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Description

Kaseya BMS is a comprehensive PSA platform that modernizes IT service delivery by automating complex workflows and consolidating business processes into one intuitive interface. It features AI-powered service desk capabilities that quickly resolve tickets with smart writing assistance and auto-suggested documentation, boosting technician productivity by 25%. The software also automates billing cycles to eliminate errors and accelerate invoice processing, supporting various billing types including time-tracked, recurring, and project-based invoices. Designed to enhance team collaboration and customer satisfaction, Kaseya BMS integrates seamlessly with existing business tools to ensure a unified, efficient workflow across IT operations.

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

Axonius Yes 
Datto RMM Yes 
Datto Workplace Yes 
Domotz Yes 
Electric Yes 
IT Glue Yes 
IT Portal Yes 
Mesh Yes 
Montra Yes 
Network Glue Yes 
QuoteWerks Yes 
Salesforce No 
ScalePad Yes 
ScalePad Lifecycle Manager Yes 
Strety Yes 
SuccessGuardian No 
The Thrive Platform Yes 
bvoip Yes 
vCIOToolbox Yes 

Integrations

Axonius No 
Datto RMM No 
Datto Workplace No 
Domotz No 
Electric No 
IT Glue No 
IT Portal No 
Mesh No 
Montra No 
Network Glue No 
QuoteWerks No 
Salesforce Yes 
ScalePad No 
ScalePad Lifecycle Manager No 
Strety No 
SuccessGuardian Yes 
The Thrive Platform No 
bvoip No 
vCIOToolbox No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

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 Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Kaseya

Founded

2000

Country

United States

Website

www.kaseya.com/products/psa-software/

Vendor Details

Company Name

Rocketlane

Founded

2020

Country

United States

Website

www.rocketlane.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums No 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management No 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat No 
Multi-Channel Communication Yes 
Multiple Brands / Products Yes 
Network Monitoring Yes 
Real-time Chat Yes 
Self Service Portal No 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

IT Management

Capacity Monitoring No 
Compliance Management No 
Event Logs No 
Hardware Inventory Yes 
IT Budgeting Yes 
License Management No 
Patch Management No 
Remote Access No 
Scheduling Yes 
Software Inventory No 
User Activity Monitoring No 

IT Project Management

Bug Tracking No 
Issue Management No 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Portfolio Management No 
Prioritization Yes 
Product Roadmapping Yes 
Requirements Management No 
Resource Management Yes 
Status Tracking Yes 
Supports Agile No 
Supports Scrum No 
Task Management Yes 
Testing / QA Management No 
Time & Expense Tracking Yes 

IT Service

Contract Management Yes 
IT Asset Management Yes 
Incident Management No 
Knowledge Management No 
Release Management No 
Self Service Portal No 
Service Catalog No 
Service Reporting Yes 
Ticket Management Yes 

MSP

Backup Management No 
Billing & Invoicing Yes 
CRM Yes 
Dashboard Yes 
Help Desk Yes 
Issue Management Yes 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management Yes 
Remote Access No 
Remote Systems Monitoring No 
Scheduling Yes 

Professional Services Automation

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

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

RMM

Deployment Management No 
For MSPs No 
IT Asset Management No 
Mobile Access No 
Network Monitoring No 
Patch Management No 
Real-time Alerts No 
Remediation Management No 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

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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