Client-Facing Project Management Software | Dock

Collaborative project plans your clients will love.

Stop sending your clients messy spreadsheets and clunky project management tools. Create shared customer project plans that your clients will actually use.

Working with you shouldn’t feel like homework.

Create shared action plans that move client relationships forward—instead of slowing them down.

Create white-glove project plans.

Give tasks context with descriptions, links and files for each step. Dock supports PDFs, images, links, embeds, and custom widgets.

Assign tasks to people or teams

Break long projects into stages.

Send task reminders when due.

Collaborate with prospects and clients.

Let your customers check off tasks, leave comments, and upload files.

Launch new projects without the hassle.

Create plans in seconds with pre-made templates.

Switch between List or Kanban view.

Make internal tasks hidden from clients.

Start from our templates for sales, customer success, and project management.

Frequently asked questions

Why use Dock’s project plan software?

There are a lot of project management apps out there. Most companies go one of two ways when managing projects: DIY Excel spreadsheets or Google Sheets, or expensive project management software like Asana, Jira, Trello, Wrike, or Basecamp.

Simple spreadsheets don’t exactly scream white glove, and complex project management platforms can often be overkill and overly complex with a steep learning curve for the needs of many companies. They were built for internal collaboration, not external collaboration.

Dock was built for external collaboration first. It’s designed specifically to provide a beautiful customer experience. Clients don’t need accounts, and you can embed your project plans next to other content and tools, like reports, dashboards, and files.

Do my customers need a user account or paid seat to use Dock?

No, only your company members need accounts. Your customers don’t need their own accounts.

Can you set due dates for individual tasks within a project plan?

Yes. Dock dashboards makes it easy to track due dates. Our platform includes useful functionality to set due dates and assign individuals to customizable tasks. This is a great tool for maintaining accountability throughout the project.

Can I create project plan templates?

If you have a common workflow across different project types, you can create a project plan template that can be quickly reused and pulled into any Dock workspace. This is a great feature for streamlining your management system.

Can I create tasks for internal teams only?

With Dock, you can manage internal and external tasks within the same workflow. When creating a new task, you can designate it as “internal only,” hiding it from the shared view with external customers.

Does Dock integrate with other project management tools?

We don't have any integrations with other project management tools, but any embeddable tool can be embedded in a Dock workspace. For example, you can embed Airtable views, Asana kanban boards, or other PM tools in Dock.

What types of businesses benefit most from a project management tool like Dock?

While any business would probably benefit from improved client project management and task management, businesses with longer, more complex client-facing project cycles will certainly benefit most.
Some examples of business types that find project client project management especially beneficial include:

How does client project plan software empower Customer Success teams?

Client project plan software features many of the key features designed to make customer support easy and consistent for each and every client. Collaborative project plan software helps to create transparency throughout the processes, keeping team members on both sides of the transaction on task and on time.