Rocketlane review

Rocketlane comes from customer onboarding and has grown into a PSA for teams that deliver services with the client watching. Standard, at $49 per team member a month billed annually with a 5-member minimum, includes a branded customer portal with magic-link login, approvals and CSAT at milestones, Gantt, list and kanban views, time tracking with timesheet approvals, and integrations with HubSpot, Jira, Slack and Zapier. Premium, at $69, adds the parts a PSA buyer usually wants: resource planning with AI auto-allocation, capacity and utilization tracking, project budgeting, rate cards, margins and profitability, revenue recognition, invoicing, expenses and a Salesforce integration. Enterprise adds multi-currency, multi-budget, skills matrices and tentative planning. Customer members are unlimited on every plan. For a margin-focused agency, the financial features effectively start at $69, and AI Fills is a separate $29 add-on.

Who it is for

Software companies and implementation teams that deliver client onboarding and services projects with customers in the loop.

Price

Standard from $49 per team member per month billed annually, minimum 5; Premium $69 adds financials.

$49 per team member/month billed annually
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Branded customer portal with approvals, actionable emails and CSAT at milestones
• Time tracking, timesheets and timesheet approvals on Standard
• Resource planning, capacity management and utilization tracking on Premium
• Rate cards, margins and profitability, revenue recognition and invoicing on Premium
• Integrations with HubSpot, Jira, Slack and Zapier, plus Salesforce on Premium

Strengths and weaknesses

• Strength: Unlimited customer members on every plan
• Strength: Client-facing portal and CSAT are built in
• Strength: Partner portal for working with contractors
• Weakness: Minimum of 5 team members
• Weakness: Margins, invoicing and resource management need the $69 Premium plan
• Weakness: AI Fills costs an extra $29 per user per month

Key facts

• Plans: Standard, Premium and Enterprise
• Minimum: 5 team members
• Compliance: SOC 2 Type II, GDPR
• AI add-on: AI Fills at $29 per user per month

Where it ranks

Rocketlane is No. 6 in our Best Professional Services Automation Software verdict.