The best alternative to RocketLane

Tallyfy is a far better alternative to Rocket Lane

  • Design - We invented Workflow Made Easy ®
  • Pricing - Minimum purchase is 1 full member
  • Support - Get expert 1:1 help free - for life
  • Discount - For companies in qualifying countries
Track all your workflows beautifully - on Tallyfy

People ❤️ Tallyfy

Simple for everyone. Robust for champs.

"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.

Kasim Aslam
Kasim Aslam
Sol8 - A Google Ads Agency
"

Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America
"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.

Kasim Aslam
Kasim Aslam
Sol8 - A Google Ads Agency
"

Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America

Tallyfy vs. RocketLane

Feature
RocketLane
1 Simple, proven, tested user experience
RocketLane
Tallyfy
2 Guaranteed free 1:1 support for life
RocketLane
Tallyfy
3 Customer-obsessed with no greedy VC owners
RocketLane
Tallyfy
4 Far more affordable and tiny minimum purchase
RocketLane
Tallyfy
5 Discount based on your country for certain countries
RocketLane
Tallyfy
6 Free Single Sign On (SSO) for everyone
RocketLane
Tallyfy
7 Compliant with HSTS and BIMI security
RocketLane
Tallyfy

Which tool is right for you?

Honest comparison to help you make the right choice

Tallyfy is best for

  • Teams needing workflows beyond just onboarding
  • Operations teams wanting simpler, intuitive interfaces
  • Organizations that need Jira and service desk integrations
  • Growing teams that find RocketLane too expensive

RocketLane may be better for

  • SaaS teams focused exclusively on implementation projects
  • Organizations needing dedicated PSA functionality
  • Teams already committed to RocketLane with heavy customization

Here's why people don't like RocketLane

This is third party content sourced from the public web. You can verify this content if you wish. See our disclaimer and citations section below.

" The features and set up can be a bit manual at times which makes onboarding this tool move slower than I would like. I wish some of the features were more intuitive and more UI focused. Customer facing interfacing is lacking in ease of use and can create bottlenecks. Support team is overseas and creates a less than seamless experience in terms of trying to resolve issues quickly. Our renewal experience felt rushed and we had very little engagement from our CSM leading up to it.[1] "
- RocketLane review on G2
" The software is not very user-friendly.[2] "
- RocketLane review on G2
" Some of the design can be a little counterintuitive and focused too intently on individual tasks, making it difficult to do large updates.[3] "
- RocketLane review on Capterra
" It's a real clunker and we've had to make do with it since the startup couldn't afford any other tool.[4] "
- RocketLane review on Reddit
" RBAC missing, more template flexibility required and duplicate space creation.[5] "
- RocketLane review on Gartner
" Cost is on a little higher side compared to other platforms. Customer support does not respond on time and at times when they resolve the query it occurs again after some time.[6] "
- RocketLane review on Capterra
" I'm getting too much communication daily on each project even if the task is not related to me. I would rather get a single daily email with all the projects.[7] "
Person in the computer software industry with 11-50 employees.
- RocketLane review on SoftwareAdvice
" It didn't integrate with Jira service desk, which is a big miss for me. There are so many other alternatives to RocketLane that, unless you need something very very specific, you can choose anyone of these. Finally, RocketLane is based on the premise that stakeholders will be proactive in logging in and looking at the project process, it is my experience that most stakeholders do not behave this way.[8] "
- RocketLane review on Gartner
" It's a relatively expensive solution primarily targeting mid-market to enterprise-size businesses. The software lacks native billing and invoicing and offers limited native integrations. It also has a small user community if you need somewhere to turn for tips, advice, and information. RocketLane may be costly for solopreneurs, startups, and businesses in the growth stage.[9] "
- RocketLane review from GetApp
" Documentation is terrible, support is slow to respond, and the platform feels buggy. We're looking to switch after 6 months of frustration.[10] "
- RocketLane review on Reddit
RocketLane Pricing
View official pricing
Essential
$19/user/month
  • Branded customer portal
  • Task views
Standard
$49/user/month
  • Project management
  • Templates
  • Integrations
Premium
$69/user/month
  • Resource management
  • Financial management
  • Min 5 users
Enterprise
$99/user/month
  • Unlimited automations
  • SAML SSO
  • Custom reports
* Billed annually* Unlimited projects included* Free trial available
Pricing last verified: December 2025. Prices may have changed.

Tallyfy might not be right for you if...

Tallyfy isn't for everyone. Here's when it may not fit:

  • Not a dedicated PSA tool with billing and resource management
  • Less focused on implementation-specific metrics
  • May be broader than needed for pure onboarding-only use cases

Start Your Free Trial

No credit card required. Set up in minutes.

Workflows that work for everyone

Simple adoption, real results

1. Document

Define your process visually. Everyone can understand and follow it.

3. Improve

Continuous improvement built into every process.

Is Rocketlane worth switching?

Are you hearing this at work? That's busywork

"How do I do this?" "What's the status?" "I forgot" "What's next?" "See my reminder?"
people

Enter between 1 and 150,000

hours

Enter between 0.5 and 40

$

Enter between $10 and $1,000

$

Based on $30/hr x 4 hrs/wk

Your loss and waste is:

$12,800

every week

What you are losing

Cash burned on busywork

$8,000

per week in wasted wages

What you could have gained

160 extra hours could create:

$4,800

per week in real and compounding value

Sell, upsell and cross-sell
Compound efficiencies
Invest in R&D and grow moat

Total cumulative impact over time (real cost + missed opportunities)

1yr
$665,600
2yr
$1,331,200
3yr
$1,996,800
4yr
$2,662,400
5yr
$3,328,000
$0
$1m
$2m
$3m

You are bleeding cash, annoying every employee and killing dreams.

It's a no-brainer

Start Tallyfying today

Tallyfy does not charge for basic services

Need help? Unlike costly "professional services" for RocketLane - Tallyfy guarantees free 25-minute screen-sharing calls with workflow experts for life.

SCHEDULE A CALL
Tallyfy Team
GDP per capita for the world

Fair Price Guarantee

If your company is based in a country where the GDP per capita is significantly lower than the USA, we offer a discount on our pricing. This ensures fair pricing for companies worldwide.

FAIR PRICE GUARANTEE

Switching from RocketLane to Tallyfy

Most teams complete the switch in 1-2 weeks

Automated Migration Tool Available

We provide an open-source migration script specifically for RocketLane users.

View RocketLane Migrator on GitHub
1

Export onboarding templates and project structures

2

Use Tallyfy AI to recreate workflows with better flexibility

3

Set up external sharing for stakeholder visibility

4

Migrate active implementations to Tallyfy

5

Transition team and discontinue RocketLane subscription

Our team provides free migration support including onboarding workflow setup

Frequently Asked Questions

What is Rocketlane used for?

Rocketlane is a customer onboarding platform that focuses mainly on implementation projects. While it may serve this specific need, it could lack the broader workflow capabilities that modern businesses need. Tallyfy, as an alternative to Rocketlane, offers a more versatile solution that handles all types of workflows - not just customer onboarding. Learn about creating templates for any workflow.

What exactly is Tallyfy and how does it compare to Rocketlane?

Tallyfy is a comprehensive workflow management system that goes beyond simple project tracking. It eliminates chaos by automatically tracking every workflow step, making it much more powerful than Rocketlane's limited focus. Users typically save around 2 hours per person daily, while ensuring consistent quality across all operations. Unlike Rocketlane, Tallyfy scales smoothly across any kind of process - not just customer onboarding. Discover how task management works in Tallyfy.

Does Rocketlane have a discount for certain countries?

Rocketlane doesn't offer any GDP-based pricing or country-specific discounts. In contrast, Tallyfy shows real understanding of global markets by offering lifetime discounts based on each country's GDP per capita. This makes Tallyfy much more accessible and fair for teams worldwide. Check our pricing information for details.

Is Rocketlane owned by venture capitalists?

Yes, Rocketlane is heavily funded by venture capital, which often means pressure for quick returns and potential changes in direction. Tallyfy maintains independence and focuses purely on customer needs rather than investor demands. Learn about our integrations built for real business needs.

How does Tallyfy handle process improvement?

Tallyfy excels at process improvement with its elegant feedback system. Users can leave comments directly within workflows, which go straight to process owners for review. This creates a continuous improvement cycle that's missing in Rocketlane's more rigid structure. See how automation rules enhance your processes.

How does AI integration differ between Tallyfy and Rocketlane?

Tallyfy takes a practical approach to AI, integrating it meaningfully into workflows rather than just adding a generic chatbot. It can automatically process uploaded SOPs and documents, and supports computer vision AI for mouse and keyboard automation. Rocketlane's AI capabilities are more limited and less practical for daily use. Explore AI agent capabilities in Tallyfy.

What are the main problems with Rocketlane?

Rocketlane's narrow focus on customer onboarding limits its usefulness for other workflows. Users report issues with inflexible templates, limited customization options, and complex pricing tiers. The platform can feel overwhelming for simple processes, unlike Tallyfy's intuitive approach to workflow management. Learn about launching processes easily in Tallyfy.

How does conditional branching compare between the platforms?

While Rocketlane offers basic conditional logic, Tallyfy provides more sophisticated branching capabilities that can handle complex decision trees and multiple workflow paths. This makes Tallyfy more suitable for real-world scenarios where processes aren't always linear. Discover how workflow automation works.

Where can I see customer reviews of Tallyfy?

You can read authentic customer reviews and success stories at Tallyfy's customer stories page. These reviews showcase real experiences from various industries and use cases. Also explore our compliance standards.

Does Tallyfy offer free professional services?

Yes, unlike Rocketlane's paid implementation services, Tallyfy offers free professional services to ensure your success. Ready to learn more? Schedule a chat with our team to discuss your needs. Check our webhook capabilities too.

How can I get started with Tallyfy?

The best way to experience Tallyfy is through a personalized demo. Our team will set up a custom instance tailored to your needs. Book your demo here and see how Tallyfy can transform your workflows. Review our API documentation for technical details.

References and Citations


Tallyfy is a far better alternative to RocketLane

Ready to switch from RocketLane?

See how Tallyfy can transform your workflow management

Schedule a Demo

Ready to switch to a better workflow solution?

See why teams choose Tallyfy over the competition

DISCLAIMER OF AFFILIATION, ACCURACY & LIABILITY

This page is an independent, good-faith comparative review prepared by Tallyfy, Inc. ("Tallyfy") and is based on publicly available information, third-party reviews, and vendor materials current as of January 2026. The content is offered "AS IS" for general informational purposes only and does not constitute professional, technical, or legal advice.

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