Rocketlane

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

Rocketlane runs the client projects that begin once a deal is signed: onboarding a new customer, implementing a product or delivering a services engagement. Plans, people, hours and project finances share one workspace that the customer can also open. Rocketlane Corp builds it as an agentic PSA, where AI agents carry out routine delivery steps beside the team. It takes the place of the spreadsheets and email chains that delivery leads otherwise use to keep each client on track. Projects start from templates that pull in data from the CRM and from past work. Teams run them in Gantt, List or Kanban views, with task dependencies, milestones, forms, documents, sheets and a chat thread inside each project. The Branded Customer Portal shows clients their tasks and timeline behind a magic link login, and Actionable Emails let them finish a task from the inbox. Resource Management staffs projects by availability and skills, while Financial Management covers budgets, rate cards, invoicing and margins. Nitro, the AI agent layer, drafts project plans from statements of work, emails and calls, and flags risks such as scope creep. Professional services firms and the implementation and onboarding teams inside software companies are the core users. The platform is built for delivery teams that answer for revenue as well as projects. A director of implementation or client operations sees go-live dates, utilization and project margins in one place. Gamify, BigChange, FirstUp and ERPgruppen run their implementation and delivery work in it. Its range runs from expanding services organizations to large enterprises that need a fully customizable delivery engine. A typical project opens the moment a Salesforce opportunity or HubSpot deal is won, carrying its CRM fields into a new Rocketlane project. During onboarding, customers fill in intake forms, approve documents and answer a satisfaction survey as each milestone closes. Automations send the nudges, approvals and escalations a project manager would otherwise chase by hand. Each project can have its own Slack channel that hears when customers act. Approved timesheets and expenses then become invoices, so delivery leads watch margins while the work is still underway.