Loved by professionals from 70+ countries!
Delight your clients and partners with a beautifully simple online experience, no matter the process involved. Provide your team with a client onboarding process management software and grow your business.
Define your client onboarding process steps, then let Clustdoc collect submissions on your behalf.
It's so easy to submit the required information through the portal. Your stakeholders will be done in no time.
Onboard clients from a mobile-friendly interface and manage your business from our mobile app.
Get a real-time overview of who does what and progress any submissions faster with your team.
We provide you with the tools you need to manage your business from anywhere with only one subscription.
Clients can interact with you at anytime from a mobile-friendly interface that will drive engagement.
Our free mobile app makes it super easy for you to work and collaborate with your team no matter where you are located.
Your clients can rely on you when you rely on Clustdoc.
What I like most is that you can easily create templates to use over and over again but you also have the flexibility to customize single applications using a template first. You can sort incoming applications into folders for better organisation and overview of various processes.
Clustdoc makes systematizing your client onboarding easier than ever. Not only this though, it makes reminding your clients about outstanding items as easy as a click of a button.
This tool is flexible to use for both our clients and organization to maintain quality standards for information collection and process management. I like the fact that it keeps our on-boarding of new clients focused with information collecting in one easy process.
Before you start, here are some answers to most frequently asked questions.
A client onboarding software helps you simplify your document collection, client management and team collaboration while welcoming new clients or partners to your business.
It is designed to simplify the process of collecting 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-1256 and sophisticated encryption keys management. Also, as we are located in EU, we comply with the highest standards of security and data protection.
Clustdoc empowers you to put your client onboarding process on autopilot. You can create as many customer onboarding templates as needed and run them simultaneously with your stakeholders.
Absolutely. 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.