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What is Rocketlane?

Rocketlane is an agentic professional services automation platform built for client-obsessed delivery teams that need to manage projects, people, profits, and customer experience from one source of truth. The platform unifies project delivery and execution, people and profits, client experience, account intelligence, documents, forms, sheets, chat, templates, automations, and workflow governance. Rocketlane helps teams standardize delivery across projects while still tailoring each engagement to the customer’s context and goals. Its templates can auto-fill with information from CRMs, past projects, and delivery best practices so teams can start new projects with less repetitive setup. Automations handle approvals, nudges, escalations, follow-ups, and governance policies so teams can keep processes consistent without slowing work down. Nitro, Rocketlane’s AI-powered agent layer, pulls context from SOWs, emails, calls, and customer interactions to create project plans, SOWs, sales handoffs, implementation discovery documents, reports, and reusable playbooks. Nitro can also support configuration, migration, validations, go-live workflows, and knowledge creation across the delivery lifecycle. Resource management features help teams staff projects by availability, skills, workload, role requirements, project context, allocation limits, and cost guardrails. Profitability tools provide real-time visibility into margins, billable utilization, budget risks, revenue leaks, timesheets, expenses, and financial impact where delivery work happens. Customer intelligence features mine calls, emails, and chats for risks and opportunities such as blockers, escalations, scope creep, advocacy, and expansion potential.

What is Kaseya BMS?

Kaseya BMS is a powerful, all-in-one Professional Services Automation software tailored to streamline IT service management and business operations for MSPs and IT departments. It centralizes ticketing, project and task management, quoting, billing, and remote device access into a modern, easy-to-use platform, eliminating the need for multiple disconnected tools. Equipped with AI-driven service desk features, it summarizes long ticket threads, suggests relevant documentation from integrated sources like IT Glue, and automates ticket escalation and resolution workflows to enhance technician efficiency and reduce resolution times. The platform automates the entire billing process, from time tracking and expense billing to fixed-price and recurring contracts, ensuring 100% accuracy and faster revenue collection with minimal human intervention. Built-in dashboards and out-of-the-box reports provide real-time insights into key performance indicators, helping businesses make informed decisions without needing specialized IT teams. Seamless integration with existing applications and support for quick migration enable organizations to transition smoothly to Kaseya BMS, improving operational efficiency and customer satisfaction. Backed by customer success stories and industry trust, Kaseya BMS empowers IT professionals to deliver fast, accurate, and cost-effective services while scaling their business.

Media

Media

Integrations Supported

BotDojo
Jira
Konnectify
Zapier

Integrations Supported

Accelo
Barracuda SSL VPN
BrightGauge
CloudRadial
HaloITSM
IT Portal
Mesh
OnPage
QuoteWerks
Rewst
ScalePad
ScalePad Backup Radar
ThreatLocker
Zomentum
bvoip
vCIO Hero

API Availability

Has API

API Availability

Pricing Information

$19/month/user
Rocketlane pricing starts at $19 per team member, per month when billed annually. Choose between Professional, Premium, and Enterprise plans to best suit your customer onboarding needs. Comes with a free 21-day trial.
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Rocketlane

Date Founded

2020

Company Location

United States

Company Website

www.rocketlane.com

Company Facts

Organization Name

Kaseya

Date Founded

2000

Company Location

United States

Company Website

www.kaseya.com/products/psa-software/

Categories and Features

AI PSA

Not specified

Customer Onboarding

Not specified

Process Mapping

Not specified

Project Management

Not specified

Unified Workspaces

Not specified

Categories and Features

AI PSA

Not specified

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management

Help Desk

Alerts / Escalation
Automated Routing
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Interaction Tracking
Knowledge Base
Known Issue Management
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Service Level Agreement (SLA) Management
Ticket Management

IT Management

Hardware Inventory
IT Budgeting
Scheduling

IT Project Management

Milestone Tracking
Percent-Complete Tracking
Prioritization
Product Roadmapping
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

IT Service

Contract Management
IT Asset Management
Service Reporting
Ticket Management

MSP

Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Project Management
Scheduling

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Project Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

RMM

Not specified

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

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