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.

Pricing

Price Starts At:
€100.00/month
Price Overview:
Platinum: 350€ / month
Enterprise: Contact us
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, Clustdoc provides an API

Screenshots and Video

Company Facts

Company Name:
Clust Technologies
Date Founded:
2019
Company Location:
France
Company Website:
clustdoc.com
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Clustdoc Categories and Features

Portal Software

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

More Clustdoc Categories

Clustdoc Customer Reviews

Write a Review
  • Reviewer Name: Lisa P.
    Position: Head of Loan Servicing
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
    Official Clustdoc Response
    Date: Sep 04 2023
    Hello Lisa P. ! Thank you so much for your feedback ! We are proud to work with you !
  • Reviewer Name: Chet N.
    Position: CEO
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
    Official Clustdoc 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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