Frequently asked questions
Welcome to Clustdoc frequently asked questions. Discover more about your new client onboarding platform or reach out to talk to us.
Welcome to Clustdoc frequently asked questions. Discover more about your new client onboarding platform or reach out to talk to us.
Find below Clustdoc frequently asked questions about getting started.
Clustdoc is a cloud-based client onboarding and verification software built to help front-office staff streamline their work.
It makes document-based processes and managing repeated requests from clients or contacts more efficient than ever for any industry.
Clustdoc is ideal for speeding up applications, submissions, from clients, tenants, suppliers and more.
Sure. A CRM (Customer Relationship Management is called as such but still allows you to manage a wide range of contacts; partners, borrowers, investors, students, landlords, tenants, businesses and more.
That’s the same thing with a client onboarding software; use it to onboard any contact as soon as they need to go through routine tasks during the intake phase.
We provide new users with plenty of self-serve resources to get started with their Clustdoc account. Also, we can set up your process(es) on your behalf if want to save time.
Sure thing. Our sales reps will be happy to walk you through the platform. You can book a free discovery session here.
Use the free trial to explore the capabilities of the platform. Once your trial expires, you can upgrade to a paid plan based on your requirements to keep enjoying of Clustdoc. Your work done during the trial will be saved.
We do indeed.
Your account manager will be more than happy to help set up templates or account 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 based on how complex is your brief, contact your account manager for details.
Yes, Clustdoc is a secure and reliable solution for your business and your customers.
Clustdoc implements a transparent and systemized customer onboarding process that allows you to professionally manage and scale your company workflows.
Here is how:
A Clustdoc admin will always have better visibility and understanding of which documents are requested by each member of his team. Moreover, this same admin user will know when the collection started, ended and who did what at every stage of the process.
Using Clustdoc, you’ll also leverage robust security systems to gather documents and information that can be sensitive.
This is not always the case when using DIY processes or juggling between tools to manage a full client onboarding or even a basic document collection process.
We have implemented multiple actions to protect the data shared between you and your customers, and we continue to work hard to ensure that the software remains a safe and reliable place.
Clustdoc is also complying with the GDPR, which is setting a new gold standard of Data protection, if not the highest in the world.
Ready to get started? Alright, browse through frequently asked questions to be up and running in no time.
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.
Business users are teammates needing to have access to the Clustdoc platform to view, set up or manage anything available inside your account.
Each business user would need a paid seat to do so, this includes the account owner, admin and more.
Certain organizations, such as NGO’s, are eligible for a discount with proof of NGO status.
In order to decrease your Clustdoc pricing, 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.
Yes we do. Clustdoc is a technology used by enterprise clients needing powerful features. Reach out to our Sales team to discuss your needs.
There are plenty of free resources at your disposal to get started with the peace of mind. Head over to the Starter Kit page now to learn more.
We provide you with hundreds of free Ready-to-use templates to make your life easier. Pick one and us it as a starting point to build your very custom client onboarding process or plan.
Once you’ve imported the template you like, just browse through it to customize it to your requirements.
Absolutely! Clustdoc allows you to fully automate your client onboarding processes.
Use Clustdoc to store shared-processes that can be used by your teammates to onboard clients or contacts easily and in a timely manner.
Processes can be set up for multiple services, and they can all be launched with different people – all simultaneously in Clustdoc.
Yes, Clustdoc comes with 2 types of legal signatures. Electronic signatures and digital signatures. Go to this page to learn more about these legally-binding solutions.
Yes, Clustdoc allows you to run manually or automatically client onboarding flows with your clients or contacts. If you want to run your client onboarding process from your website, you can use our onboarding portal option. Go to the features page to learn more.
Ready to digitize your workflows using ou professional platform? Read on to know how.
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.
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.
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.
We are proud to announce that we have successfully obtained our first SOC 2 Type II report. Our topmost priority is to safeguard your data, and to achieve this, we diligently uphold the most stringent global security standards.
This noteworthy accomplishment underscores Clustdoc’s dedication to upholding robust processes, systems, and cooperation, all geared towards preventing security breaches and effectively addressing potential threats.
Learn more on our Security Center.
93% of users would recommend Clustdoc to a peer. No Credit card required
