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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 PSOhub?

You can effortlessly create independent projects or utilize your preferred CRM for a one-click setup. All project information is instantly accessible, providing a comprehensive overview. Additionally, you can effectively manage your resources through integrated Gantt charts. The platform enables you to delegate tasks, monitor project progress visually, enhance team collaboration, minimize waste, and systematically break down projects into manageable tasks. With PSOhub's Task Manager, you can eliminate the need for spreadsheets by transitioning everything online. Its autonomous time tracking feature ensures more precise client billing while reducing the time spent on timesheets. PSOhub allows you to move beyond assumptions concerning resource allocation. With real-time insights at your fingertips, you can efficiently oversee your team and anticipate upcoming tasks. Furthermore, PSOhub streamlines the invoicing process by automatically inputting necessary data, making it simpler than ever to bill clients and receive payments promptly. This innovative approach not only saves time but also enhances overall efficiency in project management.

Media

Media

Integrations Supported

Salesforce
Zapier
Boomerang
BotDojo
Jira
Konnectify
Motileo
SuccessGuardian

Integrations Supported

Salesforce
Zapier
Exact
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Moneybird
QuickBooks Online
Teamwork.com
Xero
bexio

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 Trial Offered?

Pricing Information

$12.50 per user per month
2 months free when paid annually
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Rocketlane

Date Founded

2020

Company Location

United States

Company Website

www.rocketlane.com

Company Facts

Organization Name

PSOhub

Date Founded

2020

Company Location

Netherlands

Company Website

www.psohub.com/en/

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

Billing and Invoicing

Not specified

Contract Management

Not specified

Legal Time Tracking

Not specified

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
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
Kanban Board
Milestone Tracking
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Tracking

Not specified

Quoting

Not specified

Resource Management

Not specified

Task Management

Not specified

Time and Expense

Not specified

Time Tracking

Not specified

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