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%
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 Demo
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.
