Rocketlane Recenzje i szczegóły produktu

I love how customizable the Rocketlane features are. Rocketlane has made managing collaborative projects with my clients so much easier. -- Even as a team of one. The ability to create a project plan based on your project phases and framework has been invaluable. Not to mention the little presentation button beside the project plan, which makes presenting the plan to clients easy without having to create slides. #timesaved 😍 My projects are really organized in a way that helps my clients know what happening and when. I've cut my onboarding time in half with the project and project role template capabilities alone. The ability to set project milestones and have CSAT surveys with them to get client feedback through the client experience has helped me make intentional, continuous improvements in my process. The other amazing features that have made project management easy with clients are the automatic project status update features and the ability to send items for client approval. The fact that I've been able to use their docs feature to collaboratively write content and create strategies with my client without leaving the tool has been such a beautiful experience. Oh and the ability to make certain tasks private has been so amazing too. Clients don't need to see every task that needs to be completed. I've tried everything... Trello, Asana, Clickup, AhSuite, Copilot, CoordinateHQ and even Google Docs. Nothing beats Rocketlane. Trust me. I've searched high and low for other tools that do the same things, and nothing has the speed and reliability that Rocketlane has. Thank you, Rocketlane leadership for making this tool affordable and within reach for freelancers too. We seem to get forgotten in tech tools that connect team project management with a client collaboration portal.

I would have to say that the only things I wish Rocketlane did better are: (1) Better UI Design: The current UI feels a bit 1999 to me with the design. If I logged in one day and had a more modern minimalist Asana-like design, I believe it would be easier for our clients to navigate and I'd experience more joy working in it too. (2) Slack Button: The inability to remove the Slack button from the portal has almost been a deal breaker for me. My clients get confused as to where to chat with me with both a Slack and chat area. I'd really like to be able to remove or that off in my account settings. (3) Portal Customization: I wish we had more of an ability to change more colors and the layout of the portal to fit our brand. In complete transparency, the gradient thing with just one color is again, a bit 1999 for me. I'd love to be able to remove the list view from the project as well since the project plan is where most of our clients like to work and collaborate with me. Being able to uncheck that would decrease redundancy in the view from the client's side.

Rocketlane is helping me to be a better Systems Integrator for my clients by having a more streamlined place to collaborate with them and a team. I've completed some massive workflow and CRM setup projects for my clients in record time using Rocketlane! I'm so glad I found it!

The team are incredibly passionate and are a joy to work with, they are realy quick to understand my needs and to ensure they help me find an timely outcome!

Nothing, everything I need they always embrace and take onboard for now or a future time

The Hubspot & jira automation means that I eliminate a huge amount of manual labour and that nothing is ever missed because someone forgets

Rocketlane has revolutionized our customer onboarding processes, enabling us to standardize and streamline operations while enhancing collaboration both internally and externally. One of its standout features is the perfect combination of project/task management capabilities and a user-friendly interface. Unlike other platforms we've used, Rocketlane provides an exceptional user experience. There are several features that our team absolutely loves. Firstly, the projects view is remarkable, allowing easy customization and providing real-time updates on project status and progress based on completed and open tasks. This eliminates the need to Wadytantly ask our Customer Success Managers for updates, saving us valuable time. Combined with the customizable reports and the ability to use CSAT surveys and create our own forms to track customer satisfaction, we have full visibility over our customer onboarding. Also we love the recent addition of key events tracking and intervals reporting. These features automate milestone task tracking and reporting on Time to Value, average duration, and more, eliminating manual input from CSMs, and for the most part we can share this data with the rest of the business with their Salesforce integration. Rocketlane also offers the advantage of granting customers access to their own portal with different views, ensuring clarity on tasks and timelines. Managing all communications, documents, and tasks from a single platform has streamlined our processes and reduced miscommunications, resulting in fewer delays.Task reminder notifications (via email or slack) help our team save time chasing customers for updates. Additionally, the ability to create playbooks and document templates based on dynamic rules has significantly increased our efficiency. Furthermore, the flexibility of onboarding plans/playbooks has inspired us to Wadyider using Rocketlane for partner onboarding and success planning beyond the initial onboarding phase. Lastly, the outstanding support provided by the Rocketlane team has been exceptional. They have been responsive and helpful whenever we faced challenges or needed assistance. So, in summary, I highly recommend Rocketlane to any organization seeking to enhance their customer onboarding processes. It has proven to be a game-changer for us, and I am confident it will deliver the same positive impact to others.

There isn't anything that we particularly dislike, but we would love to see some improvements: - Having the ability to set default views for certain team members and allow them to see reports/dashboards (right now, only super users and admins can do it) - We would like to see more options to create different graphics in their dashboards and more options to customize their 'cards' (however there have been already tremendous updates from last year and they keep on improving them taking up our feedback as well!) - We would also like to have automations such as updating a project field or sending a custom message based on a task update (we've been told there will be a new feature coming out soon that will allow us to do this!)

- Lack of Wadyistency in our customer onboarding processes and team collaboration workflows - Team efficiency - Ability to support customers during their onboarding stage - Keeping track of onboarding performance, TTV, Onboarding duration, CSAT and CES metrics

Its a great product and the support is helpful. They built out our process and held our hand through the implementation.

Had an issue logging in but they fixed it quick...

Communicating and pushing the customer forward.

The feature to add work hours per day as well as connecting tickets with rocketlane.

I always have to check the tags to select and it is quite time taking. Although I have no suggestions around it but is it a bit disliking.

Using rocketlane I can log time and track project progress at the same place, instead of going ticket to ticket and chasing the respective people for the updates. So yes, the time is saved and hassle too.

The tool is easy to use and is specifically designed for customer onboarding. While other project management tools are generic, Rocketlane can look at specific pain points in a SaaS implementation journey and create modular solutions. I love the modularity of the solution with form templates, document templates, and phase templates that can be called in as and when needed. This results in access to the right materials at the right time and also helps in the standardisation of documents across the company. Lastly, the support/CSM teams are extremely approachable and easy to work with :)

Admin reporting capabilities: would love to have an internal hierarchy on Rocketlane that enables automatic reporting of project summary at different levels of leadership based on assigned projects (pod leads, sr managers, directors etc).

Rocketplane is a great tool to track implementation projects. For us, apart from the primary objective, we are also able to drive standardized documentation and efficient flow of information within a project.

Rocketlane has everything needed for successful project management. This completely eliminates the need for an agency which usually does the job for you. This saves a huge amount of time while giving clarity while keeping the power in your hands.

Rocketlane is new and gets developed in an ongoing process. All the features work, only sometimes the systems loading time can be slow. I am sure this will get fixed in a later update though.

We have a comprehensive template with a bunch of checklists, which helps us decreasing the onboarding time of a client from one week to 1 DAY. Rocketlane gives us the base to collaborate together effectively.

Detailed View of all the Tasks and Timesheet is very helpful

Not being able to apply half day it only Wadyiders full day leave

It is benefitting my work with detailed view of all my task and the team's taks

You can see time spent on projects and it's more user friendly than Jira and the customer service can not be beat.

There is nothing to report, Rocket lane has been very accomodating.

Instead of sending out emails to clients, we can notify clients of things or update them on Rocketlane. So it enables us to notify clients and also manage the project at the same time.

Easy to use and everything is in one software

That it is not automatically add jira ticket

Yes