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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 Navvia?

The Navvia Process Designer stands out as a highly efficient and budget-friendly tool for crafting and documenting processes. It offers a variety of features, including prebuilt templates, user-friendly flowchart creation, automatic document generation, requirements gathering capabilities, and options for online collaboration and sharing, which collectively contribute to significant savings in both time and resources. This tool serves as an ideal choice for IT Service Management (ITSM) professionals, process analysts, consulting firms, and those involved in tool implementation. Who are the users of Navvia? Organizations that are committed to collaboratively evaluating, designing, documenting, and enhancing processes make use of it, as it boasts enterprise-level features, scalability, and security, all at a competitive price point. Where can Navvia be utilized? It can be deployed across cloud environments, as a Software as a Service (SaaS), or through web-based platforms, providing flexibility to meet various organizational needs. Overall, Navvia is a versatile solution that caters to a wide range of users looking to optimize their process management efforts.

Media

Media

Integrations Supported

Boomerang
BotDojo
Jira
Konnectify
Motileo
Salesforce
SuccessGuardian
Zapier

Integrations Supported

Boomerang
BotDojo
Jira
Konnectify
Motileo
Salesforce
SuccessGuardian
Zapier

API Availability

Has API

API Availability

Has API

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 Version
Free Trial Offered?

Pricing Information

Enterprise USD $18,340.00
Consultant USD $20,740.00
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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

Consulting-Portal

Date Founded

1999

Company Location

Canada

Company Website

navvia.com

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote 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

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

ITSM

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

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