All features

Everything in DooDock.

Clients, delivery, finance, communication, insights and workspace, plus the portal your clients log in to.

Overview

Dashboard

Your day: what is due, what is waiting on clients, what is unpaid.

Clients

Contacts

Companies and people, several contacts per company, one language per contact.

Opportunities

Companies you want to win, with fit scores and follow-up dates.

Leads

Deals with values, stages and a forecast.

Delivery

Milestones

Task boards for the agency and for each client.

Projects

Phases, deliverables, timeline, team and budget per project.

Briefs

Intake forms clients fill in without an account.

File Manager

Files per client, tagged and shared with the portal when you choose.

Knowledgebase

Internal guides and notes per client, in Markdown.

Finance

Bookkeeping

Quotes, invoices, payments, expenses, packages and SKUs.

Communication

E-Mail

Your Gmail inbox inside the CRM.

Chat

Channels, direct messages and threads in real time.

Social Media

Plan, approve and publish posts.

Requests

Client requests from the portal, assigned and tracked.

Feedback

Markers and threads on designs and screenshots.

Calendar

Google Calendar with month, week and agenda views.

Meetings

A booking page for discovery calls.

Insights

Analytics

Social, ads, web and search numbers per client, with AI insights.

Audits

Public website audits that capture leads.

Workspace

Tools

Keyword research, document creator, UTM builder and QR codes.

Customer Portal

Portal accounts for your clients and what they can see.

Employee Portal

Profiles, schedules, payslips, requests and announcements.

Settings

Users, roles, permissions and workflows.

For your clients

Client portal

Home

Approvals, progress, team and recent files.

Projects

Where we are, milestones, deliverables and team.

Deliverables

Handovers with Approve and Request changes.

Brand kit

Logos and colours with HEX, RGB and HSL.

Documents

Contracts with electronic acceptance.

Quotes & invoices

Every document you sent, as a page and a PDF.

Social media

Post previews to approve, decline or comment on.

Analytics

Their own dashboard, when you switch it on.

Feedback

The same marker canvas your team uses.

Requests

New requests and the replies to them.

Everywhere

Across everything

Permissions

Roles per module with per-user overrides.

Client picker

Pick a client once and every module filters to them.

Notifications

Mentions, approvals and overdue invoices in one list.

Search

⌘K to any contact, project or page.

Three languages

Client emails, briefs and documents in English, German or Spanish.

Currencies

EUR, USD, GBP, CHF, SEK, NOK, DKK, PLN and CZK.

Branded PDFs

Quotes, invoices, reports and audits that match the portal.

Mac app

Native macOS app on the same data as the web.

Launching winter 2026/27

All of it, one login.

Join the waitlist and get the whole workspace when early access opens.