Clustdoc : Client Onboarding and Verification Software
Clustdoc: in summary
What is Clustdoc?
Clustdoc is a client onboarding automation software used by modern teams to orchestrate, run and manage repeated industry-specific onboarding processes with clients or stakeholders.
Stop chasing data and files across multiple tools. With Clustdoc you'll be able to request, collect and review client's information, documents, econtracts and more, gathering all client’s information in a collaborative single platform.
With Clustdoc you can:
•Automate routine workflows - no more paper documents
•Get rid of manual tasks and decrease approval lag time
•Stop chasing data and files across multiple tools
•Improve customer engagement and satisfaction
Featuring advanced document management features, you’ll be able to easily run any customer onboarding process:
- Custom client portal - Onboarding checklist
- Identity verification module
- Shared inbox for clients and teams
- Unlimited process templates
- Guest access for stakeholders
- Onboarding workflows
- A free client management mobile app
- API access (1500+ integrations)
Tired of juggling with multiple tools to manage new clients?
Join Galileopartners, Deloitte, Stisi Group and 3,000+ others who use Clustdoc today.
Enjoy a 7-days free trial to see how Clustdoc can fit with your client onboarding requirements.
Its benefits
Streamlined document-centric processes
Better team collaboration & productivity
Enhanced security and compliance for your business
Processing times cut by up to 50%
Elevated customer experience and increased satisfaction
eIDAS, GDPR
Clustdoc - Provide a fully branded mini website to their clients where onboarding tasks can be completed - no developer needed 
Clustdoc - Build and end-end onboarding process involving multiple steps: forms, document requests, tasks, payments etc - all in one place 
Clustdoc - Review, approve or deny submitted files with a click. 
Clustdoc - Collect signatures on contracts or agreements from one or multiple stakeholders 
Clustdoc - Clustdoc helps Small business owners and teams streamline their onboarding processes in more than 70 countries. 
Clustdoc: its rates
Gold
€100.00
/month /3 users
Platinum
€350.00
/month /5 users
Enterprise
Rate
On demand
Clients alternatives to Clustdoc
Document management system offering secure storage, real-time collaboration, mobile access and workflow automation.
See more details See less details
Konica Minolta is a complete document management system that facilitates the secure storage and retrieval of documents. It enables users to collaborate in real time and access files from any mobile device. In addition, it offers workflow automation capabilities, helping businesses to optimise their processes and improve efficiency in document management.
Read our analysis about KONICA MINOLTATo KONICA MINOLTA product page
This software facilitates document management with indexing, advanced search and secure file sharing, optimising workflows.
See more details See less details
ELO DIGITAL OFFICE stands out for its comprehensive document management capabilities. It offers automatic indexing, enabling files to be filed quickly and efficiently. Advanced search makes it easy to locate specific information in a matter of seconds. What's more, the software guarantees secure document sharing, limiting access to authorised users and protecting sensitive data. These features contribute to significant optimisation of workflows within companies.
Read our analysis about ELO DIGITAL OFFICETo ELO DIGITAL OFFICE product page
Streamline document management with intuitive software that simplifies file storage, retrieval and sharing.
See more details See less details
Say goodbye to cumbersome paper-based systems thanks to this cloud-based software, which offers secure access to documents from anywhere. With powerful search capabilities, version control and audit trails, it's easy to stay organised and compliant.
Read our analysis about DocuWareTo DocuWare product page
Appvizer Community Reviews (0) The reviews left on Appvizer are verified by our team to ensure the authenticity of their submitters.
Write a review No reviews, be the first to submit yours.