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
Your ticket to first-class customer onboarding. We are the best Salesforce-native app to help customers onboard. Our TaskRay in 60 second video explains the 4 key steps and best practices for customer onboarding. This is just one of the things that sets us apart. TaskRay is the leader in Salesforce customer onboarding. TaskRay, a customer onboarding and project management tool that helps companies manage their implementation and onboarding processes, increase efficiencies and create exceptional customer experiences - all within Salesforce.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Dropbox
Yes
Google Drive
Yes
Integrately
Yes
Pabbly Connect
Yes
Quickwork
Yes
Salesforce
No
Slack
Yes
Workato
No
Wufoo
Yes
Zapier
Yes
Integrations
Dropbox
No
Google Drive
No
Integrately
No
Pabbly Connect
No
Quickwork
No
Salesforce
Yes
Slack
No
Workato
Yes
Wufoo
No
Zapier
No
Pricing Details
€190/month
Contact us
Free Trial
Yes
Free Version
No
Pricing Details
$19.00/month/user
Free Trial
No
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
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Clust Technologies
Founded
2019
Country
France
Website
clustdoc.com
Vendor Details
Company Name
Bracket Labs
Website
taskray.com
Product Features
Portal
Chat
No
Collaboration
Yes
Content Management
No
Document Management
Yes
File Sharing
Yes
Search
No
Product Features
Project Management
Agile Methodologies
Yes
Budget Management
No
Client Portal
Yes
Collaboration Tools
No
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
Yes
Traditional Methodologies
Yes