Clustdoc Specifications

Time Tracking

Task Management

Reporting

Budget Management

View All Specifications

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. 

Clustdoc Features

Clustdoc is intended to improve user experiences by offering a 5-star digital procedure from onboarding to customer management. Clustdoc enables users to implement onboarding procedures that improve new customer experiences, increase team efficiency and productivity, and save user spending on manual work. Clustdoc project management allows users to provide information to prospective clients, fill out forms, and electronically sign papers via a secure and customizable portal accessible from any device. Furthermore, Clustdoc allows the user to send provided information, documents, and material to the user's tools or deliver messages to customers automatically.

Clustdoc-client onboarding software makes it easier for users to collaborate on all of the duties associated with customer onboarding. All of the information required by user team members is centralized, including client submissions, to-do lists, and updates. Users and team members can immediately evaluate, validate, and approve client-submitted information, documents, or files without exchanging emails or making phone calls. Clustdoc also includes an admin dashboard, which allows users to track the effort and performance of their user team. Users can monitor the progress of internal operations and tasks as well as the status of customer requests, applications, or submissions. Clients are also automatically sent follow-up emails and SMS.

Clustdoc is a mobile app that enables users and teams to onboard and manages clients from any location. This app enables the user to collect and process client information and documents while on the road, collaborate with team members and third parties, and manage user onboarding processes. As a result, users may interact with and support clients at every point of the onboarding process while keeping all stakeholders informed.

Clustdoc organizes loan papers automatically in the user's admin interface, allowing the user's team to evaluate, approve, or refuse them with a single click. Furthermore, internal cooperation and workflow stages make validation more convenient and efficient.

Clustdoc was created to give consumers a strong document and client portal without the requirement for a developer. There is no longer any need to follow down with clients for papers.

Clustdoc Reviews

Overall Rating

4.7

59 Reviews

Rating Distribution

5

star

45

4

star

11

3

star

2

2

star

1

1

star

0

Dec 03, 2023

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

Laura

Law Practice

Ease of use

6

Value for money

8

Customer Support

6

Functionality

8

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.

Nov 06, 2023

Good product with some changes needed

Eva

Financial Services

Ease of use

8

Value for money

6

Customer Support

6

Functionality

8

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.

Nov 04, 2023

One of my favorite pieces of technology

Gerard

Financial Services

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

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.

Feb 05, 2023

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

Zunaid

Education Management

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

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.

Jan 08, 2022

Easy Application Processing & Client Onboarding

Anonymous

Not Specified

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

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.

Sep 13, 2021

Great system for onboarding clients

Anonymous

Not Specified

Ease of use

10

Value for money

7

Customer Support

10

Functionality

8

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.

Jun 15, 2021

Excellent platform to onboard client, manage documents

Karnav

Non-Profit Organization Management

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

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.

Dec 27, 2020

Great for onboarding or other business processes

Joseph

Marketing and Advertising

Ease of use

9

Value for money

10

Customer Support

10

Functionality

10

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.

Dec 16, 2020

Don't. Simply don't.

Michael

Legal Services

Ease of use

4

Value for money

3

Customer Support

3

Functionality

4

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.

Oct 02, 2020

business processes made easy!

Ivan

Information Technology and Services

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

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!

Frequently Asked Questions

It is a document collection platform for businesses.

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