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 high-touch customers.
Manage business reviews & renewals.
Dock is a collaborative customer portal.
“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
Onboard customers without a spreadsheet.
Dock provides a dynamic solution to keep your customers aligned around next steps.
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 login 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 the typical drive folder.
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.
Explore Dock templates
Explore templates →
Frequently asked questions
Need more information? Contact sales team →
How do customer success teams use Dock?
Customer success teams use Dock in a number of ways:
Onboarding Customers: Get customers started with a product or service. Dock is typically used for mid to high-touch onboarding where people need to be involved.
Customer Success Plans: Collaborate with customers to outline the relationship objectives and shared next steps to achieve success.
Business Reviews: Give customers an update on how the relationship is going so far - both bright spots and areas for improvement.
Renewals: Build the case for why the customer should renew and how much the package for the coming year will cost.
End User Enablement: Support end users with training and collateral to help them get the most from their experience.
How does Dock improve onboarding and implementations?
Dock helps companies create onboarding guides for new customers. These guides include projects plans / checklists and allow users to embed all of their product training and getting started collateral. These guides simplify the onboarding experience by putting everything in one place for customers.
Customer success teams and implementation managers are able to create templates, so it’s easy to run an onboarding process at scale. Dock also gives the ability for customer teams to track analytics to get insight into how engaged customers are in the onboarding process.
Check out Dock’s onboarding template.
How do customer success teams use Dock for QBRs?
Customers success teams use Dock to host the content for QBRs. They upload their QBR deck, share a video progress report, embed relevant dashboards, and/or add the QBR content directly into Dock.
Over time, Dock becomes a great place to host all of the previous QBRs, so customers are able to look back on previous reviews and see how the relationship has progressed.
Check out Dock’s QBR template.
How do companies use Dock for Renewals?
Customer success teams use Dock to build the case for the renewal. They will often provide a review of previous accomplishments whether that’s product usage data or specific deliverables. From there, customer success teams will provide pricing and packaging information to continue to use the service in the coming year.
How does Dock help user enablement?
Customers success teams use Dock to provide a training asset to admins. Customer teams will create a Dock workspace with all the relevant training materials for end users that the admin can then share with the end users.
What’s the best way to get started with Dock?
We offer a 14 day free trial. Get started with one of our templates.