Dock’s client portals help you deliver a white-glove customer experience that wins more renewals.
Manage projects, share files, embed dashboards, track engagement, and sign renewals in one collaborative workspace.
Say goodbye to back-and-forth email threads, messy shared
folders, busy dashboards, and clunky project management tools.
Most portal tools are one-size-fits-all. Dock doesn’t lock you in to one portal format.
Our flexible workspace editor lets you customize portal sections and pages to fit the nuances of your customer relationships.
White-label your customer portals with your logo, banner, brand colors, website domain, and more.
Launch a new client portal in seconds from a standardized company template.
Then instantly personalize the portal with auto-populated customer fields and logos.
Unlike other project management tools, Dock is designed specifically for collaborating with customers.
Embed whatever tools you’re already using and get client feedback directly in your Dock workspace.
Loom, Gong, Zoom, Typeform, Google,
Wistia, Pandadoc... and anything else
Create a personalized knowledge base for each customer, so they always know where to get their questions answered.
Learn which customers are most engaged, and who needs more attention before it’s time to renew.
Need more information? Contact our sales team →
Account executives use Dock a few different ways:
Intro/Demo Follow Up: After a call, every AE sends over a long email with too many links and attachments. With Dock, AEs send a single trackable link that hosts all of the sales, marketing, and product collateral.
Enable Champions: Dock helps AEs package everything champions needs to know in one place that can easily be shared with internal stakeholders
Differentiate from the Competition: Dock makes it easy for AEs to provide a personalized buying experience for prospects.
Manage Complex Deals: Dock gives AEs the tools to manage complex deals from mutual action plans to shared notes.
Sales Engineers use Dock to manage proof-of-concepts. Dock workspaces can be used to store key information like project timelines, product documentation, key stakeholders, success criteria and more. Check out one of our templates to get started.
Sales leaders use Dock to build a repeatable sales process. With company templates, Sales leaders control how Sales reps share information with prospects and make sure everyone is following the right steps to get a deal done.
Dock supports the full range of sales cycles from smb/transactional to mid-market and enterprise deals. The main difference is the type of template that an AE would use with prospects.
For more transactional deals, AEs use a simple template with basic personalization. For these deals, Dock provides a standard way to share your complete offering with a prospect.
Check out Dock's SMB/Transactional Sales template.
For complex deals, AEs use a more in-depth template with personalized content. For these complex deals, Dock provides tools like mutual action plans to help guide the sales process. And Dock provides a way to share different pieces of content as the sales cycle progresses.
Check out Dock's Enterprise sales template.
Dock helps AEs at PLG companies build the case to senior leadership and IT around why the company needs to upgrade the account. Dock makes it easy to capture product usage, explain the higher tier offering, detail next steps and share customer success stories.
Try Dock's product-led sales template.
We’ve found prospects are excited to use Dock as it’s a frictionless experience. Prospects don’t need to create a login/password to engage in a Dock workspace. They just put in their email and on the backend sales reps have security controls for specific domains and emails. In practice, Dock is just a link, which is the atom of the Internet. Everyone is comfortable with the concept of links.
Dock is just a link, which is the atom of the Internet. Everyone is comfortable with the concept of links.
That being said, our best practice is to introduce Dock workspaces on a call and within follow up emails. That way clients know what to expect and what resources are available within the workspace.
Importantly, when prospects don’t engage with a Dock workspace it’s a great signal to the sales rep on the quality of the buyer. It helps a sales rep understand whether it makes sense to spend more time working on that deal or move on to someone who is more engaged.
Dock provides the following analytics:
Views: track when someone views a Dock workspace
Clicks: track when someone clicks on a link
Downloads: track when someone downloads a PDF
PDF Time Spent: track how much time someone spends viewing a PDF and time spent per page (soon)
Drop off Report: track which PDF page someone left (soon)
Action Plan Activity: track progress within our shared project plan
When there’s a new workspace view, Dock will send an email notification to the workspace owner.
Dock currently integrates with Salesforce and the Hubspot integration is coming soon.
Here’s how the CRM integration works:
- Link Account/Opportunity Data with Dock Workspaces
- Pull in new clients directly from the CRM
- Access Dock workspace links from the Account or Opportunity record
Dock gives customer champions a single link to share with internal stakeholders. This link tells the company’s complete story and the value they are going to provide to the customer.
Dock gives sales teams the tools to create and share mutual action plans. Learn more
Sales Portals (also known as a Digital Sales Room) host product, sales and marketing content that helps buyers make a purchase decision. Sales portals host all of your existing content including case studies, FAQs, sales content, pricing proposals, pitch decks, demo videos, mutual action plans, and more.
Sales Portals / Digital Sales Rooms Deep Dive
- Build a differentiated buyer experience that helps customers understand your value
-Syncs with popular CRMs and sales tools like Salesforce. Easy for sales reps create sales portals as part of their workflow
-Create sales portal templates based on sales enablement best practices
-Collaborate in real-time between sales people and prospects
-Track buyer engagement with content and the deal
-Get buyer engagement insights to inform forecasting
-Drip content throughout the sales cycle to match the buyer journey
-Empower champions with the information they need to convince internal stakeholders and decision-makers
-Share marketing content with the sales team via the template library
-Improve how companies approach virtual sales and share sales collateral
Get started with one of our sales templates.
Need more information? Contact our sales team →
Yes, white labeling and custom branding is available to Dock customers on the Growth or Enterprise plans. You can completely customize your brand colors, domain/URL, and more.
Dock provides three different access options to help manage how customers access your workspace:
1. Restricted
2. Anyone with a link
3. Landing page mode
The “anyone with a link” option is the default setting and, as the name suggests, allows anyone with the share link access to your workspace. Each user accessing your workspace will still need to enter their email on the login page, so you can monitor who is accessing your workspace.
Restricted is the most secure option. You have the option to restrict access to a specific customer portal either by email domain (e.g., all emails ending in @company.com) or individual emails (e.g., bob@company.com).
The landing page is the most open setting. It allows anyone with a link to access your workspace, and no email is required for access.
Dock takes customer security seriously and takes every measure to ensure your data (and your customer’s data) stays safe. Dock is GDPR compliant and SOC 2 Type II certified. See our Security page for more information.
Dock gives you two ways to share your client portal with customers:
1. In your workspace editor, enter a client’s email to share the workspace with them directly. When you add a new client, you can select the option to send them a notification.
2. Alternatively, you can simply copy the link to the workspace and share it like any other link. Including a link in a follow-up email with a client is a great way to re-engage clients and encourage use of your Dock workspace.
Yes. Dock’s messaging functionality can be a great way to keep your customer communication centralized in one place.
Each message you set up will start a thread that other users can subscribe to and reply to. New messages will appear near the bottom of the screen when a workspace is accessed. Secure messaging can also be synced with a Slack channel through our Slack integration.
Internal teams can also send internal-only messages when collaborating with a client.
Dock workspaces have several levels of analytics.
You can track which people have accessed a workspace, what actions they took, and what content they accessed.
You can also track engagement at the asset level. PDF files and videos feature more advanced analytics options. With multi-page PDFs, Dock is able to show the time spent on each page and which page was the last to be viewed. With Dock-hosted videos, you can track the average watch time of each video.
You can also get macro-level analytics on how all your customers are engaging with workspaces—such as which customers are most or least engaged.
Dock has several built-in integrations with Hubspot, Salesforce, Slack, Gong, Zoom, Google Drive, and more.
But nearly any tool can also be embedded within Dock—such as Loom videos, Looker dashboards, Typeform surveys, Figma, and more.
A client portal (or customer portal) is a shared workspace or secure website that collects all common information between a customer and a company or service provider. All information is contained in a single location and is meant to act as a single source of truth for both parties.
Portal software can contain support documentation, project plans, deliverables, dashboards, and contact information to request direct support. A well-organized workspace will include all the self-serve information a customer needs to successfully support themselves, with contact information accessible to contact your company only when all self-serve options have been exhausted.
Client portals help you create an efficient, streamlined communication workflow between you and your client. A well-organized portal solution can replace needless back-and-forth emails and phone calls. The project management tools built into client portals also help keep projects on track and increase automation, with assignable tasks so there's never a doubt as to who is responsible for what.
Also, by providing self-service options you can help your customers help themselves without tying up additional support resources, helping to improve customer retention and the overall client experience. Instead of reaching out to live support, many modern customers also prefer help-serve options.
Here are a few of the main benefits:
- Provide easily accessible & continuous customer support
- Create an unmatched customer experience from the start, improving overall customer satisfaction
- Keep projects moving forward by removing roadblocks
- Identify ways to improve your processes and find those upsell opportunities
Each customer scenario is different, but ideally, each client portal should include the following:
- Contact details
- Shared goals and KPIs
- Deliverables and files
- Shared tasks and project plans
- Product/service information & enablement resources
- Past communication like meeting notes and recordings
- Analytics and reporting dashboards
There are a few different flavors of customer portals out there. Some portals are focused more on file management or billing and payments, whereas Dock is focused more on customer collaboration during sales, onboarding, and renewals.
Here are a few client portal features you’ll want to consider and decide which are most important to you:
- Collaboration tools like secure file sharing, shared calendar view, instant messaging
- Ability to embed third-party tools
- File sharing with customizable permission/access levels
- Knowledge base features
- Support ticket management & tracking
- Project or task management
- Customizable/white-labeled interfaces
The majority of client portals fit into one of the following main categories:
- Client collaboration or project management
- Digital sales room
- Customer onboarding or enablement
- Business service hub
- Customer service tools
A secure client portal is designed to make life easier for your clients - and happy clients are good for business.
By providing all information related to your project, as well as a project roadmap that can be updated in real-time, support portals can keep projects moving while ensuring all your clients' questions are answered. Client portals also create direct connections between you and the client, so customers always know the status of their project.
