Simple administration software for your services.

Effortlessly request, collect, process and approve online applications from clients or suppliers, ensuring a hassle-free experience that simplifies your workflow and maximizes efficiency.

Teams in 40+ countries reinvented the way they onboard new clients.

Document your process

Create your process and display it in a branded submission portal.

Review Submissions

Approve, reject or comment on wrong files, request additional supporting documents, eSignatures included.

Collect Applications

Receive required documents from a single place, even if you don't have a website.

Validate the received information from a single place, invite guests to share their feedback and keep track of everything.

End-to-end solution for your application process.

Clustdoc is a flexible and secure administration software that you can plug into your current processes to receive, approve and share online applications.

Document, process and track applications.

Create various admin workflows and processes that any stakeholder or employee can easily follow as part of your operations.

Run processes as often as needed by suppliers, partners and employees and make sure everyone is on the same page.

Track progress and facilitate admin work.

Applications are automatically organized in your account for your review. Files are renamed and everything is easy to handle with your teammates.

Bring transparencies to your operations.

Streamline your application process and bring efficiencies to your current workflows with a robust platform which you can use with your team, your clients and third-parties.

Clustdoc administration software lets your team work in a unified platform that simplifies collaboration, accelerates reviews, and ensures clients and partners stay engaged and informed throughout every stage.

How Benefit Resource delivers world-class customer onboarding experiences.

Benefit Resource, a leading benefits provider, uses Clustdoc to scale their client onboarding process and deliver standout customer experiences.

Clustdoc for Administrations

Discover what professionals say about Clustdoc administration software.

What I like most is that you can easily create templates to use over and over again but you also have the flexibility to customize single applications using a template first. You can sort incoming applications into folders for better organization and overview of various processes.

Sarah review shared on 11.19

The amount of documentation and data that we need to be not only collected, but organized in a way that provides easy access is staggering. Clustdoc provides a highly customizable solution to this problem that is so commonplace among multiple industries.

James review shared on 04.22

Clustdoc makes systematizing your client onboarding easier than ever. Not only this though, it makes reminding your clients about outstanding items as easy as a click of a button.

Chaz review shared on 06.20

This tool is flexible to use for both our clients and organization to maintain quality standards for information collection and process management. I like the fact that it keeps our on-boarding of new clients focused with information collecting in one easy process.

Joaquin review shared on 01.20

I loved the fact that I can have my clients go to the form, fill it up and log-off and log-in again to continue their update on the form. Something that my clients are struggling when I was using Google forms on onboarding.

Kirk review shared on 11.19

A solution that will save you time and help you keep track of your customer records. You are looking for an efficient and secure 100% online document collection and file verification tool! Then this tool is for you.

Nourredine review shared on 07.20

Simple administration software for your services.