Create white-label client portals with Dock

Provide a consistent, on-brand experience for your clients with Dock.

Onboard customers, manage projects, share files, embed tools, track engagement, and sign renewals—all while reinforcing your brand identity.

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Sales and customer teams at leading companies use Dock

Create a branded destination for client collaboration

With Dock, every customer touchpoint is a reflection of your brand. Provide a cohesive client experience from start to finish.

Project Plans
Timelines
File Sharing
Surveys
Embeds
Order Forms

White-label Dock to your brand.

White-label your client portals with your logo, banner, custom colors, and website domain to make Dock an extension of your company.

Customize Dock to your process.

Most white-label client portal software locks you into one rigid format. Dock is different. Our flexible workspace editor lets you tailor every section and page of your portal.

Personalize Dock for each customer.

Start from a company portal template to launch a new client portal in seconds. Then instantly personalize it with your customer’s logo, account name, and other custom CRM fields.

Align your team and clients with shared project plans

Most project management tools are built for internal projects. Dock is designed specifically for collaborating with clients.

Multi-phase project plans

Use checklists and Kanban boards to manage client projects.

Timelines

Track deliverables, deadlines, and project statuses with progress timelines.

Context-rich tasks

Attach files, embeds, videos, and links to each task.

Task notifications

Send automatic reminders for upcoming tasks to keep clients on schedule.

Give customers one space for file sharing and feedback.

Stop wasting time bouncing between different tools. Dock’s white-label portals centralize all your files, deliverables, and communication in one place.

Embed anything.

Share PDFs, images, videos, links, tools, and more.

Send surveys.

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

Collect files.

Ask clients to upload files directly to the portal.

Centralize communication.

All feedback lives in the portal, keeping communication clear.

Share securely.

Control access to your portal with user or domain-based permissions.

Create branded resource hubs for customers.

Easily share the most up-to-date content and resources with your customers through your white-labeled portal.

Organize content.

Share step-by-step guides, links, and key contact information in one place.

Keep content up-to-date.

Push content updates across multiple client portals with one click.

Track portal engagement. Win more renewals.

Identify your most engaged customers and spot those who need extra attention during onboarding or leading up to a renewal.

Measure engagement.

Track which client contacts are engaging with your portal.

Share proposals.

Add pricing tables and price quotes to your portal.

Sign renewals.

Collect e-signatures directly within the portal to simplify the renewal process.

Customer teams love Dock

Erin Faverty
Head of Customer Success, Origin
"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 will all information needed. Dock is improving my deal cycles tremendously."

Dini Mehta
CRO, Lattice
"The Lattice team loves Dock! The platform streamlines the buying experience and empowers our champions to make the case for our product to internal stakeholders at their companies."

Explore Dock templates

Digital Sales Room Template
Customer Onboarding Template
Client Portal Template
Mutual Action Plan Template
Implementation Plan Template
Sales Pilot Template

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 needs 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.

What features should I consider when choosing white-label client portal software?

Here are a few client portal features you’ll want to consider and decide which are most important to you:

• Collaboration tools like secure file sharing, shared calendar view, and instant messaging.
• File sharing with customizable permission/access levels.
• Project or task management.
• Customizable interface.

Does Dock support mutual action plans?

Dock gives sales teams the tools to create and share mutual action plans. Learn more.