Dock

An AI-powered revenue platform for digital sales rooms, buyer collaboration, onboarding, and shared content.

Freemium

#Client Onboarding Portals #Customer Training Portals #Digital Deal Room Collaboration #Sales Content Management #Sales Playbook Delivery+1

Overview

Dock provides AI-driven tools for sales and customer success teams to collaborate with buyers, manage content, automate workflows, and train teams and clients in real time within shared workspaces.

Key Features

Client Workspaces

Create shared deal rooms and workspaces with templates and AI personalization to collaborate with buyers from first call to renewal.

AI Enablement Agent

On-demand AI assistant that helps reps with tasks like finding assets, drafting emails, creating business cases, and summarizing meetings.

Content Management Library

Organize customer-facing content in an AI-powered library with automatic tagging and search for easy access to the latest files.

AI Documents & Workflows

Generate proposals, business cases, mutual action plans, and follow-up emails using AI based on live customer data.

Learning Management

Create courses and playbooks for onboarding, product training, skill development, and customer education embedded in client portals.

CRM Automation

Integrate with HubSpot and Salesforce to automate workspace creation, content visibility, and task completion based on CRM activity.

Slides & Presentations

Enable reps to create personalized client presentations with controlled editing to maintain brand and messaging consistency.

Security & Access Controls

Enterprise-grade security with options for single sign-on, domain restrictions, magic links, and custom branding for shared workspaces.

Who It's For

How to Use

Create a Workspace

Start by creating a shared workspace or deal room using templates tailored for sales, onboarding, or customer success.

Add Content and Assets

Upload or sync relevant content such as proposals, videos, and presentations into the AI-powered content library.

Personalize with AI

Use AI features to auto-personalize workspaces and generate documents like business cases and follow-up emails.

Share with Buyers or Clients

Send a secure link to buyers or clients to collaborate, review content, and track engagement in real time.

Train Teams and Customers

Develop courses and playbooks within the platform to onboard and educate internal teams and external customers.

Pricing

Pricing details are gathered from the official Dock website and are provided for reference only. Always confirm the latest information directly with the vendor.

Plan	Price	Highlights
Free	$0	Up to 5 users 10 workspaces 25 CMS assets 1 slide per workspace Chrome extension Basic AI usage
Standard	$350	Up to 10 users Unlimited workspaces 100 CMS assets Unlimited slides Slack & MS Teams integrations Standard AI usage Custom branding Remove Dock logo
Premium	$1,000	Up to 25 users Unlimited workspaces and CMS assets CRM-integrated order forms High AI usage Single sign-on with Google & Microsoft Priority support Custom domain & emails
Enterprise	Custom	25+ users with additional seats at $50/mo Unlimited workspaces and assets Custom AI usage Advanced security (Okta, Azure, SCIM) Dedicated customer success manager Managed implementation

Found a change in pricing? We welcome corrections. Reach out so we can keep this listing accurate.

Pros & Cons

Pros

Integrates sales, customer success, and marketing enablement in one AI-powered platform.
Enables real-time collaboration with buyers through shared digital sales rooms.
Automates content management with AI tagging and search to reduce chaos.
Includes learning management for training internal teams and customers.
Offers AI assistants to speed up document creation and follow-up communications.

Cons

Pricing can be expensive for scaling teams beyond the free tier.
Some advanced features require higher-tier plans and annual billing.
Limited information on offline or mobile app capabilities.
Customization options may require onboarding or dedicated support for enterprise users.

Use Cases

Explore tools grouped by use case so you can keep researching without losing momentum.

Frequently Asked Questions

Ratings & reviews

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Community reviews (0)

Most recent

No reviews yet. Be the first to share your experience.

Ratings & reviews

No reviews yet. Be the first to share your experience.

Share your experience

Help others decide, your insights matter

Community reviews (0)

Most recent

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Key Features

Client Workspaces

Create shared deal rooms and workspaces with templates and AI personalization to collaborate with buyers from first call to renewal.

AI Enablement Agent

On-demand AI assistant that helps reps with tasks like finding assets, drafting emails, creating business cases, and summarizing meetings.

Content Management Library

Organize customer-facing content in an AI-powered library with automatic tagging and search for easy access to the latest files.

AI Documents & Workflows

Generate proposals, business cases, mutual action plans, and follow-up emails using AI based on live customer data.

Learning Management

Create courses and playbooks for onboarding, product training, skill development, and customer education embedded in client portals.

CRM Automation

Integrate with HubSpot and Salesforce to automate workspace creation, content visibility, and task completion based on CRM activity.

Slides & Presentations

Enable reps to create personalized client presentations with controlled editing to maintain brand and messaging consistency.

Security & Access Controls

Enterprise-grade security with options for single sign-on, domain restrictions, magic links, and custom branding for shared workspaces.

Who It's For

How to Use

Create a Workspace

Start by creating a shared workspace or deal room using templates tailored for sales, onboarding, or customer success.

Add Content and Assets

Upload or sync relevant content such as proposals, videos, and presentations into the AI-powered content library.

Personalize with AI

Use AI features to auto-personalize workspaces and generate documents like business cases and follow-up emails.

Share with Buyers or Clients

Send a secure link to buyers or clients to collaborate, review content, and track engagement in real time.

Train Teams and Customers

Develop courses and playbooks within the platform to onboard and educate internal teams and external customers.

Pricing

Pricing details are gathered from the official Dock website and are provided for reference only. Always confirm the latest information directly with the vendor.

Plan	Price	Highlights
Free	$0	Up to 5 users 10 workspaces 25 CMS assets 1 slide per workspace Chrome extension Basic AI usage
Standard	$350	Up to 10 users Unlimited workspaces 100 CMS assets Unlimited slides Slack & MS Teams integrations Standard AI usage Custom branding Remove Dock logo
Premium	$1,000	Up to 25 users Unlimited workspaces and CMS assets CRM-integrated order forms High AI usage Single sign-on with Google & Microsoft Priority support Custom domain & emails
Enterprise	Custom	25+ users with additional seats at $50/mo Unlimited workspaces and assets Custom AI usage Advanced security (Okta, Azure, SCIM) Dedicated customer success manager Managed implementation

Found a change in pricing? We welcome corrections. Reach out so we can keep this listing accurate.

Pros & Cons

Pros

Integrates sales, customer success, and marketing enablement in one AI-powered platform.
Enables real-time collaboration with buyers through shared digital sales rooms.
Automates content management with AI tagging and search to reduce chaos.
Includes learning management for training internal teams and customers.
Offers AI assistants to speed up document creation and follow-up communications.

Cons

Pricing can be expensive for scaling teams beyond the free tier.
Some advanced features require higher-tier plans and annual billing.
Limited information on offline or mobile app capabilities.
Customization options may require onboarding or dedicated support for enterprise users.

Use Cases

Explore tools grouped by use case so you can keep researching without losing momentum.

Dock

Overview

Featured Video

Key Features

Client Workspaces

AI Enablement Agent

Content Management Library

AI Documents & Workflows

Learning Management

CRM Automation

Slides & Presentations

Security & Access Controls

Who It's For

How to Use

Create a Workspace

Add Content and Assets

Personalize with AI

Share with Buyers or Clients

Train Teams and Customers

Pricing

Pros & Cons

Pros

Cons

Use Cases

Frequently Asked Questions

Ratings & reviews

Ratings & reviews

Community reviews (0)

Ratings & reviews

Community reviews (0)

Featured Video

Key Features

Client Workspaces

AI Enablement Agent

Content Management Library

AI Documents & Workflows

Learning Management

CRM Automation

Slides & Presentations

Security & Access Controls

Who It's For

How to Use

Create a Workspace

Add Content and Assets

Personalize with AI

Share with Buyers or Clients

Train Teams and Customers

Pricing

Pros & Cons

Pros

Cons

Use Cases

Frequently Asked Questions

Ratings & reviews

Community reviews (0)