Clustdoc Overview

Clustdoc transforms client onboarding by replacing traditional emails and spreadsheets with a streamlined software solution. It offers features like customizable forms, e-signatures, task management, and automated reminders, which simplify and accelerate the onboarding process. Users can design and deploy interactive workflows that operate seamlessly across devices, ensuring a consistent client experience. Clustdoc integrates with existing tools, enhancing workflow efficiency and clarity. With over 1.3 million onboarding flows launched, this software is a trusted choice for businesses seeking to automate routine client-facing tasks and improve onboarding outcomes.

Use Cases

Customers recommend Onboarding, Sales Document Management, Collaboration, as the business use cases that they have been most satisfied with while using Clustdoc.

Other use cases:

  • Engaging And Following Up
  • Content Sharing
  • Sending & Publishing Communications
  • Workflow Management
  • Rating And Review Management
  • Advertisement
  • Lead Qualification: Technographic
See all use cases See less use cases

Business Priorities

Acquire Customers and Grow Market Share are the most popular business priorities that customers and associates have achieved using Clustdoc.

Other priorities:

  • Enhance Customer Relationships
See all business priorities See less business priorities

Clustdoc Use-Cases and Business Priorities: Customer Satisfaction Data

Clustdoc works with different mediums / channels such as Website. Offline. Point Of Sale etc.

Clustdoc's features include Templates. and Clustdoc support capabilities include 24/7 Support, Email Support, Chat Support, etc. also Clustdoc analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Clust is a document collection platform for businesses which offers tools for sharing documents, collaborating with partners, building forms, and storing files within the cloud to access from anywhere...." Peer review

Clustdoc, Open edX, Elucidat, Showpad Content, Recapped, etc., all belong to a category of solutions that help Project Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Clustdoc simplifies onboarding with features like document collection, eSignatures, and reminders. Application portals and workflows enhance efficiency, among other powerful options.

Popular Business Setting

for Clustdoc

Top Industries

  • Marketing and Advertising
  • Education
  • Non-Profit Organization Management

Popular in

  • Small Business
  • Large Enterprise
  • Mid Market

Clustdoc is popular in Marketing And Advertising, Education, and Non-Profit Organization Management and is widely used by Small Business, Large Enterprise, and Mid Market.

Clustdoc Customer wins, Customer success stories, Case studies

What solutions does Clustdoc provide for Onboarding?

How does Clustdoc address your Sales Document Management Challenges?

How can Clustdoc optimize your Collaboration Workflow?

How does Clustdoc address your Engaging And Following Up Challenges?

What solutions does Clustdoc provide for Content Sharing?

11 buyers and buying teams have used Cuspera to assess how well Clustdoc solved their Project Management needs. Cuspera uses 240 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Project Management needs.

Votre Avocat Virtuel - Legal Services

Clustdoc helped Votre Avocat Virtuel, an international law firm, move from traditional case management to a fully remote process. The firm used Clustdoc's immigration software to manage new clients a...round the world. The platform provided a secure, branded client portal and streamlined document collection. This made it easier for the law firm to handle immigration cases efficiently and stay connected with clients.

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Votre Avocat Virtuel.com - Legal Services

Clustdoc helps Votre Avocat Virtuel.com manage client case files fully online. The law firm uses Clustdoc to speed up the process of building immigration case files. Clustdoc provides a secure portal... for collecting and reviewing documents. This makes the workflow faster and reduces paperwork. The team can track and validate documents easily, improving efficiency in legal case management.

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Votre-Avocat-Virtuel.com - Legal Services

Clustdoc helped Votre-Avocat-Virtuel.com manage immigration and legal cases for remote clients. Before Clustdoc, the firm faced challenges with repetitive tasks and poor visibility over client submis...sions. With Clustdoc, they created a fully virtual law firm available 24/7 and improved team productivity. The onboarding process became highly efficient, and document collection was automated. Clustdoc allowed the firm to save time, reduce email exchanges, and provide a seamless client experience.

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PayNearMe - Financial Services

Clustdoc helped PayNearMe improve their merchant onboarding process. Before Clustdoc, PayNearMe used manual document collection and had slow, unclear steps. With Clustdoc, they automated approvals, s...ign-offs, and KYC checks. The team now uses one platform for all onboarding tasks. They doubled productivity and have zero errors during KYC verifications. Automated reminders and conditional formatting make the process faster and more personal for merchants.

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Benefit Resource - Insurance

Clustdoc helped Benefit Resource cut client onboarding time by 50%. Before Clustdoc, the team struggled with manual document collection and poor process visibility. Clustdoc provided automated workfl...ows, secure document management, and real-time tracking. Productivity doubled and document verification errors dropped to zero. The onboarding process is now smooth for clients, brokers, and the internal team.

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OpenEden - Financial Services

Clustdoc helped OpenEden automate and secure their customer onboarding process. Before Clustdoc, OpenEden managed onboarding manually with emails and paper documents, causing delays and errors. With ...Clustdoc, they now use a digital onboarding portal, e-signature, and centralized document collection. Productivity doubled and KYC checks now have zero errors. Investors enjoy a faster, easier onboarding experience.

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lightning

Peers used Clustdoc for onboarding and sales document management

Clustdoc Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.44/5 ★

Read Reviews (24)
Analytics

3.42/5 ★

Read Reviews (1)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.44/5 ★

Read Reviews (24)
Analytics

3.42/5 ★

Read Reviews (1)

Software Failure Risk Guidance

?

for Clustdoc

Overall Risk Meter

Low Medium High

Top Failure Risks for Clustdoc

Clust Technologies Profile

Company Name

Clust Technologies

Company Website

https://clustdoc.com/

HQ Location

Paris, paris, ile-de france 75017, FR

Employees

1-10

Social

Facebook Linkedin Twitter

Financials

PRIVATE