Rated 5/5 by 200+ verified users
INDUSTRIES WE SERVE
Clustdoc client onboarding software turns your most error-prone process into your most professional one.
Onboard clients faster than your competitors without cutting corners on due diligence.
Give customers a professional digital experience from first interaction to signed deed.
Know the status of every client file at any moment without having to ask anyone on your team.
Onboard contractors and employees across multiple jurisdictions with the right contracts, checks and documents in place .
Provide customers with a consistent onboarding experience regardless of who on your team handles them.
Facilitate the application process for companies and individuals while making sure you collect the right information and stay compliant.
Working in another regulated industry?
Clustdoc is flexible enough to match your compliance requirements.
No more bottlenecks. Track activity in real time throughout the onboarding lifecycle and never let a lack of visibility slow you business process down ever again.
No more chasing or tracking status across spreadsheets, everything your team needs to manage a client lives in one place.
Access key metrics and data to make informed business decisions and optimize your team performance.
Adopt a more transparent client management policy and comply with data-privacy regulations.
By streamlining onboarding, Clustdoc helps accelerate sales processes and improve conversion rates, ensuring clients experience value faster.
We provide you with all the tools you need, to design end-to-end client onboarding workflows based on your business requirements, all within a single platform. Discover our complete suite of unique enterprise-level features.
Ensure there are no bottlenecks while handling new business relationships with our no-code onboarding checklist.
Just send an onboarding checklist to each client through Clustdoc.
That way, they can see every onboarding task they need to complete and everything they need to know without having to email you.
With Clustdoc, you can request key information through our embedded forms and review it from a user-friendly interface in collaboration with your team during onboarding.
Using Clustdoc, you can also dynamically request a list of files, based on the context, or your contact’s situation or profile – without worrying about security or deadlines.
Ever been in a situation where you had to deal with a file that’s too big, a document that ends up in your spam folder or an expired sharing link?
Then, you’ll love Clustdoc. Using Clustdoc, you can dynamically request a list of files, based on the context, or your contact’s situation or profile, without worrying about security or deadlines.
Our proprietary esignature solution is built to have multiple documents signed in a sequential order based on previous onboarding steps or events.
If you need to send signature requests to a specific group of people or need to get multiple documents signed based on different contextual factors, Clustdoc can assist you.
Get 40% faster turnaround time when launching complex esigning workflows.
Clustdoc keeps your team on the same page by centralizing the submissions review and approval process.
You can set approval workflows involving key stakeholders and make sure compliance policies are carefully executed.
Clustdoc gathers all client onboarding related interactions into a single management system, so you can handle all your clients from one inbox.
From your Clustdoc account, Internal comments and communications make it easy to collaborate on customer replies and hand messages off to another teammate whether inside or outside your department.
The Clustdoc client portal makes it easy for your clients to access, share and complete onboarding documents or tasks with you and your team.
People can access the client onboarding portal securely from any Web browser or Internet-enabled mobile device.
Clients can interact with you at any time from a mobile-friendly onboarding portal, that will drive better engagement than any legacy tool you currently use.
For more efficient internal management, your team can access a desktop admin console as well as a free mobile app - making it super easy for everyone to work and collaborate, no matter where they are.
Working with a CRM, ERP, or another tool? No problem. Connect them with Clustdoc to send onboarding data to your favorite tools and accelerate your day.
Discover what other companies say about our client onboarding software.
Before you start, here are some answers to the most frequently asked questions.
A client onboarding software helps you and your team transform routine client-centric workflows.
Clustdoc client onboarding software is specifically designed to simplify the process of collecting and managing forms, documents, eSignatures, payment and any key information you need, all in a single, safe place.
All of your work, including the information submitted by your stakeholders, is encrypted at rest with AES-256 and sophisticated encryption keys management.
Also, as we are located in EU, we comply with the highest standards of security and data protection.
When using a client onboarding software at work, you empower your team to provide a higher level of service to new clients or contacts.
You can create as many client onboarding templates as needed and run them simultaneously with your stakeholders allowing to scale your routine processes.
We're here to simplify your client onboarding process.
On top of adding your logo, background and custom URL to your client portal, you can completely embed it on your web page or platform and get your website visitors with a click.
93% of users would recommend Clustdoc to a peer.
