Clustdoc Reviews

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.

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.

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Some of the features feel a bit outdated or slow.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.

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.

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.

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.

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There is nothing specific to mention, but the form's UI/UX feels quite outdated, reminiscent of the 70s, without the advanced features like oembbed or partial save available in Typeform or Paperform-based UI and UX.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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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).

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!

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.