Clustdoc

4.7 (62)
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Customer onboarding software for modern businesses

About Clustdoc

Need to collect information and documents from new clients or partners?

With Clustdoc you can seamlessly onboard them quickly and safely using an onboarding dedicated tool.

Clustdoc Digital Client Onboarding Software provides your team with complete solutions to scale your onboarding process: from collecting customers information, delivering supporting documents, signing contracts, to verifying client’s identity, Clustdoc takes care of clients or stakeholders from beginning to end.

Using Clustdoc, you'll get all the features you need to run automated workflows:

- Branded and secure client portal
- Onboarding checklist (online forms, file request, econtracts, identity verification module, and more..)
- Shared inbox for clients and teams
- Unlimited onboarding process templates
- Guest access for stakeholders
- Automated reminders and due dates
- Approval workflows
- A free client management mobile app
- API access (1500+ integrations)

Benefit from a 7-day free trial and see how Clustdoc can help you create seamless customer experience while bringing more clarity to your team in your day-to-day operations.


Key benefits of Clustdoc

  • Share, store, and collaborate on documents within the Clustdoc platform with workflows for requesting and approving documents such as contracts, proposals, invoices, and any other documents necessary for business.

  • Create process templates for workflows which can be shared amongst team members and customized when needed for clients.

  • Manage permissions within Clustdoc to ensure that only those who have been selected can view certain files. Give permissions to clients or partners by sending them a unique link to access documents.

  • Collaborate on document creation and versioning amongst team members or with clients or partners, with tools including version control, integrated messaging, invitations to collaborate, internal notes, and more.

  • Use the online form builder within the Clustdoc platform to create custom forms to gather information such as payment details, contact information, and more to aid with creating documents.

  • Images

    Clustdoc Software - Collect files through a secure public portal URL.
    Clustdoc Software - Personalize the document collection experience.
    Clustdoc Software - Use our proprietary and legally-binding eSigning feature on any form.
    Clustdoc Software - Review, approve or deny submitted files with a click.
    Clustdoc Software - Run client onboarding workflows on every device.
    View 6 more
    Clustdoc video
    Clustdoc Software - Collect files through a secure public portal URL.
    Clustdoc Software - Personalize the document collection experience.
    Clustdoc Software - Use our proprietary and legally-binding eSigning feature on any form.
    Clustdoc Software - Review, approve or deny submitted files with a click.
    Clustdoc Software - Run client onboarding workflows on every device.

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    Reviews

    Overall rating

    4.7 /5
    (62)
    Value for Money
    4.7/5
    Features
    4.3/5
    Ease of Use
    4.4/5
    Customer Support
    4.7/5

    Already have Clustdoc?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 62
    Zunaid
    Zunaid
    Overall rating
    • Industry: Education Management
    • Company size: 2–10 Employees
    • Used Monthly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

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

    Reviewed on 2023/02/10

    Pros

    How easy it is to use and get things setup.

    Cons

    Nothing in particular. They do a good job of explaining how to use with their help documents.

    Response from Clust Technologies

    Hello Zunaid,

    Thank you a lot for you feedback!

    Laura
    Overall rating
    • Industry: Law Practice
    • Company size: Self Employed
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

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

    Reviewed on 2023/12/05

    Overall it's great for document management but I see a lot of potential for it to become a holistic...

    Overall it's great for document management but I see a lot of potential for it to become a holistic software.

    Pros

    Document collection can be efficient and I like that I can customize my client view.

    Cons

    I wish we could somehow sync our Adobe account to Clustdoc so we could edit pdfs directly in Clustdoc rather than having to re-upload and re-implement the merge fields every time we modify or update a contract. We have about 27 different processes so this is very time consuming. This is also important for us as an immigration firm because we could save a lot of time by adding editable merge fields (WITHOUT REQUIRING SIGNATURE as USCIS does not allow e-signature).

    Additionally, for some reason, when you add an additional process to an existing application, the checklist and file sharing of the new process does not transfer over. I wish there was a way to make the new process the dominating process.

    Finally, we often do processes for multiple family members. I wish there was a way to connect the family members so we would not have to ask the same questions to each family member over and over again during our intake. For example, if it's a family of three (mom, dad, and child) and each person has their own application, I wish I did not have to type in each parents' name, date of birth, address, etc when I input the child's data. Rather, I wish it could automatically detect who the family members are and autofill.

    Finally, I wish you could integrate Square for payment as that is my preferred merchant.

    Alternatives Considered

    Filevine

    Reasons for Choosing Clustdoc

    Document collection was not manageable in the other softwares.

    Switched From

    eimmigration and INSZoom
    Michael
    Overall rating
    • Industry: Legal Services
    • Company size: 11–50 Employees
    • Used for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 0.0 /10

    Don't. Simply don't.

    Reviewed on 2020/12/25

    In one word: huge disappointment.

    In one word: huge disappointment.

    Pros

    I thought it would help me cover onboarding of new employees, get a central portal for them to use, that it'd be great UX-wise and everybody would love it. Boy was I wrong!

    Cons

    No logic, UX is AWFUL, I mean 1990 software was more logical than this.
    But worst of all: when using fill-in fields in PDF documents for e-signature - they are ALWAYS shifted from the place you put them.
    So besides being illogical, half-made (Cyberpunk is more deployment-ready than this), it is useless for E-signatures and document collection.
    Just stay away.

    Response from Clust Technologies

    Hi there,
    Thank you for your review.
    Our team has reached out to you several times to discuss your issue.
    We're looking forward to hearing from you to understand what went wrong since it doesn't seem like you've actually used our software.

    Karnav
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 11–50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Excellent platform to onboard client, manage documents

    Reviewed on 2021/06/14

    Pros

    Customer can submit documents, fill form and sign legal contract. They can also communicate, send additional documents. Google and other storage features, payment integration are just great. This is now our all in one crm cum document management platform.

    Cons

    They can improve on online form creation tool. They have enhanced number of features in last one year. They respond quickly too.

    Response from Clust Technologies

    Hello Karanv,

    Thank you very much for sharing your feedback ! It was very important to point that out, that's allows us to improve our services. Actually, the online form has been improved since your comment.

    Kirk
    Overall rating
    • Industry: Legal Services
    • Company size: Self Employed
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Great product with lots of potentials

    Reviewed on 2019/11/06

    Despite some online reviews I have watched in Youtube, I really believe in the product. I loved it...

    Despite some online reviews I have watched in Youtube, I really believe in the product. I loved it so much that I want it to improve. It really has a lot of potential in my space...immigration application.

    Pros

    I loved the fact that I can have my clients go to the form, fill it up and log-off and log-in again to continue their update on the form. Something that my clients are struggling when I was using Google forms on onboarding.

    Cons

    When developing a form, it is a pain in B???? to move fields around. This really have to improve in light of transfer some of my Google forms to Clust.

    Alternatives Considered

    Google Forms, Airtable, Google Workspace and Elementor

    Reasons for Choosing Clustdoc

    While, the UI on Google Form is better, I like the professional look of Clust. Importing it to PDF is also a big plus as I can print it, and discuss with my client offline, his profile.

    Switched From

    Google Forms

    Reasons for Switching to Clustdoc

    I feel that the client experience is better than the alternatives. That said, it has to make it easy for the admin to create form of it to really take off. At the end of the day, it is the admin who will pay for the product therefore, they will have to feel the benefits first then the clients (even if I think it should be the other way around.)

    Response from Clust Technologies

    Hello Kirk,
    thanks a lot for taking the time to share your experience with Clust.
    (Side note: The form has been improved since your comment)
    thank you

    Showing 5 reviews of 62 Read all reviews

    Clustdoc FAQs

    Below are some frequently asked questions for Clustdoc.

    Clustdoc offers the following pricing plans:

    • Starting from: €100.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Silver: €70/month Gold: €100/month Discounts are also available when paid annually. Free 14 day trial available.

    Clustdoc has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500

    Clustdoc supports the following languages:

    English, French, German, Portuguese, Spanish

    Clustdoc supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Clustdoc integrates with the following applications:

    Dropbox Business, Google Drive, Slack, Zapier

    Clustdoc offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for Clustdoc.