Dock

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

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

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

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

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

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

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

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