About Clustdoc

Clustdoc is designed to help organizations and teams automate client-centric onboarding workflows, from 1st contact to electronic signatures. The application enables managers to run end-to-end processes remotely, streamline approval processes and track team's productivity in real-time. It offers a variety of features including an interactive dashboard, client management, reporting, communication management and more. Professionals can use Clustdoc’s form building module to generate online forms for collecting clients’ contact information. Additionally, it allows employees to share documents with team members or external stakeholders, process payments and view audit trails. Clustdoc comes with white-labelling capabilities, which let businesses personalize the interfac...

Clustdoc Pricing

Silver: €70/month Gold: €100/month Discounts are also available when paid annually. Free 14 day trial available.

Starting price: 

70.00 per month

Free trial: 

Available

Free version: 

Available

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Clustdoc User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 56 reviews

User Profile

Joseph

Verified reviewer

Company size: 11-50 employees

Industry: Marketing and Advertising

Time used: Less than 2 years

Review Source: Capterra

4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

December 2020

Great for onboarding or other business processes

I've had really good overal. experience with Clustdoc. Customer service is quick to respond and are helpful. I'm sure the app will keep improving.

Pros

Clustdoc provides a professional method for us to onboard our clients and new employees.

Cons

Some clients have voiced their concern with electronic signatures, primarily with the verification method. They don't always receive the confirmation email containing the code right away, which they must enter on a timed basis. We also had some issues with the e-signature form fields not where we originally designed.

Reasons for switching to Clustdoc

I wanted one tool to manage our onboarding processes.

Karnav

Company size: 11-50 employees

Industry: Non-Profit Organization Management

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

June 2021

Excellent platform to onboard client, manage documents

Pros

Customer can submit documents, fill form and sign legal contract. They can also communicate, send additional documents. Google and other storage features, payment integration are just great. This is now our all in one crm cum document management platform.

Cons

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

Reasons for switching to Clustdoc

Poor interface Poor customer end Too much glitches No dynamic form creation features Lack of documents sign features

Michael

Company size: 11-50 employees

Industry: Legal Services

Time used: Less than 12 months

Review Source: Capterra

2

Ease-of-use

out of 5
1

Value for money

out of 5
2

Functionality

out of 5

December 2020

Don't. Simply don't.

In one word: huge disappointment.

Pros

I thought it would help me cover onboarding of new employees, get a central portal for them to use, that it'd be great UX-wise and everybody would love it. Boy was I wrong!

Cons

No logic, UX is AWFUL, I mean 1990 software was more logical than this. But worst of all: when using fill-in fields in PDF documents for e-signature - they are ALWAYS shifted from the place you put them. So besides being illogical, half-made (Cyberpunk is more deployment-ready than this), it is useless for E-signatures and document collection. Just stay away.

Reasons for choosing Clustdoc

The only reason I got it - Appsumo's lifetime deal. But even for those 50$ - it's money thrown away.

Response from Clust Technologies

Hi there, Thank you for your review. Our team has reached out to you several times to discuss your issue. We're looking forward to hearing from you to understand what went wrong since it doesn't seem like you've actually used our software.

Replied January 2021

Sumeet

Company size: 11-50 employees

Industry: Legal Services

Time used: Less than 6 months

Review Source: Capterra

3

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

June 2020

The best solution we can have to manage our client Docs. Goodbye Google Drive & CFO Dropbox.

We're quite happy since using it and even our Clients too loving Clustdoc. But the mobile view can be improved.

Pros

The client on boarding is quite simple and easy. 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.

Reasons for choosing Clustdoc

It's quite fulfil our requirements and under our budget but still it's they've to develop many more advanced features.

User Profile

Christina

Verified reviewer

Company size: 1 employee

Industry: Marketing and Advertising

Time used: Less than 6 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
3

Functionality

out of 5

November 2019

Simple and easy if you only need a few features

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

This is easy to create forms, create questions, create a login area for your customers, track progress, set up email reminders for progress, and great and easy to plug into a website. If you are a business that needs to collect forms and hate the email back and forth, this is great. I recommended this to several of my clients and it works great for one who is a headhunter and needs resumes, letters of recommendation, covers, pictures, copies of transcripts, etc. 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. It is also a clean interface, clear, etc.

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).

Reasons for choosing Clustdoc

I had a hard time finding a 'simple' and 'affordable' product. Many of the membership type products were overkill, or if they did have the 1 feature I liked, it was horribly expensive and had a million other features I would never use. And building something custom to wordpress is really difficult and time consuming, so Clust helped me save a ton of coding and customization that now my clients can log into their clust and just check status of applicants, etc.

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.

Replied June 2020

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