Rocketlane Reviews & Product Details

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.

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.

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.

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.

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.

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 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.

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.

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.

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.

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.

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.

-Great integration with Salesforce and Zapier.

-UI is generally pleasant to look at.

-API is more mature than most other vendors I've worked with.

-Support is generally quick to respond.

-Automations are useful for manual Tasks.

-The ability to create filters for other less-technical teammates is useful. Review collected by and hosted on G2.com.

-No logging on Rocketlane Automations, whether they ran or not.

-No logging on if emails are being sent from Rocketlane without having to go through Support.

-No current native functionality to re-send customer invites to a Project if they haven't accepted it.

-No ability to upload an attachment to a Task via API.

-Viewing a Customer Portal as a customer lacks features, and some buttons are not clickable. Review collected by and hosted on G2.com.

Finally, a project management tool designed for implementation projects! It is easy to use and easy to configure to meet your use cases, even if you have multiple, unique use cases within your org. The more you use it, the more you can streamline projects because of the visibility it provides, the ease of use, and the automations and AI features. It was so successful we literally had other teams in the org asking to move their work into Rocketlane. As a leader, it was great to be able to give my team the autonomy to improve their projects by enhancing templates and ever improving the system, because it was that easy to use. Review collected by and hosted on G2.com.

It can’t do everything, obviously. It would be nice to have some excel like functions in the doc space, but that is probably coming. The fact is, by the time you find something you don’t like, there is usually a solution on the roadmap! Review collected by and hosted on G2.com.

It helps us to track the complete implementation of the product along with the chat options provided to internal team as well as to the client side. Ability to share all the details , taking feedback from clients. Review collected by and hosted on G2.com.

Sometimes the app stops working at clients end and it takes atleast 24-48 hours to get the issues resolved by the Rocketlane team Review collected by and hosted on G2.com.

Rocketlane has truly revolutionized the way we operate at DigiCert. In an industry that's rapidly evolving, having a platform that keeps pace with change while enabling us to stay efficient and agile is critical—and Rocketlane delivers.

Since implementation, we’ve automated nearly 80% of our previously manual tasks, dramatically improving productivity and freeing up our teams to focus on higher-value strategic work. Whether it’s onboarding, task tracking, time management, or customer communication, Rocketlane has centralized and streamlined these processes with ease. Review collected by and hosted on G2.com.

UI can be better, I have put a list together for Manoj and team related to wish list/ features that would be needed example providing a better home page for users including a dashboard capability Review collected by and hosted on G2.com.