A client onboarding portal with action packed features.
Say goodbye to email chaos and hello to a unified, collaborative client onboarding portal for customers and contacts.
Say goodbye to email chaos and hello to a unified, collaborative client onboarding portal for customers and contacts.
Customize every part of your client onboarding portal, making it look and feel like your own. Logos, colors, even the email copy and content, Clustdoc will look like a natural extension of your brand.
Choose your own subdomain within clustdoc.com that matches your business or brand name. Along with your custom subdomain, your clients will see your logo and name within the URL upon signup.
Thanks to our scaling capabilities, the number of clients you add to Clustdoc can be limitless. Plus, our handy assignment feature lets you automatically match up each of your client onboarding portals with team members that frequently handle specific services or progammes.
Growing team? No problem. Simply add user seats to Clustdoc with the click of a button. New team members will be up and running in no time at all. Plus, permissions let you manage what certain team member can and cannot see.
Embed your onboarding portal into your webpage with a few clicks and manage new clients from your corporate website with ease.
Clustdoc is built to give your web visitors the experience they deserve. With powerful features like threaded communications, self-serve onboarding flows, team collaboration, automated notifications and the ability to white label our tool, your brand will shine like never before.
Manage your team’s work with intuitive assignment rules and access rights and keep your clients accountable throughout their onboarding process.
Team members can see what’s assigned to them. Clients can see what is needed from them on the client onboarding portal. Even clients' key stakeholders can see how they need to contribute to the onboarding process. Plus, team members can follow requests, so even if they’re not assigned, they know what’s going on.
Register today to customize one of our free templates to your needs.
We have hundreds of ready-to- use examples which you could use in your business.
At Clustdoc, a client portal is a public access URL you can put on your website, social media, email signatures to allow anyone to run one or many of your onboarding processes without you having to do anything.
Sure you can. Clustdoc has a WordPress plugin allowing you to add your onboarding portal directly to your WordPress website in minutes.
Yes, it's possible. If you only want existing clients to access your portal, you can activate the login-only option in your portal settings.
No, you don't need a website to use Clustdoc. If you don't have a website or do not want to embed your portal into your webpages, you send your clients or contacts to our stand-alone onboarding portal.
93% of users would recommend Clustdoc to a peer. No Credit card required
