What is Clustdoc?
Clustdoc is a cloud-based customer onboarding software that helps you streamline your business.
It makes document processes and managing online submissions more efficient than ever and is ideal for speeding up application processes from clients, tenants, suppliers and more.
Can I manage multiple services/processes from my Clustdoc account?
Absolutely! Clustdoc allows you to fully automate your onboarding processes and service registrations.
Your team won’t need to chase people for their information anymore as automated emails can do the work for them. This can be set up for multiple services, and they can all be processed simultaneously in Clustdoc.
How do I get started?
Register for a free account and import one of our process examples. You can edit the example to match your needs. We also recommend you to watch our webinar.
Do you help with custom setup support or training service?
We do indeed ! Your account manager will be more than happy to help set up templates based on your needs. We can also schedule a team training session so you and your colleagues know exactly how to use Clustdoc. These services may require a quote, contact your account manager for details.
Is there any commitment?
When you subscribe to a Clustdoc plan, you can either pay monthly or annually based on what suits you. You can cancel anytime; this will automatically stop your next (monthly or annual) billing cycle.
Do I get a discount for purchasing yearly?
Yes there is! You’ll save the equivalent of 2 months by purchasing an annual plan.
How can I get a special discount?
Certain organizations, such as NGO’s, are eligible for a discount. You can also join our Referral Program: You’ll get an attractive commission as soon someone you’ve referred becomes a Clustdoc client. Contact our customer service team for more details.
Do you serve Enterprise clients?
Yes, we do. Please click on the link below to reach out to our sales team, who can discuss your needs. We’ll then help you launch your digital transformation project and streamline your onboarding processes.
I have a technical problem, can you help?
We’re here to help ! From your admin dashboard, please click on the button in the bottom right of your screen. This will allow you to directly contact technical support, and you’ll be able to share more details about the issue you’re facing.
Can I edit the ready-to-use templates?
Absolutely! Ready-to-use Templates (available in the Library) are there to make your life easier. Pick one and use it as a starting point and then build your own processes, services or onboarding requirements onto it. Once you’ve imported the template you like, just click on the buttons in the sidebar to customize it.
Do you offer an eSignature solution?
Yes, Clustdoc comes with 2 types of legal signatures. Electronic signatures and digital signatures (offering a higher level of security with an additional encrypted certificate). Learn more on our Help Center.
When is the support available?
Our handy Help Center is accessible 24/7. There you’ll find 200+ articles, tutorials, GIFs and videos about how to use Clustdoc. You can also reach out to our Customer Support from your account if you have any questions.
I have a technical problem, can you help?
From your admin interface please click on the button available in the bottom right corner of your admin interface to contact directly our Technical support and share more details about the issue you're experiencing.
Can I have a personalized demo of the platform?
You can watch online demos on our Help Center to help you get started as quickly as possible. We can also schedule a dedicated demo if you prefer, just contact our sales team to arrange this.
How do I contact a salesperson?
Click on the link below to reach out to our Sales team. However, the quickest way to get answers about how to use a feature is by checking our handy Help Center. There you'll be able to choose from more than 200 helpful articles.
Do you help with custom setup support or training service?
We do indeed ! Your account manager will be more than happy to help set up templates based on your needs. We can also schedule a team training session so you and your colleagues know exactly how to use Clustdoc. These services may require a quote, contact your account manager for details.
Is Clustdoc secure?
Our software is designed with unique features to ensure you comply with privacy regulations such as GDPR and HIPAA. Scroll to the bottom of this page to find everything concerning security at Clustdoc.
Where is the data stored?
Our data centers are located in each of our clients' regions. For example, the data centers used for US customers are located in the United States.
These centers are at the forefront of technology, using innovative architectural and engineering approaches to security.
Their physical access is strictly controlled both on the perimeter and at entry points by professional security staff using video surveillance, intrusion detection systems, and other electronic means.
Authorized personnel must pass two-factor authentication at least twice to access the data center floors.
How does Clustdoc protect my business?
By using Clustdoc, you automatically have access to a range of features allowing you to manage your onboarding processes with total peace of mind. These include user consent capture, links to your privacy policy, data privacy control dashboard, automated data-deletion and much more.
Is Clustdoc HIPAA Compliant?
Since we're a French company originating in Paris, our privacy and security is compliant with the highest level of personal data protection required by the French Personal Data Protection Act (Commission nationale de l'informatique et des libertés), based on the EU Privacy Directive (UE) 2016/679.
We are compliant with EU privacy laws, which make us abide by stricter rules than US regulations would. Since we are not bound by US laws, we aren’t restricted to HIPAA regulations.
Should I exclusively use Clustdoc with clients?
You can use Clustdoc with any stakeholder in order to make processes simpler! It allows you to automate not only your client onboarding but also any admin procedures, so it’s perfect for anyone who needs to follow specific steps and instructions before you start working with them. Our customers have used it with their own clients, suppliers, partners, landlords, tenants, borrowers and more. The possibilities are endless!
Where can I find the Customer support phone number?
Since the COVID-19 worldwide situation, we have decided to fully digitalize our customer support processes. Our team remains at your disposal to answer all your questions directly online (don't worry we are very responsive). You can also schedule a telephone meeting with your account manager if you are an Enterprise customer.
Do you have a Partner program?
Yes, we have built an exclusive worldwide network of partners who help their clients and colleagues optimize their client onboarding and document collection processes with Clustdoc. Contact us for more information.
How can I recommend Clustdoc to my peers?
First of all, thank you for your trust! Every share helps us grow ! Our partnership program will allow you to earn a good commission when the people you refer Clustdoc to become clients. Contact us to learn more.
Flexible. Secure. Professional.
Professionals in 78+ countries get more work done with Clustdoc.
