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Clustdoc

Customer onboarding software for modern businesses

Table of Contents

Is this product right for your business?

Find out with a

Clustdoc - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: March 2026

Clustdoc overview

What is Clustdoc?

Need to collect information and documents from new clients or partners?

With Clustdoc you can seamlessly onboard them quickly and safely using an onboarding dedicated tool.

Clustdoc Digital Client Onboarding Software provides your team with complete solutions to scale your onboarding process: from collecting customers information, delivering supporting documents, signing contracts, to verifying client’s identity, Clustdoc takes care of clients or stakeholders from beginning to end.

Using Clustdoc, you'll get all the features you need to run automated workflows:

- Branded and secure client portal

- Onboarding checklist (online forms, file request, econtracts, identity verification module, and more..)

- Shared inbox for clients and teams

- Unlimited onboarding process templates

- Guest access for stakeholders

- Automated reminders and due dates

- Approval workflows

- A free client management mobile app

- API access (1500+ integrations)

Benefit from a 7-day free trial and see how Clustdoc can help you create seamless customer experience while bringing more clarity to your team in your day-to-day operations.

Key benefits of using Clustdoc

Share, store, and collaborate on documents within the Clustdoc platform with workflows for requesting and approving documents such as contracts, proposals, invoices, and any other documents necessary for business.

Create process templates for workflows which can be shared amongst team members and customized when needed for clients.

Manage permissions within Clustdoc to ensure that only those who have been selected can view certain files. Give permissions to clients or partners by sending them a unique link to access documents.

Collaborate on document creation and versioning amongst team members or with clients or partners, with tools including version control, integrated messaging, invitations to collaborate, internal notes, and more.

Use the online form builder within the Clustdoc platform to create custom forms to gather information such as payment details, contact information, and more to aid with creating documents.

Starting price

Free

Alternatives

with better value for money

Pros & Cons

Client Document Requests

Customer Support

Document Management

Digital Signatures

Clustdoc’s user interface

Ease of use rating:

4.7

(61)

Clustdoc pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(1)

3-4(13)

5(47)

What do users say about Clustdoc?

I wish we could somehow sync our Adobe account to Clustdoc so we could edit pdfs directly in Clustdoc rather than having to re-upload and re-implement the merge fields every time we modify or update a contract.

Select to learn more

Who uses Clustdoc?

Based on 61 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Marketing and Advertising

Legal Services

Financial Services

Information Technology and Services

Others

Use cases

Document Management

Client Onboarding

Portal

Business Process Management

Digital Signature

Clustdoc's key features

Most critical features, based on insights from Clustdoc users:

Electronic signature

3.8

(5)

Collaboration tools

4.0

(4)

Document storage

5.0

(5)

Document capture

4.0

(3)

File sharing

4.3

(4)

Compliance tracking

4.0

(1)

All Clustdoc features

Features rating:

4.3

(61)

Client portal

4.0

(2)

Client management

3.5

(2)

Document management

5.0

(2)

Task management

3.0

(2)

Authentication

5.0

(2)

File conversion

2.0

(1)

Archiving & retention

5.0

(1)

Onboarding

4.0

(1)

Access controls/permissions

5.0

(1)

Workflow management

(0)

Reminders

(0)

Real-Time updates

(0)

Real-Time reporting

(0)

Real-Time data

(0)

Real-Time chat

(0)

Activity dashboard

(0)

Project planning/scheduling

(0)

Process modeling & designing

(0)

Multi-Language

(0)

Multi-Party signing

3.0

(2)

Process change tracking

(0)

Optical character recognition

(0)

No-Code

5.0

(1)

Version control

(0)

User management

(0)

To-Do list

(0)

Third-Party integrations

(0)

Templates

5.0

(1)

Team collaboration

(0)

Task progress tracking

3.0

(2)

Status tracking

(0)

SSL security

(0)

Self service portal

(0)

Secure data storage

5.0

(3)

Rules-Based workflow

(0)

Role-Based permissions

(0)

Reporting/Project tracking

(0)

Reporting/Analytics

(0)

Reporting & statistics

(0)

Activity tracking

(0)

Alerts/Notifications

5.0

(2)

API

(0)

Approval process control

(0)

Audit trail

(0)

Billing & invoicing

(0)

Business process automation

4.0

(2)

Business process control

(0)

Calendar management

(0)

Chat/Messaging

(0)

Checklists

(0)

Client tracking

(0)

Commenting/Notes

(0)

Compliance management

(0)

Configurable workflow

(0)

CRM

(0)

Customer engagement

(0)

Customizable branding

(0)

Customizable fields

5.0

(1)

Customizable forms

(0)

Customizable reports

(0)

Customizable templates

(0)

Data security

5.0

(2)

Document automation

(0)

Drag & drop

(0)

Email management

(0)

Forms management

(0)

Milestone tracking

(0)

Mobile access

(0)

Mobile app

(0)

Mobile signature capture

(0)

Clustdoc alternatives

Clustdoc

4.7

(61)

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.4

Features

4.3

Value for Money

4.7

Customer Support

4.7

Bitrix24

4.2

(980)

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Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Wrike

4.4

(2.8K)

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Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Smartsheet

4.5

(3.4K)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Clustdoc pricing

Value for money rating:

4.7

(61)

Starting from

No pricing info

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about Clustdoc price and value

Value for money rating:

4.7

(61)

To see what individual users think of Clustdoc's price and value, check out the review snippets below.

“Great so far, the clients have been happy using it, it is easy to use and the support have been great with my questions.”

Verified reviewer

Anonymity request

“Clust was a blessing in disguise it has helped me make a great impression on my customers. Happy to have made the right decision with this product.”

Swithin P.

Founder

Clustdoc integrations (5)

Top integrations

Clustdoc support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Phone Support

Email/Help Desk

Chat

FAQs/Forum

24/7 (Live rep)

Knowledge Base

Training options

Live Online

Webinars

Documentation

Videos

Clustdoc FAQs

Q. Who are the typical users of Clustdoc?

Clustdoc has the following typical customers:
Freelancers, Mid Size Business, Non Profit, Small Business

These products have better value for money

Q. What languages does Clustdoc support?

Clustdoc supports the following languages:
English, French, German, Portuguese, Spanish

Q. Does Clustdoc support mobile devices?

Clustdoc supports the following devices:
Android, iPad, iPhone

Q. Does Clustdoc offer an API?

Yes, Clustdoc has an API available for use.

Q. What level of support does Clustdoc offer?

Clustdoc offers the following support options:
Phone Support, Email/Help Desk, Chat, FAQs/Forum, 24/7 (Live rep), Knowledge Base

Related categories

Workflow Management

Business Process Management