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Clustdoc

Clustdoc

Overview

Recent Reviews

TrustRadius Insights

Clustdoc has proven to be a valuable tool for streamlining the client onboarding process for businesses. Users have found that the …
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Pricing

View all pricing

Enterprise

$0

Cloud

Gold

$100

Cloud
per month

Platinum

$350

Cloud
per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is Clustdoc?

Clustdoc Features

  • Supported: Access Controls/Permissions
  • Supported: Alerts/Notifications
  • Supported: Billing & Invoicing
  • Supported: Calendar Management
  • Supported: Client Portal
  • Supported: Collaboration Tools
  • Supported: Commenting/Notes
  • Supported: Customizable Templates
  • Supported: Document Management
  • Supported: File Sharing
  • Supported: Milestone Tracking
  • Supported: Real Time Updates
  • Supported: Reporting/Project Tracking
  • Supported: Status Tracking
  • Supported: Task Management
  • Supported: Task Progress Tracking
  • Supported: Third Party Integrations
  • Supported: Workflow Management
  • Supported: Business Process Automation
  • Supported: Business Process Control
  • Supported: Drag & Drop
  • Supported: No-Code
  • Supported: Process Change Tracking
  • Supported: Process Modeling & Designing
  • Supported: Reporting/Analytics
  • Supported: Rules-Based Workflow
  • Supported: Templates
  • Supported: Activity Dashboard
  • Supported: Activity Tracking
  • Supported: Chat/Messaging
  • Supported: Client Management
  • Supported: Email Management
  • Supported: Onboarding
  • Supported: Reporting & Statistics
  • Supported: Audit Trail
  • Supported: Authentication
  • Supported: Customizable Branding
  • Supported: Data Security
  • Supported: Document Storage
  • Supported: Electronic Signature
  • Supported: Mobile Signature Capture
  • Supported: Multi-Party Signing
  • Supported: Reminders
  • Supported: Team Collaboration
  • Supported: Archiving & Retention
  • Supported: Compliance Tracking
  • Supported: Document Capture
  • Supported: File Conversion
  • Supported: Optical Character Recognition
  • Supported: SSL Security
  • Supported: Secure Data Storage
  • Supported: Version Control
  • Supported: Forms Management
  • Supported: Real-Time Chat

Clustdoc Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based, Android, iPhone, iPad
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Clustdoc has proven to be a valuable tool for streamlining the client onboarding process for businesses. Users have found that the software allows them to create applications with ease, enabling them to collect and manage client information more efficiently. The platform's ability to digitize customer forms simplifies the process of collecting and analyzing client data, saving time and increasing productivity. The added feature of a client login allows for easy document viewing and uploading, enhancing communication and collaboration between businesses and their clients.

Beyond its application in client onboarding, Clustdoc has also been a useful asset for legaltech startups. With its capability to securely collect and verify client documents, the software provides an invaluable resource for businesses looking to streamline their processes. Additionally, Clustdoc has played a role in the global remote working trend by saving time and boosting productivity through its digitalization and automation capabilities.

The platform's flexibility is another noteworthy aspect that users appreciate. It allows for creative solutions and collaboration, making it a valuable tool across various industries. For small businesses in particular, Clustdoc serves as a primary touchpoint for onboarding processes, ultimately saving considerable time. Users have also found it useful for tracking client needs and keeping them informed through easy sharing of images.

Customer service is another area where Clustdoc has received positive feedback. Users have noted that the support team is responsive and easy to work with, ensuring a positive user experience. The integrated messaging feature further enhances communication efficiency, while the team's transparency regarding upcoming features and updates fosters trust and confidence in the product.

In summary, Clustdoc has proven to be instrumental in simplifying business processes such as client onboarding and document management across various industries. Its ease of use, time-saving capabilities, flexibility, and excellent customer service make it a recommended choice by users who value streamlined operations and enhanced productivity.

Convenient document checklist: Many users appreciate Clustdoc's ability to create a document checklist and allow clients to upload itemized documents. This feature streamlines the document management process by making it easier to track missing documents and identify unacceptable ones for filing. Numerous reviewers have found this functionality valuable in simplifying their workflow.

Comprehensive features: Clustdoc is highly regarded for its wide range of features, including creating forms, tracking progress, setting up email reminders, accepting or rejecting documents, and integrating with websites. Users find these features useful in managing projects efficiently and saving time on back-and-forth communication. Several reviewers have praised Clustdoc for providing an all-in-one solution that enhances customer management and improves various processes.

Excellent customer support: The customer service of Clustdoc is highly praised by users. They mention that the sign-on process is straightforward and that they received prompt assistance when needed. The availability of multiple out-of-the-box templates pre-packaged in the tool is also appreciated. Many reviewers highlight the helpfulness and responsiveness of the support team in resolving any issues or inquiries satisfactorily

Pricing Structure: Some users have expressed dissatisfaction with the changes made to Clustdoc's pricing structure, stating that it has become less accessible and more expensive. They are particularly unhappy with the downgrading of the Gold plan and the introduction of additional fees for features that were initially included.

Confusing User Interface: Several users have found Clustdoc's user interface confusing and outdated. They have compared it to software from the 1990s and desire a more logical and intuitive user experience. Users have also reported issues with fill-in fields in PDF documents for e-signatures not aligning properly.

Electronic Signature Verification: Users have mentioned concerns with Clustdoc's electronic signature verification method. Some users reported delays in receiving confirmation emails containing codes, which affects the timing of the e-signature process. This has caused frustration for some users during their document signing workflows.

Users have made the following recommendations about BeanFlumper:

  1. Consider the cost: Small businesses and solo entrepreneurs are advised to carefully evaluate the cost of BeanFlumper. While it may be a great option for larger businesses and enterprises, the price might not be as suitable for smaller organizations with tighter budgets.

  2. Evaluate necessary features: Before making a decision, businesses of all sizes should assess their specific needs and evaluate whether BeanFlumper offers the necessary features. This step is important to ensure that the software aligns with their requirements and can effectively support their operations.

  3. Great for larger businesses and enterprises: BeanFlumper is highly praised as a solution specially designed for larger businesses and enterprises. It offers robust features and capabilities that can efficiently handle the complex needs and high volume of transactions typically encountered in these types of organizations.

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