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Description
The most effective approach to collaborating with individuals beyond your organization involves utilizing shared workspaces designed for prospects, clients, investors, and collaborators. Elevate the customer journey from initial demonstrations to onboarding and further stages. Oversee the entire customer lifecycle while gathering engagement data throughout the process. Clients will always have a reliable go-to resource for their needs. It serves as a centralized hub that consolidates all your links, PDFs, meeting notes, project timelines, proposals, and much more. Integrate your preferred tools, from Figma to Google Slides and Vimeo, to streamline operations. Navigate intricate deals and facilitate smooth customer onboarding. Transition away from spreadsheets; instead, develop a collaborative mutual action plan with clients, track progress, synchronize deadlines, delegate tasks, and provide a platform for comments and file uploads. Achieve personalization on a large scale by crafting branded environments filled with tailored content. Encourage customers to share their insights and propel projects forward, allowing them to comment on ongoing work and upload essential resources. This fosters a more engaged and productive relationship between you and your customers.
Description
This tool combines traditional project management techniques with agile methodologies, facilitating upstream reporting alongside downstream task management boards, all designed for seamless collaboration across web browsers, tablets, and mobile devices. Users can swiftly import and export MS Project files to quickly initiate projects while adhering to data backup requirements, and they also have the option to export data in CSV format. It allows for the free flow of ideas, enabling users to jot down thoughts and refine them later by organizing, scheduling, and assigning tasks without the pressure of crafting a flawless project plan in one go. The collaboration features are particularly beneficial as teammates can contribute sub-tasks for scheduling and prioritizing, while others can estimate task durations, helping to automatically shape the project timeline. Team members can be invited to assist in developing the project plan, and those invited can participate without any fees, although they will need to upgrade if they wish to initiate their own projects. Furthermore, ongoing discussions are supported by email notifications, ensuring that everyone stays informed of updates and changes. This enhances teamwork and fosters a more efficient planning process.
API Access
Has API
API Access
Has API
Integrations
Caliza
Figma
Google Slides
HubSpot CRM
HubSpot Customer Platform
Pocus
Salesforce
Vimeo
YouTube
Integrations
Caliza
Figma
Google Slides
HubSpot CRM
HubSpot Customer Platform
Pocus
Salesforce
Vimeo
YouTube
Pricing Details
$29 per month
Free Trial
Free Version
Pricing Details
$20 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Dock
Country
United States
Website
www.dock.us
Vendor Details
Company Name
Global VPM
Website
planhammer.io
Product Features
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies