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Clustdoc logo

Clustdoc

Clustdoc Overview:

What is Clustdoc?

Clustdoc is an all-in-one client onboarding automation platform that provides client-facing and back-office teams with a secure dedicated tool to manage new clients and stakeholders.

Our cloud solution combines on a single platform a light-weight CRM, a digital onboarding portal and a project management software.

Who Uses Clustdoc?

Who uses Clustdoc? Small business owners and teams that want to streamline their onboarding processes in more than 70 countries (Financial services, Real estate, Legal services and other industries).

Where can Clustdoc be deployed?

Cloud-based
On-premise
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

Overall rating

See all reviews
Based on 61 reviews
4.7 Show more details
Write a Review!

Reviews sentiment

Positive
95%
Neutral
3%
Negative
2%

Starting Price

Not provided by vendor

Free trial

About the vendor

  • Clust Technologies
  • Located in 75017, France
  • Founded in 2017

Clustdoc support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available Show more details

Australia, Brazil, Canada, China, France

Countries available

Countries where the product is available. Note: Customer support may not be accessible in that country.

  • Australia
  • Brazil
  • Canada
  • China
  • France
  • Germany
  • India
  • Japan
  • Mexico
  • United Kingdom
  • United States

Languages Show more details

English, French, German, Portuguese, Spanish

Features of Clustdoc

  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Archiving & Retention
  • Audit Trail
  • Billing & Invoicing
  • Business Process Automation
  • Calendar Management
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Tracking
  • Customisable Branding
  • Customisable Templates
  • Data Security
  • Document Capture
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • File Conversion
  • File Sharing
  • Forms Management
  • Milestone Tracking
  • Mobile Signature Capture
  • Multi-Party Signing
  • No-Code
  • Onboarding
  • Process Modeling & Designing
  • Project Planning/Scheduling
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Role-Based Permissions
  • Status Tracking
  • Task Management
  • Third-Party Integrations
  • Version Control
  • Workflow Management

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Capterra verified reviews for Clustdoc

Chaz
Owner in US
Online Media, 2–10 Employees
Used the Software for: 6-12 months

"Client onboarding simplified"

16 June 2020
5.0 Show more details
Pros:
Clust makes systematizing your client onboarding easier than ever. Not only this though, it makes reminding your clients about outstanding items as easy as a click of a button.
Cons:
The only thing I don't like about Clust is the name. This definitely isn't a deal breaker though.
Reviewer Source Show more details
Laurent
Responsable commercial & Partenariats - Grands Comptes in France
Verified LinkedIn User
Information Technology & Services, 51–200 Employees
Used the Software for: 1-5 months

"Great productivity app"

19 October 2018
5.0 Show more details
Pros:
First, the experience is amazing for us and for our clients. Overall Clust is really a smart document collection app. I particularly like the fact that we can initiate requests for supporting documents and follow up on those in a professional way. And there are plenty of cool features like APIs, online forms, reminders
Cons:
I can't see any so far. We'll see after a while if anything comes up.
Reviewer Source Show more details

Clust Technologies Response

9 August 2023

Hello Laurent, Thank you for sharing your feedback ! We are always bringing new features to update our platform and to offer you a better user experience.

Verified Reviewer
Verified LinkedIn User
Real Estate, 2–10 Employees
Used the Software for: 1+ year

"Saves us time and money!"

12 November 2018
5.0 Show more details
Pros:
Clust has brought to us a very innovative way of working. We used to gather all client documents on our website with a poorly designed contact form and the rest of the work was made manually. With Clust, all that has ended months ago. We've completely switched the whole team (contractors included) to Clust and I am very satisfied as the manager. The software is very easy to use, you just follow the steps at registration and you're ready to go. Then, the support team follows up with you to help you go even further with website modules etc. (which we use) and that's it. I have senior team members who got up to speed very quickly and don't see themselves using any other alternative.
Cons:
Nothing. This software is really good and modern. If I really had to share a complaint it would be the additional feature requests that we can't wait to see live. Other than that, it does the work and really helps us work better and faster.
Reviewer Source Show more details

Clust Technologies Response

9 August 2023

Hello, Thank your for sharing your review ! We appreciate that Clustdoc is being extremely useful to your business. We hope that we keep surprising you with our knew feature !

Mary
Office Manager in US
Legal Services, 2–10 Employees
Used the Software for: 1-5 months

"Great concept, still needs some fixes to make it workable for our practice"

6 November 2019
3.0 Show more details
We turned to Clust in hopes of creating forms that we could send out to our clients to shorten turnaround time. Unfortunately, being a law office, many of our forms are either wordy or require a lot of explanation to be able to understand what we need and why we need it. This is what's holding us back from giving a higher rating - if we can't use it, we can't recommend it.
Pros:
The flexibility is good, and if you use short words or phrases when constructing your apps it would probably work well.
Cons:
It's still awkward for our firm's use, because we use a lot of long words and the character count won't accommodate our needs.
Reviewer Source Show more details

Clust Technologies Response

9 August 2023

Hello Mary, Thank you very much for thanking your time to share your experience ! We have updated our online form since your comment, it's better now. Thank you to point that out !

Verified Reviewer
Verified LinkedIn User
Information Technology & Services, 2–10 Employees
Used the Software for: 6-12 months

"Easy Application Processing & Client Onboarding"

6 January 2022
5.0 Show more details
With Clustdoc, you can create applications with ease to make the process of onboarding clients quicker and more efficient. The Clustdoc team has created a user-friendly application that makes it easier than ever before to get your business up and running quickly. With features such as Client Profile where users can input personal information about their clients, and the best part is the clients can log in to view and upload documents which you can accept/reject. Very helpful customer support team.
Pros:
The documents accept/reject feature is very handy, we used it for web development projects. Saved us so much time and hassle from back and forth emails. Secondly, the user interface is pretty tidy and finally the customer service is excellent.
Cons:
It does what it says, so nothing much to complain about.
Reviewer Source Show more details

Clust Technologies Response

9 August 2023

Hello, Thank you for your honest feedback ! We will keep improving !

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