Manage your new customers onboarding flows from the palm of your hand & access your customer submissions anytime and anywhere using Clustdoc mobile.
Compatible with a laptops, tablets & smartphones.
Our mobile-friendly client onboarding portal ensures that your customers can effortlessly complete the onboarding process from the convenience of their smartphones.
With just a few taps, your clients can securely submit documents through any device, accelerating the onboarding process and reducing administrative hassles.
Clustdoc comes equipped with SMS reminders and follow-ups, keeping your clients in the loop and ensuring they stay on track during the onboarding journey.
Rest easy knowing that only designated individuals can access the client onboarding interface, safeguarding confidential information and providing peace of mind for both you and your clients.
Say goodbye to clunky paperwork and hello to a smooth, user-friendly experience that maximizes engagement and boosts customer satisfaction.
CONVENIENCE & ACCESSIBILITY
Paperwork piling up, delays in communication, and the hassle of being tied to a desk? We understand the pain points that both clients and team members face when it comes to onboarding tasks.
With Clustdoc mobile, your clients can enjoy a seamless, mobile-driven experience automatically. They will easily complete onboarding tasks from any device, at any time and from anywhere.
STREAMLINED COLLABORATION
The lack of streamlined communication and coordination can lead to confusion, delays, and ultimately, a less-than-ideal onboarding experience for clients.
Clustdoc fosters seamless collaboration among team members, allowing them to work together efficiently and effectively throughout the onboarding process. Real-time updates, instant messaging, and shared task management keep everyone on the same page, ensuring that nothing falls through the cracks.
MOBILE ANALYTICS
Help your client-facing representatives and managers in working smarter by providing them with a mobile onboarding CRM they can get insights from.
No matter where they work, your team members' work can be monitored easily so you can meet your key performance indicators (KPIs), analyze onboarding performance among different teams, and transform your goals into attainable objectives.
93% of users would recommend Clustdoc to a peer. No Credit card required
