Collect content from clients right on time.
Clustdoc helps you receive, approve and organize client information, project files and content from a secure portal.
Clustdoc helps you receive, approve and organize client information, project files and content from a secure portal.
Collecting content from your clients doesn't have to be the hardest part. Use Clustdoc as your central hub for receiving and managing marketing requests from clients.
Build a checklist listing tasks and files needed to be returned by clients or team members.
Supercharge the pre-project phase using our smart approval system which allows you to save time and move fast.
Get paid for your services directly online. You can accept more than 10 different currencies.
Use Zapier or APIs to connect Clustdoc to any of your tools or set up workflows inside Clustdoc to facilitate your client onboarding.
No more copy and paste. Define your procedure one time and run it over and over again with clients.
Clustdoc makes it very easy to request, collect, approve and share content, files, videos, visuals, payments and more, from potential clients.
All from a single place with your logo and branding.
Quickly handle and assign client requests from your Clustdoc account.
Internal todo lists, tasks and @mention features make the collaborative work a breeze. Clustdoc helps you manage and track your team workload and make sure nothing slips through the cracks.
Use Zapier to integrate Clustdoc with 2000+ applications and build your own system to automate your client management.
For example, you can automatically invite new customers to start the onboarding process for any of your creative services or send the content you collected to your other apps.
Clustdoc was built to give your clients and team the experience they expect.
Discover professionals use Clustdoc Client Onboarding Software.
