Rocketlane

What do you like best about the product?

UI: The UI is easy to navigate, and it’s clear where actions are located. It’s intuitive in many ways and not overwhelming. We appreciate the ability to create custom Customer Profile templates, project templates, reporting templates, etc.


Integrations: The integration with Salesforce has saved our team a lot of time and significantly improved our workflows. We now have a clearer process for creating new projects because we can directly link them to Salesforce opportunities.

Performance: Performance is acceptable overall. There is a minor lag to be aware of when making updates to project plans, spaces, and sheets. Once you know to expect it, you can simply wait a few seconds before refreshing the page to see the updates you’ve made.

Onboarding: Onboarding was great, and we received the level of support we needed from Rocketlane. We had workshops to walk through the configurations, and then we independently configured what we wanted.

Knowledge base: In production, access to chat support and the knowledge base has been critical to our continued learning. It’s easy to find an answer or ask Rocketlane chat to help find a solution. They also offer webinars that give customers the opportunity to learn more together. The webinars are collaborative and helpful.

What do you dislike about the product?

UI: There are improvements to be made to the customer profile view. We frequently receive feedback from customers about the need to better leverage the full width of the screen, which would reduce how much they have to scroll. Some views, such as the Gantt view, also don’t show the entire timeline without requiring left-to-right scrolling. It would be more beneficial to see critical details at a glance without having to scroll horizontally. Additionally, a table of contents on the side would help users quickly jump to a section on a page rather than scrolling up and down.

Performance: Performance is acceptable overall. There is a minor lag to be aware of when making updates to project plans, spaces, and sheets. Once you know to expect it, you can simply wait a few seconds before refreshing the page to see the updates you’ve made.

Support: The one time we had to submit a support ticket, it was neglected and we did not receive clear steps for resolution. The ticket is still open, and it’s been one month since we reported the bug in the list view. Although we’ve asked multiple times, we haven’t been given a clear date for resolution or even a date for an update. We often get a “we will let you know as soon as we can,” but then weeks pass and we, as the customer, have to proactively ask Rocketlane Support for an update. Again, this is only one ticket we’ve opened, but it’s not the best look so far.

What problems is the product solving and how is that benefiting you?

Problem: In Monday.com, we didn’t have the ability to create and use templates the way we needed. They weren’t customizable enough, and we still had to keep critical information in other systems.

Rocketlane Solution: We were able to customize templates to better match the complexity of our business. We also moved information that previously lived in other systems into Rocketlane Spaces, giving us a more centralized solution.

Problem: Our customers complained that they couldn’t edit the views in Monday.com.

Rocketlane Solution: We created Customer Profiles that highlight the information that matters most to our customers and also give them the ability to edit project information. Customers can provide approvals, complete tasks, fill out requirement questions in Spaces, and log issues in a Sheet Issue log.

Problem: We were creating projects without a completed Sales Opportunity, and it was difficult to link the correct sales opp to a project.

Rocketlane Solution: With the Salesforce integration, projects are now created only after a sales opportunity is completed. This has helped us clearly tie projects to accounts and ARR, and it has created a cleaner financial path.

What do you like best about the product?

Rocketlane makes client onboarding much more structured and transparent. The ability to share a dedicated project portal with clients, track milestones collaboratively, and keep all communication in one place has significantly reduced back-and-forth emails. The task templates save a lot of setup time for recurring onboarding projects, and clients appreciate the visibility it gives them on progress.

What do you dislike about the product?

The initial setup and configuration can take some time, especially when customizing project templates to fit specific workflows. The reporting features could also be more flexible, as some advanced filtering options are missing. A steeper learning curve for new users who are not familiar with project management tools.

What problems is the product solving and how is that benefiting you?

Before using Rocketlane, client onboarding was managed through scattered emails and spreadsheets, making it difficult to track progress and keep all stakeholders aligned. Rocketlane centralizes the entire onboarding process in one place, giving both internal teams and clients real-time visibility on project status. This has reduced delays, improved accountability, and made handoffs between team members much smoother.

What do you like best about the product?

What I like most about Rocketlane is the holistic view it provides—an overall, consolidated view of all the different projects currently running within an organization. It also highlights items that need urgent attention and clearly shows what’s overdue, which I find really helpful.
We are yet to onboard our client with Rocketlane so Ill reserve the reivew on that.

What do you dislike about the product?

When it comes to tasks, I think they need to be presented in a better layout so they’re easier to view and to look up. Right now, you can’t search for a particular task, and the swim lanes aren’t very intuitive to use.

We switched over from Jira, and for things we could do directly in Jira, we’re finding Rocketlane much more limiting. Overall, it hasn’t been as frictionless as I’d hoped, and I’m not sure Rocketlane is a better fit for how we manage tasks—at least not yet. I’m hoping it gets better in that dimension.

The initial setup was also a bit complex. We had to migrate tasks from Jira using Excel uploads, and even now not everything is fully complete. Some items are still incorrectly showing as open within Rocketlane.

It would also be great if the UI updated dynamically, without needing to reload the page to see changes within a sprint.

What problems is the product solving and how is that benefiting you?

Rocketlane helps with time tracking, making it easy to create tasks and record time against them, and offers visibility on project level globally.
Its also meant to provide the visibility to customers, but since we onboarded RocketLane recently, we are still working on that.

What do you like best about the product?

I love how Rocketlane creates a seamless process for my team, aligning everyone on the mission and tasks, and it allows customers to track project tasks easily. It's also super easy to provide internal and external project updates, and notify about delays or issues. The process is simple and straightforward, and the integration with SFDC works very well. We've integrated SFDC with Rocketlane, so every new account automatically creates a new project, which speeds up the process and helps me stay on top of everything. Rocketlane is more project management-oriented, more flexible, and allows sharing projects with customers along the way. The initial setup was relatively easy.

What do you dislike about the product?

The SFDC integration is nice, but I wish it offered better bi-directional details, especially for account updates from SFDC to Rocketlane. Also, there's no easy way to generate a new project from the UI triggered by specific events, like creating a follow-up project after a year of customer implementation. The Slack integration isn't up to par either, as I'd like project updates sent to Slack fully so all team members can read the messages entirely. We've had to create a workaround using AI tools.

What problems is the product solving and how is that benefiting you?

Rocketlane creates a seamless process, aligns my team on missions and tasks, and allows customers to track project tasks. It's easy to provide updates and notify delays. The integration with SFDC automates project creation, saving time and keeping me organized.

What do you like best about the product?

Easy to configure & Customer support is good

What do you dislike about the product?

Can be buggy. During implementation process, should provide better recommendations for configuration.

What problems is the product solving and how is that benefiting you?

Managing projects and their status