Customer Onboarding Software

Rocketlane vs Tallyfy

Compare Rocketlane and Tallyfy side-by-side. See feature differences and pricing in the Customer Onboarding Software category.

Rocketlane

by Rocketlane

No reviews yet

Pricing: Standard $49 and Premium $69 per team member a month, billed annually, 5-member minimum; Enterprise by quote; trial available.

Rocketlane is customer onboarding and PSA software for implementation and services teams, with a branded portal where clients see tasks and approve work.

18 /18 features Full profile

Tallyfy

by Tallyfy

No reviews yet

Pricing: Full Seat $30 a seat a month, or $300 a year billed annually; Light Seat $10 a month, or $100 a year billed annually; 14-day trial, no permanent no-cost plan

Tallyfy is workflow software for client and supplier onboarding: processes run from templates and guests finish their tasks from an emailed link. Sold per seat.

10 /18 features Full profile

Feature Comparison

Customer Onboarding Software features side-by-side

Feature	Rocketlane 18/18 features	Tallyfy 10/18 features
Onboarding project templates Reusable plans with phases, tasks, owners and durations applied to new customers.	Yes	Yes
Customer-facing project portal Branded space where the customer sees tasks, timeline and status without a vendor login.	Yes	Yes
Tasks assigned to customer contacts Customer-side tasks with owners, due dates and reminders sent to their email.	Yes	Yes
Task dependencies and milestones Tasks that unlock in sequence and milestones that mark phase completion.	Yes	No
Automated status updates Scheduled or triggered progress emails to customers and internal stakeholders.	Yes	Yes
Intake forms and data collection Forms that gather requirements or credentials and store answers on the project.	Yes	Yes
Time-to-value and go-live reporting Reports on days to launch, overdue tasks and where projects stall.	Yes	No
Resource and capacity planning See implementation staff workload and assign projects by availability.	Yes	No
Time tracking on projects Log billable and internal hours against tasks or projects, with reports by customer.	Yes	No
CRM deal-to-project handoff A closed-won deal in the CRM creates the onboarding project with its data.	Yes	No
Magic link access for customers Customers open their portal from an emailed link without creating a password.	Yes	Yes
Document collaboration and approvals Shared documents edited together and formal sign-offs recorded inside the project.	Yes	No
Gantt and timeline views Project timeline view with drag-to-reschedule and dependency lines.	Yes	No
Onboarding satisfaction surveys Survey sent at milestones or go-live with scores stored on the project.	Yes	No
Shared inbox and chat per project Conversations with the customer kept within the project record.	Yes	Yes
Custom fields and project views Admin-defined fields and saved filtered views across projects.	Yes	Yes
Onboarding automation rules Rules that create tasks, change owners or send messages on project events.	Yes	Yes
Onboarding alerts in Slack and Teams Task completions, overdue items and customer replies posted to Slack or Microsoft Teams channels.	Yes	Yes
Overall Rating	No reviews yet	No reviews yet

Rocketlane 18/18 features

Onboarding project templates: Yes
Customer-facing project portal: Yes
Tasks assigned to customer contacts: Yes
Task dependencies and milestones: Yes
Automated status updates: Yes
Intake forms and data collection: Yes
Time-to-value and go-live reporting: Yes
Resource and capacity planning: Yes
Time tracking on projects: Yes
CRM deal-to-project handoff: Yes
Magic link access for customers: Yes
Document collaboration and approvals: Yes
Gantt and timeline views: Yes
Onboarding satisfaction surveys: Yes
Shared inbox and chat per project: Yes
Custom fields and project views: Yes
Onboarding automation rules: Yes
Onboarding alerts in Slack and Teams: Yes

No reviews yet

Tallyfy 10/18 features

Onboarding project templates: Yes
Customer-facing project portal: Yes
Tasks assigned to customer contacts: Yes
Task dependencies and milestones: No
Automated status updates: Yes
Intake forms and data collection: Yes
Time-to-value and go-live reporting: No
Resource and capacity planning: No
Time tracking on projects: No
CRM deal-to-project handoff: No
Magic link access for customers: Yes
Document collaboration and approvals: No
Gantt and timeline views: No
Onboarding satisfaction surveys: No
Shared inbox and chat per project: Yes
Custom fields and project views: Yes
Onboarding automation rules: Yes
Onboarding alerts in Slack and Teams: Yes

No reviews yet

Pricing

Rocketlane

Standard $49 and Premium $69 per team member a month, billed annually, 5-member minimum; Enterprise by quote; trial available.

See all plans

Tallyfy

Full Seat $30 a seat a month, or $300 a year billed annually; Light Seat $10 a month, or $100 a year billed annually; 14-day trial, no permanent no-cost plan

See all plans

Explore Each Product

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