The easiest way to onboard new clients.
Replace your bloated email inbox and empower your team to deliver a top-notch customer onboarding experience right from Clustdoc. Assign tasks, collect files or signatures, approve submissions, create templates and automate your processes.
It's a beautiful lead magnet.
You don't need a website to use Clustdoc. Create unlimited procedures and invite anyone to start your process through a secure, branded interface where you can show who you are.
- Accessible from any device
- Logo, branding and custom domain
- Safer conversations (no emails)
- No mistakes, no delay
It empowers your team.
Clustdoc is not only a client portal. It's also a powerful client management software that you can use every day with your team without juggling between tools.
It streamlines your operations.
Think of Clustdoc like your digital office where teams and clients can interact 24/7 while we automate the grunt work in the background. This ensures consistency and productivity for your company.
- Quick setup time
- APIs and Webhooks
- Automated workflows
- Reuseable procedures
It protects your company.
At Clustdoc, we take your security very seriously. We put our best efforts to comply with Industry standards because our priority is to protect your organization.
- 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
- Automated follow-ups
- Guest access
- Mobile smartphone app
- Team todo list
- Home
- ESignatures
- Task manager
- CC payment
- Online form builder
- File requests & approvals
- File sharing
- Storage & Cloud Sync'
- Internal checklists (SOPs)
- Event-triggered messages
- Workflows & display rules
- Webhooks
- Assignment rules
- Zapier & APIs
- Unlimited procedures
- Permissions & roles
- Tags (folders)
- Merge fields
- Data capture & extraction
- Data-privacy control
- Consent capture
- T&Cs agreement
- Bulk-delete
- Dossier de Preuves
- Messages directs
- Bank-grade security
- GDPR compliance
- Data encryption
- Third-party audit
It works like magic
We are part of your team and as such, our unique obsession is to make you successful and keep your business safe.
I loved the fact that I can have my clients go to the form, fill it up and log-off and log-in again to continue their update on the form. Something that my clients are struggling when I was using Google forms on onboarding.
Kirk
Share on November 2019
Clustdoc has assisted us in automating our business and better accommodating our clients, we now have the opportunity to get all we need without conflicting with work schedules. The website is very easy to navigate on the user end and on the business end.
Malky
Shared on June 2020We raised the bar for customer onboarding.
Teams and professionals using Clustdoc have improved their productivity by up to %41. Join us!
