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You’re one step away from radically efficient service delivery

Deliver every project on time and on budget.

Drive up efficiency with AI, automations, and built-in governance.

Collaborate in shared workspace with clients, partners, and internal teams

Trusted by modern companies

All-in-one client onboarding built for TTV and profits

700+ modern companies optimized customer onboarding process by:
  • Implementing faster using pre-built templates
  • Planning and assigning resources on autopilot using AI
  • Automating workflows end to end, from kickoff through go-live
  • Tracking progress in real time across tasks, resources, and budgets
  • Collaborating seamlessly with customers in a shared client portal
  • Getting executive-ready insights to forecast risk and timelines

See Rocketlane in Action

  • Experience a demo tailored to your goals
  • Discover how PS teams leverage AI-first delivery
  • See how Rocketlane accelerates time-to-value
Before

“We used to juggle spreadsheets and emails just to keep projects on track.”
‍

After

“With Rocketlane, everything runs seamlessly. Tasks auto-generate, follow-ups happen automatically, and client engagement has soared by 86%.”

Chris Erik Jensen,
Chief Product Officer, ERPgruppen
Before

“Before Rocketlane, onboarding new franchisees was chaos — Slack messages, spreadsheets, endless follow-ups.”

After

“Now, every store follows the same structured path, AI handles the busywork, and we capture 100% of franchise commitments with zero drop-offs."

Erika Fray
Vice President of Project Management at Earthwise Pet

Run onboarding from one workspace with real-time visibility and control for all stakeholders

Disconnected tools and manual follow-ups slow down onboarding. Sounds familiar?

Manage projects, resources, finances, customers in one place, and in real-time

Simplify onboarding complexities and get customers live faster

Create projects plans
Automate repetitive tasks
Get real-time visibility
Auto-create onboarding projects from CRM

Automatically create onboarding plans from CRM data, without manual handoffs or re-entry.

Standardize plans and launch in minutes

With pre-built onboarding templates, standardize plans and launch in minutes.

Tailor onboarding to every customer segment

Automatically customize onboarding plans by segment, region, and deal size.

Automate follow-ups

Automatically assign tasks, trigger follow-ups, and keep onboarding moving without manual check-ins.

Automate meeting notes using AI

Auto-convert call recordings into structured project docs, emails, and next steps. Save 10+ hours a week and keep clients aligned.

Track progress with real-time performance visibility

Track onboarding status, phases, and progress in real time. Spot delays and risks early, take action, and keep customers on track to go-live.

Deliver a delightful customer experience while keeping them accountable

Branded client portals

Fully customizable, from colours to logos, fonts to themes. Reflect brand personality on the portal.

All customer comms, one place

Keep plans, conversations, files, and decisions in one place. Ensure everyone are aligned.

Customer pulse in real time

Track customer sentiment at every milestone. Step in before engagement or satisfaction drops.

See why Onboarding teams choose Rocketlane over GuideCX

The GuideCX Reality

The Rocketlane Advantage

Clunky integrations that break when you need them most
Native Integrations with 2-way CRM sync

Seamlessly connect Salesforce, HubSpot, Slack, and Autotask with real-time 2-way  data sync.

Hours wasted rebuilding templates from scratch
Bring customization into project template creation

Take one-size-fits-all approach in customizing templates for project plans, documents, forms, updates.

Hours wasted after every customer meeting
Turn meetings into ready-to-send project updates

Rocketlane’s AI Fills instantly converts every meeting into summary creation, action items, and follow-ups.

Overbooked or underutilized resources due to zero visibility
AI driven resource planning in seconds

Auto-allocate resources by skills, workload, and availability. Optimize resource allocation for maximum utilization or ROI.

Flying blind on project financials until it’s too late
Get real-time visibility and stability into finances

Track planned vs actuals in profit margins, utilization, and profitability in real-time across every projects and resources.

Fragmented reports that create more questions than answers
Get actionable real-time insights

A real-time dashboard for revenue, project health, team performance, CSAT. All connected.

Native Integrations with 2-way CRM sync

Seamlessly connect Salesforce, HubSpot, Slack, and Autotask with real-time 2-way  data sync.

Bring customization into project template creation

Take one-size-fits-all approach in customizing templates for project plans, documents, forms, updates.

Turn meetings into ready-to-send project updates

Rocketlane’s AI Fills instantly converts every meeting into summary creation, action items, and follow-ups.

AI driven resource planning in seconds

Auto-allocate resources by skills, workload, and availability. Optimize resource allocation for maximum utilization or ROI.

Get real-time visibility and stability into finances

Track planned vs actuals in profit margins, utilization, and profitability in real-time across every projects and resources.

Get actionable real-time insights

A real-time dashboard for revenue, project health, team performance, CSAT. All connected.

Hear from a customer who switched from GuideCX to Rocketlane

Read more

Before

Delayed onboarding

Inefficient onboarding due to reliance on spreadsheets and a lack of a tailored approach leading to delays.

AFTER

60% improvement in time-to-value

60% improvement in time-to-value through customized onboarding at scale, enhancing customer satisfaction.

Before

Clunky UX and reporting limitations

GuideCX offered a cumbersome user experience and lacked intuitive reporting capabilities, complicating project management.

AFTER

Automatic project creation via Salesforce

Seamless Salesforce integration for automatic project creation and time tracking features eliminated manual data entry.

Before

Lack of a centralized system

The absence of a centralized system made it difficult to track customer requirements, and identify project bottlenecks.

AFTER

Comprehensive reporting

Comprehensive reporting provided deep insights into project progress, task completion, andefficient resource allocation.

What success looks like with Rocketlane

View all Customers Stories

75%

reduction in onboarding time

20%

increase in TTV

90%

success in hitting first TTV

Read their story

88%

reduction in time
to kickoff

Read their story

3x

reduction in stress for the team

75%

utilization rate achieved

Get a personalised demo from Rocketlane

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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