Rocketlane
AI‑powered platform for customer onboarding & professional service delivery
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Overview
: Rocketlane delivers a comprehensive PSA (Professional Services Automation) solution powered by AI agents that automate routine tasks, govern processes, and surface actionable insights. It includes project delivery, resource planning, time tracking, financial management, and customer collaboration capabilities in a single system. The platform is designed to improve predictability, efficiency, and customer satisfaction by replacing disconnected tools with a unified workspace. Rocketlane’s customizable workflows, templates, automations, and customer portal simplify execution and cross‑team coordination.
Who It's For
Professional services teams, Customer success teams, Project delivery teams, Implementation teams, SaaS companies
Key Strengths
Unified workspace for onboarding & deliveryAI‑powered automationCustomer collaboration portalEnd‑to‑end project execution
Primary Use Cases
Customer onboarding management
Professional services automation (PSA)
Project delivery & execution
Resource & time management
Client collaboration & visibility
Technical Specifications
Supported AI Models
Proprietary AI
Deployment Methods
Cloud
Supported Languages
English
Security & Compliance
GDPR
Company Information
Location
San Francisco, USA
Company Size
201-500 employees