What is Clustdoc?

Clustdoc transforms client onboarding into a guided, collaborative experience that businesses can scale with confidence.

By replacing disconnected emails, spreadsheets, and shared drives with a unified digital workspace, Clustdoc allows teams to manage onboarding from start to finish in one place. Information collection, document requests, task coordination, and approvals are orchestrated through structured workflows that keep everyone aligned.

Clients move through clearly defined steps with full visibility into what’s required and what comes next. At the same time, internal teams track progress in real time, reduce friction, and ensure every onboarding follows a consistent standard.

Built for service-led organizations, Clustdoc helps turn onboarding into a smoother path to engagement, activation, and long-term client relationships.

Pricing

Price Starts At:
€190/month
Price Overview:
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
1-10
11-50
51-200
201-500
501-1000
Target Organization Types
Mid Size Business
Small Business
Enterprise
Nonprofit
Government
Startup
Supported Languages
Dutch
English
French
German
Italian
Polish
Spanish

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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