Clustdoc Reviews

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.

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.

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.

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.

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.

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

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.

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.

Pros

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

Cons

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

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.

Pros

It is easy to use and Clust offers a fantastic user experience. It greatly streamlines our client onboarding process!

Cons

The design has a very corporate feel and doesn't offer much customization for the client experience.

Pros

I can personalize each required item from the client and incorporate a digital fact finding process. It is compatible with mobile devices and automated reminders are in place.

Cons

While building a form, it would be perfect if I could 'duplicate' questions with all the formatting. We created a medical capture form that requires repeating the same questions multiple times, and it's time-consuming to write them individually each time.

Pros

Clust provides exceptional flexibility for a wide range of industries and applications, offering the opportunity to automate repetitive project or workflow processes.

Cons

If you require digital signatures as part of your onboarding or workflow processes, you'll need to subscribe to a third-party service for that specific Clust feature to function.

Pros

I absolutely love that I now have an easy and effective way to automate the onboarding of new clients and projects, eliminating the need to bother my clients time to time through emails.

Cons

The form builder could be a bit more intuitive and user friendly.

Pros

Clust makes sure that everything is well organized and allows you to set deadlines for your clients. This is something that makes the onboarding process exceptionally easy.

Cons

I would prefer to have more detailed customization options. Some of the forms are difficult to configure exactly as we want due to the limited field choices.

Pros

Clust saves me a huge amount of time by eliminating the need to search for correct file versions to send to clients and keeping track of completed and returned documents. The ability to create form templates allows for easy compilation of information in PDF format. Having a custom domain and SMTP emails enhances the trust and professionalism of my business. The support team has been outstandingly responsive.

Cons

It would be better if I could customize terms like "Applications." When creating a form it can be quite challenging to move items up and down a long list. It would also be beneficial if collaborators could view only selected files instead of everything.

Pros

Its potential lies in the hands of the Clust team, who are yet to deliver the promised Customer Portal. Currently, it only consists of landing pages with forms.

Cons

It's disappointing that Clust hasn't delivered the promised Customer Portal yet. This portal would allow customers to access a page where they can find their forms to fill out and download their completed deliverables, organized by project. Unfortunately, this feature has not been developed yet.

Pros

This software has truly saved me a significant amount of time. It allows me to send mass emails to my clients requesting specific information at designated times throughout the month which has been incredibly beneficial.

Cons

I really wish Clust had a fully functional client portal. It would be amazing to have a central hub where I can store all my client files.

Pros

What I love most about Clust is the ability to create reusable templates while also having the flexibility to customize individual applications based on a template. Sorting incoming applications into folders for better organization and project overview is another feature I really like. Whenever I encountered an issue the support team responded promptly, displayed a genuine willingness to help and persisted until the problem was resolved.

Cons

Initially, the term "application" was a bit confusing to me. I would prefer a more general term like "project" as they use in their help center explanation. It would make it clearer that it can be suitable for various sectors, projects, and processes.

Pros

It is easy to use and set up with a fast interface that incorporates all the key functions needed for an end to end onboarding process. The support team is highly responsive.

Cons

There is a limited options to purchase additional disk space within the software, but they have a solution in place that allows you to link your OneDrive or Google Drive account.