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Clust

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12 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.0
Serving customers since
2018
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Clust Reviews

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Verified User in Automotive
UA
Verified User in Automotive
04/22/2023
Validated Reviewer
Verified Current User
Review source: Organic

Brilliant tool for onboarding new customers!

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.
Zunaid K.
ZK
Zunaid K.
CA(SA), MBA, B.Sc (Comp. Sci)
03/02/2023
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Powerful, easy to use solution to manage client apploications

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.
Verified User in Legal Services
AL
Verified User in Legal Services
03/18/2022
Validated Reviewer
Verified Current User
Review source: Organic

A solution for digitally based businesses

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.

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HQ Location:
paris, ile-de france

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What is Clust?

Clust is a comprehensive document collection, management, and automation software designed to simplify the way organizations handle client onboarding and document workflows. Aimed at enhancing efficiency and reducing manual tasks, Clust provides tools that allow businesses to create streamlined, digital processes for collecting and managing documents, forms, and payments.Key features of Clust include customizable client portals, automated reminders, secure storage, and the ability to set up clear, step-by-step processes for clients to follow. This platform is ideal for professionals in various industries such as finance, real estate, and legal services, who require a reliable method to manage client documentation efficiently and safely.With its user-friendly interface and powerful integration capabilities, Clust makes it easy for businesses to maintain compliance, ensure data security, and improve client satisfaction by offering a seamless, professional experience. The platform also supports multiple languages and currencies, broadening its usability for international businesses.

Details

Year Founded
2018