Rocketlane

Rocketlane Services

Rocketlane offers a comprehensive suite of services designed to streamline customer onboarding. Key services include project management, a customer portal, financial management, partner central, time tracking, business intelligence (BI), resource management, and various integrations. These services help businesses effectively manage and collaborate on onboarding projects, ensuring a seamless experience for customers.

Rocketlane Products

Rocketlane's primary product is its cloud-based collaborative customer onboarding platform. This platform features a robust customer portal that facilitates task collaboration, chatting, and file sharing. Additionally, the platform integrates with several popular tools like Slack, Salesforce, HubSpot, Jira, and Zapier, enhancing its utility and flexibility for various business needs.

Rocketlane Community and Resources

Rocketlane operates the Preflight community, an exclusive network for leaders and practitioners in customer onboarding and implementation. They also offer a wide range of resources, including e-books, templates, and reports focused on post-sale activities. Rocketlane’s blog provides insights and resources on customer onboarding, and they host 'The Launch Station', a podcast series featuring discussions with Customer Success and Implementation leaders.

Rocketlane Events and Webinars

Rocketlane conducts various events and webinars centered around customer onboarding and professional services. These events are tailored to provide valuable insights and best practices to professionals in the field. The company also hosts Rocketlane TV, an exclusive OTT platform aimed at Customer Success (CS) and Professional Services (PS) professionals.

Rocketlane Integrations

Rocketlane’s platform integrates with several key tools, enhancing its effectiveness and versatility. Integrations include Slack for communication, Salesforce and HubSpot for CRM, Jira for project tracking, and Zapier for workflow automation. These integrations help users seamlessly connect Rocketlane with their existing toolkit, improving efficiency and collaboration.

Report inaccurate information

Companies similar to Rocketlane

GuideCX specializes in customer onboarding, task management, and project management, offering robust integrations and a customer engagement portal for seamless communication and efficiency.

Sero, formerly known as Taktile Technologies, Inc. and Takt, is a B2B company based in Chicago that specializes in customer onboarding solutions for SaaS companies.

Dooly is a company that offers a suite of sales and post-sales management solutions, integrating with platforms like Salesforce and Slack to enhance productivity.

Recapped is a platform that facilitates customer collaboration and sales process management, integrating with Salesforce and HubSpot, and offering features like enterprise-level security and a template library.

Onboard.io, based in Detroit, MI with a fully remote team, specializes in automating and streamlining the customer onboarding and implementation process for B2B productivity sectors.

Copilot, formerly known as Piccolo and Portal, is a B2B infrastructure company based in New York, providing a modern client portal with features like messaging, billing, and file-sharing, tailored for service-oriented businesses.

Truva, formerly known as Protego and Immuna, is a B2B productivity company based in San Francisco, specializing in enhancing operational efficiency for SaaS platforms through AI and ML technologies.

Chili Piper offers a suite of solutions designed to enhance the efficiency of revenue teams, integrating with major marketing and sales platforms and supporting a global remote workforce from over 41 countries.

Baton is a software company that specializes in solutions for software implementation management, client onboarding, and professional services automation, aimed at standardizing workflows and accelerating project completion.

Accord is a B2B company based in San Francisco, CA, specializing in sales and customer success solutions, offering a platform that supports repeatable sales processes and onboarding with features like stakeholder management and project timelines.