Rocketlane Pricing: Is the Tool Worth the Money?

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 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 several innovative features that enable you to get things done easily and quickly. Its notable features are given below.

1. Automation

Rocketlane has an automation feature that enables you to automate your workflow from project creation to completion. This saves you time and lets you focus on other tasks like nurturing customer relationships, finding new avenues for growth, and optimizing processes. 

2. Simple navigation 

This feature enables you to navigate through unexpected delays while keeping your project on track. It has special Gantt charts spotlighting the critical path and slack time, showing which tasks can be delayed without disrupting your entire project. 

3. Enhanced time tracking 

The time tracking feature of Rocketlane enables you to export your time entries with a CSV file containing both deleted and non-deleted entries clearly distinguished. This comes with a detailed time log, allowing you to keep track of all past activities, including deleted items. 

4. Resource Management

Rocketlane is designed with resource management capabilities that enable you to plan project budgets and allocate resources effectively. Users can align costs, rates, and availability to make informed decisions and optimize 

5. Project Financial Reporting

Rocketlane has a financial reporting capability that lets you gain valuable insights into the financial aspects of your projects. You can use this feature to monitor budget usage, track planned vs. actual revenue and costs, and assess project profitability at a granular level.

Benefits of Using Rocketlane

1. Visibility

Rocketlane provides great visibility features for teams and businesses. The platform allows users to view all of their projects at once. 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.

2. 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 customers first by ensuring that their 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.

3. 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.

4. 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.

5. 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.

Rocketlane Pricing

Rocketlane offers four pricing plans to cater to your project needs. The four pricing plans require a minimum of five team members and offer unlimited projects and unlimited customer members. 

Essential

This plan costs $19 per team member when billed monthly or $29 per team member per month when billed annually. The key features of this plan include a branded customer portal, project and document templates, customer approvals, timesheets, and project chat. 

Standard

This plan costs $49 per team member when billed monthly or $59 per team member per month when billed annually. The key features of this plan include everything in the Essential plan, including custom domains, Jira integration, automations, forms, and project custom status. 

Premium

This plan costs $69 per team member when billed monthly or $79 per team member per month when billed annually. The key features of this plan include everything in the standard plan, including resource management, auto allocation, skill based resourcing, capacity management, and utilization tracking.

Enterprise

This plan costs $99 per team member and is billed annually. The key features of this plan include everything in the Premium plan, including premium support, custom onboarding and training, API - Advanced rate limits), Two factor authentication for customer portal login, and soft allocations/tentative planning.

Rocketlane Pros 

• Tasks can be automated.
• Customer onboarding is clear and simple.
• It supports real-time tracking and data updates. 
• 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.

Why you might need an alternative for Rocketlane

1. Specific Feature Requirements: Users with specific feature requirements that Rocketlane doesn't provide might explore alternatives that better align with their needs. Whether it's advanced reporting, integration capabilities, or automation features, alternative solutions might offer a more tailored fit.

2. Cost Considerations: Depending on a user's budget constraints, Rocketlane's pricing structure may not align with their financial capabilities. Users looking for more cost-effective options or software with better value for money might explore alternatives that offer competitive pricing.

3. Learning Curve: Rocketlane's learning curve may be steeper for new users, which can lead to slower onboarding and potentially reduced productivity during the initial phases of implementation. Users looking for a more user-friendly and straightforward platform may consider alternatives with a gentler learning curve.

An Alternative to Rocketlane: ClientVenue

ClientVenue is project management software that enables you to streamline the workflow of your business. It is designed with a comprehensive suite of tools that help you 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. 

ClientVenue Features

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. 

6. Reporting

ClientVenue provides powerful reporting functionality so you can track your team’s performance, see which clients are most active, and get insights into their interactions with your business. It also helps you make better decisions with customizable filters, visualizations, and reports.

7. Scheduling

ClientVenue scheduling feature allows you to easily book and manage appointments with your clients. You can also set reminders for upcoming events and create custom workflows to streamline your client management process.

8. File Management

ClientVenue makes it easy to store and share files with your clients. You can upload documents, photos, videos, and other media and share them securely with clients.

9. Integration

ClientVenue is integrated with other business applications, allowing you to access data from other services. This helps you get a more holistic view of your clients and track their activity in real-time.

Pricing

ClientVenue pricing plans are designed to meet your specific needs. 

Starter: The Starter plan is priced at $47 per month on monthly billing or $470 per year. This plan features 2 team members, unlimited client accounts, a 5 GB storage drive, whitelabel portal, onboarding and proposals, invoicing and payments, as well as integration.

Professional Plan: This plan is priced at $97 per month or $970 per year. It features everything in the Starter Plan as well as 5 team members, 100 GB storage drive, timesheets, a chat system, all integrations, priority support, and resource management.

Enterprise Plan: The Enterprise Plan costs $247 per month or $2470 per year. It includes everything in the Professional plan plus client accounts, 20 team members, a 500 GB storage drive, dedicated accounts manager, custom development, 1-on-1 custom onboarding and coaching, and advanced integrations.

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 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 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, a client portal, communication, invoicing, and onboarding. Pricing plans are available to meet specific needs.

Try it now and get more out of your team.