Audience

Real estate agents, financial services, mortgage brokers, HR managers, etc.

About Clustdoc

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.

Featuring advanced document management features, you’ll be able to easily run any customer onboarding process:

- Custom client portal
- Onboarding checklist
- Identity verification module
- Shared inbox for clients and teams
- Unlimited process templates
- Guest access for stakeholders
- Onboarding workflows
- A free client management mobbile app
- API access (1500+ integrations)

Tired of juggling with multiple tools to manage new clients?

Enjoy a 7-day free trial to see how Clustdoc can help you implement better client onboarding technology in your organization.

Other Popular Alternatives & Related Software
EasySend
EasySend
(26 Ratings)
EasySend is a no‑code platform for building and automating digital journeys. Forget static forms—turn customer onboarding, applications, quotes, service requests and other processes into personalized, end‑to‑end workflows that work across every channel. You can launch powerful digital experiences without writing code, connect them to your CRM, ERP and other apps to manage customers at scale, and optimize them with built‑in e‑signatures, integrations and analytics. Trusted by enterprises worldwide, EasySend meets stringent security standards—including SOC 2, GDPR and HIPAA—and accelerates digital transformation from fast onboarding to enterprise‑grade solutions.
Learn more
Eurekos
Eurekos
(72 Ratings)
Learning management systems are good for training employees but often fail to address the unique needs of training customers & partners as well as customers' customers & partners. Eurekos is a leading European customer education specialist, offering innovative training software solutions for businesses and non-profit organizations with a need for external training, certification or accreditation. Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organizational structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting into our software to bring our clients the latest, most current technical features available on the LMS market.
Learn more
Pipefy
Pipefy
(587 Ratings)
Pipefy is the AI-enhanced process automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of workflows — no coding knowledge or third-party specialized services firms required. Standardize, streamline, and connect workflows for better end-user experiences and faster business results. Key features include a built-in security suite and a flexible no-code framework for faster deployment and lower implementation costs. Minimize process complexity and expensive stack sprawl with connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.
Learn more
intelliHR
intelliHR
(15 Ratings)
intelliHR is an Australian HR technology business that has developed a next-generation cloud-based people management and data analytics platform. Our strategic HR SaaS product helps our customers: 1. Create a culture based on employee engagement 2. Enable performance through empowering employees 3. Give leaders real-time insights and visibility over their people Our aim is to become an essential core platform for every business to manage their talent providing the necessary tools to align, manage and enable a ‘people and culture strategy’ within a company’s broader business strategy. We add value through the automation of traditionally manual HR processes, like onboarding and record management, whilst capturing critical people and performance data not typically available or visible to business today, providing deep insight into issues, trends and opportunities that HR managers can act on and use to inform strategy and decision making.
Learn more

Pricing

Starting Price:
€100.00/month
Pricing Details:
Platinum: 350€ / month
Enterprise: Contact us
Free Trial:
Free Trial available.

Integrations

API:
Yes, Clustdoc offers API access
See Integrations

Ratings/Reviews - 2 User Reviews

Overall 4.0 / 5
ease 4.0 / 5
features 3.5 / 5
design 4.0 / 5
support 4.0 / 5
More Reviews Write a Review

Company Information

Clust Technologies
Founded: 2019
France
clustdoc.com

Videos and Screen Captures

Play Video Automatically track each action completed by your clients and teammates on each case file. Personalize the document collection experience. Use our proprietary and legally-binding eSigning feature on any form. Review, approve or deny submitted files with a click. Run client onboarding workflows on every device.
You Might Also Like
Enterprise-Grade Monitoring - Zero Compromises Icon
Enterprise-Grade Monitoring - Zero Compromises

PRTG delivers deep visibility and proactive alerts for complex IT. Monitor, analyze, and optimize - all in one platform.

Managing a large, distributed IT environment demands more than basic monitoring. PRTG provides a unified view of your entire infrastructure - across sites, clouds, and hybrid setups. Advanced analytics, customizable dashboards, and granular access controls empower your team to detect issues early and respond fast. Automate reporting, ensure compliance, and scale effortlessly as your network grows. With PRTG, you get reliability, flexibility, and the insights you need to keep your business running at peak performance.
Start Your Free PRTG Trial

Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
24/7 Live Support
Online

Clustdoc Frequently Asked Questions

Q: What kinds of users and organization types does Clustdoc work with?
Q: What languages does Clustdoc support in their product?
Q: What kind of support options does Clustdoc offer?
Q: What other applications or services does Clustdoc integrate with?
Q: Does Clustdoc have an API?
Q: What type of training does Clustdoc provide?
Q: Does Clustdoc offer a free trial?
Q: How much does Clustdoc cost?

Clustdoc Product Features

Portal

Collaboration
Document Management
File Sharing
Chat
Content Management
Search

Clustdoc Additional Categories

Clustdoc Verified User Reviews

Write a Review
  • Lisa P.
    Head of Loan Servicing
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great tool "

    Posted 2021-11-24

    Pros: One of the best platforms out there for professional client onboarding for financial services. And great team.

    Cons: They don't share the public roadmap, but release features very often and are open to feedback.

    Overall: We like how easy it is to get started with Clustdoc (Thanks Carole!) and how flexible the tool actually is versus other platforms.
    We're using it for collecting borrowers applications online and it just works perfectly.

    Read More...
    Reply from Clustdoc
    Posted 2023-09-04
    Hello Lisa P. ! Thank you so much for your feedback ! We are proud to work with you !
  • Chet N.
    CEO
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Decent"

    Posted 2020-04-29

    Pros: Works well if you need to accept and manage client applications for your company. Helps simplify the process.

    Cons: It's very specific and doesn't go beyond applications.

    Overall: Overall it works well if you require your clients to complete applications. Otherwise it's not much useful.

    Read More...
    Reply from Clustdoc
    Posted 2023-09-04
    Hello ! Thank you for your honest feedback! We are keep improving and we have a lot of new features now !
  • Previous
  • You're on page 1
  • Next
Page Already Claimed. Claim Again?