6 Best Dock.us Alternatives & Competitors to Try in 2024

Tired of Dock’s frequent bugs and clunky setup processes? Many teams find its project management tools too basic, making it harder to streamline workflows. Features like assigning task owners, setting due dates, and managing tasks often feel cumbersome.

Dock’s formatting issues and navigation glitches disrupt collaboration, leading to wasted time and missed opportunities for teams managing complex projects.

We’ve compiled a list of Dock alternatives that tackle these issues head-on. They offer advanced project management capabilities, seamless collaboration tools, and reliable performance.

Quick List of Top Dock.us Alternatives

• Agency Handy: Best for agencies to manage services, tasks, and payments with customizable client portals and service catalogs.
• Trumpet: Sales and client management tool offering personalized deal rooms and seamless collaboration.
• SuiteDash: All-in-one platform with CRM, client portals, invoicing, and workflow automation for efficient client management.
• Accelo: End-to-end project management with CRM, time tracking, and billing automation, ideal for service teams.
• Pipedrive: Sales-focused CRM with deal tracking, automation, and forecasting tools for managing customer pipelines.
• Aligned: Collaborative platform for sales teams to create deal rooms, align client expectations, and track tasks.

Why Should You Consider a Dock.us Alternative?

Dock offers valuable tools for client collaboration and project management, but several limitations might prompt you to explore alternatives. Here are some of the key challenges users often face:

Complex User Interface Design

Dock’s interface is overly complex and lacks intuitiveness, making navigation and task execution more challenging. Users often find themselves spending extra time trying to locate or complete actions that could be streamlined with a simpler design.

Manual and Time-Consuming Setup

While Dock’s workspaces are customizable, the setup process often feels manual and time-intensive. Building templates or configuring workflows from scratch can overwhelm new users, making it harder to achieve efficiency quickly. Automated workspace creation or more pre-built templates could significantly ease this process.

White Labeling Restrictions

Dock’s white-labeling options are only available in middle-tier and higher-tier plans, limiting businesses on a budget accessing white-label client portals. For agencies and teams looking to create a branded experience without incurring extra costs, this can be a significant drawback.

Lack of Service Cataloging

Dock does not provide a service cataloging feature, making it difficult for businesses to present their services in a structured and client-friendly way. Without this capability, agencies may struggle to communicate package options, pricing, or deliverables effectively.

No Invoicing Feature

Dock lacks built-in invoicing tools, requiring users to rely on external software for billing and payments. This adds unnecessary steps to financial management, disrupting workflows for teams seeking an all-in-one solution.

Quick Comparison Table of Top Dock Alternatives

This table provides a quick comparison of key features of the best Dock alternatives.  

Platform	Invoices & Subscriptions	Multi-Package Service Catalog	Automatic Task Creation	Order Management	Roles & Permission
Agency Handy	✔️	✔️	✔️	✔️	✔️
Trumpet	❌	❌	❌	❌	✔️
SuiteDash	✔️	❌	✔️	✔️	✔️
Accelo	✔️	❌	✔️	✔️	✔️
Pipedrive	❌	❌	✔️	❌	✔️
Aligned	❌	❌	❌	❌	✔️

Top 6 Dock Alternatives for Agency and Client Management

We’ve chosen the best Dock alternatives by prioritizing intuitive setup, advanced project management, seamless client collaboration, and reliable task tracking. Let’s explore the details of each tool.

1. Agency Handy

Where Dock falls short, Agency Handy excels with its service listing capabilities. Agencies can create customizable catalogs with multiple package options, trial periods, and FAQs, offering clients a clear, tailored experience. This is invaluable for businesses prioritizing structured service offerings.

Agency Handy also simplifies onboarding and order management. Customizable forms and efficient task tracking ensure a smooth, branded experience that keeps processes running seamlessly.

It unifies project and client management with customizable client portals, invoicing, and order tracking. The integrated ticketing system enhances support by enabling collaborative issue resolution through assigned tickets and shared communication.

While Accelo provides comprehensive but complex tools, Agency Handy is faster and more intuitive. Its user-friendly design and automation save time, making it ideal for agencies focused on efficiency.

Overall, Agency Handy is a standout platform for client management, service customization, and workflow optimization, delivering exceptional experiences for teams and clients alike.

Features of Agency Handy

Agency Handy gives you the tools you need to manage clients easily and deliver great service. Whether you run a small business or a large agency, here’s how it helps:

Full Brand Customization

Agency Handy ensures your agency stands out with complete white-labeling capabilities. Customize the portal with your logo, color palette, and branded URLs for a cohesive look. Every client interaction—from emails to notifications—reflects your unique brand voice, whether it’s for proposals, updates, or invoices.

Dynamic Service Catalogs

Create flexible service offerings with Agency Handy’s multi-package catalog feature. Showcase up to three service tiers, outline deliverables, and even set trial periods to attract new clients. This feature is ideal for agencies offering a variety of services and looking to boost client retention with structured, transparent packages.

Customizable Forms for Onboarding and Orders

Simplify onboarding with tailored intake forms designed to capture project details like budgets, timelines, and goals. The order forms are equally flexible, enabling upsell options and terms and conditions. It ensures clarity for clients while optimizing your processes from the get-go.

Efficient Task and Order Management

Agency Handy keeps workflows organized with its Kanban board view for task tracking. Easily group tasks set deadlines, and assign priorities while monitoring progress in real time. Predefined task templates speed up project setup, allowing your team to focus on execution instead of admin work.

Collaborative Client and Team Tools

Foster seamless collaboration with shared task lists and built-in feedback features. Clients can view project updates, provide approvals, and stay in sync, creating a transparent and engaging project environment that benefits everyone.

Integrated Support System

Handle client support effortlessly with Agency Handy’s ticketing system. Clients can submit tickets, which your team can prioritize, assign, and track for resolution. Detailed logs ensure every communication is recorded, making it easier to manage and resolve issues promptly.

Automated Billing and Payments

Simplify billing with white-label invoices and payment reminders. Whether you’re handling one-time payments or subscription models, Agency Handy integrates with payment gateways like PayPal and Stripe to keep collections hassle-free. Automatic reminders ensure timely payments, so you never have to chase clients.

Role-Based Security and Access Control

Data security is paramount. With role-based access, you can assign permissions—like Super Admin or Manager—ensuring sensitive client information is only accessible to the right people. All data is encrypted, safeguarding both client and company information.

Actionable Reporting and Insights

Stay on top of your business performance with real-time analytics. Track revenue, active orders, client activity, and support tickets in one place. With these insights, you can spot trends, measure success, and make informed decisions to grow your agency.

Pros of Agency Handy:

• Quick loading ensures a smooth user experience
• Add FAQs and trials directly to service offerings
• Multi-level access control secures client information
• Default tasks can be assigned to specific services
• Payment supported in over 100 global currencies

Agency Handy Pricing:

Agency Handy offers 3 tier pricing plans suitable for businesses of different sizes. Here are the details:

What Do People Say About Agency Handy?

Rating on Capterra: 5 out of 5

“Agency Handy is an all-in-one solution that has streamlined our operations, improved client satisfaction, and boosted team productivity.” – Priyanka P.

Rating on G2: 5 out of 5

“It helps me sell my services with ease. Also, you can collaborate with your team in serving your customers within the platform.” – Franklin N.

Rating on Product Hunt: 5 out of 5

“If you are handling multiple clients or an agency, try it out. One of the best solutions to manage everything in one place.” – KH Sayed

Rating on Trustpilot: 3.8 out of 5

“I am extremely satisfied with Agency Handy. It has streamlined our client management process and has become an essential tool for our business operations.” – Vikas Patil

Why Should You Choose Agency Handy Over Dock?

Here’s a quick look at Dock’s limitations and how Agency Handy addresses them:

Limitations of Dock	How Agency Handy Addresses Them
Complex User Interface Design	Provides a clean, user-friendly interface for faster navigation and smoother workflows.
Manual and Time-Consuming Setup	Features quick setup with pre-built templates, accessible and intuitive customization settings.
White-Labeling Restrictions	Includes white-label branding on all plans, ensuring a fully branded client experience.
Lack of Service Cataloging	Offers customizable multi-package service catalogs with trial periods and FAQs.
No Invoicing Feature	Provides built-in invoicing tools with automated reminders and payment tracking.

2. Trumpet

Trumpet stands out with its robust Mutual Action Plans, a feature Dock lacks entirely. This capability enables teams to collaborate seamlessly with buyers by assigning tasks, setting deadlines, and creating clear accountability. 

It’s an invaluable tool for maintaining momentum in complex deals, aligning stakeholders, and accelerating the sales process.

In addition to Mutual Action Plans, Trumpet excels with its e-signature integration, making contract signing a seamless part of the salesroom. Its video recording feature lets users personalize follow-ups and create engaging demos, saving time while enhancing buyer interactions. 

Moreover, Trumpet’s dynamic templates and drag-and-drop customization tools ensure fast setup and consistent branding, making it ideal for scaling sales efforts efficiently.

Compared to Agency Handy, Trumpet focuses on buyer enablement and sales acceleration, while Agency Handy caters more to client management with features like service catalogs and invoicing. For deal-focused sales teams, Trumpet is ideal, but agencies needing broader management tools may prefer Agency Handy.

Overall, Trumpet redefines buyer engagement with its intuitive, centralized sales rooms. Streamlining the sales cycle and fostering collaboration positions itself as a top-tier solution for modern revenue teams.

Features of Trumpet

Trumpet empowers sales teams with advanced tools to streamline collaboration and enhance buyer engagement. Here are its top features:

Digital Sales Rooms

Create interactive, personalized spaces to centralize materials like proposals, action plans, and demos. These customizable environments make it easy for buyers and sellers to collaborate effectively throughout the sales cycle.

Mutual Action Plans

Build alignment and accountability by sharing action plans with clear tasks and deadlines. Buyers and sellers can collaborate on next steps, track progress, and maintain momentum.

Buyer Engagement Insights

Understand buyer behavior with detailed activity tracking, such as content views and time spent on key resources. These insights help sales teams refine their strategy and focus on the most engaged prospects.

Custom Branding

Deliver a tailored experience with personalized branding, including logos, color palettes, and custom domains. Impress buyers by seamlessly reflecting their brand or your own throughout the process.

E-Signature Integration

Simplify deal closures by allowing contracts to be signed directly within sales rooms. This feature eliminates delays and ensures all documents remain organized.

Video & Screen Recording

Record and share videos for demos, follow-ups, or onboarding to enhance communication. This feature keeps stakeholders engaged and informed without requiring live meetings.

CRM Integration

Sync with tools like Salesforce, HubSpot, and Pipedrive to automate data entry and streamline workflows. This integration ensures all information is up-to-date and accessible in one place.

Content Library

Store all sales collateral, such as case studies and product guides, in one central location. This makes it easy to share resources with prospects or teammates, eliminating back-and-forth communication.

Pros of Trumpet:

• Easy to set up and customize pods
• Real-time engagement insights and analytics
• CRM integration streamlines workflows and data
• Simplifies creating Mutual Action Plans
• Reduces sales cycle time significantly

Cons of Trumpet:

• Bulk upload feature needs improvement
• Search functionality can be clunky

Trumpet Pricing:

Trumpet has a three-tiered pricing plan with a free version as well. Here’s a breakdown:

What Do People Say About Trumpet?

Rate on G2.com: 4 out of 5

“Great way to tailor content

What do you like best about Trumpet?

Easy to use and the ability to be creative when presenting information.

What do you dislike about Trumpet?

Some areas are not intuitive, the great thing is they have a lot of support material to helpl you work it out and for the rest my account manager has always been available to help.

What problems is trumpet solving and how is that benefiting you?

It enables me to tailor the messaging to the specific stage of the sale while also adjusting the visuals to ensure they are relevant and impactful for the viewer.”

Is Trumpet Better Than Dock?

Yes, Trumpet outshines Dock with its advanced features like Mutual Action Plans, e-signature integration, video/screen recording, and in-depth buyer engagement analytics. 

These tools not only simplify the sales process but also foster greater collaboration between teams and prospects. Additionally, Trumpet’s intuitive interface and dynamic personalization options provide a seamless experience for sales reps and buyers alike. 

For sales teams seeking a solution that combines efficiency with actionable insights, Trumpet may be the stronger choice.

3. SuiteDash

SuiteDash stands out with advanced automation and sales-driven features that outpace Dock. Its dynamic logic engine enables workflows with conditional logic, streamlining tasks like lead nurturing and follow-ups. This saves time and ensures consistency in sales and project management.

The platform integrates a robust CRM with project management and invoicing, creating an all-in-one platform. Sales teams gain from pipeline tracking, custom proposals, and real-time updates, ensuring smooth transitions from prospecting to delivery.

Marketing features such as automated email campaigns, follow-ups, and analytics enhance client engagement and retention. This centralized approach provides a level of cohesion Dock cannot match.

Compared to Pipedrive, SuiteDash offers broader client lifecycle management. While Pipedrive excels at pipeline tracking, SuiteDash adds white-labeling, secure portals, and a built-in LMS for onboarding. These features make it ideal for businesses needing more than sales tracking.

SuiteDash integrates sales, marketing, and client management into one platform. It streamlines operations, enhances workflows, and boosts client engagement, making it perfect for scaling businesses.

Further Read: Top 11 SuiteDash Alternatives and Competitors

Features of SuiteDash:

SuiteDash combines robust functionality with flexibility, making it a top choice for businesses seeking efficiency and a premium client experience.

Client Relationship Management (CRM)

SuiteDash provides a comprehensive CRM that streamlines client interactions, organizes sales pipelines, and enables targeted communication. Easily categorize contacts, track deals, and monitor client engagement—all in one intuitive platform designed to strengthen relationships.

Project Management Tools

Manage tasks efficiently with SuiteDash’s project management features, including Kanban boards, task dependencies, and time tracking. These tools help teams stay on schedule, monitor progress, and maintain transparency, ensuring smooth project execution.

Secure Client Portals

SuiteDash offers customizable, secure client portals that enhance client collaboration. These white-labeled portals provide a centralized space for sharing files, accessing project updates, and maintaining professional communication, all tailored to your brand.

Invoicing and Payment Solutions

Simplify billing with SuiteDash’s invoicing system. Create professional, branded invoices, set up automated recurring payments, and offer multiple payment options. This ensures accuracy, reduces administrative workload, and improves cash flow management.

Automation and Workflow Optimization

Eliminate repetitive tasks with SuiteDash’s powerful automation tools. Build trigger-based workflows that save time and increase efficiency, enabling your team to focus on high-value initiatives and deliverables.

Learning Management System (LMS)

For businesses offering educational content, SuiteDash’s LMS enables you to create and sell online courses. The intuitive drag-and-drop builder, progress tracking, and certification tools make it easy to deliver engaging training experiences.

Complete White-Labeling

Stand out with SuiteDash’s extensive white-labeling capabilities. From custom logos and colors to a branded mobile app, the platform ensures a consistent and professional brand presence throughout all client touchpoints.

Pros of SuiteDash:

• Custom forms can be seamlessly integrated into the client portal
• Secure logins are enhanced with two-factor authentication
• Generous storage options, offering up to 2 TB
• All plans include unlimited internal members
• Offers lifetime purchase of plans

Cons of SuiteDash:

• The initial setup can be lengthy and complex.
• Users may experience occasional slow performance.

SuiteDash Pricing:

SuiteDash provides a lifetime plan that is a valuable investment, especially if your team can make the most of its vast array of features. Here are the plans to choose from:

Plan	Monthly Pricing	Annual Pricing	Lifetime Pricing	Features
Start	$19	$15	$2240	Unlimited usersbranded workspacebasic project management100GB storageCRMwhite-labeling
Thrive	$49	$40	$3,940	Everything in STARTautoresponder drip marketingdynamic proposals500GB storageclient live chat
Pinnacle	$99	$80	$6,840	Everything in THRIVEtask dependenciesflow automationLMS2TB storagesupport tickets

Further Read: SuiteDash Pricing and Plans: Should You Get It?

What Do People Say About SuiteDash?

Rate on G2: 5 out of 5

“The perfect tool for business owners”

What do you like best about SuiteDash?

SuiteDash is a turn-key solution for business owners who are serious about their business. I’ve had SuiteDash for over 4-years and it just keeps getting better. I still haven’t exhauted all of the features. What is even better is they are continually adding new features and responding to requests. The training on the platform is outstanding. My favorite thing about SuiteDash is that it is clearly created by people who run a business. I love the fact that they use the platform to sell the platform and provide support. I am a HUGE fan!

What do you dislike about SuiteDash?

I honestly cannot think of anything that I don’t like. After 4 years of using SuiteDash I am completely satisfied. Anytime that I have needed help or guidance that I couldn’t find in their academy, I was able to get an answer quickly.

What problems is SuiteDash solving and how is that benefiting you?

SuiteDash has enabled me to save money by having all of the tools that I need in one place. This has also saved me time by having everything integrated in one place.” – Anthony L. 

Is SuiteDash Better than Dock? 

Yes, SuiteDash can be better than Dock if you need a versatile. It’s an all-in-one platform that combines CRM, project management, and automation with secure client portals. 

SuiteDash’s robust customization options and advanced features make it ideal for businesses requiring comprehensive client lifecycle management. 

However, Dock might be a better choice for teams seeking a more streamlined tool specifically focused on sales enablement and collaboration.

4. Accelo

Accelo stands out with its robust time tracking and billing features, a capability Dock lacks. Real-time tracking ensures precise billing and accurate invoicing, helping businesses maintain budget control. This fosters transparency with clients, making Accelo a reliable choice for professional service teams.

In addition to time tracking, Accelo integrates the entire client lifecycle into one platform. It supports seamless transitions from CRM and sales management to project tracking and billing. Workflow automation simplifies repetitive tasks, boosting productivity and ensuring consistent service delivery.

Accelo’s team collaboration tools and resource planning add significant value. Teams can efficiently assign tasks, balance workloads, and optimize resource usage to meet deadlines. Its adaptability makes it ideal for businesses with diverse operational needs.

Compared to Trumpet, Accelo offers more comprehensive client lifecycle management. While Trumpet excels in buyer engagement, Accelo’s tools support client relationships, project execution, and financial management. 

Overall, Accelo’s strong features in time tracking, billing, and lifecycle management make it a top solution for professional service teams. It combines precision, scalability, and efficiency to drive long-term business success.

Key Features of Accelo:

Here are the top features of Accelo that make it such a versatile platform for professional service businesses:

Client Relationship Management (CRM)

Accelo’s CRM centralizes client data, enabling businesses to manage sales pipelines, track interactions, and maintain detailed client histories. This unified platform enhances client engagement and empowers informed, relationship-driven decision-making.

Client Portal

The secure client portal fosters trust and transparency, providing clients access to project updates, file sharing, and communication tools. This feature elevates the client experience and strengthens relationships.

Automation and Workflows

Accelo streamlines operations by automating repetitive tasks through customizable triggers and workflows. This feature reduces manual effort, increases efficiency, and lets teams focus on high-value activities.

Time Tracking

With automated time tracking, Accelo logs billable and non-billable hours with precision. This ensures accurate invoicing while offering insights into resource utilization and team productivity.

Billing and Invoicing

Accelo simplifies financial processes with customizable invoice templates and automated invoicing. Supporting both fixed-price and time-based billing, the platform ensures timely, accurate payments and reduces administrative burdens.

Resource Allocation

Accelo optimizes task assignments by factoring in team members’ skills and availability. This capability ensures balanced workloads, maximizes productivity, and supports efficient project delivery.

Milestone Tracking for Project Management

Dynamic Gantt charts and milestone tracking tools help teams plan, execute, and monitor projects effectively. These features ensure deadlines are met, projects stay on track, and profitability is maintained.

Reporting and Analytics

Real-time reporting and analytics offer actionable insights into project performance, financial health, and team productivity. These data-driven tools support strategic planning and continuous improvement.

Pros of Accelo:

• Comprehensive CRM and sales pipeline tools, including lead tracking
• Integrates with Google Workspace, QuickBooks, Salesforce, Zapier, etc.
• Detailed timesheets enhance task management efficiency
• Billable hours can be directly added to invoices
• Real-time performance analytics provide actionable insights

Cons of Accelo:

• The platform can feel complex for beginners
• Pricing is higher compared to some alternatives

Pricing of Accela: 

Accelo has 3 pricing tiers that cater to businesses of different sizes. Here are the details:

Pricing Tier	Pricing	Features
Professional	Not Mentioned	Core functionalityClient Project ManagementClient Sales ManagementClient Quote ManagementTime Logs, Timers & TimesheetsClient Invoices & PaymentsFinancial Insight Dashboards
Business	Not Mentioned	All Professional featuresClient Retainer ManagementClient Ticket ManagementShared Request InboxExpenses & MaterialsTime Approvals for BillingUnlimited Client Portal Users
Advanced	Not Mentioned	All Business featuresAdvanced Custom WorkflowsAdvanced Triggers & AutomationSmart Scheduling & UtilizationAdaptive Project SchedulingClient Asset ManagementAdvanced Reporting Users

What Users Say About Accelo?

Rate on Capterra: 4.5 out of 5

“The Best CRM

Overall: We’ve centralized several different services into a single place with Accelo streamlining our work and eliminating loss of data.

Pros: Ease of use, completely customizable, thoughtful, and useful features!

Cons: I wish I would have found it so much earlier than I did!”- Meredith C.

Is Accelo Better Than Dock?

Yes, Accelo can be better than Dock for service-focused businesses requiring advanced automation and project management capabilities.

Accelo offers a robust CRM, time tracking, and financial dashboards, seamlessly managing every stage of the client lifecycle. Its automation features and smart scheduling simplify workflows, making it ideal for teams looking to scale efficiently.

While Dock focuses on client collaboration, Accelo’s comprehensive tools cater to businesses with complex service needs, providing a more all-encompassing solution.

5. Pipedrive

Pipedrive’s kanban-style sales pipeline offers a clear, visual approach to deal tracking, unlike Dock, which lacks dedicated pipeline management. This feature enables teams to monitor deals at every stage, simplifying sales progress and task prioritization.

The platform’s AI tools optimize sales efforts by providing actionable insights and highlighting high-potential deals. Its Smart Contact Data feature automatically collects lead information, saving time and enhancing efficiency, ensuring teams focus on closing opportunities.

The platform’s customizable interface scales effortlessly for mid-sized to small businesses. Larger organizations benefit from extensive integrations with tools like Salesforce, Slack, and Google Workspace, streamlining workflows and fostering collaboration.

Compared to Aligned, Pipedrive excels in pipeline management and AI-driven insights, while Aligned emphasizes collaborative buyer engagement. For lead tracking and deal management, Pipedrive’s features are more comprehensive.

Pipedrive’s user-friendly design and powerful automation make it a go-to choice for streamlining sales and delivering consistent results. Its scalability ensures it adapts to your business as it grows.

Features of Pipedrive

Here are the best features of Pipedrive that outshine Dock:

Customizable Sales Pipelines

Pipedrive allows you to tailor your sales pipelines to match your specific processes. This flexibility ensures the platform adapts to your business needs, making deal management seamless and more intuitive.

Visual Sales Pipeline Dashboard

The Kanban-style dashboard in Pipedrive provides a clear and organized view of the stages of your sales. With this visual representation, teams can easily track deals, monitor progress, and stay focused on closing opportunities.

AI-Driven Sales Assistant

Pipedrive’s AI Sales Assistant delivers personalized recommendations and prioritizes high-value deals. By suggesting next steps and key actions, this feature helps sales teams stay efficient and focused on what matters most.

Smart Contact Data Gathering

Pipedrive’s Smart Contact Data automatically retrieves key details about your leads from the web. This enhances lead understanding and helps sales teams craft tailored strategies for improved conversion rates.

Task Automation

With robust automation tools, Pipedrive eliminates repetitive tasks like sending follow-ups or updating deal statuses. This frees up time for sales teams to concentrate on building relationships and closing deals.

Extensive Integrations

Pipedrive integrates seamlessly with popular tools like Slack, Google Workspace, and Salesforce. These integrations create a connected ecosystem, improving workflow efficiency and team collaboration.

Pros of Pipedrive:

• User-friendly and intuitive, ideal for beginners
• Customization aligns CRM with unique business needs
• Seamless integration with popular third-party tools
• Effective pipeline management for organized sales tracking
• Automation features streamline repetitive tasks efficiently

Cons of Pipedrive:

• Limited advanced features for marketing automation
• Basic reporting tools lack detailed insights

Pipedrive Pricing: 

Here is a table summarizing the plans provided by Pipedrive:

Pricing Tier	Monthly Billing	Annual Billing	Key Features
Essential	$24	$14	Lead, calendar, and pipeline managementSeamless data import and 400+ integrationsActivity, deal, and contact reportsPersonalized onboarding
Advanced	$44	$34	Full email sync with templatesopen and click tracking and group emailingAutomations builder, including email sequencesMeeting, email and video call schedulingLive chat support
Professional	$64	$49	AI-powered Sales Assistant and emailing toolsContract and proposal management with e-signaturesStreamlined lead routing and team managementRevenue forecasts and custom field reportingExtra data entry and data quality settings
Power	$79	$64	Project planning, tracking, and deliveryIncreased control of account permissions and visibilities24/7 live chat supportPhone support
Enterprise	$129	$99	Enhanced security preferencesComplete access to all featuresUnlimited reports and customizationsMaximum automation and email syncs per seat

What Do People Say About Pipedrive?

Rate on G2: 4.5 out of 5 

“Intuitive software for running a slick business

What do you like best about Pipedrive?

I like the user interface, it is clean and works well on Apple Mac and iPhone, plus the app allows you to log in when on the road doing sales.The search filters are great once you get your head around them. It’s also so useful to be able to see what my colleagues have done on a project we are collaborating on.

What do you dislike about Pipedrive?

Can’t believe you removed the integration for Xero! This has really put a dampener on an otherwise perfect CRM. That, and the glitches where you try to see all the deals or all the people on a company and you get the cone that tells you to “try again later or contact support” but that is just a bug that needs fixing.” – India Amber S.

Is Pipedrive Better than Dock?

Yes, Pipedrive offers a more comprehensive suite of sales management features compared to Dock. 

Pipedrive’s visual sales pipeline provides a clear, customizable view of deals at every stage, enhancing tracking and management. Its AI-powered Sales Assistant delivers actionable insights and prioritizes high-potential deals, optimizing sales efforts. 

6. Aligned

Aligned stands out with its Mutual Action Plans (MAPs), a feature Dock lacks. MAPs allow teams and clients to collaborate in real time by assigning tasks, tracking progress, and managing timelines together. 

The platform also excels with its advanced analytics. The platform tracks how buyers engage with content, tasks, and discussions, offering actionable insights into buyer behavior. This feature helps identify hidden stakeholders, sends real-time alerts, and ensures sales teams can act quickly to avoid deal loss.

Another unique aspect is Aligned’s customizable client workspaces. These personalized spaces keep all stakeholders aligned by centralizing communication, files, and updates. This reduces email clutter and ensures everyone has access to the latest project information.

Compared to Pipedrive, Aligned focuses on collaboration and buyer engagement, while Pipedrive excels in visual pipeline tracking and deal prioritization. For sales teams prioritizing buyer insights and interactive workspaces, Aligned offers more tailored tools. However, Pipedrive may be better for deal management.

Aligned’s robust collaboration features and buyer engagement tools make it a top choice for sales-driven teams. Its focus on real-time updates, task accountability, and actionable insights ensures it drives results and strengthens client relationships.

Key Features of Aligned:

Aligned is designed to streamline sales processes, enhance communication, and accelerate decision-making. Here’s a closer look at its standout features:

Client Collaboration Portal

Aligned offers a centralized workspace for file sharing, task management, and real-time communication. It eliminates fragmented email threads, ensuring all project updates and resources are easily accessible in one place.

White-Label Customization

Aligned’s white-labeling enables businesses to integrate branding elements like logos, custom domains, and color schemes into client portals. Even email notifications can be branded, ensuring a seamless and professional experience for your clients.

Mutual Action Plans (MAPs)

Collaborate with clients using MAPs to assign tasks, track milestones, and manage timelines. These plans enhance accountability and transparency, speeding up deals and creating smoother onboarding experiences.

Advanced Permission Controls

Granular permission settings let you control who can view or edit specific content. This ensures sensitive information remains protected while giving the right access to the right people, fostering trust and efficiency.

AI-Powered Buyer Insights

Gain actionable insights with Aligned’s AI-driven engagement tracking. Monitor how buyers interact with shared content, identify hidden stakeholders, and adapt strategies in real time to close deals faster.

Embedded Video Communication

Enhance communication by embedding product demos, messages, or tutorials directly into workspaces. This keeps interactions engaging and eliminates the need for third-party video tools.

Stakeholder Management

Aligned makes it easy to manage stakeholders by tracking decision-makers, identifying influencers, and ensuring multi-threaded engagement. This ensures no critical connection is overlooked during sales or project delivery.

Document Version Control

Automatically maintain version control for all shared files. Aligned ensures participants always have the latest version while allowing easy access to previous iterations for reference.

Mobile Optimization

Aligned’s mobile-friendly platform enables seamless access to projects, communication, and documents on the go. Whether collaborating with clients or reviewing files, the intuitive interface ensures productivity anywhere.

Pros of Aligned:

• Virtual Reality for immersive experiences
• Easy-to-use, customizable sales platform
• Strong customer support and analytics
• Increased customer engagement and productivity
• Simplified client onboarding with shared rooms

Cons of Aligned:

• UI and technical improvements needed
• Occasional document upload speed issues

Aligned Pricing:

Aligned offers flexible pricing plans to suit teams of all sizes, from individuals to large enterprises. Here’s a breakdown.

Pricing Tier	Monthly Price	Annual Price	Features
Starter (Free Forever)	$0	$0	3 rooms per seatRoom analyticsPersonal domainSecured room share
Basic	$35/seat	$29/seat	Unlimited roomsTask manager5GB content storagePrioritized customer support
Pro	$60/seat	$49/seat	Gong integrationSection templates1TB content storageSecured tabsGroup filters
Enterprise	Custom Pricing	Custom Pricing	CRM integrationAligned AIInternal commentsManager’s dashboardAdvanced content analyticsSSODedicated customer success

What Do People Say About Aligned?

Rate on Capterra: 5 out of 5

“A Must Have Tool in SaaS Sales

Pros: Both the UI and the templates function are intuitive and easy to get value from. Analytics uncovered many insights we would’ve otherwise missed. Integrations with external tools and the content library made creating high quality pages easy and quick.

Cons: We’d love to get the ability to add more text segments, my understanding is that this is being worked on.” – Eran D.

Is Aligned Better Than Dock?

Yes, Aligned offers a more sales-focused collaboration platform than Dock.

Its Mutual Action Plans (MAPs) simplify task assignments, track milestones, and streamline timelines with clients. AI-powered buyer insights deliver real-time analytics, highlighting high-priority opportunities and hidden stakeholders.

With customizable client workspaces and permission-based access, Aligned excels in improving collaboration and driving revenue.

Key Features to Look for in a Dock Alternative

When exploring alternatives to Dock, focus on features that address its limitations to enhance collaboration, client engagement, and overall workflow efficiency.

Customizable Service Catalog

Dock lacks a customizable service catalog, which can limit how businesses showcase their offerings. Seek platforms that enable detailed, multi-tier service listings with descriptions, pricing, and add-ons. 

This professional presentation helps clients easily select services, streamlining decision-making and boosting upselling opportunities.

Fully Customizable Client Portals

Unlike Dock, many competitors offer deeply customizable client portals with personalized branding, layouts, and domain names. These portals allow you to deliver a seamless, branded client experience, enhancing engagement and projecting a professional image throughout the client journey.

Onboarding with Custom Order Forms

Dock doesn’t provide robust onboarding capabilities like customizable order forms. Alternatives with dynamic forms allow for self-checkout, direct purchases, and upselling opportunities. These features not only simplify the onboarding process but also open avenues for increased revenue and client satisfaction.

Flexible Billing and Invoicing

Billing and invoicing is another area where Dock falls short. Look for platforms that support automated invoicing, recurring billing, split payments, and integration with multiple payment gateways. 

These features are crucial for businesses managing complex payment structures and improving cash flow efficiency.

What’s the Best Dock Alternative?

Agency Handy is the top Dock alternative for businesses seeking advanced client and service management. It combines invoicing, order tracking, and customizable service catalogs within a user-friendly portal.

With features like white-labeled portals, flexible onboarding, and seamless payment integrations, it’s perfect for agencies aiming to scale and streamline operations.

Conclusion

Choosing a Dock alternative starts with understanding your business needs. Evaluate Dock’s limitations, such as basic client collaboration features or lack of advanced customization, and prioritize platforms that address these gaps.

Focus on tools offering flexible workflows, white-label customization, and seamless integrations. Consider cost, usability, and scalability to ensure the platform aligns with your growth goals. 

The right alternative should not only solve today’s challenges but also empower your business to thrive in the long run.

FAQs

Do Dock alternatives support more flexible billing?

Yes, platforms like Agency Handy provide advanced billing options, including automated invoicing, recurring billing, and integration with multiple payment gateways. These tools streamline financial management and improve cash flow.

Which Dock alternatives support service catalog customization?

Agency Handy and SuiteDash enable businesses to create multi-tiered service catalogs with detailed descriptions, pricing, and trial options. This feature allows agencies to present their offerings professionally, something Dock doesn’t provide.

Are there Dock alternatives that include built-in invoicing?

Yes, Agency Handy offers integrated invoicing tools with customizable templates, recurring billing, and payment reminders. These features eliminate the need for third-party software, simplifying financial management.

Are there Dock alternatives with better support systems?

Yes, Agency Handy includes an integrated ticketing system for client support, enabling teams to track and resolve issues efficiently. This level of support functionality is absent in Dock.