Rocketlane Pricing: Is It Worth It In 2025? [Reviewed]

In this pricing guide, we’ll explain Rocketlane’s pricing model, paid plans, and Enterprise pricing to help you make an informed decision.

➡️ At the end of this article, we’ll introduce you to an alternative to Rocketlane for customer success and implementation teams that operate on HubSpot.

Rocketlane Pricing Plans Overview

Rocketlane's tiered pricing structure is based on user seats and the features you’d need. All plans include unlimited projects and customers to onboard.

• Essential: $19/month/seat when billed annually, which gives you access to a branded customer portal, actionable emails, all task views (e.g., Kanban), and timesheets.
• Standard: $49/month/seat when billed annually, which adds project and portfolio management features, the tool’s templates, and calendar integration.
• Premium: $69/month/seat when billed annually, which adds custom automations, resource management features, and financial management features.
• Enterprise: $99/month/seat when billed annually, which adds unlimited custom automations, more resource management features, and enterprise-grade security.

➡️ Rocketlane may not have a free plan but the Essential and Standard plans come with a 14-day free trial, which can be extended to 21 days if your brand cannot use the platform much in the first 14 days.

Let’s go through each one of Rocketlane’s pricing tiers in more detail: 👇

Rocketlane’s Essential Plan

Rocketlane’ Essential plan starts at $19/month/seat when billed annually for a minimum of 5 team members, which is ideal for small service teams looking to kickstart their operations.

Rocketlane’s Essential plan includes:

• Access to unlimited projects and customer members.
• A branded customer portal where you can manage onboarding and then ongoing projects with your clients.
• Customer approvals and collaboration.
• Built-in CSAT at milestones to monitor client sentiment and satisfaction.
• Access to all task views, including Gantt, List, and Kanban boards.
• Time tracking features and timesheets.
• Custom automations for up to 50 runs per user per month.
• Task and document collaboration with a mobile app.

➡️ At this plan, the only integration is with Zapier.

Drawback - The UI Is Reportedly Not That Easy To Use For Clients

A verified G2 customer claims that the customer-facing interfacing is lacking in ease of use and that it may 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.

Rocketlane’s Standard Plan

Rocketlane’s Standard plan costs $49/month/seat when billed annually for a minimum of 5 users and adds more integrations, security features, and templates.

The Standard plan includes everything in Essential, plus:

• More project and portfolio management features, such as SmartFill and sprint planning.
• Project update and dynamic templates.
• Calendar integration for timesheets for better time capture, reporting and management.
• Access to more custom automations per month – 200 runs/month/seat.
• Access to people and project performance reports.
• Integrations with Jira, HubSpot, and Slack.
• Custom domains and access to the tool’s API.

Drawback - Some Teams Did Not Experience A Smooth Onboarding Experience

Some of Rocketlane’s customers have noted on G2 that their onboarding and set-up experience of the platform has not been very smooth.

The users claim 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.

Rocketlane’s Premium Plan

Rocketlane’s Premium plan costs $69/month/seat for a minimum of 5 users when billed annually and adds more resource and financial management features as well as access to more automations.

The Premium plan includes everything in Standard, plus:

• Time-off management functionality for when your team members are on holiday.
• Access to more custom automations – 500 runs/seat/month.
• Project budgeted hours alerts.
• Resource management features, such as Resource AI,  resource planning, auto-allocation, and capacity management.
• Financial management features, such as project budgeting and tracking.
• Reporting and dashboards, such as project profitability reports, interval IQ reports, and operational insights reports.
• Integrations with Salesforce and Workato.

Drawback - CRM Integrations Could Be Better

A verified Rocketlane user on G2 expressed their concern about the tool’s Salesforce integration.

The user claims that 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.

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.

Rocketlane’s Enterprise Plan

Rocketlane’s Enterprise plan costs $99/month/seat when billed annually, which adds unlimited automations, and enterprise-grade security features – making it ideal for large organizations.

Rocketlane’s Enterprise plan includes everything in Premium, plus:

• Unlimited custom automations and forms automations.
• Custom reports and dashboards.
• Soft allocations, tentative planning and access to the tool’s skills matrix.
• Integration with Snowflake.
• Security features, such as SAML and role-based access controls.

➡️ Rocketlane has not disclosed the minimum number of team members required to access their Enterprise plan.

Drawback - Implementation & Onboarding Are Charged Extra

As our team was reviewing the platform’s pricing page, we saw that implementation and onboarding assistance are charged extra based on the scope and onboarding services required.

Looking For A Rocketlane Alternative?

As some users are not satisfied with Rocketlane’s user interface, onboarding experience, and CRM integrations, we wanted to introduce an alternative to Rocketlane for teams using HubSpot.

Arrows (that’s us) offers the best Rocketlane alternative for customer success, onboarding and implementation teams looking to reduce onboarding time and increase team capacity.

Our platform lets you send out collaborative onboarding plans that seamlessly integrate with HubSpot and save your team hours each week.

Your CS 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.

💡 A native integration between your onboarding platform and CRM would streamline data synchronization and improve communication across customer success, implementation, and sales teams.

Let’s go over the features that make Arrows a good alternative to Rocketlane for customer onboarding:

Onboard New Clients With Arrows Onboarding Plans

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

Your customer success and implementation team can provide onboarding checklists for your customers to complete, reducing the onboarding time and increasing your customer success team’s capacity.

➡️ That means your organization will also not 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 customers 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 customer success 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 solution makes it easy for your customers 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 customers to a focused view of each task, which has different task types (from inserting a Google Doc to scheduling a meeting).

Our tool 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 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 was able to reduce early churn by 90% and doubled their onboarding efficiency by using Arrows onboarding plans.

The organization 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

You 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 and implementation 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 customers?
• Where are your clients getting stuck the most?

Best-In-Class HubSpot Integration

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

Our onboarding platform 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 customer engagement activity in your HubSpot timeline.

How Is Arrows Pricing Different From Rocketlane’s Pricing

The main difference between Arrows’ and Rocketlane’s pricing structures is that Arrows does not base its pricing on user seats per month.

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.

💡 Also, your team will be able to access CSM-guided onboarding and team training sessions in both Business and Enterprise plans.

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 is the right customer onboarding software for your organization? Schedule a demo, and we’ll evaluate together whether it’s a good fit based on your current onboarding process, HubSpot setup, and goals.

Next Steps: Onboard Customers Faster With Arrows Onboarding Plans

Arrows helps customer success, onboarding and implementation teams reduce their onboarding time and increase their capacity by sending out personalized onboarding plans to your new clients.

Our software also offers digital sales rooms and client portals so 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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