Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Clustdoc enables organizations to modernize how they onboard and engage clients by turning complex intake processes into guided, structured journeys. Instead of coordinating onboarding through email threads, disconnected tools, and manual tracking, Clustdoc provides a centralized workspace where every step is organized and visible. Teams can capture information, collect required documents, assign responsibilities, and move clients through clearly defined stages without losing control of the process. Clients benefit from a transparent, step-by-step experience that reduces confusion and delays. Internally, teams gain full oversight of progress, remove repetitive follow-ups, and maintain consistency across every onboarding case. Clustdoc is particularly well suited for service-driven businesses that value operational clarity, strong client relationships, and scalable growth.

Description

Gathering electronic files from clients can be quite challenging due to varying software preferences and the chaotic nature of email, which often lacks security. Implementing a customized upload page with simple drag-and-drop capabilities can streamline the process of collecting and organizing files. This allows you to focus more on critical tasks while alleviating concerns about logistics and security. You can effortlessly gather digital documents, images, and videos from clients, regardless of their software, ensuring all submissions are safely stored in your cloud under the respective client's name. This eliminates the frustration of misplaced files and the hassle of lengthy searches. File Request Pro seamlessly integrates with platforms like OneDrive, SharePoint, Google Drive, and Google Docs, making it easy to set up in just five minutes. You can efficiently organize essential documents such as personal information, bank statements, and other financial records directly in your cloud storage. Enhancing the customer experience allows you to devote more time to your primary business activities, particularly in lending and mortgage services. This way, you can concentrate on closing deals rather than getting bogged down by paperwork, quickly collecting and organizing vital documents like bank statements, identification, and pay slips to streamline your workflow further. Additionally, a user-friendly submission process can significantly improve client satisfaction and foster stronger professional relationships.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Dropbox Yes 
Google Drive Yes 
Zapier Yes 
Integrately Yes 
Microsoft OneDrive No 
Microsoft SharePoint No 
Pabbly Connect Yes 
Quickwork Yes 
Slack Yes 
Squarespace No 
Weebly No 
Wix No 
WordPress No 
Wufoo Yes 

Integrations

Dropbox Yes 
Google Drive Yes 
Zapier Yes 
Integrately No 
Microsoft OneDrive Yes 
Microsoft SharePoint Yes 
Pabbly Connect No 
Quickwork No 
Slack No 
Squarespace Yes 
Weebly Yes 
Wix Yes 
WordPress Yes 
Wufoo No 

Pricing Details

€190/month
Contact us
Free Trial Yes 
Free Version No 

Pricing Details

$49 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clust Technologies

Founded

2019

Country

France

Website

clustdoc.com

Vendor Details

Company Name

File Request Pro

Founded

2019

Country

United States

Website

filerequestpro.com

Product Features

Portal

Chat No 
Collaboration Yes 
Content Management No 
Document Management Yes 
File Sharing Yes 
Search No 

Product Features

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

Alternatives

Alternatives

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