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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.
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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.

Sales rooms, onboarding plans,  
and client portals that customers loveTransform customer relationships

Dock lets you organize everything that gets shared with customers — videos, presentations, order forms, project plans, & more — in one place.

    See Dock
    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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