Audience

Clustdoc is built for service-based and relationship-driven organizations that manage structured client onboarding processes.

About Clustdoc

Clustdoc is a client onboarding and engagement platform that helps businesses deliver structured, professional onboarding experiences at scale.

Instead of relying on back-and-forth emails, scattered documents, and manual follow-ups, Clustdoc brings every step of the onboarding journey into one organized digital workspace.
Businesses can collect information, request documents, assign tasks, automate approvals, and guide clients through clear, milestone-based workflows , all in a single & secure environment.

From the first interaction to full activation, clients always know what to do next.
Internal teams gain real-time visibility into progress, eliminate unnecessary follow-ups, and ensure every onboarding is completed efficiently and consistently.

Designed for service-based and relationship-driven organizations that care about revenue retention, compliance and customer experience.

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Pricing

Starting Price:
€190/month
Pricing Details:
Contact us
Free Trial:
Free Trial available.

Integrations

API:
Yes, Clustdoc offers API access
See Integrations

Ratings/Reviews - 2 User Reviews

Overall 4.0 / 5
ease 4.0 / 5
features 3.5 / 5
design 4.0 / 5
support 4.0 / 5
More Reviews Write a Review

Company Information

Clust Technologies
Founded: 2019
France
clustdoc.com

Videos and Screen Captures

Play Video Automatically track each action completed by your clients and teammates on each case file. Personalize the document collection experience. Use our proprietary and legally-binding eSigning feature on any form. Review, approve or deny submitted files with a click. Run client onboarding workflows on every device.
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
24/7 Live Support
Online

Clustdoc Frequently Asked Questions

Q: What kinds of users and organization types does Clustdoc work with?
Q: What languages does Clustdoc support in their product?
Q: What kind of support options does Clustdoc offer?
Q: What other applications or services does Clustdoc integrate with?
Q: Does Clustdoc have an API?
Q: What type of training does Clustdoc provide?
Q: Does Clustdoc offer a free trial?
Q: How much does Clustdoc cost?

Clustdoc Product Features

Portal

Collaboration
Document Management
File Sharing
Chat
Content Management
Search

Clustdoc Additional Categories

Clustdoc Verified User Reviews

Write a Review
  • Lisa P.
    Head of Loan Servicing
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great tool "

    Posted 2021-11-24

    Pros: One of the best platforms out there for professional client onboarding for financial services. And great team.

    Cons: They don't share the public roadmap, but release features very often and are open to feedback.

    Overall: We like how easy it is to get started with Clustdoc (Thanks Carole!) and how flexible the tool actually is versus other platforms.
    We're using it for collecting borrowers applications online and it just works perfectly.

    Read More...
    Reply from Clustdoc
    Posted 2023-09-04
    Hello Lisa P. ! Thank you so much for your feedback ! We are proud to work with you !
  • Chet N.
    CEO
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Decent"

    Posted 2020-04-29

    Pros: Works well if you need to accept and manage client applications for your company. Helps simplify the process.

    Cons: It's very specific and doesn't go beyond applications.

    Overall: Overall it works well if you require your clients to complete applications. Otherwise it's not much useful.

    Read More...
    Reply from Clustdoc
    Posted 2023-09-04
    Hello ! Thank you for your honest feedback! We are keep improving and we have a lot of new features now !
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