# Clustdoc Software Reviews, Demo & Pricing - 2026 > Review of Clustdoc Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/project-management/clustdoc-profile --- [Home](https://www.softwareadvice.com/) / [Business Process Management Software](https://www.softwareadvice.com/bpm/) / Clustdoc Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/project-management/clustdoc-profile/reviews/)[Alternatives](https://www.softwareadvice.com/project-management/clustdoc-profile/alternatives/) # Clustdoc 2026: Benefits, Features & Pricing Wondering if Clustdoc is right for your organization? Our Business Process Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Clustdoc 4.7 [(61)](https://www.softwareadvice.com/project-management/clustdoc-profile/reviews/) Pricing Pricing available upon request ### About Clustdoc 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 can provide a secure online client portal where you can collect client information, documents and contracts signed - while ensuring a smooth and consistent experience for stakeholders and more. Our intuitive interface allows your team to manage and verify clients submissions and signatures from a single platform, eliminating the need for paper documents and time consuming tasks. By utilizing Clustdoc, you gain access to a comprehensive set of features that simplify automated workflows, including: - Branded and secure client portal - Onboarding checklist - Online form, document collection, Identity verification module and more - Shared inbox for both clients and teams - Unlimited onboarding process templates - Automated reminders and due dates - Approval workflows - Client management web application - API access Take advantage of our 7-day free trial and witness firsthand how Clustdoc empowers you to create a seamless customer experience while bringing more clarity and... efficiency to your day-to-day operations. Wondering if Clustdoc is right for your organization? Our Business Process Management Software selection experts can help you in 15 minutes or less. ## Clustdoc User Interface ## Popular Clustdoc Alternatives Main Product Clustdoc 4.7 [(61)](https://www.softwareadvice.com/project-management/clustdoc-profile/reviews/) Ratings Breakdown - 4.39Ease of use - 4.71Value for money - 4.71Customer support - 4.33Functionality Pricing Available upon request Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(993)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.98Ease of use - 4.16Value for money - 3.96Customer support - 4.28Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [Wrike](https://www.softwareadvice.com/project-management/wrike-profile/) 4.4 [(3010)](https://www.softwareadvice.com/project-management/wrike-profile/reviews/) Ratings Breakdown - 4.18Ease of use - 4.20Value for money - 4.33Customer support - 4.31Functionality Pricing Starting at $10.00 per month Get Price Alternative Product [Smartsheet](https://www.softwareadvice.com/project-management/smartsheet-profile/) 4.5 [(3515)](https://www.softwareadvice.com/project-management/smartsheet-profile/reviews/) Ratings Breakdown - 4.32Ease of use - 4.35Value for money - 4.32Customer support - 4.35Functionality Pricing Starting at $12.00 per month Get Price Alternative Product [Miro](https://www.softwareadvice.com/project-management/miro-profile/) 4.7 [(1689)](https://www.softwareadvice.com/project-management/miro-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.42Value for money - 4.34Customer support - 4.57Functionality Pricing Starting at $10.00 per month Get Price Alternative Product [monday.com](https://www.softwareadvice.com/marketing/monday-com-profile/) 4.6 [(6054)](https://www.softwareadvice.com/marketing/monday-com-profile/reviews/) Ratings Breakdown - 4.49Ease of use - 4.28Value for money - 4.43Customer support - 4.45Functionality Pricing Starting at $9.00 per month Get Price ## Clustdoc Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Pro Pricing available upon request Plan includes: - Checklist builder - Online Form Builder - Document Collection - File sharing - Electronic Signatures - Automated Follow-Ups - Admin mobile App - Step & file approval/denial - Support via Email & Chat Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Clustdoc Features - Popular features found in Business Process Management Access Controls/Permissions Approval Process Control Business Process Automation Collaboration Tools Data Import/Export Document Management Drag & Drop Reporting/Analytics Task Management Third-Party Integrations Workflow Management - More features of Clustdoc Activity Dashboard Activity Tracking Alerts/Notifications API Archiving & Retention Audit Trail Authentication Billing & Invoicing Business Process Control Calendar Management Chat/Messaging Checklists Client Management Client Portal Client Tracking Commenting/Notes Compliance Management Compliance Tracking Configurable Workflow CRM Customer Engagement Customizable Branding Customizable Fields Customizable Forms Customizable Reports Customizable Templates Data Security Document Automation Document Capture Document Storage Electronic Signature Email Management File Conversion File Sharing Forms Management Milestone Tracking Mobile Access Mobile App Mobile Signature Capture Multi-Language Multi-Party Signing No-Code Onboarding Optical Character Recognition Process Change Tracking Process Modeling & Designing Project Planning/Scheduling Real-Time Chat Real-Time Data Real-Time Reporting Real-Time Updates Reminders Reporting/Project Tracking Reporting & Statistics Role-Based Permissions Rules-Based Workflow Secure Data Storage Self Service Portal SSL Security Status Tracking Task Progress Tracking Team Collaboration Templates To-Do List User Management Version Control ## Clustdoc Integrations Dropbox Business Integration rated undefined from -1 review Zapier Integration rated undefined from -1 review Google Drive Integration rated undefined from -1 review Slack Integration rated undefined from -1 review ## Clustdoc User Reviews Overall Rating 4.7 Ratings Breakdown 5 77% 4 18% 3 3% 2 2% 1 0% Secondary Ratings Ease of Use 4.4 Value for money 4.7 Customer support 4.7 Functionality 4.3 Chaz B. Verified reviewer Online Media 2-10 employees Used weekly for less than 12 months Review source Reviewed June 2020 Client onboarding simplified 5 Ratings Breakdown 5 Ease of use 5 Functionality Pros: Clust makes systematizing your client onboarding easier than ever. Not only this though, it makes reminding your clients about outstanding items as easy as a click of a button. Cons: The only thing I don't like about Clust is the name. This definitely isn't a deal breaker though. Read More VR Verified Reviewer Real Estate 2-10 employees Used weekly for less than 2 years Review source Reviewed November 2018 Saves us time and money! 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Clust has brought to us a very innovative way of working. We used to gather all client documents on our website with a poorly designed contact form and the rest of the work was made manually. With Clust, all that has ended months ago. We've completely switched the whole team (contractors included) to Clust and I am very satisfied as the manager. The software is very easy to use, you just follow the steps at registration and you're ready to go. Then, the support team follows up with you to help you go even further with website modules etc. (which we use) and that's it. I have senior team members who got up to speed very quickly and don't see themselves using any other alternative. Cons: Nothing. This software is really good and modern. If I really had to share a complaint it would be the additional feature requests that we can't wait to see live. Other than that, it does the work and really helps us work better and faster. Vendor Response Hello, Thank your for sharing your review ! We appreciate that Clustdoc is being extremely useful to your business. We hope that we keep surprising you with our knew feature ! Replied August 2023 Read More MD Mary D. Verified reviewer Legal Services 2-10 employees Used other for less than 6 months Reviewed November 2019 Great concept, still needs some fixes to make it workable for our practice 3 We turned to Clust in hopes of creating forms that we could send out to our clients to shorten turnaround time. Unfortunately, being a law office, many of our forms are either wordy or require a lot of explanation to be able to understand what we need and why we need it. This is what's holding us back from giving a higher rating - if we can't use it, we can't recommend it. Ratings Breakdown 3 Ease of use 3 Value for money 4 Customer support 3 Functionality Pros: The flexibility is good, and if you use short words or phrases when constructing your apps it would probably work well. Cons: It's still awkward for our firm's use, because we use a lot of long words and the character count won't accommodate our needs. Vendor Response Hello Mary, Thank you very much for thanking your time to share your experience ! We have updated our online form since your comment, it's better now. Thank you to point that out ! Replied August 2023 Read More VR Verified Reviewer Information Technology and Services 2-10 employees Used weekly for less than 12 months Review source Reviewed January 2022 Easy Application Processing & Client Onboarding 5 With Clustdoc, you can create applications with ease to make the process of onboarding clients quicker and more efficient. The Clustdoc team has created a user-friendly application that makes it easier than ever before to get your business up and running quickly. With features such as Client Profile where users can input personal information about their clients, and the best part is the clients can log in to view and upload documents which you can accept/reject. Very helpful customer support team. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The documents accept/reject feature is very handy, we used it for web development projects. Saved us so much time and hassle from back and forth emails. Secondly, the user interface is pretty tidy and finally the customer service is excellent. Cons: It does what it says, so nothing much to complain about. Vendor Response Hello, Thank you for your honest feedback ! We will keep improving ! Replied August 2023 Read More BRANDON F. Verified reviewer Facilities Services 2-10 employees Used weekly for less than 6 months Reviewed November 2019 Best Client Portal Ive used so far! 5 We are able to provide customized information to different user access levels easily, without sending emails over and over. Ratings Breakdown 4 Ease of use 5 Value for money 5 Functionality Pros: I like the customization and ease of use. Being a small service company each of us already wears multiple hats... and our budget doesn't allow for a full time IT person / resident computer guru. We easily set this up using the resources already available through tutorials and the website. We were up and running in no time. Cons: So far, for what we use it for, there is no complaint. While it is set up for more of an onboarding type of scenario, we use it for client interactions when performing a large contract / services on a large portfolio wherein there are multiple decision makers across multiple states. This also allows us to provide standardized information to the individual properties, that may not be privy to all of the information. Reasons for choosing Clustdoc I chose Clust over other products as it came highly recommended through App Sumo. Vendor Response Hello Brandon, It's always a pleasure to work with your company. thank you for sharing your feedback. Replied June 2020 Read More VR Verified Reviewer Banking 201-500 employees Used weekly for less than 12 months Review source Reviewed December 2018 I can only recommend Clust 5 Using one tool to request and keep track of incoming information is great. I love the integrated messaging feature and the transparency of the team about what's coming up next. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I love the fact that you can actually initiate requests under your own terms and be proactive about the list of documents you need to gather from clients or suppliers. The experience is neat and clean for admins as well as their clients too. The team is creative and reactive and the overall concept of the tool is smart while very simple. Cons: At first, My clients did not get any notification but that was easily fixed by the team. Can't wait to see a mobile app! Vendor Response Dear client, Thank you for your detailed feedback. It's a pleasure to work with you. Replied June 2020 Read More Zunaid K. Verified reviewer Education Management 2-10 employees Used monthly for more than 2 years Review source Reviewed February 2023 Easy to use tool to collect documents and information from clients or other 3rd parties 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: How easy it is to use and get things setup. Cons: Nothing in particular. They do a good job of explaining how to use with their help documents. Vendor Response Hello Zunaid, Thank you a lot for you feedback! Replied August 2023 Read More VR Verified Reviewer Design Self-Employed Used weekly for less than 6 months Review source Reviewed September 2021 Great system for onboarding clients 5 Great so far, the clients have been happy using it, it is easy to use and the support have been great with my questions Ratings Breakdown 5 Ease of use 3 Value for money 5 Customer support 4 Functionality Pros: I like that it looks like a checklist to my client, but each task can be a different element e.g. form, link, task, document etc.. Cons: The price is high to get even a small amount of extra functionality Vendor Response Hello, Thank you for your review ! Replied August 2023 Read More Paul M. Verified reviewer Financial Services 2-10 employees Used daily for less than 6 months Reviewed November 2019 Mortgage business using Clust 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Easy to setup. Custom domain and sender just released. Easy to stay in touch with client's. Cons: We haven't encountered any cons yet. So far the software is awesome. Vendor Response Hello Paul, Thanks a lot for your trust and your feedback. Replied June 2020 Read More VR Verified Reviewer Media Production 2-10 employees Used monthly for less than 12 months Reviewed June 2020 Great Idea But Lacks In Features 5 Overall I am happy with it, and would definitely use it if it had more templates and an easier level of integrations. Ratings Breakdown 4 Ease of use 5 Value for money 4 Customer support 4 Functionality Pros: I like how clean the interface is and how easy it is to set up. Cons: The lack of templates and integration is really quite off puting and i have found myself using other systems more. Vendor Response Dear client, Thank you for your kind review. We really appreciate that! Just as an FYI, there are over 70 templates available in your account to help you get started. Also you can connect Clust with +1500 app using Zapier. Feel free to tell us more about your needs so we can help you. thanks Replied June 2020 Read More Showing 1 - 10 of 61 Reviews [See All Reviews](https://www.softwareadvice.com/project-management/clustdoc-profile/reviews/) ## Other Top Recommended Business Process Management Software [Smartsheet](https://www.softwareadvice.com/project-management/smartsheet-profile/) **4.5** (3515) Recently recommended **1** times [Kinetic](https://www.softwareadvice.com/manufacturing/kinetic-profile/) **3.8** (175) Recently recommended **1** times [Trello](https://www.softwareadvice.com/project-management/trello-profile/) **4.5** (23545) Recently recommended **0** times [Jira](https://www.softwareadvice.com/project-management/atlassian-jira-profile/) **4.4** (15402) Recently recommended **0** times Stuck Between Options? Our experts can help you compare Clustdoc with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice