I love how Rocketlane creates a seamless process for my team, aligning everyone on the mission and tasks, and it allows customers to track project tasks easily. It's also super easy to provide internal and external project updates, and notify about delays or issues. The process is simple and straightforward, and the integration with SFDC works very well. We've integrated SFDC with Rocketlane, so every new account automatically creates a new project, which speeds up the process and helps me stay on top of everything. Rocketlane is more project management-oriented, more flexible, and allows sharing projects with customers along the way. The initial setup was relatively easy. Review collected by and hosted on G2.com.
The SFDC integration is nice, but I wish it offered better bi-directional details, especially for account updates from SFDC to Rocketlane. Also, there's no easy way to generate a new project from the UI triggered by specific events, like creating a follow-up project after a year of customer implementation. The Slack integration isn't up to par either, as I'd like project updates sent to Slack fully so all team members can read the messages entirely. We've had to create a workaround using AI tools. Review collected by and hosted on G2.com.
