The new way to manage external relationships
Create shared spaces with
prospects and customers
Transform the customer experience from
demo to onboarding and beyond
Personalized spaces that make you look professional.
Clients always know where to go when they need something
One destination that hosts all of your links, pdfs, meeting agendas, deliverables, project timelines, proposals, and more.
Embed your favorite software from Figma to Google Slides to Vimeo.
Navigate complex deals and onboard customers
Stop using that spreadsheet. Instead, build a collaborative mutual action plan with customers - share status, align due dates, assign tasks, leave comments and upload files.
Personalization at scale.
Create branded spaces with custom content.
Share feedback & move projects along.
Customers comment on what you’re working on and share key resources with file uploads.
Uplevel how Sales and Customer teams work
Dock helps leadership build a repeatable sales and customer success process.
Understand what
content performs
Get insight into when clients view the shared space and what they clicked on.
Save Time.
Duplicate work from project to project, so you’re
not starting from scratch every time.
Move the relationship forward.
Notifications give visibility into how the project is moving along.
Discover how Sales and Customer teams use Dock everyday
Dock helps companies across the customer lifecycle.
Sales
Transform the
sales experience
Dock makes it easy for prospects to buy and helps sales teams build a repeatable process.
Learn more →
Customer Success
Build strong relationships
with customerssales
Dock helps companies onboard customers and manage ongoing relationships.
Learn more →
Explore Dock templates
Explore templates for sales, customer success, and agencies.
Customize any template and share with clients.
Explore templates →
Sales
Demo Follow Up
Sales
Enterprise Sales
Sales
Design Proposal
Sales
Website Proposal
Sales
Brand Design Project
Sales
Implementation Plan
Get started with Dock
Get Started