Make the right choice

Clustdoc provides you with a unique suite of features sold separately by others.

Delight your clients
  • Mobile-friendly portal
  • White label & themes
  • Emails/SMS notifications
  • Progress status
  • Secure messaging system
  • External members
  • Status updates
  • Multi-language
  • WP plugin
  • One-click exemption
  • Qualification forms
  • Scripts on portal
  • Redirect URL
Help your team work smarter
  • Automated follow-ups
  • Guest access
  • Mobile smartphone app
  • Team todo list
  • Advanced dashboard
  • ESignatures
  • Task manager
  • CC payment
  • Online form builder
  • File requests & approvals
  • File sharing
  • Storage & Cloud Sync'
  • Internal checklists (SOPs)
Increase Operational Excellence
  • Event-triggered messages
  • Workflows & display rules
  • Webhooks
  • Assignment rules
  • Zapier & APIs
  • Unlimited procedures
  • Permissions & roles
  • Tags (folders)
  • Merge fields
  • Data capture & extraction
Protect your clients & business
  • Data-privacy control
  • Consent capture
  • T&Cs agreement
  • Bulk-delete
  • Audit trail
  • Direct messages
  • Bank-grade security
  • GDPR compliance
  • Data encryption
  • Third-party audit

Frequently Asked Question

Here are the answers to the most common questions we get.

What is an application?

When a stakeholder (client, partner, supplier etc...) registers through your portal or receives an email invitation from your team to start a procedure, this counts has an application. An application is created in a system once a lead is captured.

What is a team seat and who needs it?

Anyone needing to review applications, manage the account or pay for the plan will need to be a team member. You can define different roles and permissions for each teammate.

What if I exceed my monthly limits?

No worries. Your activity will not be blocked, any extra submission created using our tool will be added to your invoice at an affordable price per unit. If you need to invite more users than allowed, you can also do so for a small monthly fee per seat. Learn more from your account billing page.

How does the free trial work?

Clustdoc offers a no-cost trial of our Customer onboarding software. This is a risk-free trial to evaluate the benefits of Clustdoc. No fees. No commitment. You can cancel anytime with a simple email to our support team. If you want to cancel during your free trial period, you will NOT be charged.

How secure is Clustdoc?

Clustdoc uses industry-standard SSL security, like banks for example. All application portals are password-protected and the data you collect is encrypted. Additionally, Clustdoc is the 1st service which builds specific features to help you comply with local data privacy regulations and protect your business.

How can get a special discount?

Depending on the type of organization you work for, it is possible to get a discount (e.g. NGO). A very effective way to get a discount is to join our referral program: you get an attractive commission as soon as one of your peers becomes a Clustdoc client. Contact our customer service for more details.

Get up and running today. It's free.

93% of our clients are willing to recommend Clustdoc.