Our security features such as data-privacy control, consent capture, bulk data deletion and more help you efficiently comply with industry regulations.
With Clustdoc we can do the whole onboarding flow – and as we can instantaneously notify customers about missing or non-compliant documents, it helps us speed up the whole onboarding process.
Once you run your onboarding workflows with your contacts, you're creating a new instance of this workflow for a specific user. That's what we call an Application in Clustdoc. From a business standpoint, applications may also be called 'Projects', 'Programs', 'Submissions', 'Client records' or 'Flows' in your organization, these are just different names to define the exact same thing.
A business user or user is someone who is on the business side of the organization. They use Clustdoc as part of their job and would require to have a paid seat to do so, this includes regular users & external members. This would usually include: yourself, your team and/or partners and or other teammates needing to be active facilitators (from an admin standpoint) as part of their day-to-day job throughout the onboarding process.
As soon as you register to Clustdoc, you get 7 days to try it for free and you don't need to enter a Credit card to explore the platform. During your trial we encourage you to book a free discovery call with us or watch our free tutorials to get up to speed with your new trial account.
After your trial ends, you have the ability to upgrade to one of the paid plans described on this page based on the features, capabilities or level of service you need.
During your trial, you can upgrade at anytime to a paid subscription. Click on the banner on your home page to activate your account.
In order to activate your Clustdoc account, a valid Credit Card will need to be attached to your account.
You can subscribe to a monthly or annual Clustdoc license. Your engagement will be based on your subscription period and you can cancel anytime if you do not wish to renew your engagement.
We surely do. Our Support agents will be happy to guide you through your new platform and answers any question you may have. Contact them directly from the bottom right corner of your user account or from this page.
Yes, you can either use our native integrations, or use well-known connectors or even our API if you want to. You can integrate Clustdoc with 1500+ Apps on the market.
Absolutely! We encourage you to book a free discovery call before your trial expires in order to discuss your needs and get all the answers you need.
Discounts can be discussed with our sales team based on your situation (Eg. Non profit organization). Feel free to reach out.
93% of users would recommend Clustdoc to a peer. No Credit card required