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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

Redefine client onboarding for faster time-to-value

700+ modern companies optimized customer onboarding process by:
  • Auto-creating projects from CRM with a 2-way sync
  • Launching in minutes, with pre-built project templates
  • Fast-tracking onboarding using automated workflows
  • Centralizing communication in a customizable client portal
  • Tracking progress in real time from tasks to margins
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

Simplify onboarding complexities and get customers live faster

Create project 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.

Setup automated workflows & triggers

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

Generate 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.

End-to-end onboarding built for profitability

Instant resource planning using AI

Plan resources on autopilot based on availability and skillsets. Allocate resources using AI, optimized for maximum utilization or ROI.

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Time tracking

Capture your team member’s time with times, bulk entry, and automated timesheets.

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Financial visibility

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

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Real-time business insights

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

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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

What success looks like with Rocketlane

76%

cut implementation time

Read their story

75%

achieved utilization rate

Read their story

75%

reduced onboarding time

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59%

faster time-to-value

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86%

increased client engagement

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4.7 CSAT

in just 90 days

Read their story

Move your service delivery into the fast lane

Deliver projects on time and on budget. Collaborate with your team, partners, and customers. Without scope creep, stress, or missed goals.

Book a demo

Before you go… Want to see Rocketlane in action?

8 min demo

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