Clustdoc Review
What is Clustdoc?
Clustdoc offers client onboarding and verification software designed to streamline and automate tasks for SMBs and corporate teams.
It enables the creation of a secure online client portal for collecting client information, documents, and signed contracts, ensuring a consistent experience for all stakeholders.
Clustdoc provides both client-facing and back-office teams with a dedicated tool for managing new client and stakeholder information.
You can build your own automated client onboarding workflows using ready-to-use templates built within the software. Clustdoc also permits you to create forms and checklists to efficiently collect and manage requests, information, and documents from stakeholders. Through a customizable and flexible portal, clients can easily send and receive information and documents and keep in touch with your team.
Clustdoc helps you and your team members conveniently and seamlessly collaborate with each other in onboarding customers. You can assign to-do lists, review and approve documents and files along with team members or third parties, and implement a mobile app that enables the team to handle clients’ requests and submissions on the go.
Interested users can explore Clustdoc through a 7-day free trial to experience its capabilities in enhancing customer experience and operational efficiency.
Show MoreOverview of Clustdoc Benefits
Onboarding Process Optimization
Clustdoc transforms the way you welcome customers to your business. It allows you to implement onboarding processes that deliver better experiences to new customers, enhance team efficiency and productivity, and reduce your expenses on manual work. Clustdoc gives you the ability to design client onboarding workflows tailored to your organization’s unique needs. You can define all the steps, documents, and information new clients need to complete and submit during onboarding.
They can submit information, fill out forms, and electronically sign documents through a secure and customizable portal that they can access from any device. You can also integrate your applications with the onboarding workflows you created within Clustdoc. This enables you to automatically send submitted information, documents, and content to your own tools or deliver event-triggered messages to potential clients.
Team Collaboration
The client onboarding software makes it much easier for users to collaborate on all tasks required for onboarding customers. All information needed by your team members is organized in one place, including clients’ submissions, to-do lists, and updates. You and your team members can immediately review, validate, and approve information, documents, or files submitted by clients without exchanging emails or making phone calls.
Clustdoc also provides an admin dashboard that enables you to monitor the workload and performance of your team. You can track the status of clients’ requests, applications, or submissions and the progress of internal procedures and tasks. Moreover, follow-up emails and texts are automatically sent to clients whenever they need to submit information, resend documents or files, or complete required procedures.
Mobile Application
Clustdoc offers a mobile app that permits you and your team to onboard and manage clients from anywhere. Using this app, you’ll be able to collect and process information and documents from clients, work with team members and third parties, and handle your onboarding processes while on the go. You can conveniently engage and assist clients at any stage of the onboarding process while keeping all stakeholders in the loop.
Show MoreOverview of Clustdoc Features
- Branded and secure client portal
- Onboarding checklist
- Online forms
- Document collection
- Identity verification modules
- Shared inbox for clients and teams
- Unlimited onboarding process templates
- Automated reminders and due dates
- Approval workflows
- Client management web application
- API Access
What Problems Will Clustdoc Solve?
- You’re using emails + spreadsheets + eSignature solutions to onboard new clients
If you find yourself juggling between tools to onboard every new client, Clustdoc is an ideal tool for you.
You’ll automate the onboarding process and either invite stakeholders to start your process or provide your clients with a Premium online interface where they know exactly what needs to be done and by when.
Automated follow-ups will be sent in the background while you and your team can focus on something else.
When you start receiving submissions, it will be effortless to review the information, request additional information if needed, and approve the returned files.
Team members can be looped into internal conversation while you’re progressing each record.
Once you’re done, you can send all the information to your Cloud using our built-in integrations or Zapier.
Awards & Quality Certificates
Clustdoc Position In Our Categories
Keeping in mind companies have their own business wants, it is only rational that they abstain from going for an all-in-one, ”best” software. However, it is hard to stumble on such a software solution even among branded software products. The correct thing to do is to write down the varied significant aspects that require careful thought including key features, plans, skill levels of staff members, organizational size, etc. After which, you must conduct your product research comprehensively. Go over these Clustdoc evaluations and scrutinize the other software systems in your list more closely. Such detailed product investigation guarantees you circumvent unfit apps and pay for the one that has all the benefits your business requires to realize efficiency.
Position of Clustdoc in our main categories:
TOP
200
Clustdoc is one of the top 200 Business Process Management Software products
If you are interested in Clustdoc it might also be beneficial to check out other subcategories of Business Process Management Software gathered in our base of B2B software reviews.
Every organization has different requirements and needs a system that can be personalized for their size, type of workers and customers, and the specific industry they are in. For these reasons, no platform can provide perfect features out-of-the-box. When you look for a software product, first be sure what you want it for. Read some Clustdoc Business Process Management Software reviews and ask yourself do you need basic tools or do you need sophisticated tools? Are there any industry-specific functionalities that you are looking for? Find the answers to these queries to assist your search. There are plenty of elements that you need to reflect on and these include your finances, specific business requirements, your organization size, integration needs etc. Take your time, try out a few free trials, and finally zero in on the app that provides all that you require to improve your organization effectiveness and productivity.
How Much Does Clustdoc Cost?
Clustdoc Pricing Plans:
Free Trial
Bronze
100€/month
Silver
350€/month
Gold
350€/month
What are Clustdoc pricing details?
Clustdoc Pricing Plans:
Free Trial
Bronze
100€/month
Silver
350€/month
Gold
350€/month
Clustdoc is built for professionals and small business teams in various industries. Here are the available plans yo can choose from:
Gold: 100€ / month
- 3 Users
- 3 Members
- 75 Monthly applications
- Professional features
Platinium : 350€ / month
- 5 Users
- 5 Members
- 150 Monthly application
- Premium features
Enterprise: Contact vendor
- Professional features
- Premium features
- Enterprise features
User Satisfaction
Positive Social Media Mentions
22
Negative Social Media Mentions
0
We are aware that when you make a decision to get a Business Process Management Software it’s important not only to learn how experts rank it in their reviews, but also to check if the real clients and enterprises that use it are actually happy with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Clustdoc reviews across a broad array of social media sites. The information is then displayed in an easy to digest way indicating how many clients had positive and negative experience with Clustdoc. With that information at your disposal you will be ready to make an informed purchasing decision that you won’t regret.
Video
Technical details
Devices Supported
- Android
- iPhone/iPad
- Mac
- Web-based
Deployment
- Cloud Hosted
- Open API
Language Support
- English
- German
- Spanish
- French
- Dutch
- Portugese
Pricing Model
- Monthly payment
- Annual Subscription
Customer Types
- Small Business
- Large Enterprises
- Medium Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Clustdoc?
Cloud 9 Software integrates with over 1500 apps through Zapier (Hubspot, Pipedrive, Box, Quickbooks, and more). You can also use their API to build your own end-to-end workflows.
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