About Clustdoc

Clustdoc is designed to help organizations in real estate, banking, accounting, marketing, legal and education sectors create business documents, prepare contracts and capture clients’ electronic signatures. The application enables managers to automate workflows, streamline approval processes and track employee productivity in real-time.

It offers a variety of features including an interactive dashboard, project management, client onboarding, 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 trail...


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Supported Operating System(s):

Web browser (OS agnostic)

55 Reviews of Clustdoc

Average User Ratings

Overall

4.69 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(42)

42

4 stars

(10)

10

3 stars

(2)

2

2 stars

(1)

1

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 55 results

December 2020

Joseph from The Intelligence Group Dallas

Verified Reviewer

Company Size: 11-50 employees

Industry: Marketing and Advertising

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

November 2019

Kirk from Kuya Tsong Canadian Immigration Services Inc.

Company Size: 1 employee

Industry: Legal Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

November 2019

Great product with lots of potentials

Despite some online reviews I have watched in Youtube, I really believe in the product. I loved it so much that I want it to improve. It really has a lot of potential in my space...immigration application.

Pros

I loved the fact that I can have my clients go to the form, fill it up and log-off and log-in again to continue their update on the form. Something that my clients are struggling when I was using Google forms on onboarding.

Cons

When developing a form, it is a pain in B???? to move fields around. This really have to improve in light of transfer some of my Google forms to Clust.

Reasons for Choosing Clustdoc

I feel that the client experience is better than the alternatives. That said, it has to make it easy for the admin to create form of it to really take off. At the end of the day, it is the admin who will pay for the product therefore, they will have to feel the benefits first then the clients (even if I think it should be the other way around.)

Reasons for Switching to Clustdoc

While, the UI on Google Form is better, I like the professional look of Clust. Importing it to PDF is also a big plus as I can print it, and discuss with my client offline, his profile.

Response from Clust Technologies

Replied June 2020

Hello Kirk, thanks a lot for taking the time to share your experience with Clust. (Side note: The form has been improved since your comment) thank you

December 2020

Michael from Expatrix

Company Size: 11-50 employees

Industry: Legal Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

2.0

Value for money

1.0

Functionality

2.0

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

Replied January 2021

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.

October 2020

Ivan from Kvasir Digital

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

business processes made easy!

Pros

What I love about clustdoc is the ability to manage the whole process from start to finish and collaborate with my team and communicate with our clients securely!

Cons

I think the only issues I had were with the forms when trying to do conditional data, however I contacted support and they helped me solve it!

June 2020

Sumeet from RTIwala Services

Company Size: 11-50 employees

Industry: Legal Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

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.