It can take up to 6 tools to onboard a single client.
With Clustdoc, setting up a client onboarding process takes minutes, not weeks - and no coding needed.
With Clustdoc, setting up a client onboarding process takes minutes, not weeks - and no coding needed.
It only takes 3 simple steps to use Clustdoc. This means no more friction for your clients, no more errors and missed deadlines for your teams.
Digitize services and processes in your organization that can be rolled out with an an end-to-end digital setup.
Use built-in engagement features to increase conversions on your flows and close deals in half the time it usually takes.
Use Clustdoc to make sure business processes are properly documented and executed by customers and team members.
Remove process lags, development costs and manual touch points in your onboarding process.
Get more clarity on where clients stand in the process and how your team works on the reviewing client's information.
Implement new processes that can be used across the organization by all team members in a systematic and consistent way.
Clustdoc is a new way of managing new clients and contacts during the intake phase. Our client onboarding software is built around a unique, browser-based platform that makes the end-to-end digital onboarding process a breeze.
Clustdoc helps you avoid internal inefficiencies by gathering your routine onboarding workflows in a central place.
And you don't need a website or even a development team to switch to Clustdoc. Start by using our user-friendly checklist module to map out the steps involved in your digital onboarding process.
When you run onboarding flows with Clustdoc, your contacts and team see exactly what needs to be done, you can follow up on pending tasks, and the complete onboarding process is accessible through a single page.
No one likes sending nagging emails to get stuff from clients. With Clustdoc, assign them automatically onboarding tasks with a due date and enough instructions to get things done.
Once you launch your digital onboarding flow, customers will be notified about the request, and receive automatic reminders when it's due soon or overdue.
Clients can easily communicate right from their interface, and messages will be routed to your teams automatically. You’ll always have access to every client submissions in one organized place.
Instead of a weekly call to report progress, let Clustdoc automatically share with you, your team updates through a customizable dashboard.
Quickly discuss next steps with your teammates, make decisions with clarity, and progress your client onboarding projects faster.
Approve client records, submitted information, and interact with key internal stakeholders from your desktop or mobile client management app.
Teams that are not relying on a professional client onboarding system:
Teams usually mention after switching to Clustdoc the following benefits:
Welcome new clients in an organized and professional way, streamline collaboration, and take action faster with your team.
If you're short on time or too busy growing, our onboarding manager can build your custom onboarding process on your behalf.
A dedicated Implementation Success Manager will assist you and share advice on your implementation and onboarding strategy.
Custom Training programs can also be set up for business users and agents wanting to get up to speed with the platform in an efficient way.
93% of users would recommend Clustdoc to a peer. No Credit card required.
