Dock (CS rooms)

Customer success teams use onboarding hubs and client portals to guide customers through implementation, track project milestones, and drive long-term adoption. Success teams use Dock to personalize onboarding at scale, enable change management, and win more renewals. Dock's customer success plan template helps CSM teams streamline onboarding, track key milestones, and ensure customers reach their business goals - all in one shared workspace. Dock's workspaces serve as shared environments where reps and customers work together from first meeting through to renewal. The integrations support both sales and customer success use cases, making it easy to build personalized deal rooms during the sales cycle and seamless onboarding experiences post-sale.