# Onboard vs Rocketlane Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Onboard excels in user experience, with its clean and intuitive design making navigation a breeze. Users appreciate features like the 'Discussion' tool, which allows for seamless communication between onboarding teams and clients, enhancing collaboration.
- **Users say** Rocketlane stands out for its comprehensive project management capabilities tailored specifically for customer onboarding. Reviewers highlight its end-to-end PSA functionality, which integrates real-time reporting and customization options, making it a powerful tool for implementation teams.
- **According to verified reviews** , Onboard shines in ease of setup and administration, with users noting that the onboarding process is straightforward and quick. This is particularly beneficial for small businesses looking to get up and running without extensive training.
- **Reviewers mention** that Rocketlane offers robust organizational features, allowing users to track time against specific projects and tasks efficiently. This level of detail helps teams maintain accuracy in their timesheets, which is crucial for project management.
- **G2 reviewers highlight** Onboard's commitment to continuous improvement, with users noting that the platform evolves based on feedback. This responsiveness to user needs helps streamline processes and enhances the overall onboarding experience.
- **Users express** that while Rocketlane is a powerful tool, it may not be as user-friendly as Onboard for those new to onboarding software. Some users find the learning curve steeper, which could be a consideration for teams looking for a quick and easy implementation.



| | Onboard | Rocketlane | 
|---|---|---|
| **Star Rating** | 5.0 out of 5 | 4.7 out of 5 | 
| **Total Reviews** | 46 | 853 | 
| **Largest Market Segment** | Small-Business (82.1% of reviews) | Mid-Market (57.2% of reviews) | 
| **Entry Level Price** | $25.00 1 Seat Per Month | $49.00 1 user/month (paid annually) | 

---
## Top Pros & Cons

### Onboard

Pros:
- Ease of Use (4 reviews)
- Setup Ease (4 reviews)

Cons:
- Inefficient Task Management (2 reviews)
- Dashboard Issues (1 reviews)

### Rocketlane

Pros:
- Ease of Use (78 reviews)
- Project Management (72 reviews)

Cons:
- Missing Features (31 reviews)
- Slow Performance (21 reviews)

---
## Ratings Comparison
| Rating | Onboard | Rocketlane | 
|---|---|---|
  | **Meets Requirements** | 9.6 (22 reviews) | 9.1 (462 reviews) | 
  | **Ease of Use** | 10.0 (22 reviews) | 9.2 (625 reviews) | 
  | **Ease of Setup** | 9.7 (15 reviews) | 8.9 (391 reviews) | 
  | **Ease of Admin** | 9.9 (15 reviews) | 9.2 (247 reviews) | 
  | **Quality of Support** | 10.0 (22 reviews) | 9.5 (436 reviews) | 
  | **Has the product been a good partner in doing business?** | 10.0 (15 reviews) | 9.5 (242 reviews) | 
  | **Product Direction (% positive)** | 10.0 (20 reviews) | 9.4 (421 reviews) | 

---
## Pricing

### Onboard

#### Entry-Level Pricing

Plan: Starter

Price: $25.00 1 Seat Per Month

Description: Best for:
You want to graduate out of spreadsheets or project management software but you also don't need a lot of hand-holding or bells + whistles.

Key Features:
- Unlimited Templates
- Automated Launch Plans
- Customer Portal

[Browse all 3 editions](https://www.g2.com/products/onboard-software-inc-onboard/pricing)

#### Free Trial

Yes

### Rocketlane

#### Entry-Level Pricing

Plan: Standard

Price: $49.00 1 user/month (paid annually)

Description: Min 5 users. $59/user when paid monthly

Key Features:
- Everything in Essential
- Status update templates
- Custom Domains

[Browse all 5 editions](https://www.g2.com/products/rocketlane-corp/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Project Management

| Product | Score | Reviews |
|---|---|---|
| **Onboard** | N/A | N/A |
| **Rocketlane** | 9.0/10 | 291 |

#### Tasks

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Creation & Assignment** | Not enough data | 9.4 (256 reviews) ✓ Verified | 
| **Due Dates** | Not enough data | 9.4 (257 reviews) ✓ Verified | 
| **Task Prioritization** | Not enough data | 9.3 (244 reviews) ✓ Verified | 
| **To-Do Lists** | Not enough data | 9.1 (239 reviews) ✓ Verified | 
| **Dependencies** | Not enough data | 8.9 (229 reviews) ✓ Verified | 
| **Mass Updates** | Not enough data | 8.7 (215 reviews) ✓ Verified | 
| **Drag & Drop** | Not enough data | 9.0 (227 reviews) ✓ Verified | 
| **Recurring Tasks** | Not enough data | 9.1 (218 reviews) ✓ Verified | 

#### Projects

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Planning** | Not enough data | 9.3 (222 reviews) | 
| **Project Map** | Not enough data | 9.3 (217 reviews) | 
| **GANTT** | Not enough data | 8.9 (201 reviews) | 
| **Calendar View** | Not enough data | 9.1 (201 reviews) | 
| **Views** | Not enough data | 9.2 (211 reviews) ✓ Verified | 
| **Project Budgeting** | Not enough data | 9.0 (158 reviews) ✓ Verified | 
| **Issue Tracking** | Not enough data | 8.9 (196 reviews) ✓ Verified | 
| **Templates** | Not enough data | 9.1 (215 reviews) ✓ Verified | 
| **Critical Path** | Not enough data | 8.8 (185 reviews) ✓ Verified | 
| **Time & Expense** | Not enough data | 8.9 (205 reviews) ✓ Verified | 
| **Methodologies** | Not enough data | 9.0 (183 reviews) ✓ Verified | 

#### Resource Management

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Resource Definiton** | Not enough data | 8.9 (203 reviews) ✓ Verified | 
| **Capacity** | Not enough data | 9.1 (182 reviews) ✓ Verified | 
| **Scheduling** | Not enough data | 9.1 (179 reviews) ✓ Verified | 

#### Project Monitoring

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Baselining / KPIs** | Not enough data | 8.8 (182 reviews) ✓ Verified | 
| **Resource Allocation** | Not enough data | 9.0 (163 reviews) ✓ Verified | 
| **Dashboards** | Not enough data | 8.9 (217 reviews) ✓ Verified | 

#### Generative AI

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.4 (80 reviews) | 
| **AI Text Summarization** | Not enough data | 8.6 (80 reviews) | 

#### Agentic AI - Project Management

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Workflow Management

| Product | Score | Reviews |
|---|---|---|
| **Onboard** | N/A | N/A |
| **Rocketlane** | 9.1/10 | 124 |

#### Setup

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Activities** | Not enough data | 9.2 (112 reviews) | 
| **Flows** | Not enough data | 9.1 (111 reviews) | 
| **Dependencies** | Not enough data | 9.1 (108 reviews) | 
| **Notifications** | Not enough data | 9.2 (112 reviews) | 

#### Management

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Updates** | Not enough data | 9.3 (104 reviews) | 
| **Audit Trail** | Not enough data | 9.0 (95 reviews) | 
| **Integration** | Not enough data | 9.2 (97 reviews) | 

#### Generative AI

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **AI Text Generation** | Not enough data | 9.1 (44 reviews) | 

#### Agentic AI - Workflow Management

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Resource Management

| Product | Score | Reviews |
|---|---|---|
| **Onboard** | N/A | N/A |
| **Rocketlane** | 8.5/10 | 17 |

#### Planning

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Resource Definiton** | Not enough data | 8.3 (13 reviews) | 
| **Capacity** | Not enough data | 8.9 (12 reviews) | 
| **Scheduling** | Not enough data | 8.3 (13 reviews) | 

#### Optimization

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Performance** | Not enough data | 8.8 (15 reviews) | 
| **Forecasting** | Not enough data | 8.3 (15 reviews) | 
| **Corrections** | Not enough data | 8.2 (13 reviews) | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **Onboard** | N/A | N/A |
| **Rocketlane** | 9.1/10 | 10 |

#### Content

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Document Collaboration** | Not enough data | Not enough data | 
| **Versioning** | Not enough data | Not enough data | 
| **E-Signature** | Not enough data | Not enough data | 
| **File Request** | Not enough data | Not enough data | 
| **Feedback** | Not enough data | 9.7 (5 reviews) | 

#### Collaboration

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Billing and Invoicing** | Not enough data | Not enough data | 
| **Instant Messaging** | Not enough data | 10.0 (6 reviews) | 
| **Project Management** | Not enough data | 9.6 (9 reviews) | 
| **Analytics** | Not enough data | 7.8 (6 reviews) | 
| **Time Tracking** | Not enough data | 8.6 (6 reviews) | 
| **Mobile Application** | Not enough data | Not enough data | 

### Task Management

| Product | Score | Reviews |
|---|---|---|
| **Onboard** | N/A | N/A |
| **Rocketlane** | 9.0/10 | 204 |

#### Task Creation

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Creation & Assignment** | Not enough data | 9.3 (191 reviews) ✓ Verified | 
| **Due Dates** | Not enough data | 9.3 (192 reviews) ✓ Verified | 
| **Drag & Drop** | Not enough data | 9.0 (180 reviews) | 
| **Mass Updates** | Not enough data | 8.8 (164 reviews) | 

#### Task Management

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Task Prioritization** | Not enough data | 9.2 (177 reviews) | 
| **To-Do Lists** | Not enough data | 9.1 (179 reviews) | 
| **Dependencies** | Not enough data | 9.1 (175 reviews) | 
| **Recurring Tasks** | Not enough data | Feature Not Available | 

#### Generative AI

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.4 (68 reviews) | 
| **AI Text Summarization** | Not enough data | 8.6 (69 reviews) | 

### Professional Services Automation

| Product | Score | Reviews |
|---|---|---|
| **Onboard** | N/A | N/A |
| **Rocketlane** | 8.9/10 | 109 |

#### Customer Management

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Customer Profiles** | Not enough data | 9.2 (65 reviews) | 
| **Sales** | Not enough data | Feature Not Available | 
| **Marketing** | Not enough data | 8.3 (54 reviews) | 
| **Client Portal** | Not enough data | 9.2 (73 reviews) | 

#### Project Management

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Project Planning** | Not enough data | 9.5 (74 reviews) | 
| **Project Tracking** | Not enough data | 9.6 (85 reviews) | 
| **Resource Definition** | Not enough data | 9.2 (66 reviews) | 
| **Resource Management** | Not enough data | 9.4 (71 reviews) | 

#### Accounting

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Revenue Recognition** | Not enough data | 8.9 (56 reviews) | 
| **Invoice Management** | Not enough data | 8.6 (32 reviews) | 
| **Payments** | Not enough data | Feature Not Available | 
| **Project Accounting** | Not enough data | 9.0 (54 reviews) | 
| **Budget Tracking** | Not enough data | 9.0 (54 reviews) | 

#### Portfolio Management

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Portfolio Definition** | Not enough data | 8.9 (59 reviews) | 
| **Portfolio Performance** | Not enough data | 9.0 (61 reviews) | 
| **Risk** | Not enough data | 8.6 (59 reviews) | 
| **Portfolio Mix** | Not enough data | 9.0 (59 reviews) | 

#### Analytics

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Forecasting** | Not enough data | 8.8 (57 reviews) | 
| **Reporting** | Not enough data | 8.7 (70 reviews) | 
| **KPIs** | Not enough data | 9.0 (62 reviews) | 

#### Administration

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Standard Integrations** | Not enough data | 9.2 (74 reviews) | 
| **Workflow** | Not enough data | 9.0 (74 reviews) | 
| **Access Management** | Not enough data | 9.0 (68 reviews) | 

#### Platform

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **APIs** | Not enough data | 8.9 (55 reviews) | 
| **Internationalization** | Not enough data | 8.9 (54 reviews) | 
| **Performance and Reliability** | Not enough data | 9.1 (70 reviews) | 
| **Mobile** | Not enough data | 8.2 (54 reviews) | 
| **Offline Access** | Not enough data | Feature Not Available | 

#### Generative AI

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.7 (40 reviews) | 
| **AI Text Summarization** | Not enough data | 8.6 (39 reviews) | 

#### Artificial Intelligence - Professional Services Automation

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Predictive Forecasting** | Not enough data | Not enough data | 
| **Smart task suggestions** | Not enough data | Not enough data | 
| **Automated workflows** | Not enough data | 6.7 (5 reviews) | 

#### Agentic AI - Professional Services Automation

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Project Collaboration

| Product | Score | Reviews |
|---|---|---|
| **Onboard** | N/A | N/A |
| **Rocketlane** | 9.1/10 | 180 |

#### Communication

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Chat** | Not enough data | 9.2 (154 reviews) | 
| **Discussions** | Not enough data | 9.2 (143 reviews) | 
| **External** | Not enough data | 9.3 (142 reviews) | 
| **Feedback** | Not enough data | 9.3 (142 reviews) | 
| **Announcements** | Not enough data | Feature Not Available | 

#### Content & Documents

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **File Sharing** | Not enough data | 8.9 (142 reviews) | 
| **Notes** | Not enough data | 9.3 (146 reviews) | 
| **Search** | Not enough data | 9.1 (120 reviews) | 
| **Versioning** | Not enough data | 9.0 (66 reviews) | 

#### Controls

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Custom Views** | Not enough data | 9.1 (142 reviews) | 
| **Followers** | Not enough data | 8.8 (124 reviews) | 
| **User Management** | Not enough data | 9.3 (145 reviews) | 
| **Calendars** | Not enough data | Feature Not Available | 
| **Public Sharing** | Not enough data | Feature Not Available | 

#### Project Management

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Task Management** | Not enough data | 9.5 (169 reviews) | 
| **Planning** | Not enough data | 9.3 (160 reviews) | 
| **Visibility** | Not enough data | 9.3 (162 reviews) | 
| **Integration** | Not enough data | 8.9 (141 reviews) | 

#### Remote Collaboration

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Alignment** | Not enough data | 9.2 (150 reviews) | 
| **Accountability** | Not enough data | 9.2 (147 reviews) | 
| **Connectivity** | Not enough data | Feature Not Available | 
| **Offline Mode** | Not enough data | Feature Not Available | 

#### Generative AI

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.4 (57 reviews) | 
| **AI Text Summarization** | Not enough data | 8.5 (56 reviews) | 

#### Agentic AI - Project Collaboration

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 

### Client Onboarding

| Product | Score | Reviews |
|---|---|---|
| **Onboard** | 9.8/10 | 15 |
| **Rocketlane** | 9.0/10 | 254 |

#### Onboarding Setup

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Workflows** | 10.0 (14 reviews) | 9.0 (205 reviews) ✓ Verified | 
| **Templates** | 9.8 (14 reviews) | 9.2 (217 reviews) ✓ Verified | 
| **Checklists** | 10.0 (15 reviews) | 9.0 (210 reviews) ✓ Verified | 

#### Project Tracking

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Monitoring** | 10.0 (12 reviews) | 9.0 (211 reviews) ✓ Verified | 
| **Resources** | 10.0 (10 reviews) | 9.1 (192 reviews) | 
| **Content** | 9.6 (13 reviews) | 8.8 (199 reviews) ✓ Verified | 
| **Tasks** | 9.9 (14 reviews) | 9.3 (213 reviews) ✓ Verified | 
| **Optimization** | 9.5 (11 reviews) | 8.9 (193 reviews) | 

#### Customer Engagement

| Feature | Onboard | Rocketlane | 
|---|---|---|
| **Portal** | 10.0 (15 reviews) | 9.0 (215 reviews) ✓ Verified | 
| **Engagement** | 9.9 (12 reviews) | 9.0 (214 reviews) ✓ Verified | 
| **Branding** | 9.2 (13 reviews) | 8.8 (208 reviews) | 
| **Visibility** | 9.9 (14 reviews) | 9.1 (214 reviews) ✓ Verified | 
| **Collaboration** | 10.0 (14 reviews) | 9.2 (219 reviews) ✓ Verified | 

---
## Categories
**Shared Categories (1):** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding)


**Unique to Rocketlane (7):** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation), [Client Portal Software](https://www.g2.com/categories/client-portal), [Project Management Software](https://www.g2.com/categories/project-management), [Resource Management Software](https://www.g2.com/categories/resource-management), [Project Collaboration Software](https://www.g2.com/categories/project-collaboration), [Workflow Management Software](https://www.g2.com/categories/workflow-management), [Task Management Software](https://www.g2.com/categories/task-management-software)


---
## Reviewer Demographics

### By Company Size

| Segment | Onboard | Rocketlane | 
|---|---|---|
| **Small-Business** | 82.1% | 28.9% | 
| **Mid-Market** | 17.9% | 57.2% | 
| **Enterprise** | 0% | 13.9% | 

### By Industry

#### Onboard

- **Computer Software:** 27.0%
- **Information Technology and Services:** 16.2%
- **Marketing and Advertising:** 8.1%
- **Education Management:** 8.1%
- **Transportation/Trucking/Railroad:** 5.4%
- **Research:** 5.4%
- **Non-Profit Organization Management:** 5.4%
- **Higher Education:** 5.4%
- **Real Estate:** 2.7%
- **Primary/Secondary Education:** 2.7%
- **Other:** 13.5%

#### Rocketlane

- **Computer Software:** 36.0%
- **Information Technology and Services:** 26.3%
- **Marketing and Advertising:** 5.2%
- **Financial Services:** 4.1%
- **Logistics and Supply Chain:** 2.3%
- **Consulting:** 1.9%
- **Accounting:** 1.5%
- **Hospitality:** 1.4%
- **Computer & Network Security:** 1.4%
- **Internet:** 1.0%
- **Other:** 19.0%

---
## Alternatives

### Alternatives to Onboard

- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1591 reviews)
- [Process Street](https://www.g2.com/products/process-street/reviews) — 4.6/5 stars (463 reviews)
- [Dock](https://www.g2.com/products/dock/reviews) — 4.7/5 stars (436 reviews)
- [Totango](https://www.g2.com/products/totango/reviews) — 4.3/5 stars (1150 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (696 reviews)
- [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) — 4.4/5 stars (423 reviews)
- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (926 reviews)
- [Enablix](https://www.g2.com/products/enablix/reviews) — 4.7/5 stars (347 reviews)
- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (499 reviews)

### Alternatives to Rocketlane

- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 reviews)
- [monday Work Management](https://www.g2.com/products/monday-com/reviews) — 4.7/5 stars (15381 reviews)
- [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13641 reviews)
- [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) — 4.2/5 stars (1512 reviews)
- [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) — 4.3/5 stars (712 reviews)
- [ClickUp](https://www.g2.com/products/clickup/reviews) — 4.6/5 stars (12428 reviews)
- [Smartsheet](https://www.g2.com/products/smartsheet/reviews) — 4.4/5 stars (22096 reviews)
- [Scoro](https://www.g2.com/products/scoro/reviews) — 4.5/5 stars (495 reviews)
- [Wrike](https://www.g2.com/products/wrike/reviews) — 4.2/5 stars (4530 reviews)
- [Nifty](https://www.g2.com/products/nifty-technologies-inc-nifty/reviews) — 4.7/5 stars (442 reviews)

---
## Top Discussions

### Onboard

No discussions available for this product.

### Rocketlane

- Title: [How can we improve the overview page and project summary section ?](https://www.g2.com/discussions/how-can-we-improve-the-overview-page-and-project-summary-section) — 1 comment, 2 upvotes
  > **Top comment:** "Enable the Overview page to be editable - let people choose they're own graphs
Enable Project Status to be updated from that page
Enable Project Summary..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/onboard-software-inc-onboard-vs-rocketlane-corp)