About Clustdoc
Clustdoc is a digital platform designed to simplify client onboarding, document collection, and workflow automation. It offers customizable templates, secure data handling, and integration with over 7,000 business applications. Ideal for financial services, real estate, legal, and public sectors, Clustdoc enhances efficiency, compliance, and client engagement with features like e-signatures, validation circuits, and a mobile-friendly client portal.
FAQ
No, Clustdoc can manage a wide range of contacts including partners, borrowers, investors, students, property owners, tenants, and businesses. It simplifies the onboarding process for any new contacts.
Clustdoc offers numerous self-service resources to help new users set up their account. Additionally, Clustdoc can configure your processes on your behalf if you prefer to save time.
After the free trial, you can upgrade to a paid plan based on your needs. All work done during the trial will be saved, and you can continue using Clustdoc seamlessly.
Yes, Clustdoc provides a Configuration Service where your account manager can help set up and customize your procedures. Custom training sessions can also be arranged for you and your team.
Clustdoc is a secure and reliable platform. It centralizes client or administrative files, reducing data loss risks. The platform ensures robust security for data collection and processing, and it is fully GDPR compliant.
Yes, Clustdoc is used by large enterprises, including public and financial institutions. It offers powerful features suitable for complex business needs. Contact the sales team to discuss your requirements.
Yes, Clustdoc provides hundreds of free, ready-to-use templates. You can select one as a starting point and customize it to fit your specific needs.
Yes, Clustdoc allows you to manually or automatically launch procedures for your clients or contacts. You can use the Client Portal feature to let visitors start onboarding, registration, or subscription processes directly from your website.
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