Clustdoc Description

Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and systemize the way you work with new clients.

With Clustdoc you’ll be able to automate the onboarding process and handle new client required documents, files, contracts and overall information as part of their customer or admin onboarding procedures. / as part of their initial onboarding checklist / client intake process.

Pricing

Pricing Starts At:
€100.00/month
Pricing Information:
Platinum: 350€ / month
Enterprise: Contact us
Free Trial:
Yes

Integrations

API:
Yes, Clustdoc has an API
View Integrations

Reviews - 2 Verified Reviews

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

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

Play Video Automatically track each action completed by your clients and teammates on each case file. Personalize the document collection experience. Use our proprietary and legally-binding eSigning feature on any form. Review, approve or deny submitted files with a click. Run client onboarding workflows on every device.
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
Videos
Customer Support
Phone Support
24/7 Live Support
Online

Clustdoc Features and Options

Portal Software

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great tool

    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
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Decent

    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 !