Rocketlane Reviews & Product Details

Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs focus on recording work, Rocketlane accelerates it through a connected system that unifies the entire front and back office. The platform brings together project delivery, resource management, time tracking, billing, and financial operations alongside collaboration capabilities such as Spaces, real-time chat, a modern client portal, Sheets for structured data, and a powerful Custom Apps framework that lets teams model any workflow inside Rocketlane. Everything lives in a single ecosystem, eliminating tool sprawl and fragmented data that slows down services teams. What makes Rocketlane truly different is its agentic architecture: a network of intelligent AI agents that execute real delivery tasks, automate setup, manage workflows, detect risks, enforce governance, and continuously learn from patterns across the organization. These agents don’t just make teams more efficient; they fundamentally reshape operations by moving organizations from manual coordination to autonomous delivery. This shift unlocks faster go-lives, better utilization, proactive issue detection, consistent delivery quality, and a level of operational resilience that was previously impossible. Over 650 companies, including Retool, Coursera, Postman, Intercom, Glean, AuditBoard, Vercel, Sprinklr, Worldpay, Grafana, OpenGov, and Outreach trust Rocketlane to run their mission-critical delivery processes. Customers across SaaS, services, and consulting use Rocketlane to shorten onboarding timelines, reduce escalations, improve forecasting accuracy, and accelerate moving from booked to consumed revenue. Founded in 2020, headquartered in the US, and operating globally with teams across India and the UK, Rocketlane is backed by leading investors, including Nexus Venture Partners and 8VC. The company’s rapid growth reflects strong market confidence in its category-defining vision for Agentic PSA.

Product Website

Seller

Rocketlane Corp

Discussions

Rocketlane Community

Languages Supported

German, English, Finnish, French, Italian, Japanese, Dutch, Portuguese, Spanish, Swedish

Overview by

Srikrishnan Ganesan

Pricing

Pricing provided by Rocketlane.

Standard

$49.00

1 user/month (paid annually)

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Rocketlane Integrations

(10)

Verified by Rocketlane

Rocketlane Media

Rocketlane Demo - Deliver continuous value for your customers across the post-sales journey

Run your entire project delivery engine on Rocketlane. Seamlessly manage multiple projects, keep a sharp eye on account-level profitability, and stay on top of project health—all in one place.

Rocketlane Demo - Maintain perfectly balanced workloads and build high-margin teams.

ResourceAI assembles your A-team with a single click, taking into account everything that matters—utilization rates, availability, and skillsets.

Rocketlane Demo - Customize reports and dashboards in a jiffy

Say goodbye to the days of scrambling for data at month's end, or performing endless vlookups! Business IQ consolidates project insights, financials, utilization, and customer feedback for a complete 360° view of your business.

Rocketlane Demo - A fully customizable Client Portal to give your client complete visibility

A sleek, website-like experience that unites every post-sale interaction in a single place and helps unlock value for your customers faster.

Rocketlane Demo - Robust, proactive governance to keep projects on track

Stay ahead of potential bottlenecks and risks with real-time alerts that empower you to take swift, corrective action. Automated escalation matrices kick in when issues emerge, ensuring rapid resolution and keeping your projects running smoothly.

Rocketlane Demo - Every billable hour, invoiced with speed and accuracy

No revenue slips through the cracks. Your project milestones, resources, and timesheets line up perfectly to deliver accurate, on-time invoices.

Official Downloads

(5)

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The Intelligent Delivery Ideabook for Professional Services

The ROI of Professional Services Automation

Rocketlane Reviews (789)

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Kalpesh B.

Head of Product and Solutions

Mid-Market (51-1000 emp.)

12/23/2025

Guest users or non-business users of the software, not included in G2 scores.

"Good application for customer success team"

4/5

What do you like best about Rocketlane?

Rocketlane is easy to use and intuitive, so the team was able to adopt it quickly with minimal training. Implementation was smooth, and the onboarding support from the Rocketlane team was responsive and helpful. We use the platform frequently as part of our day-to-day onboarding and implementation activities. It offers the right number of features without feeling overwhelming, and integrations with other tools are straightforward, making it easy to fit into our existing tech stack. Review collected by and hosted on G2.com.

What do you dislike about Rocketlane?

Some advanced configurations and reporting options have a learning curve, and a few features could be more intuitive for first-time users. Review collected by and hosted on G2.com.

Response from Akshaya Nagarajan of Rocketlane

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We’re glad to hear that Rocketlane was easy to adopt and fit smoothly into your onboarding and implementation workflows. Quick adoption with minimal training is something we intentionally design for, so it’s great to know your team could get up and running without friction.

Thank you as well for your honest feedback on advanced configurations and reporting. As teams grow and workflows become more sophisticated, there can be a learning curve, and feedback like yours helps us improve how those capabilities are surfaced and explained, through better in-product guidance, documentation, and enablement.

Thanks again for sharing your perspective and for trusting Rocketlane as part of your day-to-day operations.

Maja B.

Global Services Ops Manager

Mid-Market (51-1000 emp.)

9/18/2025

"Rocketlane = Game Changer"

5/5

What do you like best about Rocketlane?

Rocketlane has revolutionised out operations and reporting and we use it on a daily basis. It's user-friendly, it allows my Team to do things we've never been able to do before. The AI chat bot is one of the best I've seen and the Support Team who's ready to jump in if AI can't help is outstanding. They're very quick to respond. Our relationship with our CSM and TAM is great too - overall, it's a pleasure to work with Rocketlane! Review collected by and hosted on G2.com.

What do you dislike about Rocketlane?

Reporting capabilities lack certain important features, but Rocketlane takes on feedback and are working towards improving their reporting. Review collected by and hosted on G2.com.

What problems is Rocketlane solving and how is that benefiting you?

We work closely with our CSM and TAM to discuss out issues and they're always ready to suggest a solution, or take on the feedback. We finally have visibility into the brilliant work the team does, and we have invaluable data and insights we can use to put together reports and keep improving our operational efficiency. Review collected by and hosted on G2.com.

Response from Akshaya Nagarajan of Rocketlane

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Thank you so much for sharing this review!

We’re thrilled to hear that Rocketlane has become a daily part of your operations and reporting, and that it’s enabling your team to do things that weren’t possible before. Your callout of the AI chatbot, along with the support team stepping in when needed, really reflects how we think about customer experience.

It’s also wonderful to hear that your partnership with your CSM and TAM has been a positive one. We deeply value those relationships and see them as an extension of how we build and improve Rocketlane alongside our customers.

Thank you for your honest feedback on reporting as well. We’ve made a few enhancements in this area recently, and we’re continuing to invest heavily based on customer input. If you’re open to it, we’d love to understand which specific reporting features would make the biggest difference for you.

Thanks again for trusting Rocketlane and for being such a great partner to work with.

Leandro A.

Web Developer

Information Technology and Services

Mid-Market (51-1000 emp.)

9/11/2025

"Total transparency with all our clients in each project!"

4.5/5

What do you like best about Rocketlane?

I was fascinated by the AI Fills feature. It’s saved me, so many times after long meetings—rather than spending extra hours writing notes, summaries, and follow-ups, the tool pulls out the key points and auto-generates everything into a template. Before, a one-hour meeting turned into an hour and a half of extra work. Now I just review what the AI generated, make a few tweaks, and I’m done. The promise of saving 10+ hours a week is something you can actually feel. I also love the variety of templates for everything—from onboarding and tracking to defining tasks with clear roles and deadlines. It really cuts down on mistakes and makes sure everyone knows exactly what to deliver and when. Review collected by and hosted on G2.com.

What do you dislike about Rocketlane?

One issue is that reminder notifications don’t always specify which project or task they’re tied to. I’ve been deep into a project when a reminder pops up, and after opening it I realize it doesn’t say which project or task it belongs to. When you’re on multiple projects at once, that small detail can cause unnecessary confusion. Review collected by and hosted on G2.com.

What problems is Rocketlane solving and how is that benefiting you?

With Rocketlane, everything changed regarding our projects. Instead of the usual story of spending days aligning info with the client after the kick-off, we had everything sorted the very same day. We used a ready-made onboarding template, assigned tasks automatically, and uploaded documents to the customer portal. What really made a difference was the AI Fills feature—right after the meeting, it generated the action items, requirements, and deadlines automatically. That speed was a huge relief: the client felt reassured seeing everything laid out so clearly, the team got aligned instantly, and we knew there’d be no follow-up errors hanging over us. Review collected by and hosted on G2.com.

Response from Akshaya Nagarajan of Rocketlane

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Thank you for a thoughtful detailed review!

It’s rewarding to hear how AI Fills has changed your post-meeting workflow. That “one-hour meeting turning into another hour of admin” is a pain we hear often, and it’s exactly what AI Fills was designed to remove.

Thanks for calling out the templates, too. Having clear roles, deadlines, and structure from day one is critical in delivery work, and it’s great to hear they’re helping reduce errors and ambiguity across your projects.

We have noted the gap around reminder notifications. We’re sharing it with our product team as we continue improving how notifications surface context and clarity.

We really appreciate you taking the time to share your experience and for trusting Rocketlane.

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

1/8/2026

"A Solid Client Portal for Sharing Data with Customers"

4/5

What do you like best about Rocketlane?

What I really like about Rocketlane is the scope of features it offers. It covers so much of the onboarding and implementation process in one place, which makes it easy to manage work without constantly switching tools. Review collected by and hosted on G2.com.

What do you dislike about Rocketlane?

Templating properly can be a little tricky. It’s powerful and flexible, but that flexibility isn’t always obvious at first. You often have to get over a few hurdles and really understand how things are set up before it starts to feel easy and adaptable. Review collected by and hosted on G2.com.

What problems is Rocketlane solving and how is that benefiting you?

For us, Rocketlane mainly solves the problem of displaying information to clients in a clear, centralized way through the client portal. It gives clients visibility into relevant data and progress without needing separate tools or constant updates, which makes communication simpler and more consistent. Review collected by and hosted on G2.com.

Response from Akshaya Nagarajan of Rocketlane

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We’re glad to hear that having onboarding and implementation workflows in one place has helped reduce tool-switching and made work easier to manage. Bringing structure and clarity across delivery is exactly what Rocketlane is designed to support. It’s great to hear that the client portal is delivering value with centralized view of progress and key information. Simplifying client communication and reducing the need for constant updates is a core outcome we aim to enable.

Thank you as well for your honest feedback on templating. There can be a bit of a learning curve before it fully clicks. If you’d like any additional help here, our support team is always happy to jump in, whether it’s walking through best practices, helping refine templates, or sharing examples that might make things easier.

Thanks again for your thoughtful feedback and for trusting Rocketlane in your delivery process.

Halyna H.

Project Manager

Information Technology and Services

Small-Business (50 or fewer emp.)

8/19/2025

"Amidst the chaos of the projects, Rocketlane brought us peace!"

4.5/5

What do you like best about Rocketlane?

We didn’t realize that we needed Rocketlane until we tried it, but now I feel like I’ve found it. The intuitive interface design gave me confidence from the first click; I knew that any member of my team could use it with ease. We were able to eliminate repetitive and tedious tasks with the use of customizable templates, and gained a new perspective by centralizing all our deadlines, milestones, projects and financial data. We have been able to eliminate many emails and give everyone a real-time view of progress through the client portal. In a once chaotic place, it provided us with peace and clarity. Review collected by and hosted on G2.com.

What do you dislike about Rocketlane?

There was a learning curve because not all workflows were clear, and we had to spend some time getting to know one other. It first slowed us down, but it wasn't a major issue. Review collected by and hosted on G2.com.

What problems is Rocketlane solving and how is that benefiting you?

During the launch of a new system for an important customer, our meetings with Rocketlane were particularly revealing. There was a lot of work to be done between the development, support and training teams due to short notice. That would never have worked in the old days of email and spreadsheets. With Rocketlane, everyone was on the same page as to when and what to do, and I could monitor our progress almost in real time. The most interesting aspect was that the client requested a significant change in scope mid-project. Rocketlane allowed us to continue the project without derailing, adjusting the template and rescheduling the dates, which would normally mess up the whole plan. At the time, I thought, "Okay, this tool really makes a difference". Review collected by and hosted on G2.com.

Response from Akshaya Nagarajan of Rocketlane

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Thank you so much for taking the time to share a thoughtful review.

We love how you described the transition from chaos to clarity! That’s exactly the kind of outcome Rocketlane is built for. It’s especially great to hear that the intuitive interface, templates, and client portal helped reduce back-and-forth and gave your team (and customers) real-time visibility into progress.

We also appreciate your honest feedback about the initial learning curve. While Rocketlane is powerful, not every workflow is immediately obvious, and getting familiar with how things fit together can take a bit of time. Feedback like this helps us continuously improve our onboarding, in-product guidance, and documentation so teams can get to value faster.

Thanks again for trusting Rocketlane with such a critical project and for sharing your journey so openly.

Alexandra Z.

Software Implementation Specialist

Enterprise (> 1000 emp.)

9/3/2024

"Streamlined Project Management with Impressive Collaboration Too"

5/5

What do you like best about Rocketlane?

What I appreciated most about Rocketlane is its seamless approach to onboarding and project management. The ability to collaborate in real-time, set clear timelines, and track progress across multiple teams makes it incredibly efficient. The built-in document sharing and communication tools reduce the need to constantly switch between platforms. It’s especially useful for client-facing projects, where transparency and accountability are key. Review collected by and hosted on G2.com.

What do you dislike about Rocketlane?

While Rocketlane offers a robust set of features, there’s a bit of a learning curve at the beginning. Some workflows, like setting up templates or integrating third-party tools, could be a bit more user-friendly. Also, mobile functionality feels somewhat limited compared to the desktop version. Review collected by and hosted on G2.com.

What problems is Rocketlane solving and how is that benefiting you?

My overall experience with Rocketlane has been very positive. It’s a solid platform that keeps teams aligned and projects on track, especially in customer onboarding or service delivery scenarios. With a few interface refinements and expanded mobile support, it could easily become the go-to solution for any organization managing complex projects or client implementations Review collected by and hosted on G2.com.

Response from Akshaya Nagarajan of Rocketlane

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Hi Alexandra,

Akshaya here, and I work closely with our customer community to ensure your experience with Rocketlane is both impactful and continuously evolving with your needs.

Thank you so much for the thoughtful review! It’s great to hear how Rocketlane has helped streamline your onboarding and project management efforts, especially in client-facing scenarios where transparency and collaboration are so critical.

Appreciate your honest feedback on the initial learning curve, template setup, and mobile experience. These are areas we’re actively looking to refine, and your input helps us shape those improvements.

If you want to explore tips to make workflows smoother, feel free to reach out to your CSM or I’d be happy to connect you with our team directly.

Thanks again for being part of the Rocketlane journey! 🚀

Akshaya

Customer Marketing

Shreeganesh K.

Program Manager

Information Technology and Services

Enterprise (> 1000 emp.)

6/17/2025

"Program Management Made Practical and Powerful"

5/5

What do you like best about Rocketlane?

1. User-Friendly Interface – Clean and intuitive layout makes navigation seamless, even for first-time users.

2. Swift Performance – Quick loading with no noticeable lag, which is crucial during tight delivery windows.

3. Hassle-Free Template Setup – Project creation using ready-made templates is straightforward, efficient and easy to implement.

4. Unified Project Visibility – Consolidates all project-related data into one dependable source. Review collected by and hosted on G2.com.

What do you dislike about Rocketlane?

Comparing the current project state with the original or past plans can be challenging. With multiple revisions (3–4 iterations), adapting and establishing baselines from previous versions isn’t as smooth as expected. Review collected by and hosted on G2.com.

What problems is Rocketlane solving and how is that benefiting you?

Previously lacked a central tracking system - Rocketlane now acts as a unified hub for all project updates, minimizing ambiguity and eliminating reliance on multiple disconnected tools.

Stakeholders had limited visibility into progress - Built-in project views and automated status reports offer leadership the clarity they need—no additional follow-ups required.

Cross-functional collaboration was inefficient - Defined task ownership and timelines across teams have significantly improved coordination and accountability.

Challenging to manage several projects simultaneously - The portfolio-level dashboard enables clear visibility across accounts, making it easier to identify risks and delays early on. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

1/6/2026

Guest users or non-business users of the software, not included in G2 scores.

"Effortless Timesheet Tracking with Excellent Support"

4/5

What do you like best about Rocketlane?

Timesheets is very easy to track, there is lots of automation possible and support respond quickly to issues. The detail you can add for each project makes it a tool worth using to track project progress as well as financials. Review collected by and hosted on G2.com.

What do you dislike about Rocketlane?

Some integrations with common tools such as GSuite would be useful. This is not the ideal tool for large projects with many people as project management tool inside is not mature enough. Review collected by and hosted on G2.com.

Response from Akshaya Nagarajan of Rocketlane

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Thank you for sharing your feedback!

We’re glad to hear that timesheet tracking has been easy to use and that the level of detail across projects is helping you track both progress and financials.

Thank you as well for calling out the integration. As a heads-up, Rocketlane does support adding events from your Google Calendar directly into your timesheets, which can help reduce manual entry (attaching the help doc link). That said, we’d love to better understand what specific GSuite integrations you’re looking for and the workflows you’re trying to enable.

If you’re open to it, we’d encourage you to reach out to our support team. They can walk you through the existing calendar setup, explore whether there are alternate ways to achieve what you need today, and pass along your integration requirements to our product team.

We also appreciate your honest perspective on project scale and complexity. We do work with many enterprise teams who use Rocketlane to successfully run large-scale, multi-workstream implementations. We know that “large projects” can look very different depending on team structure, dependencies, and delivery complexity. If there’s a specific type of large project or setup you’re trying to manage, we’d love to understand it better.

Thanks again for taking the time to share your experience and for using Rocketlane as part of your delivery workflow.

See how Rocketlane improved

Kanika G.

Project Manager

Enterprise (> 1000 emp.)

1/19/2026

"Rocketlane’s Super-Responsive, Helpful Support Team"

5/5

What do you like best about Rocketlane?

Rocketlane support team is very helpful. Whenever we have any queries, they are very quick to respond. The onboarding and training was also very seamless and it's fairly easy to use. Review collected by and hosted on G2.com.

What do you dislike about Rocketlane?

We cannot forward any email from outside to RL Review collected by and hosted on G2.com.

Kayla B.

Project Manager

Information Technology and Services

Mid-Market (51-1000 emp.)

5/19/2025

"We improve pipeline management, project delivery, and client happiness"

5/5

What do you like best about Rocketlane?

Its collaborative, customer experience-oriented design works very well with our onboarding procedures, software installations, project management including outside clients. Dealing with the client to reach the project goal is among the most crucial elements. Without having to go over every detail, I can change what each section views and maintain client updates. Real-time tracking technology enabled us to foresee possible issues and resolve them before they disrupted the plans. Perfect and orderly communication between internal and outside teams directly produced deliverables of excellence Review collected by and hosted on G2.com.

What do you dislike about Rocketlane?

Although the mobile app serves its purposes, it has several limits, especially when it comes to reviewing or updating difficult items while you're not in the office. Review collected by and hosted on G2.com.

What problems is Rocketlane solving and how is that benefiting you?

Rocketlane became the hub for our company’s new customer onboarding projects. Tracking the performance of each team on our own initiative has helped us to allocate resources more wisely and reduce waiting times. We accelerate project delivery, simplify pipeline management and increase customer pleasure. For us, it is a strategic ally that allowed the smooth flow and greater visibility of challenging projects, not just a management tool. We managed to standardize the process of implementing our services, have clear timelines for each client, and provide a space where they could see real progress, which improved transparency and trust. Review collected by and hosted on G2.com.