Automated Commercial Customer Onboarding
Need to streamline the way you onboard commercial customers onto your services? Clustdoc is an affordable, reliable and flexible way to build, centralize and run powerful onboarding workflows for your business.
| What you'll need | DIY | With Clustdoc |
|---|---|---|
| Document checklists | High maintenance | |
| Cloud storage | Not user-friendly | |
| eSignature solution | $$ | |
| Security | Low | |
| Client record management | Manual work | |
| Team collaboration | $ | |
| Automation / Integrations | $$ | |
| PROS/CONS | Fragmented | from $70/mo |
We streamline your B2B customer Onboarding
Clustdoc empowers your team with a professional and secure solution which you can use to build and run automated commercial client onboarding workflows.
An automated commercial client onboarding experience that is simple, fast, seamless and compliant has never been more important. Clustdoc allows you to set this up in a matter of days, not months. Our digital onboarding checklists are customizable and easy to use by your clients.
Enterprise-grade features without the cost.
Our solution is full-packed with features that you can start using as of today to get started. Here is a quick overview below.
Manage new clients from any device
Thanks to our native mobile experience, clients can complete the onboarding steps from any a mobile and easily take pictures of any supporting document.
Once you register, feel free to download our client management mobile app to manage new clients while you're on the go.
Free commercial customer onboarding checklists
Get started in minutes, browse through hundreds of free onboarding processes you can use with your clients today.
Automated Commercial Customer Onboarding.
Digitize your onboarding workflows today.
