Dock — CRM

from $0/mo (Free plan) or $60/mo (Standard)

About Dock

What is Dock?

Dock replaces scattered tools like email, PDF proposals, and separate CRMs with an AI-powered client workspace. Each client gets a branded portal where you share proposals, track engagement, and manage relationships from first contact to ongoing support. It combines CRM, proposals, content management, and learning in one platform.

Who is it for?

Dock is built for revenue teams, sales professionals, customer success managers, freelancers, and agencies who need to streamline client interactions. It works best for teams managing multiple deals and onboarding processes. It is not designed for large enterprise CRM needs or complex ERP workflows.

Key use cases

Sales teams use Dock to create deal rooms and interactive proposals with real-time engagement tracking. Customer success teams use client portals for onboarding and ongoing support. Content managers use the AI-powered library to organize assets and speed up follow-ups with AI-generated documents.

Key features

Client Portals — Branded, password-protected spaces for each client with files, proposals, and updates
Interactive Proposals — Web-page proposals with embedded video, pricing tables, and e-signature
Engagement Tracking — See when clients open proposals, which sections they view, and time spent
Built-in CRM — Track deal stages, contacts, and communication history per client
AI Enablement Agent — AI assistant to find assets, create workspaces, draft emails, and more
Content Management Library — AI-powered library synced with Google Drive and SharePoint with auto-tagging
Learning Management — Create courses and playbooks for team training and customer education

Dock Pricing

Dock pricing: from $0/mo (Free plan) or $60/mo (Standard). Billing model: Freemium.

Free — $0/month

For individuals and small teams. Includes 50 workspaces, basic integrations (Slack, Loom, PandaDoc). No time limits.

Standard — $60/month (billed monthly) or $350/month (billed annually)

For startups. Includes everything in Free, plus 5 users, unlimited workspaces, basic CRM (Salesforce, HubSpot), advanced integrations (Gong, Chorus).

Premium — $1,000/month (billed annually)

For companies. Includes everything in Standard, plus 10 users, content management, slides, learning playbooks, sales order forms, connected workspaces, advanced CRM, remove Dock branding, webhooks, priority support.

Enterprise — Contact for pricing

For bigger companies. Includes everything in Premium, plus courses (LMS), custom domain and email, API automation, SSO, dedicated customer success, managed implementation.

All plans come with a free trial; no credit card required for the Free plan.

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Frequently asked questions

Is Dock really free? What’s the catch?

Yes, there is a generous Free plan with 50 workspaces and standard integrations (Slack, Loom, PandaDoc). No time limits or forced upgrades. Dock relies on a growth loop where customers introduce new companies to the platform.

How much does Dock cost after the free trial?

After the Free plan, Standard starts at $60/month (billed monthly) or $350/month (billed annually). Premium is $1,000/month (billed annually). Enterprise pricing is custom. Additional seats for Standard and Premium are $50/user/month.

Who is Dock best for?

Dock is best for revenue teams, sales professionals, customer success managers, freelancers, and agencies who need to manage client relationships, proposals, and onboarding in one place. It is not ideal for large enterprises needing complex ERP or legacy CRM systems.

What are top alternatives to Dock?

Popular alternatives include PandaDoc (proposal-focused), HubSpot CRM (broader CRM), and Showpad (sales enablement). Dock stands out for combining client portals, proposals, and AI content management in one platform.

Do my customers need to pay to use Dock?

No. Dock only charges for internal team members. All external collaborators—prospects, clients, partners—have free access.

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