Rocketlane
Agentic PSA platform for professional services and client onboarding
Founded
2020
Starting Price
$19
Category
Project Management
Last updated June 28, 2026
About Rocketlane
Rocketlane is a professional services automation (PSA) and client onboarding platform that unifies project management, resource and financial management, and a branded customer portal into a single client-facing service delivery engine. It helps services teams onboard customers faster, collaborate transparently with clients and partners, and deliver projects on time and on budget, with AI 'Nitro' agents that augment back-office and delivery operations.
Pros & Cons
Pros
- Branded client portal makes onboarding structured and transparent, reducing back-and-forth emails
- Combines project management, resourcing, and financials in one purpose-built PSA platform
- Reusable templates save significant setup time for recurring onboarding projects
- Strong customer management and collaboration with milestone CSAT and Slack-integrated chat
- Reported to reduce onboarding times by around 15%
Key Features
Branded Customer Portal
A white-labeled client portal with magic-link login, project presentation, approvals, and collaboration to keep customers engaged throughout delivery.
Project & Portfolio Management
Manage projects with Gantt, List, and Kanban views, templates, project updates, and portfolio-level reporting.
Time Tracking & Timesheets
Built-in time capture, timesheets, timesheet approvals, and calendar integration for accurate billing and utilization.
Resource Management
Resource planning, auto-allocation, capacity management, utilization tracking, and AI-assisted resourcing.
Financial Management
Project budgeting and tracking, flexible billing, rate cards, margins and profitability, revenue recognition, invoicing, and expense management.
Automations
Custom automations with per-plan run limits to streamline repetitive delivery and back-office tasks.
Templates
Reusable project, document, form, and email templates to standardize and accelerate recurring onboarding work.
Pricing
Essential
$19/team member/month
- Billed annually, minimum 5 team members
- Unlimited projects and customer members
- Branded customer portal
- All Tasks view (Gantt, List, Kanban)
- Time tracking, timesheets and approvals
Best For
Customer onboarding & implementation
Run client onboarding through a branded portal with shared milestones, approvals, and collaboration to accelerate time-to-value.
Professional services delivery
Manage end-to-end services projects with resourcing, time tracking, budgeting, and profitability tracking in one platform.
Resource & capacity planning
Plan allocations, track utilization, and manage team capacity across a portfolio of client projects.
Services financial management
Handle billing, rate cards, revenue recognition, invoicing, and margin tracking for services engagements.
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