Rocketlane is a project management tool best known for customer onboarding and implementation project execution. It optimizes workflow automation, collaboration, and project tracking, helping teams manage structured service delivery.
However, while Rocketlane integrates project workflows, it lacks deep customization and flexible resource management compared to broader PM tools. Additionally, its pricing can be costly for small teams and businesses.
So, here are the 10 Rocketlane competitors to help you onboard clients and manage projects more effectively.
Summarize this article for me please⏰ 60-Second Summary
Here’s our round of top Rocketlane Alternatives:
✅ ClickUp (Best for streamlined client onboarding)
✅ GUIDEcx (Best for automated customer onboarding project management)
✅ Asana (Best for flexible project tracking and workflow automation)
✅ monday.com (Best for visual project management with customizable workflows)
✅ Smartsheet (Best for spreadsheet-style project planning and automation)
✅ Wrike (Best for managing complex projects with real-time collaboration)
✅ Teamwork.com (Best for client-focused project management with time-tracking)
✅ Scoro (Best for all-in-one project and financial management)
✅ Nifty (Best for combining project management with team communication)
✅ Kantata (Best for resource planning and project financials)
Top 10 Rocketlane Alternatives for Streamlined Project Management
- What Should You Look for in a Rocketlane Alternative?
- The 10 Best Rocketlane Alternatives
- 1. ClickUp (Best for streamlined client onboarding)
- 2. GUIDEcx (Best for automated customer onboarding project management)
- 3. Asana (Best for flexible project tracking and workflow automation)
- 4. monday.com (Best for visual project management with customizable workflows)
- 5. Smartsheet (Best for spreadsheet-style project planning and automation)
- 6. Wrike (Best for managing complex projects with real-time collaboration)
- 7. Teamwork.com (Best for client-focused project management with time-tracking)
- 8. Scoro (Best for all-in-one project and financial management)
- 9. Nifty (Best for combining project management with team communication)
- 10. Kantata (Best for resource planning and project financials)
- ✨ Special Mentions
- Streamline Your Customer Onboardings with the Best Rocketlane Alternative—ClickUp!
Summarize this article for me pleaseWhat Should You Look for in a Rocketlane Alternative?
When searching for a Rocketlane alternative, don’t just look for tools that support client onboarding. Be comprehensive and focus on the following aspects to ensure long-term efficiency:
- User-friendly interface: Go for a tool that’s easy to use and navigate. This will allow you to simplify your employee onboarding experience
- Workflow automation features: Check if the tool lets you automate workflows like task assignments, reminders, approvals, etc. Bonus if it provides templates to standardize recurring processes
- Task management capabilities: Choose a tool with built-in features like views, task dependencies, and milestones. This will help you manage service deliveries more comprehensively
- Resource and time-tracking capabilities: Pick a tool that offers built-in or integrated time tracking for billable hours. A major pro if it includes workload management features
- Reporting and analytics: Look for a tool that tracks and records data like project profitability and resource utilization. Also, see if it offers dashboards that provide actionable insights on onboardings, user behavior, etc
- Third-party integrations: Decide on a tool that integrates with other industry-essential tools like CRM, billing, and communication. Additionally, check if you can access it on both web browsers and mobile devices
- Scalable pricing: Prioritize a tool that provides scalable pricing plans and adapts to both small teams and enterprise-level business needs
Summarize this article for me pleaseThe 10 Best Rocketlane Alternatives
Providing a swift onboarding experience is essential for any client-facing business. According to research, 74% of potential customers won’t hesitate to switch to other solutions if the onboarding process is complicated!
While Rocketlane helps the cause, the tool is difficult to navigate and implement. So we bring you 10 of the best alternatives to Rocketlane for project success!
1. ClickUp (Best for streamlined client onboarding)
ClickUp Project Management Solution is an all-rounder among Rocketlane alternatives! As the everything app for work, ClickUp brings with it a range of advanced yet easy-to-adopt features; it helps streamline every aspect of client onboarding with minimum fuss and maximum efficiency.
Every ClickUp feature is powered by AI, aka ClickUp Brain. As the name suggests, Brain connects you with everything on ClickUp—Docs, Tasks, Automations—everything!
However, ClickUp’s AI extends far beyond simple automation, transforming it into a robust project management powerhouse.
It can help you create and refine comprehensive customer onboarding flows and project lifecycles by structuring tasks, setting deadlines, and suggesting dependencies. It also lets you automate repetitive tasks like reminders and status updates to build efficient workflows.
Once your clients are successfully onboarded, AI-powered task management kicks in. The AI intelligently generates tasks and action items for you based on onboarding information, distilling complex information into actionable steps.
Too many projects in the pipeline? With ClickUp, you can organize projects in a clear hierarchy, including Spaces, Folders, Lists, Tasks, and Subtasks. It allows for granular tracking through checklists, subtasks, and Custom Fields.
You also get to optimize the workflow processes further with over 100+ customizable automation templates and 35+ ClickApps, including email project management, allowing for a tailored project management experience. Imagine turning client emails into trackable tasks in a jiffy. It’s possible with ClickUp!
ClickUp also offers over 100 templates to ease up project management. The one specifically helpful for client onboarding is the ClickUp Project Management Template!
Using this template, divide your entire onboarding process into smaller steps. This helps streamline the procedure and identify different roles and responsibilities. It also sends reminders when a customer finishes a step to keep you and your team updated on the onboarding process.
ClickUp best features
- Create, edit, and share project management documents for seamless collaboration with ClickUp Docs
- Centralize all your team communication into a unified platform with ClickUp Chat
- Link conversations to relevant tasks and documents for easy retrieval
- Track onboarding progress with real-time insights using ClickUp Dashboards
- Streamline your workflow and manage onboardings effortlessly with ClickUp Tasks
- Visualize work with 15+ ClickUp Views like Gantt, List, and Kanban for a comprehensive overview of every customer onboarding
- Plan precise onboarding schedules with ClickUp Time Tracking
- Build workflows and align stakeholders with ClickUp Whiteboards to create collaborative, visual onboarding plans
- Use ClickUp Connected Search to access important details across the platform quickly
ClickUp limitations
- New users often find the tool overwhelming because of its wide range of features
ClickUp pricing
- Free Forever
- Unlimited: $7/month per user
- Business: $12/month per user
- Enterprise: Contact for pricing
- ClickUp Brain: Add to any paid plan for $7 per member per month
ClickUp ratings and reviews
- G2: 4.7/5 (9,000+ reviews)
- Capterra: 4.6/5 (4,000+ reviews)
Here’s what one of our verified users had to say:
🔍 Did You Know? Companies that lack an efficient onboarding process have 47% higher support costs per customer! 😱
2. GUIDEcx (Best for automated customer onboarding project management)
GUIDEcx is software that automates the entire customer onboarding process. With an intuitive, customer-facing project portal, it lets your team collaborate with clients directly. So, you get to visualize the onboarding timeline, track pending tasks, review milestones, and connect with them—all in one place.
Apart from this, GUIDEcx also supports basic project, task, and workflow management for a comprehensive experience. As for accessibility, the platform is easy to navigate and specifically suitable for smaller teams.
GUIDEcx best features
- Provide dynamic project visibility through progress dashboards
- Track customer onboarding success with built-in analytics and reporting
- Offer customizable onboarding templates for different industries
- Integrate with software like HubSpot, Salesforce, and Slack
GUIDEcx limitations
- Lacks advanced project management features beyond onboarding
- Focuses primarily on customer-facing teams, not internal operations
GUIDEcx pricing
- Starter: Custom pricing
- Premium: Custom pricing
- Advanced: Custom pricing
GUIDEcx ratings and reviews
- G2: 4.6/5 (450 reviews)
- Capterra: 4.7/5 (40+ reviews)
3. Asana (Best for flexible project tracking and workflow automation)
Although Asana may not be a great choice for client onboarding, it sure does help.
This cloud-based platform shines in two aspects—collaboration and task tracking. With a single shared hub, you and your team members list and organize tasks to stay updated on project timelines. If there’s a crucial development, automate reminders to notify everyone. These features help your team connect more effectively and fabricate a seamless client onboarding journey.
Asana best features
- Support task and project tracking across list, board, and timeline views
- Allow goal-setting with progress tracking and dependencies
- Enable live team coordination with comments, mentions, and file sharing
- Integrate with over 300 apps, including Slack, Google Drive, and Jira
Asana limitations
- Limits automation rules in free and lower-tier plans
- Requires external integrations for budget tracking and invoicing
Asana pricing
- Personal: Free forever
- Starter: $10.99/month per user
- Advanced: $24.99/month per user
- Enterprise: Custom pricing
- Enterprise+: Custom pricing
Asana ratings and reviews
- G2: 4.4/5 (10,800+ reviews)
- Capterra: 4.5/5 (13,300+ reviews)
What are real-life users saying about Asana?
4. monday.com (Best for visual project management with customizable workflows)
Another software streamlining task management, monday.com, is suitable for teams struggling to manage multiple client onboarding processes effectively.
With its custom dashboards, visualize every step of every onboarding process at a glance—in over 50 ways. If there are any repetitive steps, you get to standardize them to manage the workflow more efficiently.
That’s not all—monday.com provides actionable insights that prove helpful in assessing the status of an onboarding. So, if there are red flags, your team can take action to address the issue promptly.
monday.com best features
- Create dashboards that connect multiple boards, offering high-level reports through various widgets
- Use built-in time tracking with billable and non-billable hour tracking
- Include file sharing, comments, and mentions for seamless team collaboration
- Access over 200 templates to quickly set up projects and workflows tailored to specific team requirements
monday.com limitations
- Requires initial setup time to tailor workflows to specific needs
- Offers fewer prebuilt templates for specialized industries
monday.com pricing
- Free Forever
- Basic: $12/month per seat
- Standard: $14/month per seat
- Pro: $24/month per seat
- Enterprise: Custom pricing
monday.com ratings and reviews
- G2: 4.7/5 (12,800+ reviews)
- Capterra: 4.6/5 (5,400+ reviews)
5. Smartsheet (Best for spreadsheet-style project planning and automation)
Smartsheet is a spreadsheet-style project management software that consolidates all essential tools and features to deliver services more efficiently.
This Rocketlane alternative supports Gantt, calendar, and Kanban views for structured project planning, managing resources for the future, and estimating delivery timelines. Live collaboration lets you and your team connect and stay on top of every project’s status. Apart from this, Smartsheet’s workflow automation feature is also intuitive, taking the strain out of every onboarding.
Smartsheet best features
- Use built-in approval workflows for document and task sign-offs
- Get advanced reporting with pivot tables and dynamic dashboards
- Operate within enterprise-grade security controls and access permissions
- Allocate and monitor team workloads with resource management tools
Smartsheet limitations
- The interface isn’t very user-friendly and may feel complex for project managers unfamiliar with spreadsheets and formulas
- Slows down with large datasets containing extensive cross-references
Smartsheet pricing
- Pro: $12/month per member
- Business: $24/month per member
- Enterprise: Custom pricing
- Advanced Work Management: Custom pricing
Smartsheet ratings and reviews
- G2: 4.4/5 (18,500+ reviews)
- Capterra: 4.5/5 (3,400+ reviews)
What are real-life users saying about Smartsheet?
6. Wrike (Best for managing complex projects with real-time collaboration)
Are you looking for software to manage complex projects and onboardings remotely? Wrike‘s live collaboration features allow your distributed team to collaborate on chat, comments, and documents to coordinate more effectively.
The 360-degree visualization feature reflects each step of the process to ensure nothing is overlooked, and the real-time dashboards provide instant, actionable insights. The best part? You can use Wrike on your web browser or as a mobile app to get updates and notifications on the go!
Wrike best features
- Automates workflows with AI-powered task prioritization and rule triggers
- View important data on one screen with Wrike’s three-pane layout that provides clear visibility into project operations
- Create responsive forms using conditional logic with the form builder option
- Get detailed project analytics and performance dashboards
Wrike limitations
- Has a steeper learning curve for teams new to advanced project tools
- Requires additional customization for highly structured workflows, unlike many other alternatives
Wrike pricing
- Free Forever
- Team: $10/month per user
- Business: $24.80/month per user
- Enterprise: Custom pricing
- Pinnacle: Custom pricing
Wrike ratings and reviews
- G2: 4.2/5 (3,700+ reviews)
- Capterra: 4.3/5 (2,700+ reviews)
What are real-life users saying about Wrike?
💡 Pro Tip: Instead of a single estimate, create three: 10% optimistic (best case), 50% realistic, and 90% pessimistic (worst case). This helps set expectations and avoid over-promising. 😎
7. Teamwork.com (Best for client-focused project management with time-tracking)
Teamwork.com is a project management tool combining time tracking and workload management for accurate resource planning and capacity tracking. This makes it ideal for managing various onboardings with a small team.
With capabilities like project performance visibility, profitability reports, and custom client permissions, Teamwork.com provides a robust alternative to Rocketlane for managing client projects efficiently. The software also sends automated updates and reminders for every finished and pending step. If your team is new to client onboarding, Teamwork hosts a free client onboarding template to get you started.
Teamwork.com best features
- Focus on client-based project tracking with built-in billing tools
- Customize reporting options to help users understand budgeting, utilization, and performance across projects, teams, and clients
- Automate task workflows with dependencies and recurring assignments
- Integrate with software like Slack, HubSpot, QuickBooks, and Microsoft Teams
Teamwork.com limitations
- Lacks advanced automation for multi-step workflows
- Requires heavy manual setup for financial tracking and project budgets
Teamwork.com pricing
- Deliver: $13.99/month per user
- Grow: $25.99/month per user
- Scale: $69.99/month per user
- Enterprise: Custom pricing
Teamwork.com ratings and reviews
- G2: 4.4/5 (1,100+ reviews)
- Capterra: 4.5/5 (900+ reviews)
🧠 Fun Fact: The International Space Station (ISS) holds the title of the most expensive project in the world, costing over $100 billion! 🤑
8. Scoro (Best for all-in-one project and financial management)
If you want software that combines project management, CRM, billing, and financial tracking for full-fledged user onboarding, Scoro should be an option to explore.
This tool lets you manage projects, finances, and resources in one place. Its real-time dashboards allow you to connect with your team and track client adoption. The tool also helps you plan and allocate resources more effectively. Key features include automated approval workflows, contract management, detailed time tracking, and billable hours for accurate revenue recognition.
Scoro best features
- Manage customer relationships, track sales pipelines, and maintain a centralized contact database with Scoro’s built-in CRM system
- Get budget tracking with profitability and margin calculations
- Allocate tasks effectively, monitor team workloads, and optimize resource utilization with advanced resource planning tools
- Incorporate with Xero, QuickBooks, and Zapier for financial management
Scoro limitations
- Has a steeper learning curve due to its extensive financial features
- Lacks a free plan for smaller teams or startups
Scoro pricing
- Essential: $28/month per user
- Standard: $42/month per user
- Pro: $71/month per user
- Ultimate: Custom pricing
Scoro ratings and reviews
- G2: 4.5/5 (400+ reviews)
- Capterra: 4.6/5 (200+ reviews)
What are real-life users saying about Scoro?
9. Nifty (Best for combining project management with team communication)
Another solid Rocketlane alternative, Nifty, combines project management with built-in team chat and discussions. So, if your user onboarding process could benefit from enhanced team communication, this project management solution should help.
Its visual roadmaps allow teams to set goals and track project milestones, automatically updating progress as tasks are completed. The platform supports various task management views, including Kanban, list, timeline, calendar, and swimlane, catering to diverse workflow preferences. Nifty’s integrated discussions and real-time collaboration features ensure that all project-related communications are centralized, reducing the need for multiple tools.
Nifty best features
- Create, share, and collaborate on documents and wikis directly within the platform
- Enable teams to capture data and automate submissions as tasks, documents, or project messages with native form-building capabilities
- Support task automation, milestone tracking, and recurring tasks
- Enhance productivity with Nifty’s Orbit AI, offering features like summarizing policy updates and identifying documentation gaps
Nifty limitations
- Feels less scalable for enterprise-level organizations with complex needs
- Requires integrations for more advanced project analytics and reporting
Nifty pricing
- Free Forever
- Starter: $49/month
- Pro: $99/month
- Business: $149/month
- Unlimited: $499/month
Nifty ratings and reviews
- G2: 4.7/5 (400+ reviews)
- Capterra: 4.6/5 (400+ reviews)
What are real-life users saying about Nifty?
📮 ClickUp Insight: 83% of knowledge workers rely primarily on email and chat for team communication. According to research by ClickUp, nearly 60% of the workday of such workers is lost when they are switching between tools and searching for information.
With an everything app for work like ClickUp, your project management, messaging, emails, and chats converge in one place! It’s time to centralize and energize!
10. Kantata (Best for resource planning and project financials)
Even though it is traditionally a Professional Services Automation (PSA) solution, Kantata is ideal for teams struggling with resource management for efficient onboarding.
This software helps you plan better resource allocations by offering enhanced visibility into their current and future requirements. It is also helpful for project timeline estimation, financial tracking, and detailed time tracking—all of which are crucial for ensuring timely, cost-effective, and efficient customer onboarding.
Kantata best features
- Automate resource allocation, workload balancing, and budget planning
- Utilize role-based access controls and permission management for security
- Scale well for consulting, IT, and service-based industries
- Seamlessly integrate with various third-party applications, including CRM and accounting systems
Kantata limitations
- Feels complex for teams that don’t require in-depth financial oversight
- Limits customization in lower-tier plans for small businesses
Kantata pricing
- Custom pricing
Kantata ratings and reviews
- G2: 4.2/5 (1,400+ reviews)
- Capterra: 4.2/5 (600+ reviews)
✨ Special Mentions
- Microsoft Planner (Best for teams using Microsoft 365 who need a simple task management tool)
- Zoho Projects (Best for teams looking for an affordable, feature-rich project management service)
- Truva (Best for businesses seeking AI-driven project and resource management)
Summarize this article for me pleaseStreamline Your Customer Onboardings with the Best Rocketlane Alternative—ClickUp!
While Rocketlane is a powerful tool for customer onboarding and service delivery, it may not be the perfect fit for every team. The right choice depends on your specific needs, whether they involve automation, customization, or flexibility in project management.
If you’re looking for an alternative platform that balances structure with adaptability, ClickUp is a strong choice. Its intuitive workflows, automation features, and real-time tracking can help you achieve project success.
So, hurry up—get ClickUp today by signing up here for a free account.
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