Hassle-free task management for client intake.
Clustdoc's task management features ensure nothing slips through the cracks during client onboarding. Keep teams aligned, streamline tasks, and provide a seamless experience from day one.
Clustdoc's task management features ensure nothing slips through the cracks during client onboarding. Keep teams aligned, streamline tasks, and provide a seamless experience from day one.
Task management is more than just a to-do list. It's about overseeing tasks from start to finish, handing off subtasks to team members, and setting deadlines to ensure timely completion of your onboarding project.
Whether you're launching a new client, merchant, partner onboarding workflow or need to collect online applications from students or borrowers, Clustdoc task management capabilities will allow you to make things happen in no time.
During the intake phase specifically, task management is the key to making sure that key internal stakeholders are up to speed with the process and are able to make clients have a top-notch experience from day one.
With Clustdoc task management feature, you know exactly who's doing what. There's no confusion about who's in charge of checking submitted files, who's approving a client's payslips, and who's managing the client relationship.
This clarity in terms of responsibilities means you can increase the level of service provided to your customer while empowering your team to work more efficiently with clear guidelines.
Because everyone knows their role and what needs to happen, you're more likely to actually reach your destination, in this case, successfully onboarding your client.
Clustdoc helps you align your customers' tasks with those of your team, ensuring clear tracking and smooth progress.
Skip the never-ending meetings, status reports, and overflowing email inboxes and focus instead on assisting your client during onboarding.
Set up due dates for each of your tasks and combine these dates with custom reminders to your teammates.
Send out notifications to the right people when a task is done and automatically define next steps using powerful automation.
To ensure things get done, assign each task to the right person from your team, and involve them throughout the process.
Assign, monitor, and complete tasks internally while maintaining full visibility on your team’s progress.
With clearly defined roles and responsibilities, your team can easily stay organized and aligned, ensuring that nothing is overlooked during client onboarding.
Each member knows exactly what is expected, allowing them to focus on completing their tasks efficiently.
Our task management software allows your team to seamlessly align internal workflows with client actions, creating a unified and transparent onboarding process.
As tasks such as document reviews, approvals, and compliance checks are completed internally, corresponding steps can be automatically triggered for clients, ensuring everyone is on the same page.
This reduces the need for manual updates and helps teams focus on delivering value rather than managing tedious follow-ups.
With Clustdoc, you can automate routine updates, ensuring that no task is forgotten.
By setting automated reminders, teams can stay on top of their responsibilities without manual follow-ups, reducing missed deadlines and improving overall efficiency.
Whether it's notifying team members of upcoming deadlines or updating clients on progress, the system keeps workflows moving seamlessly.
Need to better understand how our onboarding task list features can work for your business? Here are a few answers.
Clustdoc is a client onboarding and verification software. So, while using our onboarding task list feature in your process, a good approach would be to start by grouping tasks based on the audience. First, you'll be able to add onboarding tasks that must be completed by a customer, then, you'll list internal tasks that will help your team progress things easily.
Absolutely. You can build a client onboarding checklist that will include onboarding tasks that must be completed by clients throughout the process. Once your process is correctly mapped out, you and your team will be able to send it over to each new client with a click.
Clustdoc allows you to embed into your checklist appointment booking modules from popular tools such as Calendly, Acuity Scheduling or more. All you'll have to do is to add the html code of these apps into your customer onboarding checklist.
We strongly believe that systems can help you reach your goals. That's why Clustdoc focuses on helping you save in your account business onboarding templates that can be run with the right person at the right time. Your onboarding checklist templates will ultimately include task templates applicable to each flow you'd like to run.
93% of users would recommend Clustdoc to a peer. No Credit card required
