks, and maximize profitability. Customer Experience and Accountability: Craft stellar customer experiences with Rocketlane. Keep your customers accountable, collaborate like a team, and deliver value like a pro.