Best 10 Rocketlane Alternatives & Competitors In 2025 [Reviewed]

We researched dozens of platforms, reviewed customer reviews on websites like G2, and talked to customer success and implementation leaders to build a list of the 10 best Rocketlane alternatives on the market in 2025.

This guide covers each tool’s features, pricing, pros/cons, and use cases to help you make an informed decision.

➡️ Since Rocketlane has multiple use cases (e.g., customer onboarding, project management, customer portal), we will cover a variety of alternatives.

Why Look For Rocketlane Alternatives?

The PSA and customer onboarding platform has received praise for its functionality, small-business-friendly pricing model and regular releases of features.

Rocketlane offers multiple products for onboarding, such as project management, customer portal, time tracking, and resource management.

Despite that, some users have noted concerns about the tool’s CRM integrations, their onboarding experience, and UI. ⤵️

#1: Integration With CRM Platforms Could Be Better

A verified Rocketlane user on G2 expressed their concern about the tool’s Salesforce integration, which becomes available on their Premium plan.

According to the user, the CRM integration lacks complexity, as they are unable to sync data to a record that is different from the record that creates a project.

💡 A native integration between your onboarding platform and CRM (e.g., HubSpot or Salesforce) would streamline data synchronization and improve communication across customer success, implementation, and sales teams.

Rocketlane's Salesforce integration lacks some complexity that I would like. I am unable to sync data to a record that is different from the record that creates a project. This means I can't update an Account field based on a project unless I use the Account record to generate the project. This can be overcome through a couple of methods, though, so it certainly shouldn't be a deal breaker but it would be nice if there was more flexibility in how projects are created through the sync and how you can integrate project data back to Salesforce. - G2 Review.

#2: The Onboarding Experience Has Not Been Smooth For Some Users

Ironically, plenty of Rocketlane’s users have claimed that their onboarding and set-up experience of the platform has not been very smooth.

The users note that their onboarding process was overly complex and was not tailored to meet their needs.

‘’The onboarding experience with Rocketlane has been overly complex and not tailored to meet our needs. We have to repeat ourselves on nearly every call. Content is repeated frequently and I've come to expect sessions to always go over in time. We opted for a train-the-trainer approach to train our own team internally because we knew we could provide a better experience for them.’’ - G2 Review.

#3: The User Interface Is Reportedly Not Very Easy To Use For Clients

Last but not least, some customers of the tool have expressed concerns about the user interface of the platform.

A verified G2 user claims that the customer-facing interfacing is lacking in ease of use and that it can create bottlenecks in operations.

‘’The features and set-up can be a bit manual at times which makes onboarding this tool move slower than I would like. I wish some of the features were more intuitive and more UI-focused. Customer-facing interfacing is lacking in ease of use and can create bottlenecks. The support team is overseas and creates a less than seamless experience in terms of trying to resolve issues quickly. Our renewal experience felt rushed and we had very little engagement from our CSM leading up to it.’’ - G2 Review.

This issue has been confirmed by another customer of the platform, who mentions that there is a scope for improvement in the UI of the tool.

‘’There is a scope for improvement in UI & they can also introduce dark mode.’’ - G2 Review.

What Are The Best Rocketlane Alternatives in 2025?

Here are the best Rocketlane alternatives that best address the integration, onboarding, and user interface issues faced by Rocketlane’s customers:

#1: Arrows - A customer onboarding platform with a best-in-class HubSpot integration to handle your complex and dynamic customer onboarding processes.

#2: GUIDEcx - Track project health and identify at-risk onboarding flows.

#3: Dock - Create a collaborative space for sharing onboarding content with your clients.

#4: Accord - Create personalized onboarding journeys for your new customers with a seamless sales-CS handoff.

#5: Teamwork - Combine project management with new client onboarding.

#6: OnRamp - Set up a white-glove onboarding experience in an easy-to-use interface for your customers.

#7: Monday - Best for teams looking for a project management and onboarding platform to keep sales and customer success teams aligned.

#8: ClickUp - Manage onboarding plans and projects at scale with the tool’s customizable interface.

#9: Content Snare - Get all of the necessary information required in the onboarding funnel of B2B clients.

#10: Trumpet - Share trackable action plans with your new customers from ready-to-use onboarding templates.

#1: Arrows

Arrows offers the best Rocketlane alternative for customer success and implementation teams using HubSpot looking to reduce onboarding time and increase team capacity.

Full disclosure: Even though Arrows is our customer onboarding platform, we’ll provide an unbiased perspective on why Arrows is the Rocketlane alternative on the market in 2025.

Your team can send out actionable onboarding plans that connect to HubSpot to drive action and scale your new customer onboarding.

❗Note: Arrows was built for customer success and implementation teams that run on HubSpot.

Here’s the functionality that 👇 makes Arrows the ideal Rocketlane alternative on the market for streamlining client onboarding:

Seamlessly Onboard New Customers With Arrows Onboarding Plans

Keep your new clients moving through the onboarding funnel with Arrows onboarding plans.

Provide onboarding checklists for your customers to complete to reduce the onboarding time and increase your customer success team’s capacity.

➡️ That means you will also won’t have to hire more people to handle the pipeline.

💡 Our users achieve 2x+ faster onboarding for customers within the first 6 months with Arrows.

Here’s why customer success teams love Arrows onboarding plans:

• Onboard your new clients faster with clear, easy-to-follow onboarding plans tailored to each customer that keep them on task.
• Increase your team’s capacity by enabling your team to work out of HubSpot instead of jumping between different tools.
• Track progress by monitoring every step of your customer’s onboarding journey – from adding their brand’s guidelines to scheduling the initial audit.
• Bite-sized steps that help your team break down complex processes into achievable tasks so your clients are not overwhelmed.

• Task ownership and accountability outline who is responsible for what in the onboarding process with defined due dates.

Our onboarding platform makes it easy for your clients to perform tasks such as uploading files and filling out form fields. The data then syncs back to your HubSpot account.

How Do Arrows Onboarding Plans Work?

Each plan has tasks that are grouped into phases. Our onboarding solution guides your new customers to the next task they need to complete.

You can take your new clients to a focused view of each task, which has different task types (from inserting a Google Doc to scheduling a meeting).

Our platform then syncs 35+ data points with your HubSpot property, enabling your customer success team to run and keep track of your entire onboarding process inside HubSpot.

Each ticket or deal is connected to an Arrows plan powered by our data, which is synced in real-time to your HubSpot account. There, you can trigger automation and get live reports.

What is different about Arrows from the other onboarding tools like Rocketlane? The platform combines workflow automation with a simple UI embedded in HubSpot. 

Our tool aims to keep your clients engaged and focused on the next step of their onboarding process.

Case study: HungryHungry reduced early churn by 90% and doubled their onboarding efficiency by using Arrows onboarding plans.

The brand started using Arrows to make their onboarding steps smaller and more achievable for their new clients.

Find out how they did it:  👇

💡 Check out our client onboarding checklist that goes over our 5-step new customer onboarding process.

Onboarding Insights

Your team will also get access to Arrows onboarding insights, which will help them uncover insights from your customer onboarding process.

With Arrows onboarding insights, your customer success team will be able to find out:

• How are the onboarding plans performing over time?
• How long does it take your customers to complete the first task?
• Which tasks are taking too long to complete for your new clients?
• Where are your customers getting stuck the most?

Best-In-Class HubSpot Integration

Arrows onboarding plans are attached to your HubSpot deals, tickets, and custom objects.

Our tool gives your customer success team shared visibility into onboarding progress and an easy-to-follow path to success for your new customers.

💡 Arrows is rated the #1 App for Customer Success in the HubSpot Marketplace.

Arrows’ HubSpot integration makes it possible to run your entire client onboarding process inside HubSpot.

The customer onboarding platform is designed to let your customers access their onboarding plans and complete their assigned tasks.

We built Arrows to feel like a native extension of your HubSpot CRM, which is why your team can:

• Create and edit Arrows onboarding plans right inside HubSpot.
• Automate the process of creating and sending plans using HubSpot workflows.
• Create HubSpot reports using Arrows onboarding plans data.
• Track new client engagement activity in your HubSpot timeline.

Pricing

Arrows has three pricing tiers:

• Growth plan: $500/month, which gives you access to unlimited plan participants, bi-directional data sync to HubSpot deals or tickets, and HubSpot timeline events.
• Business plan: $1,250/month, which adds access to advanced Arrows data points (50+), dynamic branching on tasks, and the ability to sync Arrows plans to custom objects in HubSpot.
• Enterprise plan: Custom pricing that adds access to SSO, Audit logs, and automated user lifecycle management.

💡 Unlike Rocketlane, our pricing is not based on user seats.

You can try Arrows for free! Start your free trial with Arrows by connecting customer-facing onboarding plans to HubSpot deals, tickets, or custom objects with just a few clicks.

Not sure if Arrows can be a good customer onboarding software for your organization? Schedule a demo to learn more about the platform.

Pros & Cons of Arrows

✅ Onboarding plans that are tailored to your new customers.

✅ Seamless data sync with HubSpot records.

✅ Easy-to-use platform with a clean interactive interface.

✅ Track customer engagement across the onboarding process.

✅ Onboarding insights to help you reduce onboarding time.

⚠️ Built for teams using HubSpot.

⚠️ Simple dashboard with less data compared to other apps because all of the power is synced into HubSpot.

#2: GUIDEcx

Best for: Tracking project health and identifying at-risk onboarding flows.

Similar to: OnRamp.

GUIDEcx is a customer onboarding platform that helps customer success teams reduce early churn.

The platform is a viable alternative to Rocketlane for teams looking to accelerate their onboarding process and forecast project completion.

Features

• Speed up the onboarding experience with mutual action plans and accountability across teams.
• Project and task management features that let you track the onboarding process using List, Gantt, and Board views.
• Visibility into the onboarding progress with role-based views to keep projects on track.

Standout Feature: Track Project Health

GUIDEcx offers project health reports that help onboarding and implementation teams identify trends and at-risk projects, as well as on-hold revenue.

Pricing

GUIDEcx has 3 paid plans:

• Starter: $143/month/license for a minimum of 4 licenses, which includes persona-based project experiences, actionable emails, and customer login via a magic link.
• Premium: Custom pricing, which includes everything in Starter plus native integrations with Gainsight, Jira Slack, all leading CRM systems, and HubSpot Marketplace CRM Cards.
• Advanced: Custom pricing, which includes everything in Premium plus advanced time tracking, resource management, program management, and an embedded customer portal.

Pros and Cons

✅ Some users find project management and email notifications useful for their customers.

✅ Easy-to-use customer experiences, templates and notifications.

✅ Good range of native integrations.

⚠️ There are times when the tool is slow and has outages, according to G2 reviews.

⚠️ Some customers were not satisfied with the training they were provided for the platform.

#3: Dock

Best for: Creating a collaborative space for sharing onboarding content with your clients.

Similar to: Arrows.

Dock offers customer onboarding and client portal software that lets you create personalized onboarding flows for your customers.

The platform is a viable competitor to Rocketlane that helps customer success managers save hours of admin time one-click personalization and pre-built templates.

Features

• Share project plans, onboarding content and forms in an all-in-one collaborative space.
• Include success plans, timelines, all sorts of content, embeds, surveys, and share files with your customers.
• You can create and embed self-serve resources to bring new clients quickly to value and educate them about your solution on the go.

💡 Some customers have been looking for alternatives to Dock because the UI can be buggy at times and the platform is not mobile-friendly.

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Standout Feature: Templated Workspaces

Dock lets you give everyone on your team a pre-built blueprint for onboarding a new customer, so you can scale your internal onboarding of new customer success managers.

Pricing

Unlike Rocketlane, Dock has a free version that lets you access five workspaces for unlimited seats.

To access the platform’s advanced features, you’d have to be on one of their three paid plans:

• Starter plan: $49/user/month, which gives you access to customer onboarding, client portals, and content management.
• Growth plan: $59/user/month + $250/month platform fee, which gives you access to HubSpot integration, custom dashboards, and page visibility controls.
• Enterprise plan: Custom pricing that lets you access Salesforce integration, custom domain, SSO, and automations.

Pros and Cons

✅ Unlimited product usage on the Starter plan.

✅ Generous freemium plan that lets you create up to 5 workspaces.

✅ Templated workspaces.

⚠️ The set-up of the platform can be time-consuming.

⚠️ The platform is not mobile-friendly yet.

#4: Accord

Best for: Creating personalized onboarding journeys for your new customers with a seamless sales-CS handoff.

Similar to: Arrows, Dock.

Accord lets you streamline customer onboarding and product adoption to get your customers faster to value.

The platform is a good alternative to Rocketlane for teams that want to standardize their onboarding process and ensure a seamless handoff from the sales to the customer success team.

Features

• Mutual action plans are where your customer success team can share with new customers the next steps and planned tasks. 
• Cycle reports give managers an up-to-date view of where onboarding flows are at and what needs to be done to move the project forward.
• Shared libraries and collaboration features help simplify handoff between the sales and customer success teams.

Standout Feature: Standardize Your Processes With Playbooks

Accord lets you create and store repeatable onboarding playbooks by product, segment, or geography for your CSM to follow.

Pricing

Accord, unlike Rocketlane, offers a free plan for one user to try the software for free and access the platform’s templated playbooks.

For more capabilities, your team will need to be on one of their three paid plans: 

• Startup: $99/user/month + platform fee, which adds business cases, account planning, mutual action plans, and CRM integration.
• Growth: $119/user/month + platform fee, which adds engagement analytics, Slack connectors, and integrations with CRM and Gong.
• Enterprise: Custom pricing, which adds SSO, resource management, stakeholder maps, and open API.

Pros and Cons

✅ Intuitive interface for both the internal team and external customers.

✅ Combines playbooks, document storage, and collaboration in one place.

✅ Good onboarding insights.

⚠️ Limited integration with existing GTM systems and productivity tools.

⚠️ Data syncs and automations could be improved, according to G2 reviews.

#5: Teamwork

Best for: Combining project management with new client onboarding.

Similar to: ClickUp, Monday.

Teamwork, similar to Rocketlane, combines project management with onboarding for teams looking to onboard and manage multiple clients.

The tool is a viable alternative to Rocketlane for teams that are looking for an all-in-one platform that also offers budget planning and time-tracking features.

Features

• Team communication and collaboration: You can share updates with clients, get approvals, and communicate internally with a built-in messaging app, comments, and mentions.
• Project reporting: Your team will get a detailed view of project health and resource management during the onboarding process.
• Project management helps you stay on top of every task, timeline, and billable hour after you onboard your customers.

Standout Feature: Client Onboarding Template

Teamwork has a pre-built client onboarding template for customer success and implementation teams.

The template uses a Kanban board where your customers can view ‘’To Do’’; ‘’Doing’’, and ‘’Done’’ tasks.

Pricing

Teamwork offers a freemium version that lets you try out the tool for up to 5 seats.

The platform has 4 paid plans:

• Deliver: $13.99/user/month for a minimum of 3 users, which adds time tracking, client company management, and 4 project views (List, Table, Boards, and Gantt chart).
• Grow: $25.99/user/month for a minimum of 5 users, which adds resource scheduling, If/then conditional logic for forms, and a custom domain with SSL.
• Scale: $69.99/user/month for a minimum of 5 users, which includes unlimited retainer management, projects, and customer reports.
• Enterprise: Custom pricing that adds a dedicated customer success manager and enterprise-grade security.

Pros and Cons

✅ Customizable workflows and pre-built templates for customer success teams.

✅ Built-in messaging, time tracking, invoicing, and budgeting features.

✅ Invite and collaborate with external users during and after the onboarding process.

⚠️ The tool’s depth of features and options can be overwhelming at first, according to G2 reviews.

⚠️ The platform has limited native integrations and has to rely on Zapier.

#6: OnRamp

Best for: Setting up a white-glove onboarding experience in an easy-to-use interface for your customers.

Similar to: Userlane, GUIDEcx.

OnRamp offers customer onboarding software and a client portal that helps CSM teams remove barriers to entry for new clients.

The platform is a viable competitor to Rocketlane as it provides your new clients with a white-glove onboarding experience in the form of a client portal.

Features

• A white-labelled customer portal that works as an onboarding flow for your clients, where your team can add progress bars and tasks.
• Branded magic link to bypass login for instant and easy engagement of your new customers.
• Speed up the next steps with CRM auto-project creation with real-time progress trackers to keep onboarding projects on track.

Standout Feature: Onboarding Analytics

OnRamp provides teams with onboarding analytics that cover:

• Each onboarding flow’s progress.
• Real-time performance and engagement.
• The next steps to be completed.

Pricing

OnRamp currently does not disclose its pricing, so you’d have to book a demo to learn more about the platform’s pricing model.

Pros & Cons

✅ Users on G2 are delighted with how easy-to-use and client-facing the platform is.

✅ Bring customers to value quicker with CRM auto-project creation.

✅ Good onboarding analytics from the client portal.

⚠️ Adding tasks can feel a little buggy, according to users on G2.

⚠️ Limited customization options when compared to other client portals.

#7: Monday

Best for: Teams looking for a project management and onboarding platform to keep sales and customer success teams aligned.

Similar to: ClickUp, Teamwork.

Monday is an all-in-one project management platform that can be used to onboard new customers.

The platform lets you manage the onboarding flow from one centralized platform with work management features and built-in reporting.

Features

• Full client onboarding: Your team can manage the entire client onboarding process from the kick-off meeting to the implementation and training phase.
• Gain full visibility into the onboarding process and track how much time was invested.
• Sync your sales and customer success teams in one centralized, easy-to-use platform.

Standout Feature: Customer Onboarding Template

Monday lets you manage the entire onboarding process of your new customers with its customer onboarding template.

Pricing

Monday offers a freemium version for up to two seats, where you can test out the platform’s basic features.

To access the platform’s advanced features, you’d need to be on one of their four paid plans:

• Basic: Starts at $10/user/month and adds Kanban board view and unlimited users with view-only access.
• Standard: Starts at $13/user/month and adds 250 automated actions/month, 3+ dashboard views, and Zoom integration.
• Pro: Starts at $20/user/month, and adds all five dashboard views, time tracking, and 2-factor authentication.
• Enterprise: Custom pricing, which adds a dedicated CSM, enterprise-level reporting, and administration control.

Pros and Cons

✅ Advanced reporting and analysis at the onboarding and project level.

✅ A good range (200+) of integrations across apps, including integrations with communication and productivity tools.

✅ Custom work forms that you can turn into actionable tasks for your new clients to get information from them during the onboarding process.

⚠️ The paid plan upgrades are available in set increments of 5 and 10 users.

⚠️ The automation features of the platform are gated to the more expensive plans.

#8: ClickUp

Best for: Managing onboarding plans and projects at scale with the tool’s customizable interface.

Similar to: Monday, Teamwork.

ClickUp offers a project management app that helps customer success and implementation teams automate the customer onboarding experience and manage multiple projects.

The platform is a viable alternative to Rocketlane as it gives you access to Gantt charts and board views, simplifying your onboarding and subsequent work management.

Features

• Personalize the onboarding experience for your customers at scale – ensuring a smooth transition from sign-up to product usage.
• Collect feedback from your customers and measure the success of your onboarding process with ClickUp’s analytics.
• Ensure that all necessary information is collected and stored in a centralized location.

Standout Feature: Customer Onboarding Template

Similar to Monday and Teamwork, ClickUp offers a customer onboarding template that is ready-to-use and fully customizable.

Pricing

ClickUp offers a free version of its software that includes unlimited task creation, access to 100 MB storage, and collaborative docs for your team.

The platform has three paid plans:

• Unlimited: Starts at $7 per user/month, which includes access to unlimited custom views, timesheets, guest access, and 100 mind map creation.
• Business: Starts at $12 per user/month and adds private docs, sprint reporting, and all dashboard views.
• Enterprise: Custom price that adds white labelling, enterprise-grade security, and AI features.

Pros and Cons

✅ Affordable pricing plans for smaller organizations – even more affordable than Rocketlane.

✅ Highly customizable with a comprehensive range of built-in tools for communication and reporting.

✅ A good pre-built customer onboarding template that includes a variety of fields for customization.

⚠️ Might get overwhelming for beginners due to the platform’s complex interface.

⚠️ Can take longer to set up the dashboard, according to a G2 review.

#9: Content Snare

Best for: Getting all of the necessary information required in the onboarding funnel of B2B clients.

Similar to: Arrows.

Content Snare is a customer onboarding platform that helps B2B service providers collect and organize all sorts of information and documents during the onboarding process.

The platform is a viable Rocketlane alternative for agency owners to follow up on requests and collect all necessary information from each new client during onboarding.

Features

• Build and send out a confusion-free content collection checklist to your new B2B customers, requesting all of the information your team needs.
• Send reminders to clients about missing items when deadlines are approaching to start work.
• All of the content that the client submits can then be downloaded into a single package for your team to receive.

Standout Feature: Save Requests As Templates

Your team can scale new client onboarding by saving all requests to B2B clients as templates so you can ask your next customer for the same documents.

Pricing

Content Snare has 4 paid plans:

• Basic: $29/month, which gives you access to 20 active requests for up to 2 users, 20 GB storage space, and 40 SMS/month.
• Plus: $59/month, which gives you access to 50 active requests for up to 5 users, 50 GB of storage space, and 100 SMS/month with custom branding.
• Pro: $99/month, which gives you access to 100 active requests for up to 10 users, 100 GB of storage space, and 200 SMS/month with premium integrations.
• Custom: Starts from $179/month and gives you access to more active requests, users, storage, and SMS per month.

Pros & Cons

✅ Good range of integrations with CRMs and productivity tools.

✅ Collect all kinds of content and documents from your customers.

✅ Re-usable templates that you can use to scale the onboarding process.

⚠️ No integration with Zapier.

⚠️ Limited automation capabilities, according to G2 reviews.

#10: Trumpet

Best for: Sharing trackable action plans with your new customers from ready-to-use onboarding templates.

Similar to: Content Snare.

Trumpet is an interesting Rocketlane alternative as it offers a digital sales room for customer onboarding purposes.

We included trumpet in this list because it lets you share trackable action plans, add interactive demos and add educational content with best practices to get your new customers up to speed.

Features

• Build a personalized hub for your customers with everything they need to get started in one centralized place.
• Create task lists and onboarding plans with progress tracking during the onboarding journey.
• You can add interactive demos, and video content, and attach PDFs with a visual progress bar to keep all stakeholders on track.

Standout Feature: Onboarding Progress Insights

Trumpet provides customer success and implementation teams with onboarding progress insights to track engagement data to predict potential customer churn.

Your team can monitor the onboarding flow to reduce early churn during the handover from your sales to the customer success team – and act fast if you see an onboarding flow is at risk.

Pricing

Trumpet has a freemium plan that lets you access all Scale plan features for up to 10 Pods (onboarding plans).

You can also add unlimited users and access 30+ integrations, the tool’s analytics, and mutual action plans.

To access the tool’s advanced features and unlimited Pods, you will need to sign up for one of their three paid plans:

• Pro plan: £29/user/month when paid annually, which adds access to unlimited Pods, unlimited content storage, access to all templates, and CMS.
• Scale plan: £60/user/month when paid annually, which adds access to the tool’s TrumpetSign (e-signatures), Content Analytics, management dashboard, and proposal software.
• Enterprise plan: £100/user/month when paid annually, which adds access to SSO, custom domains, account management, and multiple team workspaces.

Note: As a British organization, trumpet displays its pricing only in GBP (£). The platform also accepts payments in USD ($).

Pros and Cons

✅ Good personalization options for onboarding flows.

✅ Pre-made onboarding templates that can be customized and scaled.

✅ Detailed analytics into the onboarding progress.

⚠️ Some users on G2 report limited customization of widgets.

⚠️ The contract e-sign tool is not as intuitive and easy to use as with other alternatives on the market.

Next Steps: Onboard New Clients Faster With Arrows Onboarding Plans

Each onboarding platform that we reviewed has its strengths, weaknesses, use cases, and pros & cons. 

We went over the ten best Rocketlane alternatives, covering each of them in great detail.

Arrows helps customer success, onboarding and implementation teams reduce their onboarding time and increase their capacity by sending out tailored onboarding plans.

Our platform also offers digital sales rooms and client portals, which means you can manage the entire client lifecycle out of one platform with tools for each stage of the customer journey.

If you’re looking for a customer onboarding platform that offers:

• Onboarding insights, which help your team gain a deeper understanding of where clients are getting stuck the most.
• Deep and powerful HubSpot integration that is available for all pricing tiers and lets you sync 35+ real-time data points.
• Task ownership and accountability features outline who is responsible for what in the onboarding process.
• Client portals let you give your clients a clear path forward with a single portal for communication, resources, and updates.

Book a demo to see Arrows in action: collaborative onboarding plans that integrate with HubSpot, deliver a seamless customer experience and save your team hours each week.

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