Summary
Ask questionsDock provides client portal software designed to streamline customer interactions for sales, onboarding, and project management. It enables businesses to create branded, secure, and collaborative workspaces for their clients, facilitating communication, file sharing, and project tracking.
Features0/18
See allNo common features found
PricingTiered
See allFree
- 50 workspaces
- Basic integrations (Slack, Loom, Pandadoc, etc.)
Standard
- What's included with Free, plus:
- 5 users
- Unlimited workspaces
- Basic CRM (Salesforce &Hubspot)
- Advanced Integrations (Gong, Chorus, etc.)
Premium
- What's included with Standard, plus:
- 10 users
- Advanced CRM(Custom Fields & Line Item)
- Content management
- Learning playbooks
- Sales order forms
- Connected workspaces
- Remove Dock branding
- Webhooks
- Priority support
- Kick off & working session with Dock team
Enterprise
- Everything in Premium, plus:
- Custom domain
- API
- Automation
- SSO
- Dedicated customer success
- Managed implementation
Rationale
Dock's Client Portal is primarily a tool for managing client relationships, projects, and communication, rather than a dedicated brand guideline and asset management platform. While it allows for file sharing and some customization, its core functionality does not align with the specific features of building, updating, and sharing comprehensive brand guidelines, nor does it offer centralized storage specifically for brand assets like logos, colors, and typography in the way ybrand does. The website content focuses on sales, onboarding, and customer success workflows, not brand management.
