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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
Accelerate project delivery with agents that do the delivery work
Bring your entire services operation into one place, with Rocketlane agents working across delivery, resourcing, financials, time, and client collaboration.
See Rocketlane in Action
20-min demo tailored to your use case
Recognised by G2 as a Leader in the Professional services category
Powering 700+ modern enterprises and services teams
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
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
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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
"Rocketlane has really given us a one-stop shop as our PSA tooling, not just for our team but also for our customers. They're able to interact and work with us every day throughout the entire project lifecycle."
Jessica Monroe
Director, Project Management
"What we needed was a single platform that could handle project management, integrate seamlessly with Salesforce, and push data and metrics across the entire organisation in real time, and that is exactly what Rocketlane delivered."
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Rola Abdul Ghani
Manager, Implementation Services
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"Rocketlane gave us everything in one place — project management plans, resource management, financials, and invoicing — and the UI is so intuitive that you can largely teach yourself how to navigate around it."
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Jacqui Morgan
Head of Client Delivery, Transformation & Global PMO
"The main reason we went looking for a new solution was to have everything in one place: project management, time tracking, budget management, and customer visibility. ”
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Lisa LaVan
Director of Service Delivery
"Rocketlane brought everything under one roof, and today we have complete visibility of every onboarding by stage, by activity, by task, and by owner."
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Rajiv Ramnan
Co-Founder
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
Legacy tools weren’t built for how modern delivery teams work. But Rocketlane is.
Book a demoLegacy PSA
Rocketlane’s Agentic PSA
Project delivery
Fragmented tools and scattered updates
One unified platform
Delivery runs with built-in governance, real-time visibility, and zero context switching.
Resourcing
Staffing is guesswork on spreadsheets.
Agents do the work
Skill matching, reallocations, and backfills — fully automated.
Revenue & billing
Missed hours quietly kill your margins.
No hour goes untracked
Every overrun is caught before it hits your margins.
Customer signals
You only hear about problems post-escalation.
Act before they escalate
Nitro surfaces risk while there's still time to act.
Customer experience
Customers are always left in the dark.
Clients always feel ahead
Every commitment tracked, no silence between milestones.
You've seen what agents do. Now see how it works.
From client collaboration to account intelligence, all in one place
Modern services teams are agile, client-centric, and data-driven. They need more than just project tracking—they need a platform that drives outcomes.
Rocketlane helps you deliver a smooth, transparent client experience with a branded portal, real-time updates, and automated reminders.
Clients stay informed and accountable, milestones stay on track, and value is delivered faster every time.
Get real-time visibility into project margins as delivery unfolds
Rocketlane brings delivery, time, and finance together, giving you a clear line of sight from work done to revenue earned.
Every hour worked and every dollar spent rolls into the project’s margin in real time. Track actuals against budget and see whether profitability is holding.
Spot drift early, roll performance up across the portfolio, and know exactly where you stand without waiting for the month-end.
Built for every delivery-driven team
Whether you're onboarding new customers, running services projects, or managing client implementations, Rocketlane adapts to your workflows and drives results.
Customer onboarding teams
Faster, consistent onboarding with automation and full transparency.
Professional services teams
Manage projects, time, finances, and clients—all in one place.
Agencies and consultancies
Deliver faster, impress clients, and drive long-term revenue.
Implementation
Teams
Deliver faster, impress clients, and drive long-term revenue.
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.
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