Dock is an AI revenue enablement platform that creates client-facing workspaces for every stage of the customer lifecycle — digital sales rooms for deal management, onboarding plans for implementation, and customer portals for ongoing success. Revenue teams use Dock to centralise all buyer and customer interactions in personalised, branded workspaces that replace disconnected email threads and shared drive folders.
Product Overview
Dock's approach differs from single-use digital sales room tools by spanning the full customer lifecycle: the same workspace capability that serves deal-stage buyer engagement converts into an onboarding project plan and then a long-term customer portal — creating continuity of experience from first touch through renewal. Its AI Enablement Agent provides reps with on-demand assistance to find assets, draft emails, and generate proposals directly within the workspace interface. The AI Documents feature auto-generates personalised proposals, mutual action plans, and follow-up summaries using CRM data — reducing administrative time between customer meetings. Compared to Aligned or Trumpet (pure digital sales room competitors), Dock's broader lifecycle scope and AI document generation provide more value for the full revenue team, not just AEs. Native integrations with HubSpot and Salesforce enable automatic workspace creation from CRM opportunity records and sync engagement analytics back to opportunity fields.
Key Features
- Digital Sales Rooms: Branded buyer workspaces per deal — centralise proposals, presentations, recordings, and next steps for all buyer stakeholders in one accessible space.
- Customer Onboarding Plans: Structured onboarding project workspaces with tasks, milestones, and owner assignments — replace scattered email threads with a visible implementation plan the customer can see.
- AI Enablement Agent: On-demand AI assistant within workspaces — find relevant assets, draft follow-up emails, and generate business cases without leaving the customer-facing interface.
- AI Documents: Auto-generate personalised proposals, mutual action plans, and meeting summaries using CRM data — reduce administrative document creation time between customer interactions.
- Content Engagement Analytics: Track which workspace sections buyers or customers viewed and for how long — prioritise follow-up based on actual engagement signals rather than assumptions.
Best For
B2B revenue teams — AEs, CSMs, and implementation managers — that want a single workspace platform spanning deal management, onboarding, and customer success rather than separate tools for each customer lifecycle stage.
Pricing
Starter, Growth, and Enterprise tiers. Starter from $49/month. Contact Dock for enterprise pricing.
Key Integrations
HubSpot, Salesforce, Google Drive, SharePoint, Notion, Loom, Zoom, Slack, Gong, Calendly
Pros
- Single workspace platform spans deal, onboarding, and CS lifecycle — eliminates tool switching as the relationship evolves
- AI document generation reduces administrative work between customer interactions meaningfully for AEs and CSMs
- Customer-facing onboarding plans create accountability and visibility that email-based implementation lacks
- CRM-triggered workspace creation removes manual setup work for each new deal or customer
Cons
- Less mature sales coaching and training features than full-stack enablement platforms like Showpad or Allego
- Smaller integration ecosystem than enterprise sales room competitors for niche workflow automation requirements
- Adoption requires customer willingness to use a shared workspace — some buyer contacts default to email regardless
