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Product
Solutions
Products
Workspaces
Collaborative workspaces for prospects and customers
Client-Facing Project Plans
Mutual action, onboarding, creative projects, etc.
Content Management
Organize and track content for sales and success teams
Integrations
Salesforce, Hubspot, Slack, Loom, Youtube and more.
PricingTemplates Revenue LabAbout Us
Start free trial
Solutions
Products
Workspaces
Collaborative workspaces for prospects and customers
Client-Facing Project Plans
Mutual action, onboarding, creative projects, etc.
Content Management
Organize and track content for sales and success teams
Integrations
Salesforce, Hubspot, Slack, Loom, Youtube and more.

Manage the customer relationship from
sales to successTransform customer relationships

Dock organizes everything in one workspace for prospects and customers.

  • Embed videos, slides, PDFs, forms, dashboards, etc.
  • Share mutual action, onboarding, and project plans
  • Sync analytics with Salesforce and Hubspot
Start free trialTalk to sales
Dock in action!
Fast-growing businesses choose Dock
“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”
Dini Mehta
CRO, Lattice

Templates for Sales, Onboarding,
Projects and Portals

Customize and share with clients

Explore templates →
Digital Sales Room
Customer Onboarding Plan
Client Portal
Mutual Action Plan
Brand Design Project Plan
Video Production Project Plan

Transform the customer experience from
demo to onboarding and beyond

Manage the customer lifecycle and get engagement analytics along the way

Clients always know where to go when they need something

Give clients one destination for your links, PDFs, meeting agendas, deliverables, project timelines, proposals, and more.

Embed your favorite software from Figma to Google Slides to Vimeo.

Dock apps integration
Dock space exampleDock space example

Navigate complex deals and onboard customers

Stop using that messy spreadsheet. Instead, build a collaborative mutual action plan with customers to share statuses, align on due dates, assign tasks, leave comments, and upload files.

Personalization at scale. Create branded spaces with custom content.
‍

Dock space personalization

Share feedback & move projects along. Customers comment on what you’re working on and share key resources with file uploads.

Dock space comment
CRM Integrations

Dock integrates with Salesforce and Hubspot

Learn more →

Uplevel how Sales and Customer teams work

Dock helps leadership build a repeatable sales and customer success process.

Understand what
content performs

Get insight into when clients view the shared space and what they clicked on.

Dock space analytics

Save time. Duplicate work from project to project, so you’re not starting from scratch every time.

Dock space duplicate

Move the relationship forward. Notifications give visibility into how the project is moving along.

Dock space notification

Discover how Sales and Customer teams use Dock everyday

Dock helps companies across the customer lifecycle.

Sales

Transform the
sales experience

Dock makes it easy for prospects to buy and helps sales teams build a repeatable process.

Learn more →

Customer Success

Build strong relationships with customers

Dock helps companies onboard customers and manage ongoing relationships.

Learn more →

Get started with Dock

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