Clust Features

Clust

Customer onboarding software for modern businesses

4.74/5 (53 reviews)

Clust Feature Summary

  • File sharing
  • Online application
  • File synchronization
  • Encryption
  • Multi-branch
  • Document archiving
  • File type conversion
  • Compliance tracking
  • Document capture
  • Automatic reminders
  • Client portal
  • Collaborative review
  • Custom forms
  • Customizable branding
  • Customizable templates
  • Document templates
  • Email integration
  • File management
  • File transfer
  • Forms management
  • Partner portal
  • Permission management
  • Project notes
  • Request routing
  • Search functionality
  • Document conversion
  • Drag & drop interface
  • Document distribution
  • API
  • Chat
  • Electronic signature capture
  • Email invitations & reminders
  • Archiving & retention
  • Revision management
  • Access control
  • Version control
  • Self service portal

Competitor Feature Comparison

API
Access Control
Activity Tracking
Approval Process Control
Archiving & Retention
Audit Trail
Auditing
Chat
Client Management
Client Portal
Collaborative Review
Custom Forms
Customizable Branding
Customizable Templates
Data Synchronization
Document Management
Document Templates
Drag & Drop Interface
Electronic Signature Capture
Email Integration
Email Invitations & Reminders
File Management
File Transfer
Forms Management
Partner Portal
Permission Management
Project Notes
Reminders
Request Routing
Revision Management
Search Functionality
Secure Data Storage
Self Service Portal
User Management
Version Control
Learn moreCompare App
API
Access Control
Activity Tracking
Approval Process Control
Archiving & Retention
Audit Trail
Auditing
Chat
Client Management
Client Portal
Collaborative Review
Custom Forms
Customizable Branding
Customizable Templates
Data Synchronization
Document Management
Document Templates
Drag & Drop Interface
Electronic Signature Capture
Email Integration
Email Invitations & Reminders
File Management
File Transfer
Forms Management
Partner Portal
Permission Management
Project Notes
Reminders
Request Routing
Revision Management
Search Functionality
Secure Data Storage
Self Service Portal
User Management
Version Control
Visit WebsiteCompare App
API
Access Control
Activity Tracking
Approval Process Control
Archiving & Retention
Audit Trail
Auditing
Chat
Client Management
Client Portal
Collaborative Review
Custom Forms
Customizable Branding
Customizable Templates
Data Synchronization
Document Management
Document Templates
Drag & Drop Interface
Electronic Signature Capture
Email Integration
Email Invitations & Reminders
File Management
File Transfer
Forms Management
Partner Portal
Permission Management
Project Notes
Reminders
Request Routing
Revision Management
Search Functionality
Secure Data Storage
Self Service Portal
User Management
Version Control
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Clust Feature Reviews

25 reviewers had the following to say about Clust's features:

Noureddine Dhouimer

An innovative solution that will make it easier for you to collect documents from your clients

2020-07-20

You are looking for an efficient and secure 100% online document collection and file verification tool!

Pros

. - possibility to create online forms - creation of a customer portal with a personalized url or integration of the portal on your existing site - 100% online file tracking - Revival of late customers - automatic call back - Monitoring the progress of the collection of your files - Online signature (e-signature) - Document recognition (example: identity card) - Automatic transformation of documents transmitted by the client into PDF. - Monitoring the status of each document requested (approved or refused) - The customer has the possibility of following the evolution of his file online - Your teams have the possibility of collaborating with an external (legal for example) - Ability to accept online payments - Customize your Clust with your logo and your SMTP - And much more

Cons

Nothing yet but maybe the option of integrating the customer portal on a website requires some improvement (not in iframe mode) but the Clust teams have always surprised me with new features and I think this point will be probably improved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Hemant Singh

On-boarding both B2B and B2C Clients of RTIwala Services is super simplified through Clust

2020-07-20

We're a Legaltech startup and for us on-boarding, collection and management of client document is one big cumbersome task.

Pros

The client onboarding and document management is super-simplified through Clust.

Cons

Nothing as such, but we'll be super happy if it has Form to Docx creation mechanism.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Joaquin Gomez

Great product, I look forward to seeing what the future holds

2019-11-06

I like what it does as far as business process management. This tool is flexible to use for both our clients and organization to maintain quality standards for information collection and process management.

Pros

I like the fact that it keeps our on-boarding of new clients focused with information collecting in one easy process.

Cons

I wish that you can keep all the information for one client in an actual client portal where they can access it, along with any future applications that may be assigned to that particular client.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Hello Joaquin,
Thanks a lot for your honest feedback.

Read more
Anonymous
(Banking company, 201-500 employees)

I can only recommend Clust

2018-12-13

I love the integrated messaging feature and the transparency of the team about what's coming up next.

Pros

I love the fact that you can actually initiate requests under your own terms and be proactive about the list of documents you need to gather from clients or suppliers.

Cons

At first, My clients did not get any notification but that was easily fixed by the team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Dear client,
Thank you for your detailed feedback. It's a pleasure to work with you.

Read more
Manu DELGOFFE

Useful even for small businesses

2019-11-07

At the same place he can send me the pictures, word documents with content, links, advices, special requests, ... it's really the easiest way I've found to launch a new project and collect all the information I need to start it

Pros

- High modularity - Very clean interface - Easy to upload documents

Cons

- Takes a little time to understand HowTo

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Hello Manu,
Thanks for your review, we're glad to see that you enjoy using Clust for your business.

Read more
Anonymous
(Marketing and Advertising company, myself only employees)

Great for onboarding processes if you have the necessary integrations

2019-11-07

Pros

Clust offers great flexibility for most industries and applications with the opportunity to automate repeated project or workflow processes.

Cons

If you need digital signatures as part of your onboarding or workflow processes then you'll need to pay for a third party subscription for that Clust feature to work.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Dear client,
Thanks a lot for sharing your feedback. The electronic signature is unlimited and included in your plan.
Thank you

Read more
Thanh T. Nguyen, MBA

An easy to use software which does its job

2019-11-06

Receiving forms and documents in an organized manner

Pros

Clust is very easy to use.

Cons

The user interface is a little bland, but it will improve eventually.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Dear Thanh,
It's a pleasure to work with your team, thank you for sharing your feeback

Read more
James Whieldon

Clust fills a major need close to flawlessly

2020-04-30

The amount of documentation and data that needs to be not only collected, but organized in a way that provides easy access is staggering.

Pros

- Customizability - API - Integration with Zapier - Customer support - Ease of communication with staff - Pricing

Cons

- The only potential downside I see for Clust is that as their customer base grows they will need to strategically grow in order to meet their current level of support

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Dear James,
Thank you very much for your review and honest feedback, we're happy and proud to work with your team.

Read more
Asif Masani

Really helpful

2020-06-12

Good

Pros

Document sharing, reminders, sending back for incomplete application

Cons

Also if you could have a mobile app with a dashboard to monitor all applications.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Helen Tsui

Simple, clean, saves time

2019-11-15

Pros

Saves so much time by not having to find correct versions of files to send to clients and keeping track of whether documents are completed and returned.

Cons

Would also be good if collaborators can view only selected files rather than everything.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Hello Helen,
Thank you for your feedback :)
We're going to add more options on collaborators permissions soon. Stay tuned !

Read more
Christina Mascaro

Simple and easy if you only need a few features

2019-11-06

I highly recommend this for MOST small businesses. Obviously, if your needs are complex, it may not be for you, but 99.9% of my customers don't want massive features and the biggest complaint is cost for use...this was a great option.

Pros

It is also a clean interface, clear, etc.

Cons

It doesn't have a lot of 'aesthetic' features (i.e. divide the form into 2 columns) and it does lack some more advanced features like perhaps having it adapt or an API to integrate mass email (like mailchimp).

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Hello Christina,
Thanks a lot for sharing your experience with Clust.
Mailchimp's integrations are available through Zapier, do not hesitate to come back to us, so we can learn more.

Read more
MAURIOL FABIENNE

Qualité de service

2020-11-12

Le produit est très facile à prendre en main tant pour l'administrateur que pour l'utilisateur.

Pros

Je suis ravie de la réactivité de vos équipes. Mon entreprise est jeune, il est pour moi indispensable d'avoir des solutions rapides à d'éventuels soucis. Avec Clust, chaque problème trouve ses solutions. Autre point fort : une réelle volonté d'amélioration continue. Une grande ouverture, merci.

Cons

Absence d'un support en ligne par chat éventuellement.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Media Production company, 1-10 employees)

Great Idea But Lacks In Features

2020-06-11

Overall I am happy with it, and would definitely use it if it had more templates and an easier level of integrations.

Pros

I like how clean the interface is and how easy it is to set up.

Cons

The lack of templates and integration is really quite off puting and i have found myself using other systems more.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Dear client,
Thank you for your kind review. We really appreciate that!
Just as an FYI, there are over 70 templates available in your account to help you get started.
Also you can connect Clust with +1500 app using Zapier.
Feel free to tell us more about your needs so we can help you.
thanks

Read more
Sumeet Mahendra

The best solution we can have to manage our client Docs. Goodbye Google Drive & CFO Dropbox.

2020-06-22

But the mobile view can be improved.

Pros

Plus they're providing the Digital Signature feature as well.

Cons

Nothing as such but the form UIUX is quite outdated and that of 70s with no good features like oembbed or partial save as available in Typeform or Paperform based UI and UX. Secondly they should also provide form to pdf and online doc creator as available with most of the competitors.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Parag Pathare

Great Business Document Workflow software

2020-06-07

Overall i rate this as one of the best investment i have made. This document service has a long term value given the global remote working trend and its a huge time saver / productivity tool.

Pros

Clustdoc offers one of the most detailed way to configure business documents & payment collection workflow with all the possible checks & data types.

Cons

The end-user navigation can be improved upon a bit further. However, given the month over month improvements, i think a better UX will come through soon.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Swithin Pais

Clust - The one stop customer onboarding solution

2019-11-13

I was looking for a ready to use end to end customer onboarding solution that I can easily integrate into my website where I can keep track and manage my clients.

Pros

Easy to use and setup Fast interface with all key functions built in r for an end to end onboarding process Responsive support team

Cons

Limited ability to purchase additional disk space within the software but they have a solution in place that enables you to link your OneDrive or Google drive account

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Dear Swithin,
Your feedback is really valuable to us. Thanks for sharing your thoughts, we've now implemented the additional storage space capability. I hope you enjoy using it. thanks a lot

Read more
Jestle Lim

Study Query

2019-11-07

It helped us eliminate clutters of our clients files and the task of doing the follow ups.

Pros

The email reminders are helping us push our clients to submit their requirements on time. This lessened our sales staff tasks and really automated the follow ups very well.

Cons

The overall look and design, all pages look the same.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Hello Jestle,
We really appreciate your review.
thanks

Read more
Jay Miller

Clust > Any Other Application Software

2019-11-06

It's simple. It's easy. You can set up a template in a few minutes, and then each application only takes a few minutes to set up and send out after your template is made.

Pros

No more tracing back emails for log ins or documents.

Cons

It definitely needs more prebuilt templates for a wider disbursement of industries, but they did cover web design rebuilds in their templates which was a huge time saver since we use that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Hello Jay,
Thanks for your feedback.

Read more
Laurent Radziwiłł

Great productivity app

2018-10-19

Pros

And there are plenty of cool features like APIs, online forms, reminders

Cons

I can't see any so far. We'll see after a while if anything comes up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Tyler Bushong

The future of documenting gathering

2019-11-06

Pros

This has been a huge time saver. Being able to send out mass emails to my clients about certain things I need at certain times of the month as been huge!

Cons

I wish it was a fully functional client portal.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Hello Tyler,
Thank you for your feedback, all client files are gathered and organized in the admin interface.
You also may want to check out the external members features or reach out to us so we can help

Read more
Jay Jones

Clust makes the hard task of collecting documents from customers easy

2019-09-12

But they are responsive to questions and very easy to work with.

Pros

If you have ever tried to get multiple pieces of information and documents from customers, you will know that the task is extremely time consuming and difficult.

Cons

I would like a cname option so customers who are submitting documents would see our URL and not the one from Clust.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Dear Jay,
We appreciate your feedback. Thank you. The Cname has been released since your comment. I hope you tried it out.
thank you

Read more
Kasim Aslam

I can't believe it took this long!

2019-11-13

Great customer service, excellent price point, awesome functionality.

Pros

It's also easy to use and very feature rich. You can build conditional logic and customize quite a bit.

Cons

It's not currently possible to bulk edit conditional logic so, for a very long form, you're setting logic manually. However, they've proven very receptive to feedback and have already made a significant number of updates in the short time I've been a customer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Dear Kasim,
Thanks a lot for your great feedback. The forms have been improved, I hope you like better this experience.
thanks

Read more
Anonymous
(Real Estate company, 1-10 employees)

Saves us time and money!

2018-11-12

Pros

We used to gather all client documents on our website with a poorly designed contact form and the rest of the work was made manually.

Cons

If I really had to share a complaint it would be the additional feature requests that we can't wait to see live.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Leonardo Wolff

Necessary Onboarding and SOP tool

2019-11-07

I'm very happy with this tool

Pros

The app will keep track for us and even notify the customer.

Cons

With that being said, I think Clust is an essential tool, and this is a minor detail that I'm sure will be addressed soon.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Dear Leonardo,
Thank you for your feedback.
It's greatly appreciated.

Read more
Mike Rincon

So far so good

2019-11-06

Pros

Easy to learn how to use, fast to implement

Cons

Lack of integrations (GoToMeeting and Acuity Scheduler)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Clust Technologies


Hello Mike,
thank you for your feedback. Please note that you can integrate the system with +1200 apps using Zapier or our API
thanks

Read more