Rocketlane

About Rocketlane

Deep Dive with Clara AI

Rocketlane software is a customer onboarding platform used to gain insights in real-time on all your projects’ progress. The software offers templates to customize logos and themes to experience between your portal and your brand. Collaborate with teams on tasks and documents with your customers. It integrates with Zapier, Salesforce, and more. Small, Medium companies make use of the software.

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Pricing

Free Trial Available
Starts at $19.00. Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

100%
Reviews

60%
Momentum

60%
Popularity

68%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

Rocketlane Features

Show Feature Explanation

Client Onboarding Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

100%

Client Communication Tools

Offers support through chat, email, or in-app messaging throughout the process.

Workflow Builder

Empowers teams to design precise, step-by-step workflows with clarity and ease.

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Task Tracking

Helps in tracking the task assigned to different team members or teams

Task Assigning

Helps in assigning the tasks to a team member individually or the team collectively

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Dashboard

A digital insight of reports and other workings on a single screen

Document Management

Ability to store and manage various information and documents in electronic format.

Rocketlane Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Quotation Based / Subscription )

MONTHLY YEARLY

Professional $19.00 $29.00 per user / month

*Minimum of 5 team members

Features

Unlimited projects
Unlimited customer members
Branded Customer Portal
Project and Document Templates
Customer approvals
Customer login via magic link
Status updates
Timesheets
Time tracking report
Project Chat
All Tasks view (Gantt, List, Kanban)
Zapier Integration
Actionable emails
CSAT
CSAT Reports

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Premium $49.00 $59.00 per user / month

*Minimum of 5 team members

Features

Unlimited projects
Unlimited customer members
Includes features of Professional plan, plus
Task custom fields
Project custom fields
Task custom statuses
Salesforce integration
Project baseline (Coming soon)
Jira integration
Custom domains
Project performance report
API
Custom dashboard
Merge templates
Dynamic templates

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Enterprise Custom

Features

Unlimited projects
Unlimited customer members
Includes features of Premium plan, plus
Premium support
Custom Onboarding and training
API - Advanced rate limits
Custom email domain
Single Sign-On (SSO)
People performance report
Unlimited Automations for Salesforce integration

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Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 12/04/2022 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Rocketlane Pricing