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Clustdoc

Clustdoc enhances the client onboarding process by offering user-friendly templates and secure document sharing capabilities. This tool optimizes workflows, hel...

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Clustdoc enhances the client onboarding process by offering user-friendly templates and secure document sharing capabilities. This tool optimizes workflows, hel...

Watch Demo Get Pricing
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Product Overview

Clustdoc enhances the client onboarding process by offering user-friendly templates and secure document sharing capabilities. This tool optimizes workflows, helping both clients and teams save valuable time while ensuring a seamless experience for all parties involved. While the options for customization may be somewhat restricted, the software’s clear-cut functionality and dependability render it an excellent option for effective client intake.

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Product Details

What Is Clustdoc?

Clustdoc is a software solution designed for client onboarding and verification that enables you to centralize, streamline, and secure any document-intensive processes that require repetition with clients and partners.

Thanks to its comprehensive onboarding automation platform, you can automate the collection of documents, information, and signed agreements from your customers, thereby accelerating the closing of deals. It empowers you to design a straightforward client onboarding workflow within a secure and intuitive interface.

Who Uses Clustdoc?

This software is ideal for small business proprietors and corporate teams across various sectors, including:

  • Banking & financial services

  • Accounting

  • Mortgage & real estate

  • Education

  • Legal services

Clustdoc Pricing

Clustdoc offers three tiers of service:

  • PRO: Starting at €190/month

  • EXPERT: Custom pricing available

  • ULTIMATE: Custom pricing available

The software also includes a 7-day free trial. Request a tailored price quote for Clustdoc for your business today!

Please note: Pricing is subject to change.

Clustdoc Demo

Schedule a discovery call to find out how Clustdoc can assist your team in working more efficiently and effectively with new clients or contacts. Book your Clustdoc demo today!

Clustdoc Review

Clustdoc is an award-winning solution used in over 70 countries. It ranks among the top 200 software applications for business process management. In 2020, FinanceOnline recognized it for outstanding user experience, while Capterra awarded it a perfect score of 5/5.

Our Thoughts

The Clustdoc software enables users to create automated client onboarding workflows using its pre-built templates. Additionally, it allows users to develop forms and checklists that facilitate the easy collection and management of requests, information, and documents from stakeholders. Clients can efficiently share and receive information and documents while communicating with their team through a customizable and flexible portal.

Content Management Software Features

✘ dashboard
✘ reporting
✘ seo tools
✘ mobile app
✘ mobile crm
✘ time tracking
✘ ocr technology
✘ form processing
✘ lead management
✘ task management
✘ batch processing
✘ document editing
✘ sales automation
✘ activity tracking
✘ budget management
✘ email integration
✘ project templates
✘ sales forecasting
✘ security features
✘ cloud integrations
✘ contact management
✘ content protection
✘ content scheduling
✘ content versioning
✘ digital signatures
✘ project scheduling
✘ document management
✘ employee management
✘ employee onboarding
✘ resource allocation
✘ template management
✘ workforce analytics
✘ performance tracking
✘ smart data discovery
✘ role based permission
✘ customizable templates
✘ multi language support
✘ opportunity management
✘ performance management
✘ ting security features
✘ user activity tracking
✘ analytics and reporting
✘ benefits administration
✘ compensation management
✘ customer servicesupport
✘ reporting and analytics
✘ self service dashboards
✘ deal pipeline management
✘ media library management
✘ multi channel publishing
✘ strong security features
✘ training and development
✘ natural language dialogue
✘ sales pipeline management
✘ attendance and time tracking
✘ employee self service portal
✘ user generated content quality
✘ customer communication tracking
✘ employee information management
✘ content creation and editing tools
✘ integration with third party tools
✘ recruitment and applicant tracking
✘ content creation and editing tools wysiwyg

Pros

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Cons

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Price

Professional

€190

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Clustdoc helps you avoid internal inefficiencies by gathering your routine onboarding workflows in a central place. And you don't need a website or even a development team to switch to Clustdoc. Start by using our user-friendly checklist module to map out the steps involved in your digital onboarding process. When you run onboarding flows with Clustdoc, your contacts and team see exactly what needs to be done, you can follow up on pending tasks, and the complete onboarding process is accessible.

It is compatible with Android and iOS devices.

The software provides tools to share documents, build forms, store files within the cloud, and collaborate with partners. It automates the process of document collection.

Freelancers and SMEs are the typical users of the software.

Customer support is available through email, phone, chat, FAQs, a knowledge base, and a 24/7 live representative.

It can integrate with Google Drive, Zapier, Dropbox Business, and Slack.

The software includes API access.

Clustdoc pricing starts at €190/month* for the PRO plan, and it offers custom pricing for EXPERT and ULTIMATE plans. A 7-day free trial is also available. Contact us to request a custom Clustdoc software cost estimate.