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Clustdoc : Customer onboarding software

Clustdoc : Customer onboarding software

Clustdoc : Customer onboarding software

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4.5
Based on +200 reviews
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Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.

Clustdoc: in summary

Clustdoc is a software package for creating and checking customer and administrative files. 

Clustdoc enables you to structure and unify the way you collect and receive information from your usual contacts (customers, suppliers, job applicants) - and speed up the closing of your contracts.

Clustdoc offers you a new way of working:

  • Automate the collection and management of your customer files. 
  • Eliminate manual tasks and reduce verification times.
  • Stop juggling multiple tools to collect customer information and documents. 
  • Engage your customers and improve their reception experience. 

With Clustdoc, you can collect information from an online customer portal:

  • Remote request for supporting documents
  • Collection of requested documents
  • Creation of online forms 
  • Verification and validation of documents
  • Verification of customer identity
  • Customer reminders
  • Exchanges with customers via integrated messaging
  • Collaboration with partners
  • Payment by credit card
  • Electronic signature
  • and much more

Improve team productivity & customer experience 

Document collection no longer has to be a hindrance to your business. With Clustdoc, you can manage the entire collection process from A to Z, securely and centrally, and reduce tedious manual tasks.

As for your customers, they have access to a personalized, easy-to-understand entry path that encourages them to follow the collection process through to the end.

Discover our customer profiles:
Real Estate Brokers, Rental Agencies, Asset Managers, Consultants, HR, Government and more!

Take advantage of a free 7-day trial and find out how Clustdoc can digitize and automate your customer relations processes.

Its benefits

check Request documents & auto reminders

check Modern & mobile-friendly customer portal

check Traceability & productivity

check Customer identity verification

check Electronic signature

check eIDAS, GDPR

Clustdoc - Video 1
Clustdoc - Automatically track each action completed by your clients and teammates on each case file. Clustdoc - Automatically track each action completed by your clients and teammates on each case file.
Clustdoc - Personalize the document collection experience. Clustdoc - Personalize the document collection experience.
Clustdoc - Use our proprietary and legally-binding eSigning feature on any form. Clustdoc - Use our proprietary and legally-binding eSigning feature on any form.
Clustdoc - Review, approve or deny submitted files with a click. Clustdoc - Review, approve or deny submitted files with a click.
Clustdoc - Run client onboarding workflows on every device. Clustdoc - Run client onboarding workflows on every device.

Clustdoc: its rates

Gold

€100.00

/month /3 users

Platinum

€350.00

/month /5 users

Enterprise

Rate

On demand

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Customer reviews about Clustdoc

star star star star star-half-outlined
4.5
Based on +200 reviews
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