Rocketlane is a professional services automation (PSA) platform for teams that deliver customer projects such as implementations and onboarding. It combines project plans and templates with resource planning, time tracking, financial tracking of margins and a client portal. According to the vendor, AI agents called Nitro also analyse calls, emails and chats to flag risks and opportunities. Rocketlane is delivered as SaaS and integrates with tools such as Slack, Salesforce, HubSpot and Jira.
Rocketlane Corp. is a US company, with a Delaware address in its privacy policy; a subsidiary in India provides support. Its sub-processor list names a US data centre and a European data centre, the latter using AWS in Germany. AI model providers are also listed as sub-processors. The data processing agreement applies standard contractual clauses to transfers outside the EEA. An organisation that wants to keep personal data within Europe can therefore choose the European data centre, while still contracting with a US vendor.