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|
|Client record management||Manual work|
|Automation / Integrations||$$|
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.
Our solution is full-packed with features that you can start using as of today to get started. Here is a quick overview below.
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.
Get started in minutes, browse through hundreds of free onboarding processes you can use with your clients today.