Clustdoc is an international company founded in 2018.
Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and automate routine tasks from clients during the onboarding phase.
With Clustdoc you’ll be able to provide a client portal and capture new client required documents, files, contracts and overall information as part of your initial onboarding checklist and requirements.
Use Clustdoc to transform your onboarding workflows into highly-converting and unique experiences that will delight your stakeholders and help your team process more efficiently submitted information.
Clustdoc is cloud solution combining on a single platform a light-weight CRM, a digital onboarding portal and a workflow automation system.
line item display
cloud storage
team collaboration
file request
file sharing
audit trail
history versioning
secure client portal
application form
Globally available for: Mortgage Brokers Loan originators Independent brokers Ops managers HR representative Insurance claim handlers And many more
24/7 Customer support Chat, email, phone Knowledge center
1 Reviews
3 Reviews
4 Reviews
0 Reviews
Not Rated.
Write the first review
Help other software buyers make informed decisions.
It looks like Clustdoc hasn’t been reviewed yet. If you are a customer of theirs or have used their services in the past, why don’t you be the first to leave a review and tell other visitors about your experience?
Signing in with LinkedIn shows that your review is genuine and written by a real person. We can't and wouldn't post anything to your LinkedIn account or to your connections.
Don't use LinkedIn? You can write unverified reviews too.
Thanks for writing a review, please allow 48 hours for it to appear on the site.