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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Cloud Coach is a specialist in enterprise-class project management, PSA and PPM software designed for businesses who want to make strategic investments in the success of their business. Cloud Coach's Any Project Process' and Salesforce Lightning 'Lightning' allow you to deliver projects of any size and with dynamic tailored views that are specific to the type you are delivering. Cloud Coach & Salesforce are the best choice when you need to bring your business together using a common tool. Launch projects from your opportunities to make sales handoff easy. Use templates to promote best practices in your company. Keep your entire team informed by showing your onboarding projects status back at your opportunity and account records. Turn opportunities into projects at any stage of the sales cycle.

Description

Rocketlane is an AI-powered professional services automation platform designed to help modern delivery teams run projects, resources, finances, and customer experiences from one system. The platform brings together project delivery, business operations, people management, profitability tracking, customer collaboration, account intelligence, and AI agents. Rocketlane helps teams standardize execution while still creating tailored delivery experiences for each customer. Its templates can use CRM data, past projects, and best practices to launch projects faster and more consistently. Rocketlane’s automations manage approvals, nudges, escalations, follow-ups, and governance rules so teams can keep delivery moving without manual overhead. Nitro, Rocketlane’s AI agent layer, gathers context from SOWs, emails, calls, and customer interactions to generate project plans, documents, handoffs, discovery materials, and customer-ready workflows. The platform also supports resourcing by surfacing the right people based on availability, skills, workload, project context, allocation policies, and cost limits. Financial visibility features help teams monitor utilization, margins, budget risks, revenue leaks, timesheets, expenses, and profitability while delivery is still in progress. By combining project execution, resource planning, profitability management, client portals, customer intelligence, workflow automation, and agentic AI, Rocketlane helps service teams deliver faster value with stronger operational control.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Boomerang No 
BotDojo No 
Jira No 
Konnectify No 
Motileo No 
SuccessGuardian No 
Zapier No 

Integrations

Salesforce Yes 
Boomerang Yes 
BotDojo Yes 
Jira Yes 
Konnectify Yes 
Motileo Yes 
SuccessGuardian Yes 
Zapier Yes 

Pricing Details

$39 per user per month
Free Trial No 
Free Version Yes 

Pricing Details

$19/month/user
Rocketlane pricing starts at $19 per team member, per month when billed annually. Choose between Professional, Premium, and Enterprise plans to best suit your customer onboarding needs. Comes with a free 21-day trial.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Cloud Coach International

Country

United Kingdom

Website

cloudcoach.com

Vendor Details

Company Name

Rocketlane

Founded

2020

Country

United States

Website

www.rocketlane.com

Product Features

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Customizable Templates No 
Gantt Charts Yes 
Idea Management No 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies No 

Product Features

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

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