Dock | Project Management Software with Client Portal

The project management tool built for client collaboration

Dock’s client portals help you deliver a white-glove customer experience—with full project management capabilities.

Create project plans, assign tasks, send automatic reminders, and embed it all in a beautiful workspace.

A single collaborative portal for managing client projects

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

Project Plans
Timelines
File Sharing
Surveys
Embeds
Order Forms

Customize Dock to your workflow.

Most project management portals lock you into one format. Dock gives you complete flexibility—without the learning curve.

Our drag-and-drop editor lets you customize portal sections, pages, and embeds to fit how you like to work with your clients.

Build fully branded client portals.

White-label your client portals with your logo, brand colors, banners, website domain, and more to make it your own.

Personalized portals for every customer.

Launch a new client portal in a few clicks from pre-built templates. Then instantly personalize them with customer-specific details like customer names, logos, project deadlines, and more.

Keep clients on track with collaborative project plans.

Dock makes it easy for your team and your clients to work on projects together. And your clients don't even need accounts.

Multi-phase project plans.

Break projects into phases, with checklists and Kanban boards.

Project timelines.

Visualize project progress across all the project plans in your portal.

Context-rich tasks.

Add CTAs to links, forms, files, videos, or other embeds to any task.

Task notifications.

Automatically remind customers when upcoming tasks are due.

Your command center for managing client projects.

Your project management portal doubles as a knowledge base for each client to help them find answers and resources on their own.

Global task management.

See all your outstanding client tasks from a single dashboard.

Internal-only tasks.

Create internal admin tasks that stay hidden from clients.

Sync tasks with your other project management tools

Pull in tasks from other project management tools into your Dock client portals and keep them two-way synced.

Share deliverables and collect feedback in one place.

Stop wasting time bouncing between different tools. With Dock's project management portal, clients can access everything they need without leaving the workspace.

Embed anything.

Share PDFs, images, links, files, and embeddable iframes.

Centralize communication.

All feedback stays in the workspace, so nothing gets lost in email inboxes.

Secure permissions.

Control portal access with email or domain-based permissions.

Connect to Slack.

Send project updates directly to private or shared Slack channels.

Create a resource hub for your clients.

Your project management portal doubles as a knowledge base for each client to help them find answers and resources on their own.

Share resources.

Organize links, guides, and contact information.

Track project engagement. Win more renewals.

Dock gives you analytics on exactly how clients are engaging with your project. So you always know who's on track and who's falling behind.

Customer teams love Dock

"Dock has changed the follow up game. After every intro call, I send over a Dock that has tons of content, a demo video, customer success info, etc. It makes it so easy to provide the customer with all information needed. Dock is improving my deal cycles tremendously.

Erin Faverty
Head of Customer Success, Origin

Explore Dock templates

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.