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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

    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

    Get started with Dock

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