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Phloz vs Rocketlane
Rocketlane is client-onboarding focused. Phloz is the platform you run the whole agency on, not just onboarding.
What Phloz has that Rocketlanedoesn't
- Full CRM (contacts, deals, long-term relationships)
- Tracking infrastructure map
- Per-active-client pricing
When Rocketlane is the right choice
If you're not running a digital marketing agency, Rocketlane is likely a fine fit. Rocketlaneis a mature, capable product — it just isn't shaped for our specific use case. Phloz exists because we couldn't find a platform that treated agency ops and tracking infrastructure as first-class.
Frequently asked questions
- Is Phloz really cheaper than Rocketlane for an agency?
- It depends on your team size and client count. Phloz charges per active client (not per seat or per contact), and viewer seats for client stakeholders are free. Most agencies that switch from Rocketlane cut their monthly tooling cost by 30-60% — see /pricing for the math at your tier.
- Can Phloz replace Rocketlane entirely, or is it a complement?
- For digital marketing agencies running CRM + work management + tracking infrastructure on Rocketlane (or trying to), Phloz is a full replacement. For agencies using Rocketlane for non-agency-shaped work (sales pipelines for product companies, generic team PM unrelated to client work), Phloz isn't trying to replace those use cases.
- How long does migrating from Rocketlane take?
- Most teams move in 1-3 days: a few hours of structural mapping, a CSV import (Phloz has a workspace-import flow), and a parallel-running week to verify nothing slipped. The main lift is mental — accepting the agency-shaped defaults instead of recreating your Rocketlane setup verbatim.
- Does Phloz integrate with Rocketlane?
- Not natively in V1. Most agencies switching off Rocketlane export their data and import to Phloz once, then leave Rocketlane behind. If you need bidirectional sync — for instance, Rocketlane stays as the company-wide CRM and Phloz handles agency ops only — V2 will add API-based integration. Talk to us about your specific case at contact@phloz.com.
- Why doesn't Rocketlane have a tracking infrastructure map?
- Tracking infrastructure as a typed graph (every GA4 property, GTM container, ad pixel, conversion action, audience per client, with health state and verification cadence) isn't a feature Rocketlane positions for. Phloz built it because every agency we talked to was tracking this in a Google Sheet. It's the moat — no other tool ships it.
Other comparisons
See how Phloz compares to other tools agencies often weigh against Rocketlane.
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