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요구 사항
HubSpot 요금제 HubSpot 계정 권한 - 필수 계정 권한 보기
액세스 유형 Shared Rocketlane 구독 - Standard, Premium (Most Popular) 또는 Enterprise 플랜
개요
1/8
Get every customer relationship off to a great start. Rocketlane is the #1, highest-rated customer onboarding and PSA platform that helps businesses reduce time-to-value and increase their NRR with a transparent and consistent onboarding journey.
Rocketlane helps you manage projects, teams, and processes when you mark a deal as Closed Won in HubSpot. It uniquely combines project management, live document collaboration, communication, and resource management capabilities into one tightly-knit experience.
With Rocketlane, you can onboard new customers with repeatable playbooks, impress them and hold them accountable, improve project profitability, and get on-demand visibility into onboarding projects and customer sentiments.
With the Rocketlane <> HubSpot integration:
- Experience seamless sales-to-customer onboarding handoff
- Auto-create customer onboarding projects in Rocketlane using HubSpot workflows
- Sync information between Rocketlane and Hubspot
- Plan resources with visibility into the upcoming project pipeline
기능
Seamless sales-to-customer onboarding handoff
Never make your customers repeat themselves anymore. With our native HubSpot integration, account information such as deal size, business goals, sales notes, etc., gets automatically pushed into Rocketlane, giving onboarding teams full customer context as is.
Auto-create customer onboarding plans from HubSpot
Carry the momentum forward from sales closure to implementation. Leveraging HubSpot’s workflows and our superior templatization capabilities, Rocketlane automatically creates project plans with timelines, role assignments, and resource allocations as soon as you mark a deal as Closed Won in HubSpot.
Sync information between Rocketlane and HubSpot
Our two-way sync keeps your data up-to-date in both the platforms so your teams won’t have to follow up on the progress made with a specific customer.
Plan resources with visibility into the upcoming project pipeline
With the information of all the projects in the pipeline, team’s bandwidth, future demand, you can plan for staffing well in advance, execute projects without delays, and hit your utlilization targets.
앱 기능
공유 데이터
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리뷰
- 2025년 7월 18일
Degnan, O.
가격 책정
Standard
US$49
/월For small teams that are just getting started
Unlimited projects
Unlimited customer members
Branded customer portal
Project and document templates
Customer login via magic link
Status updates
Timesheets
Time tracking report
Project chat
Actionable emails
CSAT
Forms
Custom domains
Status update templates
Task custom fields
Project custom status
Task custom status
Slack integration
Project baseline
Project performance report
Custom charts
Merge templates
Dynamic templates
Form automation
Annotations and proofing
Integration: Jira, HubSpot
Standard
US$49
/월For small teams that are just getting started
Unlimited projects
Unlimited customer members
Branded customer portal
Project and document templates
Customer login via magic link
Status updates
Timesheets
Time tracking report
Project chat
Actionable emails
CSAT
Forms
Custom domains
Status update templates
Task custom fields
Project custom status
Task custom status
Slack integration
Project baseline
Project performance report
Custom charts
Merge templates
Dynamic templates
Form automation
Annotations and proofing
Integration: Jira, HubSpot
* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2025.08.09.
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