ROI Calculator
Find out how much onboarding related tasks are costing you in the background, and learn more about how these expenses can be drastically reduced for better operational efficiency.
Find out how much onboarding related tasks are costing you in the background, and learn more about how these expenses can be drastically reduced for better operational efficiency.
Discover what other companies say about Clustdoc Client Onboarding Software.
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.
Don’t let emails ruin your work - handle new clients with your team from the comfort of your professional onboarding system.
Perfect for small teams needing to get rid of emails. You can switch to a digital onboarding checklist that matches your brand colors and ensures higher conversion rates.
Ideal for fast growing teams, needing a full suite of capabilities to streamline and automate client onboarding - at scale, in a compliant way and with the peace of mind.
Built for nationwide or global organizations looking to deploy robust client onboarding technology across the entire organization in a secure and optimal way.
Sure thing. Clustdoc allows you to easily build a secure and digital version of your current onboarding plan.
It also helps you run onboarding workflows in a unified and systematic way with your stakeholders, while making it easy to review by your team.
You only need between a few hours to a couple of days to be up and running with your new Clustdoc account.
To get the most out of your new platform, you can book a discovery call with one of our experts.
Absolutely.
Once you launch your digital client onboarding process using Clustdoc, we take care of making sure all onboarding steps are completed in a timely manner.
You'll be able to create custom follow-ups sent via email or SMS.
The free trial allows you to start playing with the tool and explore the wide range of features we offer. During the trial, you can start building your workflows and test them out with stakeholders or teammates.
You can also reach out to our Sales Rep at anytime during trial to discuss your needs and map out your processes if you need help.
Once the trial ends, you can upgrade to a paid plan to continue enjoying Clustdoc.
93% of users would recommend Clustdoc to a peer. No Credit card required.
