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Clustdoc
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Clustdoc
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4.0 out of 5 stars
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Clustdoc Reviews & Product Details - Page 2

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Clustdoc Overview

Editedit
What is Clustdoc?

Clustdoc is a client onboarding automation software used by modern teams to orchestrate, run and manage repeated industry-specific onboarding processes with clients or stakeholders. Stop chasing data and files across multiple tools. With Clustdoc you'll be able to request, collect and review client's information, documents, econtracts and more, gathering all client’s information in a collaborative single platform. Switching to Clustdoc you'll benefit from: • Streamlined document-centric processes • Better team collaboration & productivity • Enhanced security and compliance for your business • Processing times cut by up to 50% • Elevated customer experience and increased satisfaction Join Galileopartners, Deloitte, Stisi Group and 3,000+ others who use Clustdoc today. Enjoy a 7-days free trial to see how Clustdoc can fit with your client onboarding requirements.

Clustdoc Details
Discussions
Clustdoc Community
Languages Supported
German, English, French, Italian, Portuguese, Spanish
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Product Description

Clustdoc helps small businesses in more than 50 countries gather documents and collaborate in a seamless way.

Seller

Clust

Description

Clust is a comprehensive document collection, management, and automation software designed to simplify the way organizations handle client onboarding and document workflows. Aimed at enhancing efficiency and reducing manual tasks, Clust provides tools that allow businesses to create streamlined, digital processes for collecting and managing documents, forms, and payments.Key features of Clust include customizable client portals, automated reminders, secure storage, and the ability to set up clear, step-by-step processes for clients to follow. This platform is ideal for professionals in various industries such as finance, real estate, and legal services, who require a reliable method to manage client documentation efficiently and safely.With its user-friendly interface and powerful integration capabilities, Clust makes it easy for businesses to maintain compliance, ensure data security, and improve client satisfaction by offering a seamless, professional experience. The platform also supports multiple languages and currencies, broadening its usability for international businesses.

Overview Provided by:
Marie Assé
Document Collection Solution for Small Businesses

Recent Clustdoc Reviews

Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Brilliant tool for onboarding new customers!"
I like how powerful and organized is the platform. If you take some time, in the beginning, to browse through their online resources, you'll be abl...
Read more
Zunaid K.
ZK
Zunaid K.Small-Business (50 or fewer emp.)
5.0 out of 5
"Powerful, easy to use solution to manage client apploications"
Clustdoc is easy to use but at the same time it is very powerful. You can effectively extend the functionality of their system with their automatio...
Read more
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
3.5 out of 5
"A solution for digitally based businesses"
The ability to create a document checklist and allow clients to upload itemized documents is very helpful. It makes it easier to track what documen...
Read more

Clustdoc Pricing

Gold
€100.00
Per Month
Platinium
€350.00
Per Month
See all 2 Clustdoc pricing levels

Clustdoc Media

Clustdoc Demo - Custom client portal
Collect files through a secure public portal URL.
Clustdoc Demo - Client Onboarding Software
Personalize the document collection experience.
Clustdoc Demo - eSignature feature
Use our proprietary and legally-binding eSigning feature on any form.
Clustdoc Demo - Track each action
Review, approve or deny submitted files with a click.
Clustdoc Demo - Mobile experience
Run client onboarding workflows on every device.
Answer a few questions to help the Clustdoc community
Have you used Clustdoc before?
Yes

12 Clustdoc Reviews

4.0 out of 5
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12 Clustdoc Reviews
4.0 out of 5
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G2 reviews are authentic and verified.
Here's how.
Marta J.
MJ
Team Manager
Consumer Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Clustdoc?

Clust quickly became our software resource for the incorporation of customers. We also had the opportunity to try it as part of our bidding process, it is very easy to use and what I like most is saving time, doing business, I love it.

I must add that it offers you a save in the cloud to keep files or software shared, so keep it until you decide to delete, a very useful feature.

To end customer support is very friendly and helps you in everything you need before acquiring their service. Review collected by and hosted on G2.com.

What do you dislike about Clustdoc?

I think it's a complete software, we have no problems with that.

The price may be high but it is worth using. Review collected by and hosted on G2.com.

Recommendations to others considering Clustdoc:

We recommend using you can ask for a test, so testing the system is great and very nice and it is also easy to use, that way support will always be guiding so that you can configure it perfect, time saving is significant and can be used to capture more customer , we recommend it. Review collected by and hosted on G2.com.

What problems is Clustdoc solving and how is that benefiting you?

We had problems with the data of so many clients and the time was very short, and delivering one by one each software was impossible and it was annoying that the client must take care, looking for solutions to speed up the process we found this tool that facilitates us delivery, everything is added to the system and ready to be distributed, perfect time savings are wonderful. Review collected by and hosted on G2.com.

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Response from Support @Clustdoc of Clustdoc
Editedit

Hello Marta,

We appreciate your feedback ! We are happy to collaborate with your team !

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Verified User in Photography
UP
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
Rating Updated ()
What do you like best about Clustdoc?

It allow sharing of memories between coworkers Review collected by and hosted on G2.com.

What do you dislike about Clustdoc?

What I dislike is the Payment before use Review collected by and hosted on G2.com.

Recommendations to others considering Clustdoc:

Try Google drive instead Review collected by and hosted on G2.com.

What problems is Clustdoc solving and how is that benefiting you?

Very easy to share images around as said ealier Review collected by and hosted on G2.com.

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Response from Support @Clustdoc of Clustdoc
Editedit

Hello,

Thank you for bringing this to our attention. We have a 7-days free trial, with no credit card required, and free online training & guided implementation. If you have any other specific suggestions or additional feedback, please feel free to share them with us.

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Clustdoc