Client Onboarding Automation

Need to automate an account opening or client intake process? 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
Online form builder $
Light-weight CRM $$
Follow-ups & Integrations $ + dev work
Legally-binding eSignatures $
Team collaboration Manual work
Professional client experience X
Cost-effective X
PROS/CONS Fragmented journey From $70/mo

We make client onboarding effortless

No need to juggle between apps anymore. Clustdoc gathers in a single place all you need to systemize your client onboarding processes and better manage clients, collaborate with your team and protect your business - and you can get started today!

Simply have clients join a secure self-serve client interface where they can easily follow the steps required during onboarding without you having to think about it.

Light CRM mobile app for your team

Once your clients start completing the different steps of the onboarding, you can easily review their online submissions from your admin dashboard.

Download our mobile client management app to make sure you track and access clients' information no matter where you and your team are.

Let's streamline your client onboarding process

Browse through our library of ready-to-use client onboarding processes, import your favorite template, edit the process based on your requirements and invite your first client to start the process today.

Onboard clients today for free.

Register for a free account, import our templates and get started!