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Our experts can walk you through best practices for efficient, scalable service delivery with Rocketlane.
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4.7/5
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Accelerate delivery and maximize margins with agents that run the execution work
Employ agents that execute billable work
Automate back-office ops and reduce revenue leakage
Catches delivery risks early and deliver projects on-time
Trusted by modern professional services teams
Thinking about Certinia Alternatives?
Certinia depends on Salesforce admins, adds extra AI costs, and still needs more tools for delivery.
Rocketlane brings delivery, resourcing, financials, and AI agents into one platform.
See Rocketlane in Action
20-min demo tailored to your use case
20-min demo tailored to your use case
Powering 800+ modern enterprises and services teams
Why Rocketlane over Certinia
- Reclaim hours lost to admin with Nitro agents handling updates, docs, migrations, and plan upkeep.
- Keep projects moving faster with AI built into delivery, scheduling, and customer comms.
- Keep delivery, resourcing, and financials in one place
- Reduce integrations, sync issues, and duplicate work
- Get one view of projects, staffing, and margins
- First-class, bidirectional Salesforce integration without the admin dependency
- Teams can plan earlier, move faster, and evolve processes without waiting in the Salesforce queue, combining integration depth with operational agility.
Rocketlane offers a seamless switch guarantee where if you switch from another platforms, we guarantee that we will finish implementation within at least 12 weeks.
Why Liveperson switched from
Certinia to Rocketlane
Before (Certinia)
After (Rocketlane)
Data was split across Certinia, Smartsheet, and internal tools, creating fragmentation
Unified project management, resource tracking, and time management in one platform
Utilization and margin tracking lacked transparency
Shared visibility into utilization and performance
Reporting required exporting data into spreadsheets to reconcile metrics
Real-time dashboards provided a single source of truth and visibility
Separate systems limited partner/client collaboration and team adoption
Improved partner and client collaboration with direct access for deliverables and real-time project updates
“Rocketlane unified our tools, boosted utilization, and gave leadership real-time visibility. It’s made us faster, smarter, and more accountable, and I wouldn’t have it any other way.”
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Scott Cummings
Vice President Solutions & Success, LivePerson
A single source of truth across the entire delivery lifecycle
Most PS teams track projects in one place, time in another, and finances somewhere else entirely. Rocketlane connects all of it so nothing slips through.
Keep every project on track from kickoff to close
Plan, execute, and monitor every project with the context your team needs in one place.
- Track progress, budgets, dependencies, and risks in real time
- Course-correct early with automated workflows that keep projects on schedule and under budget
- Reduce manual effort with pre-built templates that standardize execution across every project
Staff every project with the right people
Know who’s available, what skills you need, and where capacity is getting tight before it becomes a delivery problem.
- Match people to projects based on skills, roles, and real availability
- Plan ahead with capacity views that account for current and pipeline demand
- Spot over-allocations early with Calendar-synced timesheets and alerts before delivery is affected
Get real-time visibility into P&L for every project
Track revenue, costs, budgets, and margins in real time, not after the project is already off track.
- Track fixed-fee, T&M, and milestone-based billing in one place
- Catch budget overruns early with real-time burn and margin visibility
- Automate invoicing around milestones and delivery progress
See the whole services business at a glance
Bring delivery, utilization, margins, and demand into one view so you can spot what needs attention and act faster.
- Track utilization, profitability, time to value, and project health in real time
- Automate reporting with live data instead of manual updates
- Roll up financials and delivery performance across your full portfolio
Keep customers aligned without the follow-ups
Give customers one shared portal to see progress, owners, tasks, and next steps so everyone stays accountable.
- Keep tasks, owners, timelines, and updates visible in one place
- Give customers clear visibility into what is expected from them
- Reduce status chasing with a shared, always-current view of the project
Agents that do the heavy lifting. You just hit approve
AI agents catch risks early, execute the in-between work, and keep every project on track. Your team only steps in when a decision needs a human.
“What excites me about Timesheet Policies is the ability to bring structured guardrails into our time data. The idea that we can encode our policies directly into the system to catch issues at the end of the week or month, feels like a meaningful shift.”
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Daniel Levine
Director, PS and Implementation
“Our team manually logs weekly account updates in Salesforce today. Signals can automatically surface risks and key customer requests from conversations, giving our account managers the insights they need without extra manual work.”
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Richard D'Ambrosio
Director of PS, Customer Success
"On more complex implementations, we spend 10–15 hours documenting decisions and structuring requirements to capture everything. With Nitro’s documentation agent, it could automatically pull key decisions from our calls and keep documentation updated as the project evolves.”
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Stacey Milgram Potzka
Vice President of Operations and Implementations
“Today our team manually creates tenants, assigns roles, and configures environments for every new customer. What’s exciting is that the configuration agent can automate this setup, dramatically reducing manual effort and helping us deliver faster implementations.”
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Vidwesh Umasankar
Practice Leader, Professional Services
Making the switch from Certinia? We’ve got you covered.
Pricing
Priced for what you actually need
No padded invoice, no surprise add-ons to stitch tools together. Pricing scales with your team size and the modules you actually use.
Migration to Rocketlane
Migrate in less than 12 weeks
Switching to Rocketlane is seamless. Your projects, clients, and workflows carry over as they are, and we guarantee full implementation within 12 weeks.
Support
A team that actually has your back
From onboarding to go-live, you get a dedicated implementation lead, not a ticket queue, helping you get live faster with clear accountability throughout.
Time-to-value
Built to pay for itself, fast
Time to value is what matters. Rocketlane helps you get live faster, so you can start seeing returns sooner.
How does Rocketlane compare against Certinia?
Here’s that list of features to take you over the line
Feature Comparison
Rocketlane
Certinia
Project Management
Waterfall and agile projects
Kanban board workflow
Customizable project workflows
Business-user self-serve configuration
Time Tracking
Resource and Finance
Business Insights
Client Experience
AI & Agents
Plans & Billing
Integrate natively with your existing tech stack
Connect Rocketlane to the tools you use everyday. Reduce busywork, get customers to value faster.
and 50+ more integrations Via Zapier
Enter the agentic world of services with Rocketlane
Experience how delivery feels when AI agents work beside you - faster timelines, leaner budgets, and scale that once felt out of reach.
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