Its hard to know when someone did something easily. Its frustrating when trying to track the ticket.

Had made make life easy for me as a project manager, the repeated task can be automated with guidance and tracking. Also saves huge amount of time.

It is slow at times, not sure if it is the tenant issue or what, but my colleagues and I have had slowness issue.

I am also a big fan of the ability to integrate with other channels and the ability to be the single source of truth.

Overall experience is good. I think it´s a great tool to collaborate with the customer and give transparent overviews on status quo and remaining tasks.

I love how intuitive the tool is and the UI is great too. Getting all the projects in one place makes it super helpful for the implementation teams.

Great collaboration with customers during onboarding.

It's one of the best tools of its sort that I've ever used. Also, the customer support is really dilligent and helpful.

I found it was very intuitive to manage projects and tasks. It was by far one of the best project management tools that i have used.

Ease of use, ready-made templates and documents make life easy of project manager, the repeated task can be automated with guidance and tracking.

Easy to use the platform, had good experience to work on project management.

Overall, the whole product looks great according to the UI part and also very user friendly. Security-wise also Rockletlane is up to the mark.

The team is truly focused on making the customers succeed and gave individual attention to the asks that we had in terms of features.

Their support team helped us at every step of the way. Customers absolutely love it and comment on how great our onboardings are.

I use Rocketlane for customer onboarding, it helps me and my client have a clear visibility of the blockers and the milestones of the project.

Initially, it was very frustrating, but after working with [sensitive content hidden.

The end-user portal is a favorite. Also, we like the ability to build out the templates and have them track according to different projects.

It´s still missing a few features. I would for example like to order tasks in the project board by drag and drop.

First and foremost, the support, success, engineering, and sales teams are amazing.

I really like the Presenter mode, which allow me to show my customers what the project is going to look like, within a synthetic view.

The product is very easy to use and it helps in making the Onboarding experience awesome for all the stakeholders (Implementation team, CSM and Clients).

This question is should be optional. I am not sure I have one because the team is open to feedback.

Fix the sudden application crash scenarios and stabilize the tool.

Good UX/UI, easiness in set up project fields and templates.

Ease of collaborating with customer and internal teams, the ability to make templates, integration with other software.

The UX initially was very confusing. It does take some learning curve to reach a flow state in the UX but i think that comes with the complexity of the product.

Can be made more robust and drag and drop enabled.

Easy to use and visualize as per standards, real-time tracking and updating of data is possible. Friendly notifications and reminders can be enabled and reporting can be done.

Overall i had a great experience with the setup and is saving me a lot of time in keeping track of the project progress.

Rocketlane feels very customisable and one of my favorite parts of the tool is the ease of collaboration. Live chat and thread-like features help you coordinate better.

There is an in-depth documentation of all the events and thus gives huge amount of clarity to all the parties involved.

I feel that the folks at SmartKarrot are not just selling a top-quality product but are keen on helping their customers drive value from it (Quite the Win-Win strategy!).

I liked the ease with which the entire customer success journey was established on SmartKarrot platform. It helped us map the onboarding journey as well as retention journey.

SM team is super supportive and helpful. They have a strong team to implement the product.

Overall good experience with the product, support is quite good. Well behaved and professional.

Starting from training to using the software, everything is smooth and easy. I really loved the software and recommend the same to others as well.

My experience with SmartKarrot, from when I sat down for a product demo until now, has been excellent.

SM is a product with great potential, it will greatly help customer success and business analysis if implemented properly. Their people are smart and supportive, super professional.

The platform is intuitive and has very useful set of features to help our customer success team.

Integration with native apps is very easy and the documentation has helped us to get going very fast than building each feature from ground up.

It's easy to use software with multiple features which enable the user to use all the features for better management of customer success.

The product could have a more streamlined interface. Some things are a bit difficult to find, but they are usually there, just hidden among other things.

The frequent updates to platform without informing us beforehand caused some inconvenience, but overall, it still meets our CS needs.

My overall experience has been a positive one. SmartKarrot makes it easy to stay organized so I’m always prepared whenever I meet with clients.

The Success Plays are also super helpful to have defined processes for certain customers. The user interface is very friendly and our CSM was extremely helpful during the integration process.

SENSITIVE CONTENT] have been amazing to work with and are dedicated to helping our team get up to speed and succeed within the platform. They have always been accessible.

Onboarding was very simple with the help of the support team from SmartKarrot. The platform is very easy to use and team members successfully navigated the platform without much training.

SmartKarrot offers the possibility to create Playbooks to define clear guidelines to help CSMs with their daily tasks. This option is great to define processes and help new starts to go up to speed.

There's no new tab option , all activity you have to do in same tab , number of repetition in same tab.

The touchpoint functionalities are also helpful to carry out handovers among CSMs. They are a great asset to log important information of the accounts.

US Dollar

Rocketlane is a purpose-built customer onboarding and professional services software that helps you shorten time to value, delivers a 5-star customer experience, and maximize margins. 

Rocketlane brings project management, resources, financials together in a one-of-its-kind unified workspace that improves visibility, collaboration, and brings consistency in your methodology across teams. Being the first-ever client-centric tool, you can bring visibility & collaboration.

Rocketlane seamlessly integrates with your business's tech stack, ensuring comprehensive visibility into your operational engine for optimized performance and value-driven insights.

High-performing businesses such as Vidyard, GoCardless, Leadsquared, Mixmax, Chargebee, Drift, Showpad, Clari and Front power their project delivery on Rocketlane.

Start your free trial now!


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File Management

Commenting/Notes

Real-Time Analytics

Milestone Tracking

Project Workflow

Surveys & Feedback

Status Tracking

Idea Management

Project Templates

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Progress Tracking

User Onboarding

Workflow Configuration

Task Scheduling

Portfolio Management

Project Planning/Scheduling

Attendance Tracking

Timesheet Management

Task Planning

Approval Process Control

Gantt/Timeline View

Projections

Communication Management

Resource Management

Calendar Management

Customizable Fields

Collaboration Tools

Template Management

Data Import/Export

Multiple Projects

Self Service Portal

Contact Management

Customer Experience Management

Content Management

Configurable Workflow

Project Time Tracking

Compliance Management

Real Time Data

Performance Metrics

Issue Management

Role-Based Permissions

Client Portal

Real-Time Notifications

Workflow Management

Real-Time Updates

Project Tracking

Percent-Complete Tracking

Visual Analytics

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Traditional Methodologies

Reminders

Time & Expense Tracking

Reporting/Project Tracking

Account Management

Chat/Messaging

Customizable Templates

Business Process Automation

Real Time Reporting

Kanban Board

Customizable Branding

Reporting/Analytics

Monitoring

Prioritization

Feedback Management

Client Management

Tagging

Project Planning

Task Progress Tracking

Third-Party Integrations

Onboarding

Task Management

Live Chat

Document Management

Search/Filter

Drag & Drop

Deadline Management

Leave Tracking

Forecasting

Billable Items Tracking

Time Tracking

Templates

Single Sign On

Project Management

Client Tracking

Resource Allocation & Planning

Audit Trail

Self Service Tools

Form Builder

Data Security

Forms Management

Issue Tracking

Customer Engagement

To-Do List

Rocketlane pricing starts at $19 per team member, per month when billed annually. Choose between Professional, Premium, and Enterprise plans to best suit your customer onboarding needs. Comes with a free 14-day trial.

For more information on pricing, visit: https://www.rocketlane.com/pricing



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SmartKarrot allows Customer Success and Account Management teams to handle their Customer Growth (Expansion & Retention) and  Scaling Growth operations efficiently (through Intelligence & Automation).

1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies.
2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently.
3. Our New Age Design with a PLG mindset allows for a great experience for users.
4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams.

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