Introducing Customer Portal 2.0: Redefine how customers engage and experience value with you!

Published in October
21 October 2024
Published in October

21 October 2024

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At Rocketlane, we've always put customers at the heart of everything we build. If you're already with us, or have chatted with anyone on our team—you know just how committed we are to delivering a seamless, client-first experience. 

Whether it’s creating easy-to-share presentations or our rave-worthy Customer Portal—everything is built to give customers visibility, keep teams accountable, and foster stronger relationships.

But we realized that was only the beginning of what’s possible when it comes to unlocking value for customers. 

Customers were still left with disjointed experiences at different points in their post-sales journey—constantly switching platforms, getting overwhelmed with information, or unsure about what to do next.

Not exactly the most intuitive experience that inspires action, right?

And meanwhile, teams were still juggling endless emails, follow-ups, and racing to guide customers through the right steps, at the right time. 

So last year, we asked ourselves: What if we could take it to the next level? 

What if your customers had a website-like experience where taking action felt seamless, and they were always informed of the next steps? What if they had a one-stop hub where their entire post-sales journey with you unfolded smoothly?

What if we could step back and give onboarding and service teams all the power to craft their perfect post-sale journey with zero limits?

With Customer Portal 2.0, we’re putting the control in your hands. 

It’s built to empower you to design the personalized, intuitive experience your customers deserve—and turn your portal into the central hub for everything post-sale.

It’s sleek. It’s premium. It’s intuitive. ~ One of our early beta customers

And building it? As easy as stacking LEGOs. 

Just a few clicks, and you’ve crafted the perfect customer journey, accelerating time-to-value and delivering first-class experiences from Day 1.

Create personalized journeys at scale

No matter what phase your customers are at—onboarding, deep into implementation, or enjoying some hyper-care, our portal shifts perfectly to fit the stage they’re in. 

Whether they’ve opted for a high-touch experience, prefer a hands-off, self-guided path or want a bit of both… 
You’ve got all the LEGOs to play with. Build personalized tracks for every type of customer or segment at scale, in SECONDS. 

One-stop shop for customers to engage with you post-sale


The moment a customer onboards, the portal becomes the go-to place for them to take action, collaborate, pass on feedback, to find essential resources. You name it, it’s all right here.

No more endless email chains, follow-ups or “Where’s that file again?” moments. 
Every interaction lives in one organized, accessible hub. Nothing slips through the cracks, and your customers feel supported every step of the way.

Make it unmistakably yours


From colors to fonts, themes to logos—every part of the portal is customizable to reflect your brand’s personality. It’s as flexible as you need it to be.
To your customers, it’s all you! Our portal simply works its magic behind the scenes. 

Aligned, accountable, and always in the loop


Your customers are never in the dark. They’ll always know where things stand and what’s needed to move forward.
Clear timelines, shared milestones, and real-time updates keep everyone on the same page, creating a sense of shared ownership. 
It’s teamwork at its finest, ensuring smooth progress and timely delivery every step of the way.

And it’s all right where your customers are!

No adoption worries, no steep learning curves. You can embed our portal right into your product, creating a smooth, familiar experience, so customers won’t feel like switching platforms.

They’ll feel right at home, like they’re browsing a site they’ve used a hundred times before. Except this one? It’s built just for them.

Ready to elevate your customer experience? 

If you’re already with us, explore the newest version by opting for it when creating a new project. Want to map old projects to the new portal? [Learn how to set it up here].

If you’re new, what are you waiting for? Hop on already! Sign up and get started today. 

FAQs

“Speeds up CSV importing and saves me from having to get customers to use a template file or create mapped data exports. Quick to integrate and flexible outside the happy path. We found defining workbooks and templates confusing; at a prior job it was configured through code, which I preferred.”

Source: G2 review

Sebastian
Intercom

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Full reviews for all 11 tools below

<TL;DR>

Best all-in-one Certinia alternative for B2B SaaS and technology PS teams with 25 to 150 consultants. Delivery, resource management, project financials, client portal, and agentic AI in one PSA, with no Salesforce dependency. From $49/user/mo (full PSA from $69) · 4.7/5 on G2 · 4 to 12 week go-live

<TL;DR>

A Forward Deployed Engineer (FDE) embeds in the customer environment to implement, customize, and operationalize complex products. They unblock integrations, fix data issues, adapt workflows, and bridge engineering gaps — accelerating onboarding, adoption, and customer value far beyond traditional post-sales roles.

Trusted by top companies

One platform does what the entire table above tries
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One platform does what the entire table above tries
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One platform does what the entire table above tries
to split across tools.

Myth

Enterprise implementations fail because customers don’t follow the process or provide clean data on time. Most delays are purely “customer-side” issues.

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Did you Know?

Companies that embed engineers directly with customers see significantly higher enterprise retention compared to traditional post-sales models — because embedded engineers uncover “unknowns” that never surface in ticket queues.

Sebastian mathew

VP Sales, Intercom

A Forward Deployed Engineer (FDE) embeds in the customer environment to implement, customize, and operationalize complex products. They unblock integrations, fix data issues, adapt workflows, and bridge engineering gaps — accelerating onboarding, adoption, and customer value far beyond traditional post-sales roles.