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Customer onboarding and professional services automation
Rocketlane is a purpose-built customer onboarding and professional services automation (PSA) platform that helps B2B companies deliver faster, more predictable implementations. Originally from India and serving global customers, it combines project management, resource planning, time tracking, and a customer portal in one workspace.
The platform covers project and task management, resource and capacity planning, time tracking, document collaboration, and a client-facing portal that keeps customers involved throughout onboarding, across Essential, Standard, Premium, and Enterprise plans plus AI add-ons. Its shared customer portal differentiates it from internal-only PSA tools.
Rocketlane serves B2B SaaS and services companies that want to standardize and accelerate customer onboarding and implementation while keeping clients engaged. Its onboarding focus and customer-facing collaboration make it a strong fit for teams whose implementation experience drives retention.
Pricing Model
Subscription
Starting Price
$19/mo
Free Options
Free trial
| Feature | Essential | Premium | Enterprise |
|---|---|---|---|
| Per user | — | — | |
| Project & task management | — | — | |
| Client portal | — | — | |
| Templates | — | — | |
| Collaboration | — | — | |
| Per user (5-user min) | — | — | |
| Resource planning | — | — | |
| Time tracking | — | — | |
| Advanced reporting | — | — | |
| Automation | — | — | |
| AI add-ons | — | — | |
| Advanced security | — | — | |
| Custom workflows | — | — | |
| Dedicated support | — | — | |
| Custom quote | — | — |
Other
CRM
DevOps
Communication
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
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