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Rocketlane

rocketlane.com

From $49/mo Free trial WebiOSAndroidAPI
Visit rocketlane.com
Spec score 7.5 #7 of 17 in Client Onboarding Software

What it is

Rocketlane is a professional services automation platform for service delivery. It brings project delivery, resource management, time tracking, financial management, and a client portal into one system. Nitro AI agents can use customer context, including statements of work, emails, and calls, to generate project plans. The platform supports request intake, work tracking, file sharing, custom domains, and single sign-on. Listed integrations include Slack, Salesforce, Jira, Zapier, Workato, HubSpot, Google Calendar, and Outlook Calendar. Rocketlane is available through web, iOS, Android, and an API; its mobile app supports project, task, and timesheet updates. Plans are paid: Standard costs $49 member per month billed annually, with a five-member minimum, while Premium costs $69 member per month billed annually with the same minimum. Both include unlimited projects and customer members. A free trial is available, but there is no free plan.

Spec sheet

Product
Rocketlane describes itself as an all-in-one professional services automation platform for service delivery.Read 30 Sep 2026 · rocketlane.com
Intended users
Rocketlane presents the product for professional services, onboarding and implementation teams, and lists SaaS, fintech, marketing, and IT services industries.Read 30 Sep 2026 · rocketlane.com
Free plan
NoRead 23 Sep 2026 · rocketlane.com
Integrations
Listed integrations include Slack, Salesforce, Jira, Zapier, Workato, HubSpot, Google Calendar, and Outlook Calendar.Read 30 Sep 2026 · rocketlane.com
Security
The pricing page lists SOC 2, Cyber Essentials Plus, GDPR, ISO 27001, HIPAA, CSA STAR, CPRA, CASA, ISO 42001, and ISO 27701 credentials.Read 30 Sep 2026 · rocketlane.com
Support
Rocketlane says all customers can reach support by email and chat at any time, with optional premium support that includes a TAM.Read 30 Sep 2026 · rocketlane.com
Headquarters
Wilmington, Delaware, United StatesRead 28 Sep 2026 · rocketlane.com
Capabilities
The platform includes project delivery, resource management, time tracking, financial management, and a client portal.Read 30 Sep 2026 · rocketlane.com
Implementation
Implementation and onboarding packages are not included in plans and are charged separately based on scope and services required.Read 30 Sep 2026 · rocketlane.com
Mobile app
The pricing page lists a mobile app, and Rocketlane has a mobile-app page describing project, task, and timesheet updates.Read 30 Sep 2026 · rocketlane.com
Project delivery
Its Nitro AI agents can use customer context such as SOWs, emails, and calls to generate project plans.Read 30 Sep 2026 · rocketlane.com

Plans and prices

Standard $49 a month per team member/month billed annually minimum of 5 team members · unlimited projects · unlimited customer members · custom automations: 200 runs/user/month Read 30 Sep 2026 · rocketlane.com
Premium $69 a month per team member/month billed annually minimum of 5 team members · unlimited projects · unlimited customer members · custom automations: 500 runs/user/month Read 30 Sep 2026 · rocketlane.com
Enterprise Priced on request Custom Pricing unlimited projects · unlimited customer members · custom automations (unlimited) Read 30 Sep 2026 · rocketlane.com

Every Rocketlane plan and price →

Strong points and limits

Strong points

  • AI agents generate project plans from customer context
  • Includes project, resource, time, and financial management
  • Web, iOS, Android, and API availability
  • Integrations include Slack, Salesforce, and Jira
  • Support by email and chat at any time

Limits

  • No free plan
  • Standard and Premium require five team members
  • Implementation and onboarding are charged separately

Who it suits

It suits professional services, onboarding, and implementation teams, including SaaS, fintech, marketing, and IT services organizations. Teams needing project, resource, time, financial, and client-portal functions can use the listed capabilities.

Verdict

Rocketlane combines service-delivery management with customer-facing and financial functions. Its paid plans have five-member minimums, while implementation services cost extra.

Where Specifiction places it

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