Dock is easy to use and intuitive for both our internal team and clients. The built-in chat support is a standout and is accessible, responsive, and genuinely helpful whenever questions come up. Most importantly, Dock brought structure and clarity to our onboarding process that we simply did not have with our previous email-driven approach. Everything lives in one place, expectations are clear, and nothing falls through the cracks, which has made onboarding more efficient and far easier to manage.
We also really appreciate Dock’s pricing model. Fees are based on admin users and are fixed for the first bucket of users, which has been a good model for us so far. This has allowed us to expand our use of Dock beyond new client onboarding. We now leverage it for project management and client-facing landing pages for new product trainings and informational resources, increasing overall value without adding incremental cost. Reseña recopilada por y alojada en G2.com.
The main limitation (or, "it would be nice to have...") that we’ve experienced is around automated emails. While reminder emails for assigned tasks work well, it would be valuable to have more flexibility to trigger automated check-ins, milestone updates, and disclaimers that aren’t tied to a specific task. Having the ability to layer in these non–task-driven communications throughout the onboarding process would help reinforce expectations and improve consistency without adding manual follow-ups.
We’ve also had some challenges getting clients to funnel information primarily through Dock. In a few cases, clients submit information in Dock and then follow up by sending the same details again via email, which can create duplication and additional cleanup. Reseña recopilada por y alojada en G2.com.
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