Replace your bloated email inbox and empower your team to deliver a top-notch customer onboarding experience right from Clustdoc. Assign tasks, collect files or signatures, approve submissions, create templates and automate your processes.
You don't need a website to use Clustdoc. Create unlimited procedures and invite anyone to start your process through a secure, branded interface where you can show who you are.
Clustdoc is not only a client portal. It's also a powerful client management software that you can use every day with your team without juggling between tools.
Think of Clustdoc like your digital office where teams and clients can interact 24/7 while we automate the grunt work in the background. This ensures consistency and productivity for your company.
We are part of your team and as such, our unique obsession is to make you successful and keep your business safe.
I loved the fact that I can have my clients go to the form, fill it up and log-off and log-in again to continue their update on the form. Something that my clients are struggling when I was using Google forms on onboarding.
Clustdoc has assisted us in automating our business and better accommodating our clients, we now have the opportunity to get all we need without conflicting with work schedules. The website is very easy to navigate on the user end and on the business end.