# 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. ...