Client communication software built for regulated industries.
Deliver secure, organized, and compliant client communications with a shared inbox designed for onboarding, customer communication management, and high-stakes operations.
Deliver secure, organized, and compliant client communications with a shared inbox designed for onboarding, customer communication management, and high-stakes operations.
SECURE SHARED MAILBOX
Managing customer communication across multiple channels often leads to lost information, inconsistent follow-ups, and fragmented customer interactions.
Clustdoc’s client communication software centralizes all client communications inside one platform, replacing chaotic emails with a user-friendly shared mailbox.
Each interaction is tied to a client application, giving your company a single dashboard to manage conversations, documents, and tasks.
TEAM COLLABORATION
Office staff, compliance teams, sales, and onboarding units need one platform to collaborate without switching tools.
Clustdoc’s customer communication management software lets teams access the same shared mailbox, add internal notes, collaborate on messages, and coordinate follow-ups.
Internal users collaborate directly on customer interactions while role-based permissions ensure the right users manage the onboarding steps.
OPERATIONAL EXCELLENCE
Customer communication in regulated industries requires strict control, auditability, and data security.
Clustdoc provides a secure customer communication platform where every message is encrypted, logged, and attached to the right customer data record.
Messages are automatically time-stamped, linked to right step within the customer journey, and accessible for audits or regulatory checks.
PRODUCTIVITY
With Clustdoc, teams don't have to lose time searching for emails, investigating who replied last, or tracking customer interactions across multiple channels.
They can easily can retrieve conversations from six months ago, check document requests, or resume customer interactions instantly.
Inside your professional account, your shared inbox highlights unread messages, pending follow-ups tasks and customer communication threads for smarter and faster responses.
Yes, the history of your conversations can be exported to your own systems or Cloud storage solution.
Exporting conversation history from the shared email inbox allows you to backup your data, retrieve key data, analyze communication patterns, and comply with regulatory requirements.
When you set up automated reminders, it's possible to send them directly via email or through your shared email inbox. It's easy to set up and you can choose which option works best for you.
As a Clustdoc admin user, you can see who has access to your shared inbox and also control who can access conversations with your clients. Leverage our permissions and access rights feature to specify who should access what.
No need to make complex integrations for each of your team members. As long as your team mates have a Clustdoc seat and the right permissions, they will be able to send and reply to messages through the inbox.
93% of users would recommend Clustdoc to a peer. No Credit card required
