Organize everything for your customers in client portals

Dock’s client portals help you deliver a white-glove customer experience that wins more renewals.

Manage projects, share files, embed dashboards, track engagement, and sign renewals in one collaborative workspace.

Create a single destination for the client relationship

Say goodbye to back-and-forth email threads, messy shared folders, busy dashboards, and clunky project management tools.

Customized to your process

Most portal tools are one-size-fits-all. Dock doesn’t lock you in to one portal format.
Our flexible workspace editor lets you customize portal sections and pages to fit the nuances of your customer relationships.

Customized to your brand

White-label your customer portals with your logo, banner, brand colors, website domain, and more.

Personalized for each customer

Launch a new client portal in seconds from a standardized company template.
Then instantly personalize the portal with auto-populated customer fields and logos.

Keep clients aligned with collaborative project plans

Unlike other project management tools, Dock is designed specifically for collaborating with customers.

Multi-phase project plans

Manage tasks with checklists and kanban boards.

Timelines

Summarize project tasks, statuses, and deadlines.

Context-rich tasks

Add links, embeds, and files to each task.

Relative due dates

Auto-populate task due dates relative to the start or end of a project.

Task notifications

Remind customers when upcoming tasks are due.

Share deliverables and get client feedback

Embed whatever tools you’re already using and get client feedback directly in your Dock workspace.

Embed anything

Share PDFs, images, links, and embeds.

Send surveys

Use Dock’s built-in forms or embed your favorite survey tool.

Collect files

Add file upload buttons to your tasks and forms.

Centralize communication

Get client feedback directly in your Dock space.

Share securely

Email gate your portal by user or domain.

Connect to Slack

Send workspace notifications to shared Slack channels.

Embed your favorite tools

Loom, Gong, Zoom, Typeform, Google, Wistia, Pandadoc... and anything else.

Save everyone time by helping customers self-serve

Create a personalized knowledge base for each customer, so they always know where to get their questions answered.

Share resources

Organize links, guides, and contact information.

Sync content

Push content updates to several portals at once.

Hide workspace sections

Unveil portal sections as they become relevant.

Track customer engagement. Win more renewals

Learn which customers are most engaged, and who needs more attention before it’s time to renew.

Share reports

Embed data and dashboards with context.

Track engagement

Track which client contacts are engaging with your portal.

Share proposals

Create pricing tables and quotes.

Sign renewals

Sign order forms and collect e-signatures directly in Dock.

Explore Dock templates

Digital Sales Room

Sales

Customer Onboarding Plan

Customer Success

Client Portal

Customer Success

Mutual Action Plan

Sales

Implementation Plan

Customer Success

Sales Pilot Plan

Sales

Frequently asked questions

How do account executives use Dock?

Account executives use Dock a few different ways:
Intro/Demo Follow Up: After a call, every AE sends over a long email with too many links and attachments. With Dock, AEs send a single trackable link that hosts all of the sales, marketing, and product collateral.
Enable Champions: Dock helps AEs package everything champions need to know in one place that can easily be shared with internal stakeholders
Differentiate from the Competition: Dock makes it easy for AEs to provide a personalized buying experience for prospects.
Manage Complex Deals: Dock gives AEs the tools to manage complex deals from mutual action plans to shared notes.

What is a client portal?

A client portal (or customer portal) is a shared workspace or secure website that collects all common information between a customer and a company or service provider. ...

What are the benefits of using a customer portal?

Client portals help you create an efficient, streamlined communication workflow between you and your client. ...