A client management interface built for momentum.
Use Clustdoc’s client management interface to unify client data, monitor performance, and make faster, smarter decisions during onboarding.
Use Clustdoc’s client management interface to unify client data, monitor performance, and make faster, smarter decisions during onboarding.
ADVANCED DASHBOARD
High-performing teams operate from a single command center, a central place where client data, progress, and results are instantly accessible and actionable.
Clustdoc’s client management interface brings that level of clarity to your organization. Through an advanced dashboard, your teams can monitor onboarding journeys, compare performance, and make confident decisions in real time.
From data collection to approval, every client activity is visualized in one secure workspace : you can track progress, identify high-performing patterns, and empower your teams to stay aligned.
AUTOMATION
When every client journey follows a defined process, teams can move faster, decisions get easier, and execution becomes natural.
In Clustdoc, applications organize every step of your client journey and bring together forms, documents, tasks, and approvals in one structured flow.
Whenever you need to run a new flow Clustdoc creates a dedicated application based on your chosen workflow template.
COMMUNICATION
Momentum starts when teams and clients share the same workspace and information, communication naturally fuels progress.
Your Clustdoc client management interface allows you to keep every conversation attached to the right step of your onboarding process.
Inside each application, clients and teams can exchange messages, upload files, and respond to requests in real time while automated notifications keep everyone updated on progress.
AUDIT TRAIL
Within your client management interface, Clustdoc automatically captures every event and data update.
Our built-in tracking helps you record client interactions and demonstrate compliance instantly.
Plus, you can also see the history of messages exchanged with your customers or even internally very easily.
Want to learn more about Clustdoc client management interface ? Read on about what’s in store for you.
A client management interface is a secure digital environment where teams and clients collaborate, share documents, and track progress in real time.
Clustdoc provides that unified workspace, connecting people, processes, and data so every client journey runs smoothly from start to finish.
A CRM tracks relationships and sales opportunities, while a client management interface structures the entire service journey: from onboarding to delivery.
Clustdoc complements your CRM by focusing on conversion and the operational side of client engagement, with workflows, document collection, and audit trails built in.
Yes. Clustdoc connects seamlessly with your existing tools through APIs and native integrations.
You can synchronize client data, trigger workflows automatically, and maintain a consistent source of truth across platforms.
Most teams go live within days.
Using our pre-built templates, you can design your first onboarding workflow, invite your clients, and start collecting information immediately.
93% of users would recommend Clustdoc to a peer. No Credit card required
