Clustdoc
Client Onboarding done right
Clustdoc is a client onboarding automation software used by modern teams to orchestrate, run and manage repeated industry-specific onboarding processes with clients or stakeholders.
Stop chasing data and files across multiple tools.
With Clustdoc you'll be able to request, collect and review client's information, documents, econtracts and more, gathering all client’s information in a collaborative single platform.
Featuring advanced document management features, you’ll be able to easily run any customer onboarding process:
- Custom client portal
- Onboarding checklist
- Identity verification module
- Shared inbox for clients and teams
- Unlimited process templates
- Guest access for stakeholders
- Onboarding workflows
- A free client management mobile app
- API access (1500+ integrations)
Join Galileopartners, Lemonway, Stisi Group and 3,000+ others who use Clustdoc today.
Enjoy a 7-days free trial to see how Clustdoc can fit with your client onboarding requirements.
Stop chasing data and files across multiple tools.
With Clustdoc you'll be able to request, collect and review client's information, documents, econtracts and more, gathering all client’s information in a collaborative single platform.
Featuring advanced document management features, you’ll be able to easily run any customer onboarding process:
- Custom client portal
- Onboarding checklist
- Identity verification module
- Shared inbox for clients and teams
- Unlimited process templates
- Guest access for stakeholders
- Onboarding workflows
- A free client management mobile app
- API access (1500+ integrations)
Join Galileopartners, Lemonway, Stisi Group and 3,000+ others who use Clustdoc today.
Enjoy a 7-days free trial to see how Clustdoc can fit with your client onboarding requirements.
2018
France
- Accounting
- Banking
- Education-management
- Financial-services
- Human-resources
- Insurance
- Investment-banking-venture
- Legal-services
- Real-estate
- English
Industries
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Accounting
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Banking
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Education-management
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Financial-services
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Human-resources
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Insurance
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Investment-banking-venture
-
Legal-services
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Real-estate
Licensing & Deployment
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Proprietary
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Cloud Hosted
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Web-based
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iPhone/iPad
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Android
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Windows
Support
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Email
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Chat
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Phone
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24x7 Support
Training
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Webinar
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Documentation
Knowledge Base
Media
Clustdoc Core Features
Focus of Loan Origination Feature
- Audit Trail
- Document Management
- Electronic Signature
- Loan Processing
- Online Application
Clustdoc Pricing
Pricing Type
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Usage Based
Preferred Currency
-
USD ($)
Free Version
-
No
Free Trial
-
7 Days Trial
Payment Frequency
-
Monthly Payment
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Annual Subscription
Plans & Packages
Gold
$100 Per Month
Platinum
$350 Per Month
Features
- This plan includes all the features from Gold plan
Clustdoc Reviews
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