Rocketlane
45 Case Studies
A Rocketlane Case Study
Fluxx, a cloud-based grants management SaaS company, wanted a more customer-centric onboarding experience and better visibility into project status. Using Rocketlane, they moved beyond Wrike’s limited customer engagement and reporting capabilities, which had forced the team to rely on manual spreadsheets and exports and left leadership without real-time insights.
With Rocketlane, Fluxx created a unified hub for customer communication, project resources, time tracking, and reporting, while also using automations and CSAT tools to streamline onboarding and track sentiment. The result was stronger customer engagement, clearer leadership visibility, a healthier 83% utilization rate, 14% lower scope creep, and 7% positive margin.
Elizabeth Kuehl
Senior Manager of the Customer Onboarding Team