Dock

What Dock is

Dock is a workspace platform for sales and customer success teams, and this entry looks at it chiefly as a client portal builder. The company's own description of the portal is direct: "Dock brings project plans, resources, files, conversations, and agreements together in one workspace." On its homepage it calls itself "modern revenue enablement software" that "uses AI to create buyer workspaces, find sales content, train teams, and power agents." The reader it fits best is a revenue team, a customer success team or a services team that wants each customer to have a branded space from kickoff through renewal.

What you build and how

What you build in Dock is a customer workspace, and the same workspace can start life as a sales room and become the customer's portal later. The portal page shows a sample hub with tabs for Overview, Project plan, Resources and Renewal, a welcome message, a named customer success contact, and a list of guides and recordings. A buyer workspace and a client portal are the same thing at different stages: the company's comparison page says that when deals close, those same workspaces carry over into client portals for onboarding and renewals, keeping the customer journey connected from pitch to expansion.

The editor is where the work happens. The pages describe a workspace editor with an Internal view and a Shared view, so your team can see what the customer sees. You start from a template, then shape the portal around your brand and process. Content blocks include project plans, surveys, files and live embeds, and the FAQ confirms you can bring in embeds, documents, videos, forms and project plans, including live tools and dashboards. The block menu shown in the editor runs from basic text, image, PDF, file, link, video, embed and toggle list blocks to widgets for a table of contents, slides, contact cards, tables, CTAs, forms, courses and a security profile, plus price cards, a sales quote, a checklist, a timeline, a kanban board and a file manager.

Project plans keep tasks in context. Every task holds instructions, files, due dates and comments together, so customers see what is next without hunting through email. Conversations work the same way: you discuss a deliverable in a thread attached to it, and both your team and the customer can follow it.

Files move in both directions. You share the latest resources, and customers can upload files, give feedback and collaborate on tasks and threads in their shared workspace.

Branding covers your logo, banner or cover, colors and a custom domain. Reusable templates let you personalize the details for each customer rather than start empty each time. For access, you configure who can open the workspace and what content they can see, using sharing controls to manage customer access.

Signatures and money live in the same place. The portal page says you can share renewal pricing alongside the relationship history and collect a signature in Dock, and it points to order forms for building accurate quotes and keeping signed agreements with the account. Renewal proposals and order forms are shared in the workspace, then signed there.

Engagement tracking is the other half of the pitch. You can see workspace views, visitors, time spent and actions, reviewed across people, pages and assets, to inform your follow-up. The portal page calls this knowing what customers use and preparing for the next conversation.

AI runs through the product. The homepage describes Dock AI, with agents you build around your own process and connect to your data, which it lists as library assets, a wiki, CRM and call recordings. Dock MCP brings Dock into Claude, ChatGPT and other AI tools, so an agent can build a deal room from your approved content. There is a Dock app for Slack, which pulls up workspaces, finds content and notifies you when buyers engage. On the portal page, an AI chat feature helps customers find answers grounded in the content you share. The comparison page also lists Dock Courses for structured onboarding, training and certification for reps and customers.

Plans, pricing and proof

Dock's own comparison page, which describes the company in its first listing, states the pricing model: free for individuals and small teams, up to 50 live workspaces, with paid plans starting at $350/month, and external collaborators always free. That last point matters for a portal, because your customers are the external collaborators.

The portal page does not publish plan names beyond that, and its calls to action are "Request demo" and "Start for free," so you can try it without a sales call. The company also invites you to contact its sales team for more information and says a demo is personalized.

On setup, the same comparison page says Dock "doesn't require months of setup or specialized admins," and that teams can start sharing personalized content and building buyer workspaces in minutes. Treat that as the company's own claim.

For proof, the homepage carries a customer wall of testimonials, including a senior GTM enablement manager at Lattice, an account executive at Champify and a chief customer officer at Time Study. One of them describes the product as covering a portal for prospects, sales to customer success handoff, customer onboarding and customer value tracking. The site footer carries SOC 2 Type II, GDPR and CCPA badges and links to a Trust Center, API documentation, a help center, a status page and support@dock.us. The homepage integration strip names Salesforce, HubSpot, Slack, Microsoft Teams, Gong, Zoom, Google Drive, SharePoint, Notion, Confluence, Calendly, DocuSign, Loom, Miro, Fathom, Google Slides and YouTube, alongside Claude, ChatGPT, Gemini and Copilot through Dock MCP and a Chrome extension. The homepage says Dock AI "builds and edits the deal room from your calls, files, content, CRM, and any source you connect." The product menu also lists white-label client portals, client project plans, mutual action plans, and templates for a client portal, a customer onboarding plan and an implementation plan.

Who it suits

Dock suits teams that treat the customer relationship as a project: a customer success manager running onboarding for a software account, a sales team that wants the deal room to carry forward after signature, or a services team sharing plans and deliverables. Its strongest feature set is the link between the sales conversation and the portal that follows it, along with the signed order form and renewal sitting beside the engagement data.

It is not a general portal or app builder over a database: the portal is built from content blocks rather than from records, and the product is built around sales and customer success motions. A founder who only wants a login page over a spreadsheet will find the surface larger than the job. The free plan caps at 50 live workspaces, so a team with many customers should read how the company counts a live workspace before relying on it, and larger teams should expect to talk to sales about paid plans.