softwareClustdoc Reviews
59 Reviews
Overall Rating
4.7
59 Reviews
Rating Distribution
5
(45)
4
(11)
3
(2)
2
(1)
1
(0)
Satisfaction Score
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Overall Rating
4.7
59 Reviews
Rating Distribution
5
(45)
4
(11)
3
(2)
2
(1)
1
(0)
Satisfaction Score
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Filters
Industry
Provider Size
Time Used
Great document collection but it could be a 5/5 software with a few improvements
Great document collection but it could be a 5/5 software with a few improvements
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.
Ease of use
6
Value for money
8
Customer Support
6
Functionality
8
Laura
Law Practice, 1-10 employees
Less than a year
Dec 03, 2023
Good product with some changes needed
Good product with some changes needed
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.
Ease of use
8
Value for money
6
Customer Support
6
Functionality
8
Eva
Financial Services, 51-100 employees
Less than 6 months
Nov 06, 2023
One of my favorite pieces of technology
One of my favorite pieces of technology
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Gerard
Financial Services, 11-50 employees
Less than a year
Nov 04, 2023
Easy to use tool to collect documents and information from clients or other 3rd parties
Easy to use tool to collect documents and information from clients or other 3rd parties
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Zunaid
Education Management, 1-10 employees
More than a year
Feb 05, 2023
Easy Application Processing & Client Onboarding
Easy Application Processing & Client Onboarding
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Not Specified, 1-10 employees
Less than a year
Jan 08, 2022
Great system for onboarding clients
Great system for onboarding clients
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.
Ease of use
10
Value for money
7
Customer Support
10
Functionality
8
Anonymous
Not Specified, 1-10 employees
Less than 6 months
Sep 13, 2021
Excellent platform to onboard client, manage documents
Excellent platform to onboard client, manage documents
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Karnav
Non-Profit Organization Management, 11-50 employees
Less than a year
Jun 15, 2021
Great for onboarding or other business processes
Great for onboarding or other business processes
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.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Joseph
Marketing and Advertising, 11-50 employees
Less than a year
Dec 27, 2020
Don't. Simply don't.
Don't. Simply don't.
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.
Ease of use
4
Value for money
3
Customer Support
3
Functionality
4
Michael
Legal Services, 11-50 employees
More than a year
Dec 16, 2020
business processes made easy!
business processes made easy!
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!
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Ivan
Information Technology and Services, 1-10 employees
Less than 6 months
Oct 02, 2020
An innovative solution that will make it easier for you to collect documents from your clients
An innovative solution that will make it easier for you to collect documents from your clients
Pros
There is a wide range of functionalities available to facilitate customer management. Such as creating online forms, establishing a customer portal with a personalized URL or integrating it into an existing website and tracking files 100% online. It also includes features like reviving late customers, automatic call backs, monitoring progress in file collection, online signatures (e-signatures), document recognition (e.g., identity cards), automatic conversion of client-submitted documents into PDF, tracking the status of each document (approved or refused), enabling customers to track the progress of their files online, allowing teams to collaborate with external parties (e.g., legal), accepting online payments, customizing Clust with your logo and SMTP, and much more.
Cons
So far, I haven't encountered any issues but integrating the customer portal on a website could use some improvement (not in iframe mode). However, the Clust teams always surprise me with new features so I believe this aspect will likely be enhanced.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Noureddine
Design, 1-10 employees
Less than a year
Jul 14, 2020
On-boarding both B2B and B2C Clients of RTIwala Services is super simplified through Clust
On-boarding both B2B and B2C Clients of RTIwala Services is super simplified through Clust
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.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Hemant
Legal Services, 11-50 employees
Less than a year
Jul 01, 2020
Awesome product, needs to add and improve some features but great still
Awesome product, needs to add and improve some features but great still
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Thomas
Consumer Goods, 11-50 employees
Less than 6 months
Jun 25, 2020
Collecting Client Content with ease
Collecting Client Content with ease
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.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
10
Cevan
Marketing and Advertising, 1-10 employees
Less than a year
Jun 23, 2020
Client onboarding simplified
Client onboarding simplified
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Chaz
Online Media, 1-10 employees
Less than a year
Jun 21, 2020
User Friendly - Great customer support -
User Friendly - Great customer support -
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Malky
Real Estate, 11-50 employees
Less than a year
Jun 18, 2020
The best solution we can have to manage our client Docs. Goodbye Google Drive & CFO Dropbox.
The best solution we can have to manage our client Docs. Goodbye Google Drive & CFO Dropbox.
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.
Ease of use
7
Value for money
8
Customer Support
10
Functionality
8
Sumeet
Legal Services, 11-50 employees
Less than 6 months
Jun 17, 2020
Great Business Document Workflow software
Great Business Document Workflow software
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.
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10
Parag
Marketing and Advertising, 1-10 employees
Less than a year
Jun 15, 2020
Really helpful
Really helpful
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.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Asif
Accounting, 1-10 employees
Less than 6 months
Jun 13, 2020
Ease of use
Ease of use
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Anonymous
Not Specified, 1-10 employees
More than a year
Jun 11, 2020
Great Idea But Lacks In Features
Great Idea But Lacks In Features
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.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Anonymous
Not Specified, 1-10 employees
Less than a year
Jun 09, 2020
Clust fills a major need close to flawlessly
Clust fills a major need close to flawlessly
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
James
Real Estate, 1-10 employees
Less than 6 months
Apr 19, 2020
Wonderful service and very clever software
Wonderful service and very clever software
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Victoria
Legal Services, 1-10 employees
Less than 6 months
Dec 21, 2019
Content gathering made easy
Content gathering made easy
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jos� Antonio
Marketing and Advertising, 1-10 employees
Less than 6 months
Nov 27, 2019
An easy to use software which does its job
An easy to use software which does its job
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.
Ease of use
10
Value for money
10
Customer Support
8
Functionality
8
Thanh T.
Information Technology and Services, 51-100 employees
Less than 6 months
Nov 25, 2019
Great product, I look forward to seeing what the future holds
Great product, I look forward to seeing what the future holds
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Joaquin
Marketing and Advertising, 1-10 employees
Less than 6 months
Nov 23, 2019
Best Client Portal Ive used so far!
Best Client Portal Ive used so far!
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.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
BRANDON
Facilities Services, 1-10 employees
Less than 6 months
Nov 21, 2019
Simple and easy if you only need a few features
Simple and easy if you only need a few features
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 don�t 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).
Ease of use
10
Value for money
10
Customer Support
10
Functionality
7
Christina
Marketing and Advertising, 1-10 employees
Less than 6 months
Nov 21, 2019
Great platform, looking forward to watching it grow.
Great platform, looking forward to watching it grow.
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!
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Matt
Information Technology and Services, 1-10 employees
Less than 6 months
Nov 19, 2019
Clust > Any Other Application Software
Clust > Any Other Application Software
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jay
Marketing and Advertising, 1-10 employees
Less than 6 months
Nov 18, 2019
Super flexible for handling multiple brands
Super flexible for handling multiple brands
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.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Damian
Media Production, 1-10 employees
Less than 6 months
Nov 17, 2019
Necessary Onboarding and SOP tool
Necessary Onboarding and SOP tool
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Leonardo
Information Services, 1-10 employees
Less than 6 months
Nov 16, 2019
Exponential Potential yet Already Amazing
Exponential Potential yet Already Amazing
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Christopher
Non-Profit Organization Management, 1-10 employees
Less than 6 months
Nov 15, 2019
Does its job
Does its job
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.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Krishna
Human Resources, 1-10 employees
Less than 6 months
Nov 15, 2019
Great product with lots of potentials
Great product with lots of potentials
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.
Ease of use
7
Value for money
10
Customer Support
8
Functionality
10
Kirk
Legal Services, 1-10 employees
Less than 6 months
Nov 14, 2019
Useful even for small businesses
Useful even for small businesses
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
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8
Manu
Marketing and Advertising, 1-10 employees
Less than 6 months
Nov 13, 2019
Mortgage business using Clust
Mortgage business using Clust
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Paul
Financial Services, 1-10 employees
Less than 6 months
Nov 13, 2019
The Best On-boarding Solution Available
The Best On-boarding Solution Available
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Alexander
Design, 1-10 employees
Less than 6 months
Nov 11, 2019
So far so good
So far so good
Pros
It is easy to understand and you can install it quickly.
Cons
There's a lack of integrations with GoToMeeting and Acuity Scheduler.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Mike
Education Management, 1-10 employees
Nov 09, 2019
Study Query
Study Query
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.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Jestle
Education Management, 1-10 employees
Less than 6 months
Nov 08, 2019
Well Designed platform with great customer service!
Well Designed platform with great customer service!
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.
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8
Alex
Hospitality, 1-10 employees
Less than 6 months
Nov 06, 2019
Unbelievabel product for on-boarding client and customising the experience.
Unbelievabel product for on-boarding client and customising the 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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Ross
Financial Services, 1-10 employees
Less than 6 months
Nov 05, 2019
Great for onboarding processes if you have the necessary integrations
Great for onboarding processes if you have the necessary integrations
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.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Anonymous
Not Specified, 1-10 employees
Less than 6 months
Nov 04, 2019
Great Way To Handle Onboardingq
Great Way To Handle Onboardingq
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.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Not Specified, 1-10 employees
Less than 6 months
Nov 03, 2019
Just started but happy so far
Just started but happy so far
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.
Ease of use
7
Value for money
10
Customer Support
10
Functionality
8
Bradley
Retail, 51-100 employees
Less than 6 months
Nov 03, 2019
Simple, clean, saves time
Simple, clean, saves time
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.
Ease of use
10
Value for money
8
Customer Support
10
Functionality
7
Helen
Health, Wellness and Fitness, 1-10 employees
Less than 6 months
Nov 02, 2019
Not a Customer Portal, yet. Hopefully soon?
Not a Customer Portal, yet. Hopefully soon?
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.
Ease of use
6
Value for money
8
Customer Support
5
Functionality
6
Anonymous
Not Specified, 1-10 employees
Less than 6 months
Nov 02, 2019
The future of documenting gathering
The future of documenting gathering
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
7
Tyler
Accounting, 1-10 employees
Less than 6 months
Nov 02, 2019
Nice software that can be used for lots of different purposes
Nice software that can be used for lots of different purposes
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.
Ease of use
8
Value for money
8
Customer Support
10
Functionality
8
Sarah
Education Management, 11-50 employees
Less than 6 months
Nov 01, 2019
Clust - The one stop customer onboarding solution
Clust - The one stop customer onboarding solution
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Swithin
Computer Software, 1-10 employees
Less than 6 months
Nov 01, 2019
Filters
Great document collection but it could be a 5/5 software with a few improvements
Great document collection but it could be a 5/5 software with a few improvements
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.
Ease of use
6
Value for money
8
Customer Support
6
Functionality
8
Laura
Law Practice, 1-10 employees
Less than a year
Dec 03, 2023
Good product with some changes needed
Good product with some changes needed
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.
Ease of use
8
Value for money
6
Customer Support
6
Functionality
8
Eva
Financial Services, 51-100 employees
Less than 6 months
Nov 06, 2023
One of my favorite pieces of technology
One of my favorite pieces of technology
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Gerard
Financial Services, 11-50 employees
Less than a year
Nov 04, 2023
Easy to use tool to collect documents and information from clients or other 3rd parties
Easy to use tool to collect documents and information from clients or other 3rd parties
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Zunaid
Education Management, 1-10 employees
More than a year
Feb 05, 2023
Easy Application Processing & Client Onboarding
Easy Application Processing & Client Onboarding
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Not Specified, 1-10 employees
Less than a year
Jan 08, 2022
Great system for onboarding clients
Great system for onboarding clients
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.
Ease of use
10
Value for money
7
Customer Support
10
Functionality
8
Anonymous
Not Specified, 1-10 employees
Less than 6 months
Sep 13, 2021
Excellent platform to onboard client, manage documents
Excellent platform to onboard client, manage documents
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Karnav
Non-Profit Organization Management, 11-50 employees
Less than a year
Jun 15, 2021
Great for onboarding or other business processes
Great for onboarding or other business processes
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.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Joseph
Marketing and Advertising, 11-50 employees
Less than a year
Dec 27, 2020
Don't. Simply don't.
Don't. Simply don't.
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.
Ease of use
4
Value for money
3
Customer Support
3
Functionality
4
Michael
Legal Services, 11-50 employees
More than a year
Dec 16, 2020
business processes made easy!
business processes made easy!
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!
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Ivan
Information Technology and Services, 1-10 employees
Less than 6 months
Oct 02, 2020
An innovative solution that will make it easier for you to collect documents from your clients
An innovative solution that will make it easier for you to collect documents from your clients
Pros
There is a wide range of functionalities available to facilitate customer management. Such as creating online forms, establishing a customer portal with a personalized URL or integrating it into an existing website and tracking files 100% online. It also includes features like reviving late customers, automatic call backs, monitoring progress in file collection, online signatures (e-signatures), document recognition (e.g., identity cards), automatic conversion of client-submitted documents into PDF, tracking the status of each document (approved or refused), enabling customers to track the progress of their files online, allowing teams to collaborate with external parties (e.g., legal), accepting online payments, customizing Clust with your logo and SMTP, and much more.
Cons
So far, I haven't encountered any issues but integrating the customer portal on a website could use some improvement (not in iframe mode). However, the Clust teams always surprise me with new features so I believe this aspect will likely be enhanced.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Noureddine
Design, 1-10 employees
Less than a year
Jul 14, 2020
On-boarding both B2B and B2C Clients of RTIwala Services is super simplified through Clust
On-boarding both B2B and B2C Clients of RTIwala Services is super simplified through Clust
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.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Hemant
Legal Services, 11-50 employees
Less than a year
Jul 01, 2020
Awesome product, needs to add and improve some features but great still
Awesome product, needs to add and improve some features but great still
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Thomas
Consumer Goods, 11-50 employees
Less than 6 months
Jun 25, 2020
Collecting Client Content with ease
Collecting Client Content with ease
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.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
10
Cevan
Marketing and Advertising, 1-10 employees
Less than a year
Jun 23, 2020
Client onboarding simplified
Client onboarding simplified
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Chaz
Online Media, 1-10 employees
Less than a year
Jun 21, 2020
User Friendly - Great customer support -
User Friendly - Great customer support -
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Malky
Real Estate, 11-50 employees
Less than a year
Jun 18, 2020
The best solution we can have to manage our client Docs. Goodbye Google Drive & CFO Dropbox.
The best solution we can have to manage our client Docs. Goodbye Google Drive & CFO Dropbox.
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.
Ease of use
7
Value for money
8
Customer Support
10
Functionality
8
Sumeet
Legal Services, 11-50 employees
Less than 6 months
Jun 17, 2020
Great Business Document Workflow software
Great Business Document Workflow software
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.
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10
Parag
Marketing and Advertising, 1-10 employees
Less than a year
Jun 15, 2020
Really helpful
Really helpful
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.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Asif
Accounting, 1-10 employees
Less than 6 months
Jun 13, 2020
Ease of use
Ease of use
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Anonymous
Not Specified, 1-10 employees
More than a year
Jun 11, 2020
Great Idea But Lacks In Features
Great Idea But Lacks In Features
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.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Anonymous
Not Specified, 1-10 employees
Less than a year
Jun 09, 2020
Clust fills a major need close to flawlessly
Clust fills a major need close to flawlessly
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
James
Real Estate, 1-10 employees
Less than 6 months
Apr 19, 2020
Wonderful service and very clever software
Wonderful service and very clever software
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Victoria
Legal Services, 1-10 employees
Less than 6 months
Dec 21, 2019
Content gathering made easy
Content gathering made easy
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jos� Antonio
Marketing and Advertising, 1-10 employees
Less than 6 months
Nov 27, 2019
An easy to use software which does its job
An easy to use software which does its job
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.
Ease of use
10
Value for money
10
Customer Support
8
Functionality
8
Thanh T.
Information Technology and Services, 51-100 employees
Less than 6 months
Nov 25, 2019
Great product, I look forward to seeing what the future holds
Great product, I look forward to seeing what the future holds
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Joaquin
Marketing and Advertising, 1-10 employees
Less than 6 months
Nov 23, 2019
Best Client Portal Ive used so far!
Best Client Portal Ive used so far!
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.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
BRANDON
Facilities Services, 1-10 employees
Less than 6 months
Nov 21, 2019
Simple and easy if you only need a few features
Simple and easy if you only need a few features
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 don�t 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).
Ease of use
10
Value for money
10
Customer Support
10
Functionality
7
Christina
Marketing and Advertising, 1-10 employees
Less than 6 months
Nov 21, 2019
Great platform, looking forward to watching it grow.
Great platform, looking forward to watching it grow.
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!
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Matt
Information Technology and Services, 1-10 employees
Less than 6 months
Nov 19, 2019
Clust > Any Other Application Software
Clust > Any Other Application Software
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jay
Marketing and Advertising, 1-10 employees
Less than 6 months
Nov 18, 2019
Super flexible for handling multiple brands
Super flexible for handling multiple brands
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.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Damian
Media Production, 1-10 employees
Less than 6 months
Nov 17, 2019
Necessary Onboarding and SOP tool
Necessary Onboarding and SOP tool
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Leonardo
Information Services, 1-10 employees
Less than 6 months
Nov 16, 2019
Exponential Potential yet Already Amazing
Exponential Potential yet Already Amazing
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Christopher
Non-Profit Organization Management, 1-10 employees
Less than 6 months
Nov 15, 2019
Does its job
Does its job
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.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Krishna
Human Resources, 1-10 employees
Less than 6 months
Nov 15, 2019
Great product with lots of potentials
Great product with lots of potentials
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.
Ease of use
7
Value for money
10
Customer Support
8
Functionality
10
Kirk
Legal Services, 1-10 employees
Less than 6 months
Nov 14, 2019
Useful even for small businesses
Useful even for small businesses
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
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8
Manu
Marketing and Advertising, 1-10 employees
Less than 6 months
Nov 13, 2019
Mortgage business using Clust
Mortgage business using Clust
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Paul
Financial Services, 1-10 employees
Less than 6 months
Nov 13, 2019
The Best On-boarding Solution Available
The Best On-boarding Solution Available
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Alexander
Design, 1-10 employees
Less than 6 months
Nov 11, 2019
So far so good
So far so good
Pros
It is easy to understand and you can install it quickly.
Cons
There's a lack of integrations with GoToMeeting and Acuity Scheduler.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Mike
Education Management, 1-10 employees
Nov 09, 2019
Study Query
Study Query
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.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Jestle
Education Management, 1-10 employees
Less than 6 months
Nov 08, 2019
Well Designed platform with great customer service!
Well Designed platform with great customer service!
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.
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8
Alex
Hospitality, 1-10 employees
Less than 6 months
Nov 06, 2019
Unbelievabel product for on-boarding client and customising the experience.
Unbelievabel product for on-boarding client and customising the 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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Ross
Financial Services, 1-10 employees
Less than 6 months
Nov 05, 2019
Great for onboarding processes if you have the necessary integrations
Great for onboarding processes if you have the necessary integrations
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.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Anonymous
Not Specified, 1-10 employees
Less than 6 months
Nov 04, 2019
Great Way To Handle Onboardingq
Great Way To Handle Onboardingq
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.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Not Specified, 1-10 employees
Less than 6 months
Nov 03, 2019
Just started but happy so far
Just started but happy so far
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.
Ease of use
7
Value for money
10
Customer Support
10
Functionality
8
Bradley
Retail, 51-100 employees
Less than 6 months
Nov 03, 2019
Simple, clean, saves time
Simple, clean, saves time
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.
Ease of use
10
Value for money
8
Customer Support
10
Functionality
7
Helen
Health, Wellness and Fitness, 1-10 employees
Less than 6 months
Nov 02, 2019
Not a Customer Portal, yet. Hopefully soon?
Not a Customer Portal, yet. Hopefully soon?
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.
Ease of use
6
Value for money
8
Customer Support
5
Functionality
6
Anonymous
Not Specified, 1-10 employees
Less than 6 months
Nov 02, 2019
The future of documenting gathering
The future of documenting gathering
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
7
Tyler
Accounting, 1-10 employees
Less than 6 months
Nov 02, 2019
Nice software that can be used for lots of different purposes
Nice software that can be used for lots of different purposes
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.
Ease of use
8
Value for money
8
Customer Support
10
Functionality
8
Sarah
Education Management, 11-50 employees
Less than 6 months
Nov 01, 2019
Clust - The one stop customer onboarding solution
Clust - The one stop customer onboarding solution
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Swithin
Computer Software, 1-10 employees
Less than 6 months
Nov 01, 2019