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Professional services automation Rising

Rocketlane

PSA for customer onboarding and implementation teams

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Rocketlane screenshot: Project revenue, cost and margin chartRocketlane screenshot: Policy conflict prompt in a project planRocketlane screenshot: Stakeholder profile page

Rocketlane is a professional services automation platform for implementation and onboarding teams, combining project plans, a branded client portal, time tracking, resource management and margin tracking. Its Nitro AI agents turn documents and calls into project plans.

Key Professional services automation features

  • Project and task delivery
  • Time and expense tracking (not listed)
  • Billing and invoicing (not listed)
  • Utilization reporting
  • Project profitability
  • Retainer and fixed-fee billing (not listed)

Also includes

  • Client portal
  • Resource scheduling
  • Revenue forecasting

From the vendor's own site. Not yet verified by SoftScout. A missing item may just mean we haven't confirmed it.

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