CRM Software on your Office 365

The Dock 365 CRM system offers an effortless customer relationship management platform. Dock CRM gives users the power to kickstart the sales process and turn conversations into conversion. Dock CRM users can manage leads, track sales activities, and take control of the sales pipeline.

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Features You Can Trust

Powerful Lead Management

Dock CRM helps users manage all interactions, emails, contact information, and related documents associated with leads from one centralized platform.

Flexible Pipeline Management

User can quickly and easily track the status of deals as they move through the sales pipeline to help them close more deals faster.

On-the-Go Sales

The Dock CRM mobile app allows users to take their deals with them. Users can access Dock CRM using the mobile app to stay connected for faster resposes.

Jumpstart Your Sales Process

Dock CRM offers the tools you businesses need to streamline your sales process. Through automation, lead tracking, pipeline management, automated notifications, and more, Dock CRM can help your company move leads through the sales pipeline and drive conversions.

Jumpstart your sales process with Dock 365 crm
Dock 365 CRM

Take Control of Your Sales Pipeline

Dock CRM allows full visibility and control of the sales process as you move leads through the pipeline. Use dashboards, reporting, and search functionality to track sales activity in real time. Dock CRM gives users the tools they need to get a firm hand on their sales pipeline.

Built on Microsoft SharePoint

Dock CRM is built using your existing Office 365 and SharePoint Online investment to maximize your approach to managing the sales process. This unique approach allows Dock CRM to be powerful, affordable, and incredibly easy to use. 

Customer Success Stories
ray fager pic

Ray Fager

VP, Sales Operations - King's Hawaiian

"What I've really been pleasantly surprised with is your level of customer service. You have really great expertise on solving any of the issues we needed to solve."


Manish Kothari

CIO - Jax Federal Credit Union

"It was simple, easy, not too much technology jargon to communicate to some of our non-tech people. The Dock portal is very convenient to work with."

How Dock CRM Works

Lead Management

Users can organize, manage, and track all of the leads in their pipeline from one central platform.

Deal Pipeline Management

Track leads as they move through the sales pipeline. This includes all activities, updates, and internal notes.

Task Management

Dock CRM allows users to create, assign, manage, and track tasks from within a deal to smooth out the sales process.

Mobile App

Users can access Dock CRM while on the go with the mobile app for faster response times. 

Product Association

Users can store and access product information in Dock CRM to provide leads accurate product info.

Secure Storage

Microsoft's secure cloud storage and permissions-based access allows you to keep your data safe.