Rocketlane vs Dock: Which Is Better?
Customer onboarding vs sales-to-CS handoff platforms compared.
Tom Bradley
2026-02-27
Rocketlane and Dock both serve client-facing workflows, but they're built for fundamentally different buyers: Rocketlane is a full professional services automation platform for implementation and delivery teams, while Dock is a revenue enablement tool that bridges sales and customer success through shared workspaces.
| Rocketlane | Dock | |
|---|---|---|
| Primary use case | Professional services delivery & PSA | Revenue enablement & client workspaces |
| Target team | Implementation, CS, PS ops | Sales, customer success, revenue teams |
| Pricing model | Tiered plans, quote-based | Free plan + paid tiers from ~$60/mo |
| Free plan | No | Yes (50 workspaces) |
| AI capabilities | Delivery AI (Nitro), project generation | AI Documents, content tagging, deal insights |
| Financial management | Yes (budgets, margins, invoicing, revenue recognition) | No |
| Resource management | Yes (capacity, utilization, skills matrix) | No |
| Sales deal rooms | No | Yes |
| Content library | No | Yes |
Rocketlane
Rocketlane is a purpose-built PSA (Professional Services Automation) platform that consolidates project delivery, resource planning, time tracking, and financial management into one system. It's aimed squarely at professional services organizations—software implementation firms, consulting teams, managed service providers—that need to manage complex, multi-phase client engagements at scale.
Features
The platform's standout capability is its AI engine, called Nitro, which sits across the entire delivery lifecycle. Nitro can ingest SOWs, emails, and call transcripts to auto-generate project plans tailored to each customer. It monitors timelines and allocations in real time, flags risks like scope creep and escalations, and automates governance tasks like approval routing and status updates—without requiring manual rules configuration for each project.
Beyond AI, Rocketlane covers ground that most client portal tools don't touch:
- Resource management: Capacity planning, skills matrix, soft allocations, auto-allocation based on availability and workload, and utilization tracking
- Financial management: Project budgeting, rate cards, margin tracking, revenue recognition, invoicing, billing schedules, and multi-currency support
- Time tracking: Timesheets, time-off management, timesheet approvals, and calendar integration
- Process governance: Escalation matrices, early warning systems, governance forms, and automated internal/external status updates
- Client portal: Branded portal with magic link login, customer approvals, mobile access, and built-in CSAT at milestones
The project management layer includes Gantt, List, and Kanban views, sprint planning, project baselines, and annotations—comparable to a mid-tier PM tool, but with the PSA plumbing underneath it.
Pricing
Rocketlane offers four tiers—Essentials, Standard, Premium, and Enterprise—but does not publish prices publicly. Pricing is available on request, which typically signals a sales-led, mid-market-and-up motion. Essentials covers the foundational client portal and project management features. Standard adds deeper resource and financial capabilities. Premium unlocks custom reporting and comprehensive governance. Enterprise is fully customizable. Automation run limits scale from 50 runs/user/month on Essentials to unlimited on Enterprise.
Limitations
Rocketlane's depth is also its barrier to entry. The setup investment is substantial—migrating templates, configuring resource policies, and training teams takes real effort. The pricing opacity means you won't know your costs without a sales conversation. And if you don't need financial management or resource planning, you're paying for a lot of platform you won't use.
Dock
Dock positions itself as an "AI revenue enablement platform," which is a category distinct from PSA. Its core product is the shared workspace—a branded, collaborative space you share with prospects and customers that can contain proposals, onboarding checklists, mutual action plans, embedded content, and order forms. The workspace travels with the deal from first touch through onboarding and into ongoing client management.
Features
Dock's workflow starts in sales and extends into customer success:
- Deal Rooms: Personalized workspaces for active sales cycles, letting buyers share internally and giving sellers visibility into engagement (who viewed what, when)
- Customer Onboarding: Structured onboarding plans with task tracking, embedded resources, and client sign-off
- Content Library: An AI-tagged repository of customer-facing assets (PDFs, videos, decks) that syncs with Google Drive and SharePoint
- AI Documents: Pre-built prompts to generate proposals, business cases, mutual action plans, and follow-up emails from live CRM data
- Learning Playbooks: Internal enablement content for reps alongside external client content
- CPQ / Order Forms: Configure-price-quote functionality for generating sales proposals and order forms
Dock's CRM integrations are a meaningful differentiator. HubSpot and Salesforce automation can trigger workspace creation, surface or hide content, and complete tasks based on deal stage—meaning workspaces stay in sync with your pipeline without manual updates.
Pricing
Dock has a genuinely free tier: 50 workspaces, basic integrations (Slack, Loom, PandaDoc), no time limits. This is unusually generous for the category.
The Standard plan runs approximately $60/month for 5 internal users, adding unlimited workspaces and basic CRM integration (Salesforce and HubSpot). Premium adds 10 users and unlocks advanced CRM features (custom fields, line items), content management, learning playbooks, sales order forms, connected workspaces, white-label (remove Dock branding), webhooks, and priority support. Enterprise pricing is custom. Additional seats across paid plans are $50/user/month. Importantly, Dock charges only for internal team members—clients and prospects access workspaces for free.
Limitations
Dock has no resource management, no financial tracking, no timesheets, and no revenue recognition. For a professional services team that needs to track margins or manage utilization, Dock simply isn't the right tool. It's also missing a formal project management layer—onboarding plans are task-list-driven, not Gantt-based, which limits its usefulness for complex, long-horizon implementations.
When to choose Rocketlane
Rocketlane is the right call if you run a professional services organization where delivery complexity, resource utilization, and project financials are core operational concerns. If you're managing implementation projects measured in months, billing against rate cards, and trying to understand margin at the project level, Rocketlane's integrated PSA model is hard to replicate by stitching tools together. It's particularly strong for teams who've outgrown a combination of spreadsheets + a generic PM tool + a separate invoicing system.
When to choose Dock
Dock fits revenue teams—particularly those where sales and customer success are tightly coupled—who need a better way to collaborate with buyers and new clients. If your sales reps are sending messy follow-up emails with attachments, or your CS team is onboarding customers through scattered Notion pages and Google Docs, Dock provides a single link that consolidates everything. The free tier makes it a no-risk starting point for smaller teams, and the CRM automation makes it practical at scale. It's also the better fit if you want to start in the sales cycle and carry that workspace through onboarding.
Bottom line
These tools don't overlap as much as their shared "client portal" category tag implies. Rocketlane is a serious PSA platform for services businesses that need to manage delivery, people, and finances in one place—it's complex, opaque on pricing, and requires real implementation effort, but nothing else in this category matches its operational depth. Dock is leaner, faster to adopt, and genuinely free to try—but it's purpose-built for revenue teams, not operations teams. If you're comparing them head-to-head, the deciding question is: do you need to track project margins and resource utilization? If yes, Rocketlane. If you need to close deals faster and hand off customers cleanly, Dock.