Clustdoc
The All-in-One Client Onboarding Software.
Overview
Clustdoc is a client onboarding platform that helps businesses streamline the process of collecting documents and information from their clients. It provides a secure and organized portal for clients to submit files, fill out forms, and complete tasks. Clustdoc is designed to eliminate the back-and-forth of email and improve the client experience.
✨ Key Features
- Document collection
- Online forms
- Task management
- Client portal
- E-signatures
- Automated reminders
🎯 Key Differentiators
- All-in-one platform
- User-friendly interface
- Affordable pricing
Unique Value: Provides a centralized and secure platform for collecting and managing client information, saving time and improving the client experience.
🎯 Use Cases (4)
✅ Best For
- Simplifying the document collection process
- Improving client communication
- Reducing administrative work
💡 Check With Vendor
Verify these considerations match your specific requirements:
- In-app product tours
- Employee onboarding
🏆 Alternatives
Offers a more comprehensive set of features for client onboarding compared to simple e-signature tools.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Business tier)
🔒 Compliance & Security
💰 Pricing
✓ 7-day free trial
Free tier: NA
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