Clustdoc Software Pricing, Features & Reviews
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.