Automated SaaS Client Onboarding
Need to streamline your SaaS Client onboarding workflows or automate the way you manage new Enterprise customers? Clustdoc is an affordable, reliable and flexible way to build, centralize and run highly-performing client onboarding workflows for your business.
| What you'll need | DIY | With Clustdoc |
|---|---|---|
| Client communication | Emails | |
| Team collaboration | Phone/Emails | |
| Online form builder | $ | |
| eSignatures | $ | |
| Document collection | $ | |
| Reminders and due dates | Manual work | |
| Clarity for clients | X | |
| PROS/CONS | Unproductive | from $70/mo |
We make SaaS client onboarding effortless
The process of converting a lead to a client typically involves multiple points of contact that
may include mailings, phone calls, and meetings with advisors, support staff, and more. Gather and run clients through all these steps with Clustdoc.
Easily, reusable onboarding checklists that are client-facing and will help your leads follow through the steps required during the onboarding phase.
All the features you need to convert leads into clients
Clustdoc is an all-in-one client onboarding solution made for the digital world. Browse through some of the key features you'll find in your account.
Frictionless Mobile onboarding
Your onboarding checklists are available through mobile for your clients: they can easily complete required tasks while on the go from a mobile phone.
Client records are grouped and organized on your web and mobile apps making it easier to review by your teammates.
Let's convert and onboard more clients
Get started with our templates or build from scratch an onboarding workflow that works for your business.
Automated SaaS Client Onboarding for modern teams.
Register today, onboard your first client tomorrow.
