Clustdoc Reviews

“Great document collection but it could be a 5/5 software with a few improvements

Pros

I find the process of collecting documents efficient and I like the ability to personalize how my clients view them.

Cons

It would be great if there was a way to sync our Adobe account with Clustdoc which allows us to edit PDFs directly within Clustdoc without the need to re upload and re implement merge fields every time we make changes to a contract. Managing 27 different processes becomes time-consuming. As an immigration firm this feature is especially important for us as we could save a significant amount of time by adding editable merge fields (without requiring a signature, as USCIS doesn't allow e-signatures). Additionally, when adding an additional process to an existing application, the checklist and file sharing of the new process don't transfer over, and it would be beneficial if there was a way to make the new process the dominant one. Lastly, since we often handle processes for multiple family members, it would be helpful to have a way to connect family members, eliminating the need to ask the same questions repeatedly during our intake. For example, if we have a family of three (mom, dad, and child) and each person has their own application, it would be ideal if the system could automatically detect the family members and autofill their information. Finally, integrating Square for payment would be fantastic, as it is our preferred merchant.

“Good file gathering but needs PDF editing sync

Pros

Gathering files from clients works well and I appreciate being able to adjust how everything looks on their end.

Cons

I really wish we could link our Adobe account directly to the platform so we could edit PDFs inside it. Right now every time we update a contract, we have to upload it again and redo all the data fields which takes hours since we have 27 different workflows. This is critical for our immigration practice because we could save so much time by adding fillable form fields that don't require a signature since USCIS doesn't accept electronic signatures.

“Good product with some changes needed

Pros

From my perspective as the creator, it is smooth to use.

Cons

It appears complex for clients to understand and locating certain documents can be challenging.

“One of my favorite pieces of technology

Pros

The combination of an intuitive concept and excellent execution is impressive. It is a white labeled product that provides building blocks for a customized and powerful onboarding process. It is robust in every aspect, and I haven't encountered many (if any) bugs so far.

Cons

There are a few minor formatting issues, particularly with number formatting that could be improved. Especially in the form building section.

“smooth for admins!

Pros

Feels smooth and natural to use from the admin side.

Cons

For our clients the platform can seem complex and difficult to navigate. Some files aren't easy for them to locate.

“Brilliant white-label intake

Pros

A brilliant idea paired with top-notch delivery. It's a white-label product that gives you the pieces to build a personalized and powerful client intake process. It's solid in every way with almost no glitches so far.

Cons

There are some small layout problems especially in the form builder like how numbers are formatted.

“Easy to use tool to collect documents and information from clients or other 3rd parties

Pros

The ease of use and setup are remarkable.

Cons

I don't have any specific complaints. The help documents provided by Clust do a good job of explaining how to use the platform.

“smooth to operate and configure

Pros

I love how simple it is to operate and get everything configured.

Cons

Nothing specific. They provide excellent guides and tutorials on how to use everything.

“Easy Application Processing & Client Onboarding

Pros

The accept/reject feature for documents is extremely useful especially for web development projects. It saves us a significant amount of time and eliminates the hassle of back-and-forth emails. Additionally, the user interface is neatly organized, and the customer service is top-notch.

Cons

It fulfills its promises so there isn't much to dislike.

“useful client file approval

Pros

The feature for clients to approve or request changes on files is extremely useful. We used it for website projects and it saved us countless hours of email chains. The layout is also very clean and the support team is top-tier.

Cons

Delivers on its promises so there's not much to criticize.

“Great system for onboarding clients

Pros

I really like tha fact that it looks like a checklist to my clients, while each task can be a different element, such as a form, link, task or document.

Cons

The price is quite high especially considering the limited additional functionality provided.

“Simple client checklist

Pros

I like that it appears as a simple checklist to the client but each item on the list can be something different�.... like a questionnaire, a link, a to-do or a file upload.

Cons

Cost jumps significantly to unlock even a few additional features.

“Excellent platform to onboard client, manage documents

Pros

Customers can effortlessly submit documents, fill out forms and sign legal contracts. They can also communicate and send additional documents. The inclusion of Google and other storage features, as well as payment integration, is fantastic. This has become our all-in-one CRM and document management platform.

Cons

The online form creation tool could use some improvement although they have added more features over the past year. They are also quick to respond to inquiries.

“Complete client relations hub

Pros

Clients can hand in files, complete questionnaires and sign agreements. They can also send messages and extra materials. The connections with Google Drive, payment systems and other storage are just fantastic. This has become our complete system for client relations and file handling.

Cons

The tool for building online questionnaires could be stronger. They have added many new functions over the past year and their team replies very fast.

“Great for onboarding or other business processes

Pros

Clustdoc offers us a professional approach to onboard our clients and new employees.

Cons

Some clients have expressed concerns about electronic signatures, particularly with the verification method. They don't always receive the confirmation email containing the code immediately, which they need to enter within a set timeframe. We have also encountered issues with the e-signature form fields not aligning properly with our original design.

“Don't. Simply don't.

Pros

I had high hopes that it would help me streamline the onboarding process for new employees, providing them with a centralized portal that offers a great user experience. Unfortunately I was mistaken!

Cons

There is a lack of logic and the user experience is extremely poor. It feels less logical than software from the 1990s. What is worse is that the fill-in fields in PDF documents for e-signatures are always shifted from their intended positions. So, aside from being illogical and incomplete, it is essentially useless for e-signatures and document collection. I would advise staying away from it.

“Polished client onboarding!

Pros

Gives us a polished way to bring new clients and team members into our company.

Cons

Some clients have trouble with the electronic signature process mainly with the verification step. They don't always get the code email immediately and they have to enter it before a timer runs out. We've also had problems with e-signature fields not staying where we placed them in the document.

“business processes made easy!

Pros

What I love about Clustdoc is the ability to manage the entire process from start to finish, collaborate with my team and securely communicate with our clients!

Cons

The only problems I encountered were with the forms when attempting to include conditional data. However I reached out to support and they assisted me in resolving the issue!

“Manages entire workflow well

Pros

My favorite part is managing the entire workflow from beginning to end while working with my colleagues and talking to our customers in a safe space.

Cons

Only trouble I've run into was with setting up conditional logic in forms but I reached out to support and they helped me fix it.

“An innovative solution that will make it easier for you to collect documents from your clients

Pros

There is a wide range of functionalities available to facilitate customer management. Such as creating online forms, establishing a customer portal with a personalized URL or integrating it into an existing website and tracking files 100% online. It also includes features like reviving late customers, automatic call backs, monitoring progress in file collection, online signatures (e-signatures), document recognition (e.g., identity cards), automatic conversion of client-submitted documents into PDF, tracking the status of each document (approved or refused), enabling customers to track the progress of their files online, allowing teams to collaborate with external parties (e.g., legal), accepting online payments, customizing Clust with your logo and SMTP, and much more.

Cons

So far, I haven't encountered any issues but integrating the customer portal on a website could use some improvement (not in iframe mode). However, the Clust teams always surprise me with new features so I believe this aspect will likely be enhanced.

“On-boarding both B2B and B2C Clients of RTIwala Services is super simplified through Clust

Pros

We are thrilled with the native form and digital signature tool. Clust simplifies client onboarding and document management to a great extent.

Cons

Personally, I don't have any complaints but it would be fantastic if there was a mechanism to create Forms to Docx.

“Big fan of onboarding tools

Pros

We're big fans of the built-in questionnaire and e-signature tool. Bringing new clients on board and handling their paperwork is made incredibly simple.

Cons

Nothing major but we'd be thrilled if it could generate a formatted Word document directly from a completed form.

“Awesome product, needs to add and improve some features but great still

Pros

Clust is an all in one solution packed with a wide range of features.

Cons

Some of the features feel a bit outdated or slow. There are some obvious ones missing as well.

“Collecting Client Content with ease

Pros

As the owner of a marketing agency, my primary use of Clust is to guide my clients through an onboarding process where I gather all the necessary information to kickstart their projects. This includes their business details, media/logo files and questionnaires. Clust makes this process incredibly smooth making sure a smooth experience when collecting any information or files.

Cons

Initially, the forms had a few bugs but they've been completely repaired and are now excellent.

“Client onboarding simplified

Pros

Clust simplifies the systematization of client onboarding like never before. Moreover it keep on reminding clients about outstanding items as easy as a click of a button.

Cons

The only thing that doesn't sits well with me about Clust is the name. However, this is by no means a deal breaker.

“User Friendly - Great customer support -

Pros

Clust has played a key role in automating our business and better accommodating our clients. We now have the opportunity to access everything we need without conflicting with work schedules. The website is user-friendly for both clients and businesses. Our inquiries and suggestions are promptly addressed by the support team, demonstrating their excellent organization.

Cons

I couldn't find any records of the email reminders sent to the applicants.

“The best solution we can have to manage our client Docs. Goodbye Google Drive & CFO Dropbox.

Pros

The client onboarding process has become simple and hassle free with the Clust. Additionally, they offer a digital signature feature.

Cons

There is nothing specific to mention, but the form's UI/UX feels quite outdated, reminiscent of the 70s, without the advanced features like oembbed or partial save available in Typeform or Paperform-based UI and UX. Additionally, it would be great if they could provide a form to PDF and online document creator, similar to what most competitors offer.

“Great Business Document Workflow software

Pros

Clustdoc provides an exceptionally detailed way to configure business documents and create workflows for payment collection, complete with various checks and data types. The platform offers one of the most secure services for collecting documents. We utilize it for our real estate and education clients.

Cons

The end-user navigation could still be improved a bit further. However, considering the consistent improvements month over month, I believe a better user experience will be achieved soon.

“Really helpful

Pros

Sharing documents, sending reminders and requesting completed applications become quite simple with the help of Clust

Cons

No issues at all. I liked all the features. It would be even better if the limitation of 300 active applications could be increased. Also having a mobile app with a dashboard to monitor all applications would be great.

“Ease of use

Pros

It is highly user friendly and allows for quick deployment from idea to minimum viable product (MVP).

Cons

It is not very extendable since it is an "all in one" solution.

“Great Idea But Lacks In Features

Pros

I really like the neatness of the interface and how effortless it is to set up.

Cons

The lack of templates and integration is something that is putting me off and as a result, I find myself using other systems more frequently.

“Clust fills a major need close to flawlessly

Pros

The things I like about this product are the ability to customize, API integration, Zapier integration, responsive customer support, ease of communication with the staff and pricing options.

Cons

The only major con I see for Clust is that as their customer base grows, they will need to strategically expand to maintain their current level of support.

“Wonderful service and very clever software

Pros

The software is easy to navigate, intuitive, exceeds my expectations and met my requirements perfectly.

Cons

There might be a few minor issues but I am confident they will work through them.

“Content gathering made easy

Pros

It's simple to set up, use and share. I have used it in several projects to gather content and it has significantly streamlined my entire process.

Cons

Currently, there are no issues but it would be great if they added more integrations.

“An easy to use software which does its job

Pros

Clust is very user friendly. Once you log in, the onboarding process becomes a simple process. If you are familiar with operating a computer, navigating this software will not cause any sort of trouble to you.

Cons

The user interface is a bit plain but I expect it to improve over time.

“Great product, I look forward to seeing what the future holds

Pros

I am impressed with how Clust streamlines our onboarding of new clients ensuring all the necessary information is collected in one simple process.

Cons

I wish there was an actual client portal where all the information for one client could be stored, along with any future applications assigned to that specific client.

“Best Client Portal Ive used so far!

Pros

I really like the flexibility and ease of use offered by this product. As a small service company, each of us wears multiple hats and we don't have the budget for a full-time IT person or computer expert. With the available tutorials and website resources, we were able to set it up quickly and start using it without any hassle.

Cons

So far, we have no complaints regarding what we use Clust for. While it's primarily designed for onboarding scenarios, we use it for client interactions during large contracts or services involving a diverse portfolio with decision makers spread across multiple states. It also enables us to provide standardized information to individual properties that may not have access to all the necessary details.

“Simple and easy if you only need a few features

Pros

Creating forms, questions and a login area for customers, tracking progress, setting up email reminders and integrating it seamlessly into a website are all very easy with Clust. If your business requires form collection and you do not prefer or you hate the back and forth emails, this is a tool that can be a fantastic solution for you. I have recommended it to several clients and it has proven to be highly effective for a headhunter who needs resumes, recommendation letters, cover letters, pictures, transcripts and more. Another client with a a lot of question and review process found that Clust eliminates the need for endless email exchanges. The interface is clean and user-friendly, providing clarity throughout the entire process.

Cons

It lacks many 'aesthetic' features such as dividing the form into two columns and it also lacks more advanced capabilities like an API to integrate mass email services (e.g., Mailchimp).

“Great platform, looking forward to watching it grow.

Pros

Content gathering has always been a struggle for our agency but Clust's platform is exactly what we have been searching for a long time.

Cons

Previously, there was no ability to add a custom subdomain but thankfully, that is been fixed!

“Clust > Any Other Application Software

Pros

Finally, I have found a software that simplifies the onboarding process, replacing the need for constant email tracking and providing me with real time updates on the status. No more searching through emails for logins or documents.

Cons

Although we can create our own templates, it would be beneficial to have more prebuilt templates for a wider range of industries. However, they did include templates for web design rebuilds which saved us a tremendous amount of time since we utilize those.

“Super flexible for handling multiple brands

Pros

The convenience of setting up applications for all our brands in a single location, while following tha same conventions is fantastic.

Cons

It's not very easy or simple to start using Clust, so you need some sort of guidance.

“Necessary Onboarding and SOP tool

Pros

Clust is an essential tool for enhancing any type of process. We primarily use it for onboarding and automating this process. Being a B2B focused company, we need to gather a significant amount of data at the start of our work. Previously, we experienced numerous challenges with back and forth emails, misunderstandings and chaotic situations. With Clust, everything has become much easier. We simply establish our standard operating procedures, assign the customer and that's it! The app takes care of tracking and even notifies the customer. If you run a business, this is a must-have!

Cons

The only thing I dislike is the per process portal. Ideally, it should be a per customer portal which would make things even easier and in my opinion, more logical. Nevertheless, I consider Clust an essential tool and this is a minor detail that I am confident will be addressed soon.

“Exponential Potential yet Already Amazing

Pros

There are minimal, if any limitations when it comes to creating templates with Clust. They are already GDPR compliant,which means they meet stringent security and data encryption standards, especially important for us in the U.S. The customer support is top-notch, and there are abundant learning resources available for mastering their platform.

Cons

I wish they had HIPAA compliance, although GDPR replaces it. However, I was informed that they are working on securing HIPAA which makes this a no-brainer deal for me, especially for medical records and forms.

“Does its job

Pros

It is perfect for onboarding clients and even for receiving applications when I was hiring someone. The founder is very responsive and the support team is fantastic. Having unlimited applications is definitely a bonus.

Cons

Learning how to use it initially was a bit confusing but you gradually get the hang of it. I feel like the steps for creating forms/templates could be simplified.

“Great product with lots of potentials

Pros

I absolutely love the ability to have my clients fill out a form, log off and then log back in to continue updating the form. This was a struggle for my clients when I was using Google Forms for onboarding.

Cons

When developing a form it is very frustrating to rearrange fields. This aspect definitely needs improvement especially since I'm considering transferring some of my Google forms to Clust.

“Useful even for small businesses

Pros

It offers a high level of modularity with a very sleek interface and easy document uploads.

Cons

It took me a little while to understand the How to use this product

“Mortgage business using Clust

Pros

The setup is not at all problematic and I am very happy to learn that they recently introduced the option to use a custom domain and sender. It's also convenient for staying in touch with clients.

Cons

We haven't encountered any drawbacks yet. So far the software is fantastic for us personally.

“The Best On-boarding Solution Available

Pros

The setup is effortless and it works well with the various industries. The platform prioritizes security and offers excellent customer support.

Cons

It's not possible to change the title of "Application" to something more universal.

“So far so good

Pros

It is easy to understand and you can install it quickly.

Cons

There's a lack of integrations with GoToMeeting and Acuity Scheduler.

“Study Query

Pros

The email reminders have been the key in motivating our clients to submit their requirements on time. This has significantly reduced the workload for our sales staff and effectively automated follow ups.

Cons

The overall appearance and design make all pages look identical.