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What is Clustdoc?

Clustdoc stands out as a premier software solution for client onboarding and verification, designed to assist small to medium-sized businesses and corporate teams in optimizing and organizing their interactions with new clients. By utilizing Clustdoc, you can automate the onboarding journey while efficiently managing essential documents, files, contracts, and comprehensive information as part of your customer or administrative onboarding workflows, enhancing the overall client intake experience. This streamlined approach not only saves time but also ensures a smoother transition for both the clients and the teams involved.

What is CASH for Sugar?

CASH for Sugar provides the capability to share crucial data within Sugar with a wide range of external users, potentially reaching from a few dozen to thousands. This innovative system grants limited data access to those who previously could not obtain information without logging into Sugar. For example, if you work with multi-line sales representatives, you can give them access to their accounts specifically to review detailed account data. Customers and vendors can also track the status of projects recorded in Sugar seamlessly. In addition, they have the option to log into the portal to create support requests, monitor the status of their inquiries, and access vital company documents. Furthermore, if your system is integrated with ERP software, customers can retrieve product information, including current inventory levels. This enhanced accessibility not only empowers users but also significantly improves communication between businesses and their clientele, fostering a more collaborative environment. Ultimately, this system is designed to streamline interactions and make vital information readily available to those who need it.

Media

Media

Integrations Supported

Configure One Cloud
Dropbox
Google Drive
Integrately
Pabbly Connect
QuickBooks Online
Quickwork
Sage 300
Sage Intacct
Slack
Sugar Sell
Wufoo
Zapier

Integrations Supported

Configure One Cloud
Dropbox
Google Drive
Integrately
Pabbly Connect
QuickBooks Online
Quickwork
Sage 300
Sage Intacct
Slack
Sugar Sell
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

€100.00/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Clust Technologies

Date Founded

2019

Company Location

France

Company Website

clustdoc.com

Company Facts

Organization Name

Faye Business Systems Group

Date Founded

2009

Company Location

United States

Company Website

fayebsg.com/sugarcrm-portal/

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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