Page 5 - Top Rocketlane Alternatives

TaxDome

taxdome.com

Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team.

Worksection

worksection.com

Unlock the full potential of your team with Worksection, the ultimate online project management tool designed to streamline workflows and supercharge collaboration. Tailored for small to medium-sized teams, its intuitive interface ensures everyone, from tech newbies to seasoned pros, can hit the ground running. Join over 1,600 forward-thinking marketing agencies, design studios, software developers, law firms, and architectural offices already transforming their businesses with Worksection. If you bill by the hour, this is your secret weapon. Tackle complex projects effortlessly with built-in time tracking, efficient task management, Gantt charts, Kanban boards, and a hub for all your communications. Dive into detailed reports that offer deep insights into your team’s performance, empowering you to make smart, data-driven decisions. And when you need it, rely on our friendly support to keep you moving forward. Transform how you manage projects today with Worksection.

Process Street

process.st

Process Street is the world's first Process Management Platform powered by AI. We help teams share their core processes, and then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like customer implementation, content approvals, and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift, and 3,000+ others who use Process Street today.

Dock

dock.us

Dock is the revenue enablement platform that customers love. What you get with Dock: Buyer & Customer Workspaces Sales Content Library Order Forms w/ e-Signature Security Profiles w/ NDA Dock makes it easy to set up digital sales rooms, onboarding plans, client portals and project hubs. Learn more at dock.us

BasicOps

basicops.com

BasicOps is project and task management plus so much more. It's a simple, yet powerful, platform that helps you stay organized and clear on what needs to get done, when, and by who. With BasicOps you can create projects, take notes in meetings, convert them into tasks for yourself and your team, set deadlines, use online chats, and easily launch Zoom calls from a chat. Work smart, work happy, work here: your base of operations. Start using BasicOps for FREE.

Workzone

workzone.com

Workzone is the ideal project management software for marketing, agency and operations teams of 5+ users. It's powerful yet easy to use and adopt. Brands such as Wells Fargo and Verizon trust Workzone to run their projects and keep their teams in sync. Workzone was perfected through 20 years of real world use, with the power and usability you need to manage busy workloads.

KosmoTime

kosmotime.com

Smart Calendar for Time Blocking & Focused Work - Sync your calendars: no more double bookings! - Capture and schedule tasks in your calendar - Mute distractions and focus on your work

Zenkit Base

zenkit.com

Zenkit is a collaborative SaaS platform for project management, database building and more. Follow your data through its entire lifecycle, from fluid brainstorming and research through to a structured system for collaborative use. Zenkit is the flexible workspace you can use to organize anything. Zenkit lets you view and manipulate your data in multiple intuitive ways to gain deeper insight into your projects. Start with a simple list or Kanban board to plan your process, or switch to a table to input additional data and view analytics. Use it to build your own CRM, automated reporting system, or financial planner, or simply save your recipes and plan your holidays. Share your workspaces and assign tasks to your friends and colleagues, and view as much or as little data as you need at any moment. Zenkit helps you to intuitively focus on what’s important. Hyper-flexible and customizable, Zenkit is a relational database that anyone can use and understand. It is the home for your data, your projects and your business, no matter how big or small, simple or complex. Use Zenkit to cultivate your data and help your projects flourish.

Monograph

monograph.com

Turn time into revenue with ease. Monograph is more than just project management for architecture, landscape architecture, and engineering firms. It's a practice operations platform. WIth Monograph, you can visualize the value of your time across phases, project budgets, team members, and clients in real-time. Generate insights from the time you invest in projects. Enable your teams to lead with a solution that enables them to make decisions from time every week.

Status Hero

statushero.com

Status Hero is a work communication tool that turns async check-ins and project management data into concise, insightful reports. Status Hero works with project management tools like GitHub, Jira, and Asana, and messaging tools like email, Slack, and Microsoft Teams to compile your team's activity and check-ins into a single report you can review and share.

Huly

huly.io

Huly.io is an innovative open-source platform that serves as an integrated replacement for a variety of productivity tools such as Linear, Jira, Slack, and Notion. Designed to streamline team collaboration and project management, Huly.io offers a comprehensive suite of features to boost productivity and efficiency.

FunctionFox

functionfox.com

FunctionFox offers Simple, Online Timesheets & Project Management Track time and expenses, keep to estimate, and easily manage your clients and projects. FunctionFox is the number one ranked time-tracking system in North America. Graphic design, advertising, communications, marketing, multimedia, public relations, and interactive firms all choose TimeFox as their web-based time and project management application. FunctionFox is currently used by more than 100,000 users in Canada, the US, Europe, Asia, Australia and New Zealand. For more information visit: http://www.functionfox.com

Creatio

creatio.com

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on their platform daily in 100 countries by thousands of clients. Genuine care for their clients and partners is a defining part of Creatio DNA. Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales, and service), industry workflows for 20 verticals and marketplace add-ons. They help their customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams. Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals. Their customers enjoy the freedom to own your automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code, and a universe of ready-to-use templates and connectors. Their platform empowers knowledge workers to build applications with no-code while increasing organizational capacity. They believe in genuine care. They build sincere relationships with their clients and partners by giving a hand first and then thinking about business, communicating transparently and openly, and listening, adjusting and bringing value. Creatio is an American company headquartered in Boston, MA. They have 700+ employees in six offices and a local presence in 25 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others. Creatio partners with 700 GSIs and local integrators. Their culture is about genuine care for their clients and partners, passion, going the extra mile and staying positive.

Fluix

fluix.io

Fluix is field productivity software that empowers field teams with everything they need to perform at their best - by giving them tools to collect data, manage tasks, and ensure compliance with industry regulations.

Avaza

avaza.com

Avaza provides an integrated suite of functionality for running your client-focused business. This includes Project Management & Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing. Each of these modules can be used together or independently to suit a wide range of businesses. Avaza is particularly useful for consulting & professional services companies that need all these functions, and enjoy having a single source of truth & powerful reporting. Avaza is built in the cloud and available on any device.

Planhat

planhat.com

Planhat is a customer platform built to give insights, manage workflow and drive customer experience. Planhat is helping hundreds of modern technology companies worldwide center their business around their customers in order to maximize customer success and customer lifetime value. Built for everyone from the CSM to the C-Suite, the platform allows you to unify your customer data, to set goals and ideal outcomes, and to enhance the customer journey with features like playbooks, automation and collaboration. The company was founded in Stockholm, Sweden in 2014 and has a team of 100+ people across Europe, North America, South America, and APAC. Read more at www.planhat.com.

Gouti

gouti.net

Much more than a Project Management Tool. Gouti is a project management tool, a PPM tool, a collaborative solution, a methodology for organizations, a time and availability monitoring tool : an ERP for project management

Runrun.it

runrun.it

Runrun.it is a Work Management Solution in the Cloud. If your company needs to track where people's time goes, Runrun.it can help in a simple and unique way. Imagine Runrun.it as a playlist of tasks, projects, and workflow. The user clicks on Play and Runrun.it automatically counts hours, allocating costs to clients, projects, and task types. You gain control and insight into the profitability of your projects and clients through a powerful set of data. Try it free.

Skello

skello.io

Skello is a European company with one mission: to reinvent shifted work through a collaborative solution which enables the whole team to better anticipate, organize and communicate. In short, Skello is a workforce management solution for shift based workplaces that enables teams to tackle the hassle of complex scheduling. For managers, Skello optimizes work organization by helping them to make the best decisions in managing their staff costs. For employees, the tool facilitates easy and open communication and simplifies daily life. Skello’s ambition is to be the number one solution for shifted work teams in Europe. To achieve this, Skello raised a €40M Series B round of financing from expert funds in the field (Partech, Aglaé Ventures & XAnge) in order to bring ever more value to our clients through new features and to open up new markets, beyond our historic industries such as hospitality, retail and health.

Celoxis

celoxis.com

Celoxis is an all-in-one project portfolio management (PPM) software to seamlessly plan, track, and manage all your workflows on a customizable platform. The PPM tool is the perfect balance between capabilities, ease-of-use and price. It offers sophisticated analytics and dashboards, empowering teams to streamline their projects, resources, and workflows with business intelligence for making data-driven decisions. It gives both SaaS & On-Premise deployment options. Celoxis Integrates Seamlessly with JIRA and Azure DevOps. With over 23 years of experience catering to Fortune 500 and small enterprises, Celoxis has been instrumental in groundbreaking projects, including satellite launches and deep-sea exploration, showcasing its capability to handle complex and critical missions with scalable and flexible project and portfolio management. Celoxis offers flexible pay-per-use pricing tailored for teams of all sizes. Celoxis supports multiple languages. New: Jira connector. The software offers a wide range of features to support project management activities. Some key features of Celoxis include: 1. Project Planning: Celoxis allows users to create project plans, define tasks and milestones, set dependencies, allocate resources, and establish timelines. 2. Task Management: Users can assign tasks to team members, track task progress, set priorities, and manage deadlines. Task dependencies and Gantt charts help visualize the project timeline. 3. Collaboration: Celoxis enables effective collaboration among team members by providing discussion boards, file sharing, real-time updates, and email notifications. Team members can communicate and share project-related information within the platform. 4. Resource Management: The software helps manage and allocate resources efficiently. Users can track resource availability, assign resources to tasks, and ensure optimal utilization of team members. 5. Efficient Project Planning & Tracking: Build dynamic project plans with automatic scheduling and inter-project dependencies to adapt to changing real-world conditions. Stay on top of your projects with health indicators, critical path analysis, and automatic email alerts for addressing problems. 6. Business Intelligence and Analytics: Celoxis' BI functionality is intrinsically aware of the project data, enabling users to quickly and easily prepare the necessary visualizations to support strategic decision-making without the hassle and extra expense. 7. Budgeting and Financial Management: Celoxis enables users to define project budgets, track costs, manage expenses, and compare actual vs. planned expenditures. 8. Integration and Extensibility: Celoxis integrates with popular tools like Microsoft Project, Excel, Outlook, Salesforce, and JIRA. It also provides APIs for custom integrations and supports automation through workflow rules. 9. Customised Pricing: Adopts a pay-for-what-you-use pricing model, allowing for cost-effective scalability and alignment with specific business needs. 10. Security: As a SOC 2-compliant software, Celoxis ensures that your data security and privacy are top priorities. This compliance means your sensitive project data is protected through stringent industry standards and robust measures against unauthorized access or breaches. 11. Flexible Deployment Options: Celoxis offers cloud-based and on-premises solutions, providing flexibility to choose the option that best fits your organization's IT infrastructure and policy requirements. 12. Real-Time Financial Insights: Get real-time visibility into budget spending, receivables, and profitability across projects and portfolios with profit tracking, revenue forecasting, and custom financial KPIs. 13. User-Friendly Interface: One of Celoxis's standout features is its intuitive and easy-to-navigate interface. 14. Multilingual and Mobile Optimised: Celoxis offers an optimized mobile interface and supports multiple languages, ensuring accessibility across different devices and users.

Breeze

breeze.pm

Breeze is project management software that your whole team will actually love using. It's the easy way to organize, plan and track progress on your projects. Core features include task management, to-do lists, time tracking, discussions, calendars, scheduling, team workload management, project timelines, reporting, and more. Breeze is used by people from all walks of life. Marketers, project managers, accountants, developers, and designers use Breeze to track their projects. Breeze works for freelancers, small to medium sized companies and large multinationals.

Project.co

project.co

Project.co is a project management tool designed to make working with clients easier. When you invite clients to work with you it means you have a single source of truth for all conversations, files and links to other tools. Project.co combines a powerful set of tools with visual and easy UX to make it easy for first time users to work with you on projects without training.

Scoro

scoro.com

Scoro is a comprehensive work management software specifically designed to cater to the unique needs of service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro aims to streamline and optimize the entire workflow of agencies, consultancies, and other professional service businesses, providing them with a unified platform to manage all aspects of their operations, from quote to cash. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting into a single solution, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real time, thereby enhancing productivity and ensuring timely project delivery. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability. In a world where service businesses face increasing complexity and competition, Scoro stands as a reliable ally, offering a holistic solution to optimize operations, improve profitability, and drive long-term success.

Hubstaff Tasks

hubstaff.com

Reach new levels of productivity with the agile project management software that helps your team do more with less. Stay on track and get more done with focused sprints, detailed tasks, timelines, and visual kanban-style workflows that automate your processes. Pair it with Hubstaff time tracking for streamlined business management.

Productive

productive.io

Productive is an end-to-end project management tool that comes with an integrated Sales Pipeline, Resource Planning, and powerful Project Management features. It is made for agencies and professional service business. Sales Pipeline Easily manage your sales funnel and win more deals with a simple CRM solution. You won't ever forget to follow up on that potential business opportunity. When the deal is won, convert it into a project, and continue working in the same tool. Project Management Assign work, collaborate, and organize agency projects. Project Management features are integrated with Time Tracking and Task Management so you will run projects faster and more elegantly. Resource Planning Organize and plan a work schedule for your entire agency. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports from scratch by focusing on what's important for you: Actual Utilization by People, Revenue & Profitability by Client, Invoiced Revenue by Months, Overtime by People, Profitability by Months, etc. Billing and Invoicing Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services.

Vitally

vitally.io

Vitally helps Customer Success teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business's bottom line. Unify all your customer-facing data -- across your tech stack -- with bi-directional, real-time integrations. Easily analyze account and user status, including Health Scores for every customer segment and lifecycle. Standardize Customer Success process with project management tailor-made for CS. Scale operations with automated Notifications and Playbooks. Surface Customer Success wins with beautiful, actionable Reports and Dashboards. The fastest-growing B2B SaaS companies use Vitally to proactively address churn risks and expansion opportunities in real-time. Schedule a demo today to see for yourself why more industry leaders are switching to Vitally.

Coretal

coretal.co

Helping you save time, money and frustration with Coretal. Streamline your processes with the core business management platform. Coretal - coretal.co - is the innovative all-in-one platform to run your business from; including project management, invoicing, proposals, CRM, support and ticketing, calendar, scheduling and much more. We're building the go-to platform for your core business needs. Saving you time, money and stress. Always have an overview of your business with our dashboard and widgets. Boards - Flexible. Customisable. Powerful. Create, set-up and manage Boards your way. Task Boards, project Boards, Boards to track processes. Boards to manage staff. Boards for any solution, or problem. Link Boards to projects. Have independent Boards. Really the choice is yours Projects - Follow projects all in one place with briefs, tasks, timelines, time tracking, conversations, decisions, invoices, proposals and contracts together. Invoices - Send, track and get paid using our invoices feature. People - Save contacts and keep a track of your interaction and communications with them.

Height.app

height.app

Height is the autonomous project collaboration tool. With an embedded AI engine, Height handles the legwork of building products on autopilot. Offload soul-sucking chores like bug triage, backlog refining, and documentation updates for good.

Gmelius

gmelius.io

Gmelius makes great teamwork happen right from your Gmail inbox. Starting with powerful shared inboxes, shared Gmail labels, visual Kanban boards, and smart workflow automations right inside Gmail, Gmelius offers a unique collaboration platform that integrates with the rest of your daily apps. Connect your favorite tools together with our unique 2-way integrations (including Slack and Trello), public API, or through Zapier. • Simplify email management • Increase transparency and accountability • Automate and optimize the distribution of your workload • Streamline your workflows and automate any grunt work Gmelius offers the leading shared inbox solution in the market and here is why: 1. Gmelius seamlessly integrates with your existing tools. Gmelius lives right in your Gmail inbox, letting your teammates work in an ecosystem they are comfortable with. You save time and money on migration, administration, and training. 2. Gmelius scales with your needs. Our unique architecture supports on a daily basis small and large organizations. Our largest customers count 8,000+ active shared inboxes and 10s of thousands of users. 3. Gmelius enforces a strict Privacy by Design model. Our headquarters are in Switzerland, Europe, and privacy has always been proactively integrated into our platform. Unlike other services, Gmelius never stores the content of your emails.

Magical

getmagical.com

Magical is a productivity app that speeds up repetitive tasks as you work - no APIs or integrations required. Just an browser extension. With a simple keystroke, Magical automates mundane tasks like messaging, data entry, sourcing, and prospecting workflows. Unlike existing automation solutions that are expensive, clunky, and require a technical team to set up, Magical is designed for non-technical users, offering no-build task automations that works across any app. Use Magical to quickly personalize and expand messages as you type, move data from app to app to keep data bases up to date or move data into spreadsheets instantly. You can even use AI to write new messages for your using quick replies or custom prompts - where ever you work. Invite your entire team onto Magical and make everyone more productive by sharing your best message templates or productivity hacks. Magical is free to use!