Alternative to Rocketlane
The Rocketlane alternative for digital marketing agencies
Rocketlane is great for week-1 onboarding. Phloz runs the whole engagement after.
What you're probably tired of
- Onboarding-shaped — not built for the long retainer arc that follows
- Limited CRM functionality (built around the onboarding project, not the client relationship)
- No tracking-infrastructure concept
- Per-seat pricing
What changes on Phloz
- Full client relationship lifecycle — onboarding, retainer, deliverables, reporting, all in one workspace
- Real CRM with contacts, deals, audit log
- Native tracking infrastructure map
- Per-active-client pricing
Migration: what to plan for
Rocketlane exports projects + tasks + customer data. Map customers to clients, projects to client task groups, tasks 1:1. Stakeholder portal users → client_contacts with portal_access enabled. Migrate when an onboarding project completes (clean break) rather than mid-flight.
Want the head-to-head, not the switch story?
The Phloz vs Rocketlane comparison covers what each tool does, what each doesn't, and when Rocketlaneis the right choice — for the cases where you're evaluating rather than already unhappy.
Try Phloz free
14 days free · No credit card · Starter tier free forever