Clustdoc

Founded by Karim Edson BAKOUME & Marie Assé in 2016

Collect documents, forms, and signatures from clients during onboarding

Cost

Demo

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Clustdoc to build and run client onboarding workflows that collect documents, forms, eSignatures, and data from clients in one place. Set up checklists that clients complete step by step, request specific files based on client profiles, route submissions through internal approval workflows, and track every client's progress in real time. It includes a branded client portal, shared team inbox, and integrations with CRMs and other tools.

What Clustdoc does

Build onboarding checklists with tasks assigned to clientsRequest specific documents based on a client's profile or situationSend eSignature requests to multiple people in a defined orderSet up internal approval workflows for compliance reviewTrack which clients have completed or not completed onboarding stepsReply to client messages from a shared team inbox with internal commentsConnect onboarding data to external CRMs or ERPs via integrationsCreate reusable onboarding templates for different client typesNo-code onboarding checklist that clients complete step by stepDynamic file requests based on client profile or contextSequential eSignature workflows across multiple documents and signersCentralized internal approval routing with compliance trackingShared team inbox for all client onboarding communicationsEmbeddable client portal with custom branding and URLReal-time progress tracking across all active client filesMobile app for team members and mobile-friendly portal for clients