“Dock | Branded portals, shared success plans, onboarding checklists, resources, dashboards and task collaboration | Customer-facing collaboration”
“Dock — Best overall customer collaboration experience”
“- Shared success and implementation plans.”
“- Customer-specific resource hubs.”
“- File sharing and embedded dashboards.”
“- Customer task ownership and comments.”
“- White-label branding.”
“- Portal engagement tracking.”
“It also supports internal-only tasks, so your team can maintain internal activities without exposing everything to customers.”
“For example, Dock is particularly strong as the customer-facing workspace, whereas Gainsight and Planhat offer broader customer success management capabilities.”
“EverAfter | Personalized customer hubs, success journeys, resources, AI-powered self-service | Digital customer success”
“EverAfter — Best for a digital customer success hub”
“- Personalized customer journeys.”
“- Shared success plans and action items.”
“- Resources and enablement content.”
“- AI-powered customer self-service.”
“- Customer engagement without requiring constant CSM involvement.”
“Planhat | Branded customer portals, shared workflows, tasks, documents and customer data | Full customer success management”
“Planhat — Best if you want a proper CS platform plus customer portals”
“- Shared customer workspaces.”
“- Customer-specific information and workflows.”
“- Onboarding and enablement.”
“- External task ownership and collaboration.”
“- Customizable access permissions.”
“For example, Dock is particularly strong as the customer-facing workspace, whereas Gainsight and Planhat offer broader customer success management capabilities.”
“Gainsight | Spaces allows customers to collaborate on goals, success plans, reports and updates | Enterprise customer success”
“Gainsight — Best for enterprise CS teams”
“- Shared goals.”
“- Success plans.”
“- Reports and metrics.”
“- Updates and documents.”
“- Collaborative customer success activities.”
“It can also integrate with Gainsight Customer Communities, extending the experience into customer education and self-service.”
“For example, Dock is particularly strong as the customer-facing workspace, whereas Gainsight and Planhat offer broader customer success management capabilities.”
“Rocketlane | Branded customer portals, project plans, onboarding, communication and self-service resources | Complex onboarding and implementation”
“Rocketlane | Branded customer portals, project plans, onboarding, communication and self-service resources | Complex onboarding and implementation”
“fiit | Branded client portals connected directly to Salesforce, with shared success plans | Salesforce-centric organizations”
“fiit | Branded client portals connected directly to Salesforce, with shared success plans | Salesforce-centric organizations”