Clustdoc Features

Clustdoc

Customer onboarding software for modern businesses

4.7/5 (57 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assignment Management
Audit Trail
Authentication
Billing & Invoicing
Brainstorming
Business Process Automation
Business Process Control
CRM
Calendar Management
Cataloging/Categorization
Chat/Messaging
Client Portal
Collaboration Tools
Commenting/Notes
Communication Management
Compliance Management
Compliance Tracking
Configurable Workflow
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Security
Digital Signature
Discussions / Forums
Document Capture
Document Generation
Document Management
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Email Management
Email Reminders
Feedback Management
File Conversion
File Management
File Sharing
File Transfer
Forms Management
Full Text Search
Gamification
Gantt/Timeline View
Goal Setting / Tracking
Idea Management
Knowledge Management
Milestone Tracking
Mobile Access
Mobile Signature Capture
Multi-Party Signing
No-Code
Optical Character Recognition
Prioritization
Process Change Tracking
Process Control
Process Modeling & Designing
Progress Tracking
Project Management
Project Planning
Project Planning/Scheduling
Project Tracking
Real Time Data
Real Time Editing
Real Time Reporting
Real-Time Chat
Real-time Updates
Reminders
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Resource Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Secure Data Storage
Self Service Portal
Status Tracking
Surveys & Feedback
Task Management
Task Progress Tracking
Team Collaboration
Template Management
Templates
Text Editing
Third Party Integrations
User Management
Version Control
Web Forms
Workflow Management
Learn moreCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assignment Management
Audit Trail
Authentication
Billing & Invoicing
Brainstorming
Business Process Automation
Business Process Control
CRM
Calendar Management
Cataloging/Categorization
Chat/Messaging
Client Portal
Collaboration Tools
Commenting/Notes
Communication Management
Compliance Management
Compliance Tracking
Configurable Workflow
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Security
Digital Signature
Discussions / Forums
Document Capture
Document Generation
Document Management
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Email Management
Email Reminders
Feedback Management
File Conversion
File Management
File Sharing
File Transfer
Forms Management
Full Text Search
Gamification
Gantt/Timeline View
Goal Setting / Tracking
Idea Management
Knowledge Management
Milestone Tracking
Mobile Access
Mobile Signature Capture
Multi-Party Signing
No-Code
Optical Character Recognition
Prioritization
Process Change Tracking
Process Control
Process Modeling & Designing
Progress Tracking
Project Management
Project Planning
Project Planning/Scheduling
Project Tracking
Real Time Data
Real Time Editing
Real Time Reporting
Real-Time Chat
Real-time Updates
Reminders
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Resource Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Secure Data Storage
Self Service Portal
Status Tracking
Surveys & Feedback
Task Management
Task Progress Tracking
Team Collaboration
Template Management
Templates
Text Editing
Third Party Integrations
User Management
Version Control
Web Forms
Workflow Management
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API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assignment Management
Audit Trail
Authentication
Billing & Invoicing
Brainstorming
Business Process Automation
Business Process Control
CRM
Calendar Management
Cataloging/Categorization
Chat/Messaging
Client Portal
Collaboration Tools
Commenting/Notes
Communication Management
Compliance Management
Compliance Tracking
Configurable Workflow
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Security
Digital Signature
Discussions / Forums
Document Capture
Document Generation
Document Management
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Email Management
Email Reminders
Feedback Management
File Conversion
File Management
File Sharing
File Transfer
Forms Management
Full Text Search
Gamification
Gantt/Timeline View
Goal Setting / Tracking
Idea Management
Knowledge Management
Milestone Tracking
Mobile Access
Mobile Signature Capture
Multi-Party Signing
No-Code
Optical Character Recognition
Prioritization
Process Change Tracking
Process Control
Process Modeling & Designing
Progress Tracking
Project Management
Project Planning
Project Planning/Scheduling
Project Tracking
Real Time Data
Real Time Editing
Real Time Reporting
Real-Time Chat
Real-time Updates
Reminders
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Resource Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Secure Data Storage
Self Service Portal
Status Tracking
Surveys & Feedback
Task Management
Task Progress Tracking
Team Collaboration
Template Management
Templates
Text Editing
Third Party Integrations
User Management
Version Control
Web Forms
Workflow Management
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Mobile apps

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Android App


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Clustdoc Feature Reviews

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

Karnav S.

Excellent platform to onboard client, manage documents

2021-06-14

Pros

Google and other storage features, payment integration are just great.

Cons

They can improve on online form creation tool. They have enhanced number of features in last one year.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Hemant S.

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 G.

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
Asif M.

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
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
Noureddine D.

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

- Lots of functionality to facilitate the management of your customers. - 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
James W.

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
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
Sumeet M.

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 P.

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
Manu D.

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
Thanh T. N.

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
Anonymous
(Design company, myself only employees)

Great system for onboarding clients

2021-09-10

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

Pros

I like that it looks like a checklist to my client, but each task can be a different element e.g. form, link, task, document etc..

Cons

The price is high to get even a small amount of extra functionality

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
Jay J.

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
Jestle L.

Study Query

2019-11-07

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

Pros

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
Christina M.

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

The other is someone who has an extensive question and review process and rather than house documents via back and forth email, clust offered a way to house this back and forth.

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
José Antonio S.

Content gathering made easy

2019-11-07

Really good experience, the platform is quick, their support is nice and they listen to the feedback.

Pros

I've used it in a couple of projects to gather content and it's working pretty well, making my whole process a lot easier.

Cons

None for the moment, but it would be nice if they added more integrations.

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 Jose,
Thank you for your great feedback. Do not hesitate to tell us more about your needs.
thanks

Read more
Jay M.

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 R.

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
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
Helen T.

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
MAURIOL F.

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

Peut-être un manque de document. 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
Sarah F.

Nice software that can be used for lots of different purposes

2019-11-14

I really like that Clust allows us to use one software for all these different parts because it lets us receive documents, share important information and communicate with the candidates.

Pros

What I like most about Clust is that you can easily create templates to use over and over again but you also have the flexibility to customise single applications using a template first. I also like that you can sort incoming applications into folders for better organisation and overview of various projects or processes. When I had an issue the support replied quickly, was really willing to help and tried to solve your problem until they achieved it.

Cons

To me at the beginning, the term application was a bit confusing. I would prefer a more general term for it such as project which they use in their help center explanation. It would make it more clear to me that it can suit lots of different sectors, projects and processes.

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


Hello Sarah,
Thank you for your feedback. Many people want us to change the word "applications" and some other want us to keep it :)
We're working on giving you the ability to enter your own word. Stay tuned

Read more
Ross S.

Unbelievabel product for on-boarding client and customising the experience.

2019-11-07

Excellent product. Great support. 100% recommended for client on-boarding.

Pros

Customise each item we require from the client Build in a digital fact find. Mobile friendly.

Cons

Whilst building a FORM, it would be ideal to be able to 'copy' questions and all the formatting that comes with it. We built a medical capture form that asks the same questions lots of times which I needed to write out individually each time.

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 Ross,
Thank you for your review. It's a pleasure to work with your team.

Read more