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Clustdoc icon

Clustdoc

Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and automate routine tasks from clients during the onboarding phase.

Collect files through a secure public portal URL.

Cost / License

  • Subscription
  • Proprietary

Application type

Platforms

  • Software as a Service (SaaS)
Personalize the document collection experience.
Use our proprietary and legally-binding eSigning feature on any form.
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Review, approve or deny submitted files with a click.
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Features

Properties

  1.  Privacy focused

Features

  1.  Goal Tracking
  2.  Real time collaboration
  3.  Extensible by Plugins/Extensions
  4.  Reminders
  5.  Task Time Tracking
  6.  Support for multiple currencies
  7.  Shared Folders
  8.  Upload Screenshot
  9.  Cloud Sync
  10.  Fill PDF Forms
  11.  Ad-free
  12.  File Tagging
  13.  Unified inbox
  14.  Messages
  15.  Centralized Management
  16.  Contact Forms
  17.  Email automation
  18.  Customer Onboarding
  19.  Workflow Automation

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Clustdoc information

  • Developed by

    Unknown

  • Licensing

    Proprietary and Commercial product.

  • Pricing

    Subscription ranging between $100 and $350 per month.

  • Alternatives

    11 alternatives listed

  • Badge

    Get an embeddable badge for Clustdoc

  • Supported Languages

    • English
    • French
Clustdoc was added to AlternativeTo by Karim Bakoume on and this page was last updated .
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Official Links

What is Clustdoc?

Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and automate routine tasks from clients during the onboarding phase.

With Clustdoc you’ll be able to provide a client portal and capture new client required documents, files, contracts and overall information as part of your initial onboarding checklist and requirements. Use Clustdoc to transform your onboarding workflows into highly-converting and unique experiences that will delight your stakeholders and help your team process more efficiently submitted information.

Our platform is designed with simplicity in mind and can help you save time, reduce errors and transform your customer onboarding into a seamless experience - so you can focus on growing your business.

Using Clustdoc, you gain access to a comprehensive set of features that simplify automated workflows, including:

  • Branded and secure client portal
  • Onboarding checklist
  • Online form, document collection, Identity verification module and more
  • Shared inbox for both clients and teams
  • Unlimited onboarding process templates
  • Automated reminders and due dates
  • Approval workflows
  • Client management web application
  • API access

Take advantage of our 7-day free trial and witness firsthand how Clustdoc empowers you to create a seamless customer experience while bringing more clarity and efficiency to your day-to-day operations.

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