Clustdoc

RATING:

4.71

(58)

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 interface ...

Clustdoc Pricing

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

Starting price: 

$100.00 per month

Free trial: 

Available

Free version: 

Available

Clustdoc electronic signature capture
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Clustdoc Reviews

Overall Rating

4.71

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Clustdoc

1 - 5 of 58 Reviews

Jay

11 - 50 employees

Used unspecified

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

Reviewed June 2021

Clustdoc Review: Clustdoc > Any Other Application Software

User Profile

Joseph

Verified reviewer

Marketing and Advertising, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Kirk

Legal Services, 1 employee

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed 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.

Reason 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.

Vendor Response

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

Replied June 2020

Michael

Legal Services, 11-50 employees

Used less than 12 months

Review Source: Capterra

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

1

FUNCTIONALITY

2

Reviewed 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.

Reason for choosing Clustdoc

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

Vendor Response

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

Karnav

Non-Profit Organization Management, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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