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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.

Starting price

Free

Alternatives

with better value for money

Pros & Cons

Client Document Requests

Customer Support

Customizable Wording

Digital Signatures

Form Creation

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

Legal Services

Marketing and Advertising

Real Estate

Financial Services

Others

Use cases

Client Onboarding

Document Management

Portal

Business Process Management

Digital Signature

Clustdoc's key features

Most critical features, based on insights from Clustdoc users:

Document management

5.0

(2)

Collaboration tools

4.0

(4)

Access controls/permissions

5.0

(1)

Task management

3.0

(2)

Business process automation

4.0

(2)

All Clustdoc features

Features rating:

4.3

(61)

Access controls/permissions

5.0

(1)

Activity dashboard

(0)

Activity tracking

(0)

Alerts/Notifications

5.0

(2)

API

(0)

Approval process control

(0)

Archiving & retention

5.0

(1)

Audit trail

(0)

Authentication

5.0

(2)

Billing & invoicing

(0)

Business process automation

4.0

(2)

Business process control

(0)

Calendar management

(0)

Chat/Messaging

(0)

Checklists

(0)

Client management

3.5

(2)

Client portal

4.0

(2)

Client tracking

(0)

Collaboration tools

4.0

(4)

Commenting/Notes

(0)

Compliance management

(0)

Compliance tracking

4.0

(1)

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)

Document capture

4.0

(3)

Document management

5.0

(2)

Document storage

5.0

(5)

Drag & drop

(0)

Electronic signature

3.8

(5)

Email management

(0)

File conversion

2.0

(1)

File sharing

4.3

(4)

Forms management

(0)

Milestone tracking

(0)

Mobile access

(0)

Mobile app

(0)

Mobile signature capture

(0)

Multi-Language

(0)

Multi-Party signing

3.0

(2)

No-Code

5.0

(1)

Onboarding

4.0

(1)

Optical character recognition

(0)

Process change tracking

(0)

Process modeling & designing

(0)

Project planning/scheduling

(0)

Real-Time chat

(0)

Real-Time data

(0)

Real-Time reporting

(0)

Real-Time updates

(0)

Reminders

(0)

Reporting/Analytics

(0)

Reporting/Project tracking

(0)

Reporting & statistics

(0)

Role-Based permissions

(0)

Rules-Based workflow

(0)

Secure data storage

5.0

(3)

Self service portal

(0)

SSL security

(0)

Status tracking

(0)

Task management

3.0

(2)

Task progress tracking

3.0

(2)

Team collaboration

(0)

Templates

5.0

(1)

Third-Party integrations

(0)

To-Do list

(0)

User management

(0)

Version control

(0)

Workflow management

(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

(987)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.3

Value for Money

4.2

Customer Support

4.0

Wrike

4.4

(2.9K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.3

Value for Money

4.2

Customer Support

4.3

Smartsheet

4.5

(3.4K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.3

Features

4.4

Value for Money

4.4

Customer Support

4.3

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.

“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.”

Laura A.

Attorney

“Rather, I wish it could automatically detect who the family members are and autofill.”

Laura A.

Attorney