Phi

Tools · Dock

Dock

Shared workspaces that accelerate deals and client onboarding.

Dock logo
EnablementAI AgentsAI Sales ToolsSales Tools
Visit Dock

Overview

What is Dock?

Dock provides a shared workspace platform where revenue teams collaborate with buyers and customers. The tool combines deal rooms, onboarding portals, and content libraries in one place. AI capabilities handle document generation and workflow automation to speed up every stage.

Dock is an AI-powered revenue enablement platform built for sales, customer success, and enablement teams. It lets users create digital sales rooms where reps and buyers interact in real time. The platform auto-personalizes reusable workspace templates and generates proposals using AI. Teams can organize content libraries, track engagement analytics, and sync activity directly with their CRM. Dock integrates with HubSpot and Salesforce to keep customer data aligned and automate routine tasks. The result is faster deal cycles, improved win rates, and more efficient client onboarding.

Fit

Ideal customer profile.

Revenue teams at SMB to enterprise companies that need to collaborate with buyers, share content, and streamline onboarding in real time.

  • SMB
  • Mid-market
  • Enterprise

Capabilities

Key features.

01

Real-time collaboration with buyers

02

Auto-personalized workspace templates

03

AI-generated proposals and documents

04

CRM sync with HubSpot and Salesforce

05

AI-powered content library organization

06

Content engagement analytics and tracking

07

Digital deal rooms for sales cycles

08

Customer onboarding portal builder

09

Automated workflow and follow-up tools

Usage

How to use Dock.

Teams connect their CRM to Dock, then build shared workspaces for active deals or new customer onboarding. Reps populate these rooms with relevant content, proposals, and resources that buyers can access and interact with directly. Managers track engagement analytics to see which content resonates and which deals need attention.

Cost

Pricing.

$350/ Per seat

Starts at $350 per month for the Standard plan with 5 users. A free tier is available with 50 workspaces and basic integrations.

Free

$0.00

Standard

$350.00

Premium

$750.00

Enterprise

$Contact Us

At a glance

Quick facts.

Stack position
Enablement
Category
AI Agents, AI Sales Tools, Sales Tools
Best for
SMB, Mid-market, Enterprise
Pricing
From $350/Per seat

Subcategories

  • AI Sales Enablement
  • Buyer Engagement
  • Digital Sales Rooms

Questions

Frequently asked.

How do teams get started with Dock?

Connect your CRM, then create workspaces and deal rooms to share content with buyers. Teams collaborate in real time to move deals and onboarding forward.

What does Dock cost?

Plans include Free, Standard at $350 per month, Premium at $750 per month, and custom Enterprise pricing. Each tier adds more users, features, and CRM capabilities.

What results can teams expect from Dock?

Teams have reported a 25% improvement in win rates and two hours saved per customer onboarding. AI-driven tools streamline enablement and reduce manual work.

How does Dock integrate with existing workflows?

Dock connects with CRMs like HubSpot and Salesforce to sync data and automate tasks. AI generates documents and optimizes processes across the sales cycle.

Is there a free version of Dock?

Yes, Dock offers a free plan that includes 50 workspaces and basic integrations. It works well for individuals and small teams getting started.

Does Dock offer a partner program?

Yes, Dock runs a Partner Program for organizations looking to expand their revenue enablement offerings. Partners collaborate to deliver broader solutions to their clients.

Pick the tool. We run the system around it.

Dock is one part of a stack. Phi builds and operates the revenue system the whole stack plugs into.