Dock

Dock replaces the scattered toolkit of email, PDF proposals, and separate CRM with a single client workspace. Each client gets a branded portal where you share proposals, track engagement, and manage the relationship from first touch to ongoing support.

What it does

Dock organizes every client interaction into a dedicated workspace. You create proposals, send them as interactive pages (not PDFs), and see when clients open them, what they click, and how long they spend. The CRM tracks deal stages, tasks, and communication history within the same interface.

Best for

• Freelancers and agencies managing multiple client relationships
• Sales teams who want to track proposal engagement in real time
• Consultants who need a single source of truth for each client

Strengths

• Proposals are live pages with analytics — see exactly when and what clients view
• Client portals are branded and persistent, not one-off email attachments
• CRM, proposals, and project management live in one workspace, reducing tool switching

• Client Portals — Each client gets a branded, password-protected portal with shared files, proposals, and updates
• Interactive Proposals — Create proposals as web pages with embedded video, pricing tables, and e-signature
• Engagement Tracking — See when clients open proposals, which sections they view, and how long they spend
• Built-in CRM — Track deal stages, contacts, and communication history per client
• Task Management — Assign tasks, set deadlines, and track progress within each workspace
• Brand Customization — Add your logo, colors, and domain to every client portal