" It's awesome how I have been able to build up onboarding and invoicing and client related reporting in one place using Clientvenue, it's really awesome that we've been able to cut on extra software spending for our business as well. "

Sreejith
Alore Sales, bengaluru
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TABLE OF CONTENTS

Using the right tools and software can make your business run smoother. The use of these tools can help you get more work done.

Rocketlane is a smart software that helps with managing projects, working together as a team, and getting things done. It has many different useful features that can save you time and make your work easier. 

When deciding about the best software to choose for your business, it is important to do a thorough assessment before investing in it. This careful thinking will enable you to pick the right tool that works best for your business.

What is Rocketlane?

Rocketlane is a project management software and collaborative customer onboarding platform that helps businesses accelerate time-to-value and provide a delightful, collaborative experience for customers.

It streamlines customer onboarding processes and simplifies the customer-team partnership. By providing an intuitive, centralized platform for project management, customer onboarding checklist creation, automated onboarding tracking, and team collaboration, you can ensure smooth customer onboarding. 

Rocketlane helps businesses increase efficiency, reduce onboarding costs, and provide the best customer onboarding experience.

Features of Rocketlane

Rocketlane is designed with a serveral innovative features which enable you to get things done easily and quickly. Its notable features are given below.

Visibility

Rocketlane provides great visibility features for teams and businesses. The platform allows users to view all of their projects in one glance. That helps effectively manage tasks and deadlines.

With Rocketlane, you can quickly send status updates and receive notifications about changes that need to be made. Plus, the platform helps measure customer satisfaction (CSAT) throughout the onboarding process. The visibility feature from Rocketlane is a great tool to keep track of projects, communication, and customer satisfaction.

Customer Experience

Rocketlane offers features to help customers experience a high level of satisfaction and loyalty. Collaborate with your customers through a customer portal where they can easily interact with you.

Brand your customer portal with your company’s logo to add a personal touch and make customers feel appreciated. Put your customer first by ensuring that customer needs are met by prioritizing their requests and queries. Give your customers easy access to progress and updates so they can keep track of their order or work progress. This will ensure that their experience is smooth and enjoyable.

Consistency

One of the most important features of Rocketlane is consistency. With Rocketlane, you can create project templates and document templates that you can use over and over again. This ensures that you save time and produce consistent results. Plus, you can learn from earlier projects and use those learnings to refine and improve your templates.

Collaboration

Rocketlane is a great tool for optimizing productivity and collaboration. It streamlines workflows and helps teams collaborate in real-time, making it easier to work together on projects. It also streamlines customer communication, ensuring that all parties stay on the same page and can easily collaborate.

With Rocketlane, you’ll be able to quickly get projects done, saving you time and money. The intuitive interface makes it easy to use, and you’ll be able to remain agile and efficient in your workflow.

Integration

Rocketlane is here to help with all of your integration needs! It helps streamline your already existing tools, like Slack, Salesforce, Jira, Zapier, Workato, HubSpot, Google Calendar, and Outlook Calendar. By connecting them, Rocketlane helps you reduce busywork and get customers to value faster.

Pricing

Rocketlane Pros 

  • Tasks can be automated.
  • Customer onboarding is clear and simple.
  • It supports real-time tracking and data update.
  • It has an intuitive design.
  • Relatively easy to use.

Rocketlane Cons

  • It lacks the drag and drop feature which reduces efficiency.
  • Some functions like changing timelines are time-consuming.
  • It has a learning curve for new users.

An Alternative to Rocketlane: ClientVenue

ClientVenue is a project management software that enables you streamline the workflow of your business. It is designed with a comprehensive suite of tools that help you to help optimize operations, get powerful insights, and make better business decisions. 

Through its robust toolkit, ClientVenue empowers users to amplify their productivity and effectiveness. This empowers seamless meeting of project deadlines, equitable distribution of workloads, and swift, accurate tracking of invoicing time. 

ClientVenue provides you with an overall picture of your agency’s progress. You can use the functionality and features provided by ClientVenue to help you reach the next level whether you are a small agency or a large enterprise. 

ClientVenueFeatures

ClientVenue offers a centralized platform to manage client interactions, services, projects, and more. Here are some key features of ClientVenue:

1. Project Management

ClientVenue is an excellent tool for planning and executing projects from start to finish. It is designed with project management tools that enable users to track project progress, assign tasks, and set deadlines. 

Updates and various project stages can be followed through its real-time progress-tracking feature. 

2. Client Portal

ClientVenue provides a client portal for its users, enabling them to manage all their client-related activities. This feature provides a central location for all client-related information and facilitates efficient client management. 

3. Client Communication 

Clientvenue provides a central hub for all client communication. ClientVenue supports streamlining communication processes and the reduction of missed messages.

4. Invoicing

ClientVenue makes it easy to manage billing and invoicing by organizing invoices, payment plans, and billing statements in one place. The invoicing and billing tools enable users to create and send client invoices.

5. Client Onboarding

ClientVenue allows users to easily onboard clients and give them a great customer experience using a simple, dedicated onboarding workflow that has been tested with several clients. This feature facilitates the creation of custom workflows to quickly onboard new clients. 

ClientVenue Pricing

ClientVenue has two pricing plans designed to meet your specific needs. 

Professional

This package offers:

  • Unlimited Projects
  • 10 GB Storage Drive
  • Timesheets & Resource Management
  • Client Invoicing & Payments
  • Branded Whitelabel Portal
  • People Performance Reports
  • Integrations
  • Priority support

Enterprise

This package offers:

  • + Everything in Professional plan, plus
  • Client Accounts
  • 100 GB Storage Drive
  • Dedicated Services Selling Page
  • Dedicated Accounts Manager
  • Custom Development
  • 1 on 1 Custom Onboarding & Coaching
  • Daily Standups

Five reasons why Clientvenue is better than Function Point

1. Increased Productivity

The use of ClientVenue helps teams stay organized and efficient. With features like task list templates and an interactive task-board view, planning and managing tasks, tracking progress, and accessing project information are more accessible. 

2. Easy Collaboration

ClientVenue helps teams to collaborate efficiently. Remote working is also supported. The platform offers features like task assignments, due dates, and project sharing, which make it easy to distribute jobs and keep on top of progress.

3. Streamlined Communication

ClientVenue enables you to connect easily with your teams in one location. Communication  can be quickly done using features like comments, mentions, approvals, and more. Ideas can be easily discussed, questions can be asked, and everyone can be kept on the same page. 

4. Time Management

ClientVenue is also great for time management. It lets users monitor their time and send reminders, helping them stay on target and complete assignments quickly and effectively. This means that teams can make the most of their time and get things done on schedule.

5. Dashboard Views

Having a clear view of your projects is made easy using ClientVenue. You can choose from a classic calendar view, a task-board view, and a list view. You can also personalize your dashboard with numerous widgets and visualizations to better view project data.

Conclusion

Rocketlane is a project management software and collaborative customer onboarding platform that streamlines customer onboarding processes and simplifies the customer-team partnership. It offers pricing options for Essential, Standard, and Premium plans. 

ClientVenue is a project management software that streamlines business workflows, optimizes operations, and provides insights. 

It offers a centralized platform for managing client interactions, services, projects, and more. Key features include project management, client portal, communication, invoicing, and onboarding. Pricing plans are available to meet specific needs.

Try it now and get more out of your team.

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