Clustdoc Overview

Clustdoc transforms client onboarding by replacing traditional emails and spreadsheets with a streamlined software solution. It offers features like customizable forms, e-signatures, task management, and automated reminders, which simplify and accelerate the onboarding process. Users can design and deploy interactive workflows that operate seamlessly across devices, ensuring a consistent client experience. Clustdoc integrates with existing tools, enhancing workflow efficiency and clarity. With over 1.3 million onboarding flows launched, this software is a trusted choice for businesses seeking to automate routine client-facing tasks and improve onboarding outcomes.

Use Cases

Customers recommend Onboarding, Sales Document Management, Collaboration, as the business use cases that they have been most satisfied with while using Clustdoc.

Other use cases:

  • Engaging And Following Up
  • Content Sharing
  • Sending & Publishing Communications
  • Workflow Management
  • Rating And Review Management
  • Advertisement
  • Lead Qualification: Technographic
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Business Priorities

Acquire Customers and Grow Market Share are the most popular business priorities that customers and associates have achieved using Clustdoc.

Other priorities:

  • Enhance Customer Relationships
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Clustdoc Use-Cases and Business Priorities: Customer Satisfaction Data

Clustdoc works with different mediums / channels such as Website. Offline. Point Of Sale etc.

Clustdoc's features include Templates. and Clustdoc support capabilities include 24/7 Support, Email Support, Chat Support, etc. also Clustdoc analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Clust is a document collection platform for businesses which offers tools for sharing documents, collaborating with partners, building forms, and storing files within the cloud to access from anywhere...." Peer review

Clustdoc, Open edX, Elucidat, Showpad Content, Recapped, etc., all belong to a category of solutions that help Project Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Clustdoc simplifies onboarding with features like document collection, eSignatures, and reminders. Application portals and workflows enhance efficiency, among other powerful options.

Popular Business Setting

for Clustdoc

Top Industries

  • Marketing and Advertising
  • Education
  • Non-Profit Organization Management

Popular in

  • Small Business
  • Large Enterprise
  • Mid Market

Clustdoc is popular in Marketing And Advertising, Education, and Non-Profit Organization Management and is widely used by Small Business, Large Enterprise, and Mid Market.

Comprehensive Insights on Clustdoc Use Cases

What Are the key features of Clustdoc for Onboarding?

How can Clustdoc enhance your Sales Document Management process?

How can Clustdoc optimize your Collaboration Workflow?

What solutions does Clustdoc provide for Engaging And Following Up?

How can Clustdoc optimize your Content Sharing Workflow?

8+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Clustdoc solved their Project Management needs. Cuspera uses 240 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Project Management needs.

Case Studies

Hospital & Health Care

CASE STUDY Specialist Care Team

Clustdoc helped Specialist Care Team improve their employee onboarding. Before, the HR team managed paperwork by hand and sent many emails for each new hire. Tracking progress was hard and slow. With... Clustdoc, they use a digital onboarding checklist and real-time tracking. New hires complete forms and upload documents online. Automated reminders help keep the process moving. The HR team saves time and new employees finish onboarding faster.

Financial Services

CASE STUDY RapidPay

Clustdoc helped RapidPay improve client onboarding for law firms. Before Clustdoc, RapidPay faced complex operations and slow KYC checks. With Clustdoc, they use one system for new clients, a shared ...inbox, and faster KYC. Productivity doubled and KYC processing time dropped by 50%. Document management became easy and client engagement rates improved with automated reminders.

Financial Services

CASE STUDY WILCO

Clustdoc helped WILCO cut startup onboarding time by 50%. WILCO used Clustdoc to streamline document collection and automate loan application workflows. The platform improved compliance and made onbo...arding smoother for over 100 startups each year. WILCO saved 2 hours per loan application and saw results in just one month. The eSignature feature let entrepreneurs sign agreements quickly, reducing application closure from 3 weeks to 1 week.

Financial Services

CASE STUDY Sport In Finance

Clustdoc helped Sport In Finance improve client onboarding for entrepreneurs. Before Clustdoc, the team used manual document collection and had trouble with team collaboration. With Clustdoc, all app...lications and interactions are now centralized. The company saw zero errors in document verification and doubled productivity. The approval workflow and secure collaboration features made onboarding faster and more compliant.

Financial Services

CASE STUDY OpenEden

Clustdoc helped OpenEden automate and secure their customer onboarding process. Before Clustdoc, OpenEden managed onboarding manually with emails and paper documents, causing delays and errors. With ...Clustdoc, they now use a digital onboarding portal, e-signature, and centralized document collection. Productivity doubled and KYC checks now have zero errors. Investors enjoy a faster, easier onboarding experience.

Education

CASE STUDY Duisburg Essen University

Clustdoc helped Duisburg Essen University improve their Erasmus student exchange admissions. Before Clustdoc, the team struggled with manual document collection and too many emails. After switching, ...they used one platform for all admission steps. The process became faster and easier. Now, student applications take just one day instead of a week. The team eliminated paperwork and manual tasks, making the experience better for students and staff.

lightning

Peers used Clustdoc for onboarding and sales document management

Clustdoc Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.44/5 ★

Read Reviews (24)
Analytics

3.42/5 ★

Read Reviews (1)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.44/5 ★

Read Reviews (24)
Analytics

3.42/5 ★

Read Reviews (1)

Software Failure Risk Guidance

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for Clustdoc

Overall Risk Meter

Low Medium High

Top Failure Risks for Clustdoc

Clust Technologies Profile

Company Name

Clust Technologies

Company Website

https://clustdoc.com/

HQ Location

Paris, paris, ile-de france 75017, FR

Employees

1-10

Social

Financials

PRIVATE