Dock

Dock is a client portal platform designed for B2B sales, customer success, and account management teams. It allows companies to create branded digital spaces where they can share sales collateral, proposals, contracts, onboarding materials, and other resources with prospects and customers in one centralized location. The platform supports mutual action plans, letting sales and buying teams collaborate on deal timelines, tasks, and next steps within a shared workspace. Customer success teams use Dock to organize onboarding checklists, training materials, and ongoing account resources for clients post-sale. The product integrates with CRM systems like Salesforce and HubSpot, enabling teams to track engagement and centralize buyer and customer touchpoints throughout the revenue lifecycle.