Dokky is an AI-powered client portal and customer intelligence platform built for startups and agencies that want a single collaborative space for the entire customer lifecycle. Instead of scattering deals, onboarding plans, and support across email threads, slide decks, and disconnected tools, Dokky gives sales, customer success, and customers one shared room with proposals, recordings, documents, and decisions in one place. The platform tracks engagement signals such as content views, downloads, and revisits, then feeds those insights back into the CRM so revenue teams can see which buyers and accounts are actually paying attention. After a deal closes, the same space transitions into onboarding and ongoing relationship management, eliminating handoff friction and the need to re-explain context. Dokky positions itself as a continuity layer that connects sales rooms, onboarding spaces, and post-sale relationship hubs, helping smaller B2B teams compete with the polish of enterprise customer success operations.
Shared deal spaces that consolidate proposals, pricing, call recordings, and decisions so buyers and sellers collaborate in one place.
Carries sales context into post-deal onboarding without a manual handoff, keeping the same workspace, files, and conversations.
Ongoing post-onboarding space for support requests, product updates, QBRs, and shared decision-making with customers.
Real-time visibility into what content customers viewed, downloaded, or revisited, surfacing buyer intent beyond opens and clicks.
Pushes engagement signals back into existing CRM systems so reps and CS managers see activity inside their pipeline of record.
AI-powered summaries and intelligence that surface key moments, next steps, and at-risk relationships from portal activity.
Cloud storage with real-time updates, version tracking, and granular access for both internal teams and external customers.
Sales teams centralize proposals, decks, recordings, and pricing into one buyer-facing space and watch engagement to prioritize follow-up.
Customer success teams continue working in the same space used during the sale, preserving context and accelerating time to value.
Agencies give each client a shared hub for deliverables, approvals, and ongoing updates instead of fragmented email threads.
CS managers use engagement signals and the relationship hub to spot disengaged accounts before renewals are at risk.
Persistent conversation and document history so customers never have to re-explain context across sales, onboarding, or support.
Sales, CS, and support align around one customer space so internal teams always see the same history and decisions.

All-in-one professional services automation uniting projects, resources, and finances