Clustdoc 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.

Pricing

Pricing Starts At:
€190/month
Pricing Information:
Contact us
Free Trial:
Yes

Integrations

API:
Yes, Clustdoc has an API

Reviews - 2 Verified Reviews

Total 4 out of 5 stars
ease 4 out of 5 stars
features 3.5 out of 5 stars
design 4 out of 5 stars
support 4 out of 5 stars

Company Details

Company:
Clust Technologies
Year Founded:
2019
Headquarters:
France
Website:
clustdoc.com
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support

Clustdoc Features and Options

Portal Software

Collaboration
Document Management
File Sharing

Clustdoc Lists

Clustdoc User Reviews

Write a Review
  • Name: Lisa P.
    Job Title: Head of Loan Servicing
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 1 - 25
    Features 4 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 4 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 8 out of 10

    Great tool

    5 out of 5 stars Date: Nov 24 2021

    Summary: We like how easy it is to get started with Clustdoc (Thanks Carole!) and how flexible the tool actually is versus other platforms.
    We're using it for collecting borrowers applications online and it just works perfectly.

    Positive: One of the best platforms out there for professional client onboarding for financial services. And great team.

    Negative: They don't share the public roadmap, but release features very often and are open to feedback.

    Read More...
    Clustdoc Company Response
    Date: Sep 04 2023
    Hello Lisa P. ! Thank you so much for your feedback ! We are proud to work with you !
  • Name: Chet N.
    Job Title: CEO
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User, Deployment
    Organization Size: 1 - 25
    Features 3 out of 5 stars
    Design 3 out of 5 stars
    Ease 3 out of 5 stars
    Pricing 3 out of 5 stars
    Support 3 out of 5 stars
    Likelihood to Recommend to Others 6 out of 10

    Decent

    3 out of 5 stars Date: Apr 29 2020

    Summary: Overall it works well if you require your clients to complete applications. Otherwise it's not much useful.

    Positive: Works well if you need to accept and manage client applications for your company. Helps simplify the process.

    Negative: It's very specific and doesn't go beyond applications.

    Read More...
    Clustdoc Company Response
    Date: Sep 04 2023
    Hello ! Thank you for your honest feedback! We are keep improving and we have a lot of new features now !
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