Last Updated Oct 31, 2024

Overview

Clustdoc simplifies client onboarding with easy-to-use templates and secure document sharing. It streamlines processes, saving client and team time, and providing a smooth experience for stakeholders. Although customization options are limited, the software’s straightforward approach and reliability make it a solid choice for efficient client intake.

Overall Rating

Based on 59 users reviews

4.7

Rating Distribution

Positive

95%

Neutral

5%

Negative

0%

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Starting Price
Custom

What is Clustdoc?

Overview

Clustdoc is low-code onboarding software that enables business departments to create and implement industry-specific, client-centric onboarding processes before, throughout, and after the sales process. Managers can use the application to execute end-to-end procedures remotely, expedite approval processes, and track team productivity in real time. 

Clustdoc software enables users and their team members to cooperate with onboarding consumers in a convenient and smooth manner. Users can use Clustdoc to create to-do lists, review and approve documents and files with team members or other parties, and construct a mobile app to handle customer requests and submissions on the move. 

Clustdoc Pricing

Clustdoc provides three levels of service: Gold, Platinum, and Enterprise. Click on ‘Get Pricing’ to get a custom price quote for your organizational needs.

Clustdoc Demo

Click on Watch Demo and learn how you can get a Clustdoc free trial.

Clustdoc Review

Clustdoc is an award-winning software that is utilized in more than 70 countries. Clustdoc is one of the top 200 software applications for business process management. FinanceOnline awarded it a fantastic user experience in 2020, while Capterra gave it a 5/5 rating. 

Our Thoughts

Clustdoc software allows customers to create their own automated client onboarding workflows by utilizing the software's ready-to-use templates. Clustdoc also allows users to construct forms and checklists to easily collect and handle requests, information, and documents from stakeholders. Clients may quickly share and receive information and documents, as well as communicate with their team, using a customizable and versatile portal. 

Frequently Asked Questions

It is a document collection platform for businesses.
The software has a flat rate of $100 per month.
The software includes API access.
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.
It is compatible with Android and iOS devices.
It can integrate with Google Drive, Zapier, Dropbox Business, and Slack.
Customer support is available through email, phone, chat, FAQs, a knowledge base, and a 24/7 live representative.