Onboarding Software

Collaborative Customer Onboarding

Stop using spreadsheets to onboard customers. Dock automates internal work and provides a delightful customer experience.

“Our customer’s reaction to our Dock space: ‘Origin came through with the best onboarding resources I've ever seen’.”
Erin Faverty
Head of Customer Success, Origin

Share deliverables, project timelines, meeting notes and more in a single destination

Dock is a personalized private space for your customers. Instead of getting lost in email attachments, customers always know where to go when they need something.

Onboard customers without a spreadsheet

Dock provides a dynamic solution to keep your customers aligned around next steps.

Shaan Puri Explains Why Dock Is a Genius Idea for Customer Onboarding

Shaan is the host of the My First Million Podcast and previously sold his company to Amazon.

Build a repeatable process that treats customers like VIPs

With Dock templates, customer success leaders create a repeatable process across the organization that mimics their top reps.

These templates are easy to personalize, so each of your customers feels like they are getting the VIP treatment.

Different than traditional project management and file-sharing software

Most project management tools force customers to log in and see how the sausage is made.

Instead, Dock makes it easy for customer success managers to give a high-level overview of how the relationship is progressing and share deliverables with context—rather than as a messy drive folder.

Dock Features

Dock gives you the tools to transform the customer experience.

Track engagement

Understand when someone views the space and what content they care about

Get feedback

Customers share what they think via comments

Dynamic plans

Create dynamic project plans that help customers stay on track.

Secure sharing

Add password protection to spaces.

Duplicate spaces

Copy work from customer to customer in a single click.

Rich text editor

Add whatever text you want and customize to fit your needs.

Optimized for mobile

Looks good on IOS and Android devices

Custom branding

Add your logo, customer logos and custom banners.

Embeded content

Add everything from images to pdfs to links. Embed your favorite software from Figma to Google Slides to Youtube.

Dock apps integration

Get started with Dock

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