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.
Say goodbye to back-and-forth email threads, messy shared folders, busy dashboards, and clunky project management tools.
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.
White-label your client portals with your logo, brand colors, banners, website domain, and more to make it your own.
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.
Dock makes it easy for your team and your clients to work on projects together. And your clients don't even need accounts.
Your project management portal doubles as a knowledge base for each client to help them find answers and resources on their own.
Pull in tasks from other project management tools into your
Dock client portals and keep them two-way synced.
Now, you can easily keep your internal tasks internal,
and your client-facing tasks client-facing.
Stop wasting time bouncing between different tools. With Dock's project management portal, clients can access everything they need without leaving the workspace.
Loom, Gong, Zoom, Typeform, Google,
Wistia, Pandadoc, or anything else
Your project management portal doubles as a knowledge base for each client to help them find answers and resources on their own.
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.
Need more information? Contact our sales team →
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.
Manage Complex Deals: Dock gives AEs the tools to manage complex deals from mutual action plans to shared notes.
Sales Engineers use Dock to manage proof-of-concepts. Dock workspaces can be used to store key information like project timelines, product documentation, key stakeholders, success criteria and more. Check out one of our templates to get started.
Sales leaders use Dock to build a repeatable sales process. With company templates, Sales leaders control how Sales reps share information with prospects and make sure everyone is following the right steps to get a deal done.
Dock supports the full range of sales cycles from smb/transactional to mid-market and enterprise deals. The main difference is the type of template that an AE would use with prospects.
For more transactional deals, AEs use a simple template with basic personalization. For these deals, Dock provides a standard way to share your complete offering with a prospect.
Check out Dock's SMB/Transactional Sales template.
For complex deals, AEs use a more in-depth template with personalized content. For these complex deals, Dock provides tools like mutual action plans to help guide the sales process. And Dock provides a way to share different pieces of content as the sales cycle progresses.
Check out Dock's Enterprise sales template.
Dock helps AEs at PLG companies build the case to senior leadership and IT around why the company needs to upgrade the account. Dock makes it easy to capture product usage, explain the higher tier offering, detail next steps and share customer success stories.
Try Dock's product-led sales template.
We’ve found prospects are excited to use Dock as it’s a frictionless experience. Prospects don’t need to create a login/password to engage in a Dock workspace. They just put in their email and on the backend sales reps have security controls for specific domains and emails. In practice, Dock is just a link, which is the atom of the Internet. Everyone is comfortable with the concept of links.
Dock is just a link, which is the atom of the Internet. Everyone is comfortable with the concept of links.
That being said, our best practice is to introduce Dock workspaces on a call and within follow up emails. That way clients know what to expect and what resources are available within the workspace.
Importantly, when prospects don’t engage with a Dock workspace it’s a great signal to the sales rep on the quality of the buyer. It helps a sales rep understand whether it makes sense to spend more time working on that deal or move on to someone who is more engaged.
Dock provides the following analytics:
Views: track when someone views a Dock workspace
Clicks: track when someone clicks on a link
Downloads: track when someone downloads a PDF
PDF Time Spent: track how much time someone spends viewing a PDF and time spent per page (soon)
Drop off Report: track which PDF page someone left (soon)
Action Plan Activity: track progress within our shared project plan
When there’s a new workspace view, Dock will send an email notification to the workspace owner.
Dock currently integrates with Salesforce and the Hubspot integration is coming soon.
Here’s how the CRM integration works:
- Link Account/Opportunity Data with Dock Workspaces
- Pull in new clients directly from the CRM
- Access Dock workspace links from the Account or Opportunity record
Dock gives customer champions a single link to share with internal stakeholders. This link tells the company’s complete story and the value they are going to provide to the customer.
Dock gives sales teams the tools to create and share mutual action plans. Learn more
Sales Portals (also known as a Digital Sales Room) host product, sales and marketing content that helps buyers make a purchase decision. Sales portals host all of your existing content including case studies, FAQs, sales content, pricing proposals, pitch decks, demo videos, mutual action plans, and more.
Sales Portals / Digital Sales Rooms Deep Dive
- Build a differentiated buyer experience that helps customers understand your value
-Syncs with popular CRMs and sales tools like Salesforce. Easy for sales reps create sales portals as part of their workflow
-Create sales portal templates based on sales enablement best practices
-Collaborate in real-time between sales people and prospects
-Track buyer engagement with content and the deal
-Get buyer engagement insights to inform forecasting
-Drip content throughout the sales cycle to match the buyer journey
-Empower champions with the information they need to convince internal stakeholders and decision-makers
-Share marketing content with the sales team via the template library
-Improve how companies approach virtual sales and share sales collateral
Get started with one of our sales templates.
Need more information? Contact our sales team →
Dock has project management features designed to keep your clients and projects on track with a short learning curve. Dock’s has action plans, which consists of tasks, with due dates, and internal or external assignees. Each item also has a status with real-time updates, triggering automatic notifications.
Tasks can also include checklists or sub-tasks of dependencies required for completion - greatly aiding the approvals process for your clients.
Dock's task management dashboard also gives you a bird's eye view of all the currently open tasks across all clients.
Yes, specific tasks within your project can be assigned to the individual responsible for completing it. When assigning tasks, you also have the option to enable automatic notifications to team members assigned to each task. Notifications can be set to be sent before, on, or after the task’s assigned due date.
Yes. In addition to your favorite CRM, Dock currently integrates with several of today’s most popular project management tools including:
- Asana
- ClickUp
- Jira
- Linear
You can effortlessly sync your Dock project plan checklists with these tools.
If we don’t currently integrate with your favorite tool, let us know. It could be featured in an upcoming release. Learn more about all of Dock’s available integrations.
Currently, Dock supports full task integration with some of the best project management software out there, like Asana, Jira, ClickUp, and Linear. You can pull in tasks from these platforms to create Dock tasks and sync updates between the two systems. Visit the Dock Help Center for help setting up task integrations on these platforms.
Your clients will never need a Dock account to use your Dock workspace. You do have the option to require an email from your client when accessing the shared workspace.
Dock provides three access control options:
- Restricted: Only individuals or domains that have been granted access can view.
- Anyone with the link: An email is required to view, but no verification is required.
- Landing page mode: No email is required to view.
You can also add your clients as “collaborators." They’ll be able to create tasks and invite additional people to the workspace.
Yes, Dock features a native integration with Slack for team collaboration and client management. Dock’s integration can be set to push notifications for all workspaces into an internal Slack channel or to send notifications for a specific workspace to a Slack channel shared with your client. Slack is an essential communication tool for many businesses; take full advantage of it with Dock’s integration.
Dock's Order Forms add-on allows for the creation of quotes and signable order forms, but Dock does not offer any direct invoicing or payment features at this time. Our customers typically use a combination of Dock and another payment system, like Stripe.
No, Dock does not offer any time-tracking features for teams at this time. We’re always looking for ways to improve our product, so let us know if this feature is important to you.
Yes. Custom domains are available to customers with enterprise-level subscriptions. When you set up a custom domain, you can white-label the entire Dock experience to your own branded domain. This feature allows you to completely remove the Dock.us portion of the workspace URL and replace it with your own website URL, creating a more consistent experience for your customers.
To set this up, we recommend reviewing our guide to setting up a custom domain, and getting in touch with your IT department.
With Dock, you have complete control over both the look and feel of your workspace. You can incorporate all your company’s logos, branded colors and fonts to make Dock a seamless extension of your company’s brand and web presence. With an enterprise-level subscription, you can even remove the dock.us from your workspace’s URL by using custom domains.
Explore the Dock Help Center to learn about all the ways you can customize your workspace.
Yes, this feature is only available to enterprise-level customers and requires setting up a custom domain for your Dock workspace. Once set up, the dock.us portion of the Dock workspace URL can be replace with your website’s URL.
Dock was built to be highly customizable. Your workspace is made up of a series of slides that can be created from several pre-made templates, or pull in media from a large number of native integrations. Once created, these slides quickly re-ordered by simply dragging and dropping them into your desired order.
are Page header banners can be created in one of three layouts, giving you the option to upload your own custom image in addition to your company logo.
Visit the Dock Help Center, to learn how to manage your workspace.
Yes. Dock has two options for adding custom code to your workspace header. You can add custom code at either the overall workspace level, or the template level. Adding custom code can be useful for implementing tracking solutions like Google Analytics or installing chat widgets like Intercom.
You can also embed iframes and code within the content sections of a Dock workspace
Check out the Help Center for step-by-step instructions for adding custom code to your workspace.
Yes, white labeling and custom branding is available to Dock customers on the Growth or Enterprise plans. You can completely customize your brand colors, domain/URL, and more.
Dock provides three different access options to help manage how customers access your workspace:
1. Restricted
2. Anyone with a link
3. Landing page mode
The “anyone with a link” option is the default setting and, as the name suggests, allows anyone with the share link access to your workspace. Each user accessing your workspace will still need to enter their email on the login page, so you can monitor who is accessing your workspace.
Restricted is the most secure option. You have the option to restrict access to a specific customer portal either by email domain (e.g., all emails ending in @company.com) or individual emails (e.g., bob@company.com).
The landing page is the most open setting. It allows anyone with a link to access your workspace, and no email is required for access.
Dock takes customer security seriously and takes every measure to ensure your data (and your customer’s data) stays safe. Dock is GDPR compliant and SOC 2 Type II certified. See our Security page for more information.
Dock gives you two ways to share your client portal with customers:
1. In your workspace editor, enter a client’s email to share the workspace with them directly. When you add a new client, you can select the option to send them a notification.
2. Alternatively, you can simply copy the link to the workspace and share it like any other link. Including a link in a follow-up email with a client is a great way to re-engage clients and encourage use of your Dock workspace.
Yes. Dock’s messaging functionality can be a great way to get the conversation started or create more client communication.
Each message you set up will start a thread that other users can subscribe to and reply to. New messages will appear near the bottom of the screen when a workspace is accessed. Secure messaging can also be synced with a Slack channel through our Slack integration.
Within the editor view, internal teams can also send internal-only messages when collaborating with a client. All client interactions can be housed on the same shared workspace as relevant project content.
Dock workspaces have several levels of analytics.
You can track which people have accessed a workspace, what actions they took, and what content they accessed.
You can also track engagement at the asset level. PDF files and videos feature more advanced analytics options. With multi-page PDFs, Dock is able to show the time spent on each page and which page was the last to be viewed. With Dock-hosted videos, you can track the average watch time of each video.
You can also get macro-level analytics on how all your customers are engaging with workspaces—such as which customers are most or least engaged.
Dock has several built-in integrations with Hubspot, Salesforce, Slack, Gong, Zoom, Google Drive, ClickUp, Asana, and more.
But nearly any tool can also be embedded within Dock—such as Loom videos, Looker dashboards, Typeform surveys, Figma, and more.
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. All information is contained in a single location and is meant to act as a single source of truth for both parties.
Portal software can contain support documentation, project plans, deliverables, dashboards, and contact information to request direct support. A well-organized workspace will include all the self-serve information a customer needs to successfully support themselves, with contact information accessible to contact your company only when all self-serve options have been exhausted.
Customer portal software can be incredibly valuable for teams of all sizes, from small businesses to enterprise-level organizations. Client portals help you create an efficient, streamlined communication workflow between you and your client in a user-friendly interface. A well-organized project management solution can replace needless back-and-forth emails and phone calls while allowing you to easily track project progress. The project management tools built into client portals also help keep projects on track and increase automation, with assignable tasks, so there's never a doubt about who is responsible for what.
Also, by providing all-in-one, self-service options you can help your customers help themselves without tying up additional support resources, helping to improve customer retention and the overall client experience. Instead of reaching out to live support, many modern customers also prefer help-serve options. Project management software is an invaluable tool to help clients properly prioritize tasks
Here are a few of the main benefits:
- Provide easily accessible & continuous customer support
- Create an unmatched customer experience from the start, improving overall customer satisfaction
- Keep projects moving forward by removing roadblocks
- Identify ways to improve your processes and find those upsell opportunities
Each customer scenario is different, but ideally, each client portal should include the following:
- Contact details
- Shared goals and KPIs
- Deliverables and files
- Shared tasks and project plans
- Product/service information & enablement resources
- Past communication like meeting notes and recordings
- Analytics and reporting dashboards
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, instant messaging
- Ability to embed third-party tools
- File sharing with customizable permission/access levels
- Knowledge base features
- Support ticket management & tracking
- Project or task management
- Customizable/white-labeled interfaces
The majority of client portals fit into one of the following main categories:
- Client collaboration or project management
- Digital sales room
- Customer onboarding or enablement
- Business service hub
- Customer service tools
A secure client portal is designed to make life easier for your clients - and happy clients are good for business.
By providing all information related to your project, as well as a project roadmap that can be updated in real-time, support portals can keep projects moving while ensuring all your clients' questions are answered. Client portals also create direct connections between you and the client, so customers always know the status of their project.
