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Clustdoc

Brand: Clust Technologies

  • 4.6

  • 4 Ratings

Clustdoc is a flexible, secure, and professional customer onboarding solution for a superior client experience.

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$190

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Starting at $190

Clustdoc Software Overview

What is Clustdoc?

Clustdoc is a comprehensive customer onboarding software designed to seamlessly manage every facet of the client journey, from initial contact to the final signature and beyond. With various features, the platform facilitates document collection, digital form building, and online payment processing. It enables users to streamline processes with eSigning workflows for contracts, proposals, and other crucial documents.

Including a simple spreadsheet feature eliminates the need for manual data entry, while the task manager and SOPs ensure efficient task assignment and collaboration. Clustdoc enhances user experience with due dates, reminders, secure inbox systems, and approval workflows. Additionally, Clustdoc offers guest access management, conditional logic and display features, and cloud synchronization with popular storage services.

Why Choose Clustdoc Software?

  • Customizable Workflows: Define and customize workflows based on specific business needs using approval workflows and conditional logic.
  • Enhanced Collaboration: Facilitate collaboration with clients and team members through secure inbox systems and guest access management.
  • Seamless Integration: Connect Clustdoc with your favourite business tools and automate processes with API and no-code integrations.
  • Insights and Reporting: Customize submission views and gain a 360° view of operations through insights, reporting, and audit trails.
  • Professional Branding: Enhance client experience by adding a logo, domain name, and company email for a white-labeled and themed interface.

Benefits of Clustdoc Platform

  • Effortless Document Handling: Easily request or share documents with a user-friendly document collection feature.
  • Streamlined Form Building: Utilize a straightforward form builder for seamless information and request collection.
  • Global Payment Solutions: Accept payments via popular credit cards, providing flexibility for clients worldwide.
  • Efficient eSigning: Accelerate document signing processes with eSigning workflows for contracts and proposals.
  • Task Management and SOPs: Assign tasks, create to-do lists, and streamline collaboration with clients and teams effortlessly.
  • Automated Reminders: Schedule and customize automated email and SMS follow-ups with due dates and reminders.

Pricing of Clustdoc Customer Onboarding Software

The pricing of Clustdoc starts at $ 190 on techjockey.com.

The pricing model is based on different parameters, including extra features, deployment type, and total users. For further queries related to the Clustdoc, you can contact our Clustdoc team and learn more about the pricing and offers.

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Clust Technologies Company Details

Brand: Clust Technologies

Founded Year:  2018

Clustdoc is a document collection platform.

Director/Founders Karim Edson BAKOUME, Marie Assé
Company Size 1-100 Employees

Clustdoc Pricing & Plans

PRO
Key Features
  • A professional alternative to emails
  • 3 user seats
  • 1 digital process
  • 50 new applications/month
  • 25 GB Storage
Starting at $190

    • Licenses

      Licenses
      Licenses

    • Monthly

      Monthly
      Monthly

Key Features

  • A professional alternative to emails

  • 3 user seats

  • 1 digital process

  • 50 new applications/month

  • 25 GB Storage

Clustdoc Features

  • icon_check Collaboration
    Enhance teamwork and productivity with seamless collaboration features for effective project management.
  • icon_check Document Management
    Streamline organization and access to important documents, ensuring a structured and efficient workflow.
  • icon_check File Sharing
    Facilitate easy and secure sharing of files among team members, fostering smooth information exchange.
  • icon_check Dashboard
    Gain real-time insights and oversight into key metrics with an intuitive and comprehensive dashboard.
  • icon_check Feedback Management
    Gather and analyze valuable feedback seamlessly, fostering continuous improvement and innovation.
  • icon_check Templates
    Utilize pre-designed templates to expedite content creation, ensuring consistency and efficiency.
  • icon_check Integrations
    Enhance functionality and connectivity by seamlessly integrating with various external tools and platforms.
  • icon_check Customer Engagement
    Foster meaningful customer interactions and relationships through targeted engagement strategies.
  • icon_check Communication Management
    Efficiently manage all communication channels, ensuring timely and effective interactions.
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Watch the demo video to explore key features, real workflows, and how the software fits your business needs.

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Clustdoc Specifications

Supported Platforms
Ubuntu Ubuntu Windows Windows iOS iOS Android Android MacOS MacOS Linux Linux
Devices
Desktop Desktop Mobile Mobile Tablet Tablet iPad iPad
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Medium Business Enterprises
Customer Support
Email Live Chat Communities
Language
English français
Integration
API Integration
Training Resources
Live Online Webinars Videos
AI Features
AI Integrated

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Clustdoc Review

4.6

Out of 5

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Overall Rating

Based on
4 Verified Ratings

Rating Breakdown

  • Features 4.5
  • Value for Money 4.6
  • Ease of Use 4.5
  • Customer Support 5

95% Recommend this Product

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Which operating system does Clustdoc support?

Clustdoc is compatible with Ubuntu, Windows, macOS, and Linux device systems.

Is there any Clustdoc App?

Clustdoc app is not available for Android and iOS users.

What is the deployment type of Clustdoc?

Clustdoc supports web-based deployment.

How much does Clustdoc cost?

Clustdoc pricing starts at $ 190 on techjockey.com.

Who are the potential users of Clustdoc?

Clustdoc is ideal for businesses seeking comprehensive customer onboarding solutions, offering features such as document management, eSigning, task assignment, and secure communication, thereby catering to a wide range of industries and organizations aiming to streamline their client onboarding processes.

Is there any free trial or demo for Clustdoc?

Clustdoc platform demo is available for free with techjockey.com.

Does Clustdoc software offer a free trial?

Clustdoc does offer a free trial.

How can you download Clustdoc?

Software installation is not needed since Clustdoc supports web-based deployment. So, just open the setup wizard and get started.

How does Clustdoc Work?

Clustdoc streamlines the client journey with features like document collection, eSigning workflows, task management, and secure inbox systems, enhancing user experience and efficiency throughout the onboarding process.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.