Clustdoc Reviews & Product Details

Clustdoc is easy to use but at the same time it is very powerful. You can effectively extend the functionality of their system with their automations. In addition, it has an API which allows you to integrate with other applications. Review collected by and hosted on G2.com.

I can't really think of any negative things which I dislike about it. To use the more advanced functionality you should watch their training videos. But that would be expected from a tool like this. Review collected by and hosted on G2.com.

I like how powerful and organized is the platform. If you take some time, in the beginning, to browse through their online resources, you'll be able to create robust workflows. Review collected by and hosted on G2.com.

So far, so good! Maybe the fact that they do not have yet a real mobile app, but that's a minor issue. Review collected by and hosted on G2.com.

Clust Provides High Availability, best for Load balance, Cloud Management Services, web hosting.

Low Price Availability, better Features.

Provides Security.

This is easy to create forms, create questions, create a login area for your customer, track progress, set up email reminders for progress, and great and easy to plug into the website. Review collected by and hosted on G2.com.

In the beginning, the term application was a bit confusing.

There is no record of the email reminders sent to the applications.

The only potential downside I see for Clust is that as their customer base grows, they will need to strategically grow in order to meet their current level of support. Review collected by and hosted on G2.com.

The ability to create a document checklist and allow clients to upload itemized documents is very helpful. It makes it easier to track what documents are missing and which documents are not acceptable for filing. When the system was on the original three-tier plan structure and included everything, it was a great solution for small businesses. Review collected by and hosted on G2.com.

The pricing structure. The Gold plan used to be the top tier plan but they just changed it so that its the lowest. You need to pay excessively high monthly fees to access features that are included with other client portals like JoinPortal.com and Suitedash. When I signed up, the pricing tiers were split into three categories: Bronze ($20 mo.), Silver ($70 mo.), and Gold ($100 mo.). As time went on, the Gold plan included less and less and the changes were done quietly. For example, it went from 5 users to 3 users for the same price (Gold plan). My biggest issue is features that were included at the beginning (such as credit card payments, a custom domain name, the ability to send email notifications/reminders, webhooks, and API integrations) were now only accessible with a monthly fee for each one individually. Another example is that there were 10 automations allowed per process, and you could create custom ones, but now you can only use the default 4 that are created with the process.

The monthly "booster" prices are as follows:

- automations ($59/€59);

- stakeholders, inviting third parties or more than one person to complete the application ($19/€19);

- publicly accessible embeddable portals for self-service ($19/€19);

- a custom domain name and email Whitelabel ($29/€29);

- access to API and webhooks ($29/€29);

- create custom stages and SOPs ($29/€29);

- prevalidating user information ($59/€59);

- analytics dashboard ($39/€39);

- scoring criteria ($29/€29);

- conditional display ($39/€39);

- digital signatures ($29/€29); and

- 5 TB of storage ($19/€19).

So, what was once $100/€100 per month for a functional portal has become $440/€440 for the same functionality. This was also rolled out without warning. The Platinum plan includes these functions for $350/€350 per month, but still a substantial increase from where these plans started. It has made this an inaccessible option for the prior userbase. Additionally, they have recently added the ability to add a theme to your applications for branding purposes. There is one standard free theme that comes with all accounts but to access any others, you need to go to their theme store and each one costs $389/€389 a piece. You can fully personalize Suitedash, including javascript widgets for one single monthly price. If they hadn't suddenly switched the plans and nickel and dimed the client base, I probably wouldn't have any complaints because the concept is great. Review collected by and hosted on G2.com.

The sign-on process was relatively straightforward. I was able to create two different templates quite easily. It was good to see that there were multiple out-of-the-box templates pre-packaged in the tool. Review collected by and hosted on G2.com.

I was hoping to see an online tutorial guide on the usage of the product. It is quite likely that such a guide thus exists, and perhaps I could not easily find it. Review collected by and hosted on G2.com.

The graphical navigation tools and templates provided for different verticals make it an easy journey especially for someone new to the tool. The Free Tier Trial period is important for customers. Review collected by and hosted on G2.com.

The functionality supported is quite broad and maybe an overkill for some with a simple use case. This is not necessarily a bad thing that one can use this for a Techincal Support system as well as Morgage Loan Approval process. Review collected by and hosted on G2.com.

Essentially a checklist when viewed by the client, so doesn't look daunting, but the app has flexibility to customize all items, so you can collect text, files, send them to an external URL, sign a contract etc.. Review collected by and hosted on G2.com.

The pricing structure only allows the features on the high plan, which is expensive for a small person team Review collected by and hosted on G2.com.

Clustdoc easily allowed the company I work for to create forms for clients, collect the related information and plan and execute related follow

ups. Review collected by and hosted on G2.com.

The creation of new customer forms requires long time plus follow up emails are not tracked by the tool. Review collected by and hosted on G2.com.

Very simple Onboarding- And allows us to send reminders and collect documents in and organized and professional fashion Review collected by and hosted on G2.com.

The UX could definitely use a little bit of an upgrade but other than that it’s not that bad Review collected by and hosted on G2.com.

The UI is very intuitive. It helps me manage my client with ease. I like the state management feature in Clust helps me track the state of each and every client I have. For example, If I have initiated the conversation, or I am negotiating a deal, or brokering the terms, it helps me set reminders and personal notes on each client very efficiently. Review collected by and hosted on G2.com.

I think it can do more for productivity and power users. I would like a feature which would help clust integrate with my SAP/Salesforce products. They can develop a plug-in which will integrate with Slack or other communication platforms as well. This plugin can read by calendar and meetings. Also track the conversation I am having with the client. Review collected by and hosted on G2.com.