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Average Ratings 0 Ratings

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features
design
support

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Description

RealTime PSO is an enterprise-level professional services and outsourcing on demand application. It is cloud-based and patent protected. RealTime PSO is used by professional services firms and outsourcing companies to sell and deliver firm services on-demand for real-time revenue. It replaces sole dependence on RFPs or receivables for revenue. For a free trial of RealTime PSO, visit www.realtimepso.com.

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 Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Amazon Connect Yes 
Boomerang No 
BotDojo No 
GoTo Meeting Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Konnectify No 
Microsoft Teams Yes 
Motileo No 
NetSuite Yes 
Pipedrive Yes 
QuickBooks Accountants Yes 
QuickBooks Online Advanced Yes 
Slack Yes 
Stripe Billing Yes 
SuccessGuardian No 
Xero Yes 
Zapier No 
Zero Yes 

Integrations

Salesforce Yes 
Amazon Connect No 
Boomerang Yes 
BotDojo Yes 
GoTo Meeting No 
HubSpot CRM No 
HubSpot Customer Platform No 
Konnectify Yes 
Microsoft Teams No 
Motileo Yes 
NetSuite No 
Pipedrive No 
QuickBooks Accountants No 
QuickBooks Online Advanced No 
Slack No 
Stripe Billing No 
SuccessGuardian Yes 
Xero No 
Zapier Yes 
Zero No 

Pricing Details

$65 per user per month
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

Trinity Systems Technologies

Website

www.realtimepso.com

Vendor Details

Company Name

Rocketlane

Founded

2020

Country

United States

Website

www.rocketlane.com

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking 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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