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What is PlanJoin?

PlanJoin delivers a swift and straightforward method to keep everyone engaged in a project on the same page, whether you're reaching out to prospective sales clients or working alongside external collaborators. From the beginning, you can easily include all necessary participants by sending a secure link to your project through email or text, enabling seamless collaboration among both colleagues and partners. Instead of requiring your collaborators to set up user accounts, you can give them personalized secure links to access the project. With PlanJoin, you can assign tasks, facilitate communication, and manage all project files in one unified location; simply mention a task within your chat, and the platform will automatically add it to the project's task list, optimizing your workflow. Additionally, this user-friendly approach significantly boosts productivity by minimizing obstacles to participation, making it an ideal choice for teams aiming for efficient collaboration.

What is Dock?

A highly effective strategy for teaming up with people outside your organization is to implement shared workspaces tailored for prospects, clients, investors, and partners. This approach enhances the customer experience right from the first demonstrations through to onboarding and subsequent phases. By managing the complete customer lifecycle, you can collect engagement data continuously throughout. Clients will benefit from having a dependable resource that addresses their needs consistently. This centralized platform organizes all your links, PDFs, meeting notes, project timelines, proposals, and much more in one accessible location. You can also integrate your favorite tools, such as Figma, Google Slides, and Vimeo, to optimize workflows. By navigating complex deals and ensuring seamless customer onboarding, you can move away from traditional spreadsheets. Instead, create a collaborative mutual action plan with your clients that tracks progress, aligns deadlines, assigns tasks, and facilitates comments and file uploads. Personalization can be achieved at scale by designing branded environments filled with customized content. Furthermore, this encourages clients to provide feedback and advance projects, allowing them to comment on ongoing efforts and upload vital materials. Ultimately, this approach cultivates a more engaged and productive partnership between you and your clients while enhancing overall collaboration.

Media

No images available

Media

Integrations Supported

Caliza
Figma
Google Slides
HubSpot CRM
HubSpot Customer Platform
Pocus
Salesforce
Vimeo
YouTube

Integrations Supported

Caliza
Figma
Google Slides
HubSpot CRM
HubSpot Customer Platform
Pocus
Salesforce
Vimeo
YouTube

API Availability

Has API

API Availability

Has API

Pricing Information

$0
Free Trial Offered?
Free Version

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PlanJoin

Date Founded

2023

Company Location

Germany

Company Website

planjoin.com

Company Facts

Organization Name

Dock

Company Location

United States

Company Website

www.dock.us

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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