Dock
AI sales assistant software
Digital sales room software
Sales enablement software
Sales acceleration software
Client portal software
Client onboarding software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$350 per month
Free TrialFree version
Small
Medium
Large
- Accommodation and food services
- Agriculture, fishing, and forestry
- Arts, entertainment, and recreation
What is Dock
Dock is a digital sales room and client-facing workspace used to share sales collateral, coordinate next steps, and manage mutual action plans in a single link. It targets revenue teams and customer-facing roles that need a structured place for buyers to review content, complete onboarding tasks, and collaborate across stakeholders. The product emphasizes templated workspaces, document and content sharing, and buyer engagement tracking to support deal execution and handoffs.
Centralized buyer-facing workspace
Dock consolidates documents, links, tasks, and timelines into a single shared space that can be reused across deals. This reduces reliance on long email threads and scattered file shares for buyer coordination. It fits teams that want a lightweight, client-facing layer without requiring a full CRM replacement. The approach aligns well with sales cycles that involve multiple stakeholders and structured next steps.
Mutual action plan templates
Dock supports repeatable templates for mutual action plans and client portals, helping teams standardize deal stages and onboarding checklists. Templates can improve consistency across reps and reduce time spent building one-off project plans. This is useful when sales and implementation teams need a shared view of responsibilities and deadlines. It also supports clearer expectations for buyers during evaluation and onboarding.
Engagement visibility on content
Dock provides visibility into buyer activity within shared workspaces (for example, whether content is viewed and which sections receive attention). This can help reps prioritize follow-ups and tailor conversations based on observed engagement. Compared with general-purpose file sharing, the tracking is tied to a specific deal workspace. The result is more actionable context for sales execution and handoffs.
Not a full CRM system
Dock focuses on the buyer-facing room and action-plan execution rather than end-to-end CRM capabilities. Organizations typically still need a separate system for pipeline management, forecasting, territory management, and complex reporting. This can introduce process fragmentation if integrations are not configured. Teams expecting a single system of record may find the scope limiting.
Limited PPM depth
While Dock can support onboarding checklists and mutual plans, it is not designed as a full project/portfolio/program management suite. Advanced capabilities such as resource management, portfolio governance, dependency mapping, and complex scheduling are generally outside its core use case. Larger implementation programs may require a dedicated delivery tool. Dock works best for lightweight, client-visible plans rather than internal program control.
Value depends on adoption
Digital sales rooms require consistent use by both sellers and buyers to deliver measurable process improvements. If reps continue to rely on email attachments or buyers avoid logging into shared workspaces, engagement data and plan tracking become less reliable. Teams may need enablement work to standardize templates and usage. Without governance, workspaces can become inconsistent across reps and segments.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free | $0 | 50 customer workspaces; basic integrations (Slack, Loom, PandaDoc); no time limits; external collaborators (clients/prospects) have free access. |
| Standard | $350 per month (includes 5 users) — billed monthly | Everything in Free, plus 5 internal users, unlimited workspaces, basic CRM integrations (Salesforce & HubSpot), advanced integrations (Gong, Chorus). Additional seats: $50 per user/month. |
| Premium | $750 per month (includes 10 users) — billed (page indicates annually for Premium) | Everything in Standard, plus 10 internal users, advanced CRM (custom fields & line items), content management, learning playbooks, sales order forms, connected workspaces, remove Dock branding, webhooks, priority support, kickoff/working session with Dock team. Additional seats: $50 per user/month. |
| Enterprise | Custom pricing — Contact sales | Everything in Premium, plus custom domain, API, automation, SSO, dedicated customer success, managed implementation. |
