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Clustdoc description
Clustdoc is a client onboarding software that helps you manage the process of collecting information and documents from new clients. It offers a library of templates for common onboarding workflows, as well as the ability to create your own. With Clustdoc, you can collect e-signatures, process payments, and track the progress of your onboarding process. It aims to help you bring new clients on board faster and more efficiently, all while keeping their data secure and compliant. Clustdoc is suitable for businesses of all sizes in various industries, with a focus on streamlining client-facing processes and improving team collaboration.
Who is Clustdoc best for
Clustdoc streamlines client onboarding with automated workflows, secure document collection, and a branded client portal. Users praise its ease of use and helpful customer support. However, some have noted issues with PDF merge fields and pricing on lower plans. Ideal for businesses of all sizes in finance, legal, or real estate seeking efficient and secure client onboarding.
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Excellent fit for businesses of all sizes.
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Best for financial services, legal, and real estate.
Clustdoc features
| Supported Clustdoc enables secure document collection from clients during onboarding through a secure online portal. |
| Supported Clustdoc offers a fully branded client portal for document collection and onboarding. |
| Supported Clustdoc supports workflow automation with triggers, actions, conditions, and pauses. |
| Supported Clustdoc supports onboarding workflows, including managing tasks and collecting documents. |
| Supported Clustdoc supports creating and assigning tasks to stakeholders, including clients. |
We evaluate the sentiment that users express about non-functional aspects of the software
Ease of Use
Clustdoc reviews
We've summarised 74 Clustdoc reviews (Clustdoc Capterra reviews and Clustdoc G2 reviews) and summarised the main points below.
- User-friendly interface and easy setup.
- Efficient document collection and management.
- Excellent customer support, responsive and helpful.
- Customizable workflows and templates.
- Secure and compliant data handling.
- High pricing and limited features on lower plans.
- Merge field issues with PDFs, especially after editing.
- Difficulty managing processes for multiple family members or connected individuals.
- Lack of advanced form features like multi-column layouts and partial saves.
- Limited integrations with other platforms like Square and Adobe.
Clustdoc pricing
The commentary is based on 5 reviews from Clustdoc Capterra reviews and Clustdoc G2 reviews.
Clustdoc is praised for its excellent price-to-quality ratio and affordability. Users highlight its low price and valuable features, making it a cost-effective solution. While some mention needing third-party integrations for certain features, overall, the pricing sentiment is positive.
Users sentiment
See the Clustdoc pricing page.
Clustdoc alternatives
MoxoBetter for mid-sized businesses needing client, vendor, and partner interaction management. A Clustdoc competitor focused on centralizing communications and project tracking. Offers real-time chat and file sharing.Read more
OnRampBetter for SaaS, client services, retail, and distribution. More focused on mid-sized B2B businesses. Geared towards faster customer setup and time-to-value.Read more
Foxit PDF Editor SuiteBetter for PDF editing and management. A cost-effective Adobe Acrobat alternative. Not ideal for client onboarding workflows or managing client portals.Read more
AlongBetter for managing complex B2B sales and improving buyer experience. Focuses on deal closure and sales cycle reduction through centralized workspaces for collaboration and content sharing. Offers insights into buyer behavior and integrates with CRM systems.Read more
Ideagen HuddleBetter for internal collaboration and secure file sharing, especially for regulated industries. A Clustdoc alternative focused on document version control and approval workflows. Geared towards enterprise clients.Read more
Clustdoc FAQ
What is Clustdoc and what does Clustdoc do?
Clustdoc is client onboarding software simplifying the process of collecting client information and documents. It offers customizable templates, e-signatures, and payment processing, enabling efficient and secure client onboarding. Clustdoc is ideal for businesses of all sizes across various industries seeking to streamline client-facing processes.
How does Clustdoc integrate with other tools?
Clustdoc offers limited integrations, which is a drawback for some users. While it streamlines client onboarding, it lacks robust connections with other platforms like Square and Adobe. This can hinder seamless workflows for users who rely on these tools.
What the main competitors of Clustdoc?
Clustdoc's main competitors include Content Snare, Moxo, and OnRamp. These alternatives offer similar client onboarding features, such as document collection, automated workflows, and centralized dashboards. For document management, Foxit PDF Editor Suite and Ideagen Huddle are also competitors.
Is Clustdoc legit?
Clustdoc is a legitimate client onboarding software. User reviews praise its ease of use, efficient document management, and excellent customer support. However, some users mention high pricing and limited features in lower-tier plans as drawbacks. Consider these factors when assessing if Clustdoc is the right fit for your business.
How much does Clustdoc cost?
Clustdoc does not publicly disclose its pricing information. Contact their sales team to obtain a customized quote based on your specific needs and requirements.
Is Clustdoc customer service good?
Clustdoc's customer service is highly regarded by users, who describe it as responsive, helpful, and efficient. Support is quick to address issues and provides helpful guidance. Some users also mention proactive follow-up from the support team.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.