Average Ratings 2 Ratings

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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

Enhance your revenue streams through a comprehensive and advanced onboarding journey. Create exceptional customer interactions while managing risks effectively using top-tier tools. Your entire sales funnel is integrated within a single platform, encompassing lead qualification, KYB processes, e-signatures, segmentation, and scheduling meetings. Utilize components such as tailored rules and no-code workflows to streamline and automate all aspects of identity verification and onboarding. Conduct continuous website evaluations, sanction checks, and social media assessments to ensure ongoing compliance. Facilitate a seamless experience for low-risk users, allowing them to navigate effortlessly. Adapt the application process in real-time based on risk assessments from both internal and external sources. Identify specific areas where potential leads drop off, down to the precise moment or data entry field, utilizing detailed analytics and screen recordings. Optimize your conversion rates and elevate productivity significantly, achieving a tenfold increase. Transition from monotonous manual operations to seamless automation, revolutionizing your workflow in the process. This approach not only simplifies the onboarding journey but also fosters stronger customer relationships and trust.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Actus Comply
Belvo
Codat
Dropbox
Equifax BusinessConnect
Google Drive
HubSpot CRM
HubSpot Customer Platform
Integrately
LexisNexis Command Center
Middesk
Pabbly Connect
Prove
Quickwork
Salesforce
Slack
Sumsub
WhatsApp
Wufoo
Zapier

Integrations

Actus Comply
Belvo
Codat
Dropbox
Equifax BusinessConnect
Google Drive
HubSpot CRM
HubSpot Customer Platform
Integrately
LexisNexis Command Center
Middesk
Pabbly Connect
Prove
Quickwork
Salesforce
Slack
Sumsub
WhatsApp
Wufoo
Zapier

Pricing Details

€190/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Clust Technologies

Founded

2019

Country

France

Website

clustdoc.com

Vendor Details

Company Name

Formalize

Founded

2022

Country

United States

Website

www.getformalize.com

Product Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Alternatives

Alternatives

RiskScreen Reviews

RiskScreen

KYC Global Technologies