Online Platform for Engaging Customer Meetings - Docket

Bring clarity and consistency to every customer engagement for greater satisfaction

Client meetings with Docket develop deeper customer relationships by enhancing transparency and productivity with an engaging collaboration framework.

Set High Expectations

Invite your prospects, customers, and clients to meetings with clean and professional resources for preparation and efficiency.

  • Daily Digest
    Quickly get to the meetings that require your attention and be prepared for your day and week ahead.
  • Collaborative Agendas
    Define the topics that need to be discussed and prioritize them with your guests, local or remote.
  • Resource Sharing
    Link relevant documents and materials to agenda topics enabling easy access for your client.

Develop Strong Relationships

Transparently collaborate throughout the meeting with frictionless processes and a unified workspace.

  • Guest Access
    Invite your prospects or clients to join Docket to participate in the meeting process by adding to the agenda or uploading resources.
  • Meeting Notes and Minutes
    Clearly and concisely record and organize all decisions and takeaways from your meeting in a collaborative workspace.
  • Recurring Meeting History
    View previous meeting notes within a current meeting to quickly review past decisions and action items.

Increase Customer Satisfaction

Keep the conversation moving with post-meeting tools for polished follow-up and trackable follow-through.

  • Action Items
    Assign takeaways and next steps in real-time for each participant who can track them to completion in Docket.
  • Branded Meeting Recaps
    Share final meeting decisions and outcomes to ensure participants have a consistent understanding of the results of the meeting.
  • Search Meeting History
    Find notes, minutes, or action items from previous Docket meetings whenever you need them.

Seamless Integrations

Docket works seamlessly with the tools you’re already using at work and in your meetings

Improve your client engagement experience.

Create Clarity

45% of employees feel overwhelmed by the number of meetings and calls they attend

Maintain Focus

62% of employees believe meetings miss the opportunity to bring people closer

Ensure Alignment

Poor organization is cited as the most irritating cause of ineffective meetings

Cyber Deal: Save 15% on Docket Pro 🎉Get Code
+