Average Ratings 2 Ratings
Average Ratings 0 Ratings
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
Customers can submit their documents through various methods and track their status in real-time. The system automatically categorizes incoming documents to ensure quick processing. With efficient document management tools and immediate customer feedback, tasks can be completed more swiftly. Once documents are submitted, customers are notified of their processing status. You can easily search for documents by client, submission date, or current status. Additionally, customers can access their documents securely, review past versions, and monitor any changes made. They can send documents, capture images, or forward emails from any device with ease. All incoming documents are compiled into a single, actionable list for better organization. Searching for documents is streamlined by allowing queries based on client, date, or status. A simple click enables users to scan and send documents directly from their smartphones. Each customer is assigned a unique email address for seamless document forwarding. Moreover, a secure customer portal is available, allowing quick access to important documents and enhancing user experience. Overall, this system not only simplifies document handling but also fosters better communication with customers.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Dropbox
Yes
Google Drive
Yes
Integrately
Yes
Pabbly Connect
Yes
Quickwork
Yes
Slack
Yes
Wufoo
Yes
Zapier
Yes
Integrations
Dropbox
No
Google Drive
No
Integrately
No
Pabbly Connect
No
Quickwork
No
Slack
No
Wufoo
No
Zapier
No
Pricing Details
€190/month
Contact us
Free Trial
Yes
Free Version
No
Pricing Details
$89 per 3 users 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)
Yes
In Person
No
Vendor Details
Company Name
Clust Technologies
Founded
2019
Country
France
Website
clustdoc.com
Vendor Details
Company Name
ImportFeed
Founded
2019
Country
Israel
Website
www.importfeed.com
Product Features
Portal
Chat
No
Collaboration
Yes
Content Management
No
Document Management
Yes
File Sharing
Yes
Search
No
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No