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Description
Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and systemize the way you work with new clients.
With Clustdoc you’ll be able to automate the onboarding process and handle new client required documents, files, contracts and overall information as part of their customer or admin onboarding procedures. / as part of their initial onboarding checklist / client intake process.
Description
Streamline, automate, and oversee customer onboarding from the initial handoff right through to the launch phase. Finally, there's software designed specifically for teams focused on customer implementation. Recognizing that customer onboarding should not be a uniform process, this tool acknowledges the individuality of each customer, allowing you to move on from rigid templates. Onboard’s software tailors dynamic launch plans, known as Maps, based on varying customer needs, which conserves valuable time and energy while delivering a personalized onboarding journey. Both internal team members and external customer stakeholders collaborate using these adaptable launch plans, ensuring comprehensive visibility, accountability, and alignment among all parties involved. Say goodbye to the frustration of asking, "What stage is this customer in during onboarding?" Since much of the onboarding task is repetitive, empower your team to accelerate client launches with greater efficiency and reduced strain. By offering consistent and dependable service, you can enhance customer ROI and significantly cut down on the time it takes to realize value. Additionally, this approach fosters stronger relationships by making each customer feel valued and understood throughout the onboarding experience.
API Access
Has API
API Access
Has API
Integrations
Dropbox
Google Drive
Integrately
Pabbly Connect
Quickwork
Slack
Wufoo
Zapier
Integrations
Dropbox
Google Drive
Integrately
Pabbly Connect
Quickwork
Slack
Wufoo
Zapier
Pricing Details
€100.00/month
Free Trial
Free Version
Pricing Details
$99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Clust Technologies
Founded
2019
Country
France
Website
clustdoc.com
Vendor Details
Company Name
Onboard.io
Founded
2020
Country
United States
Website
onboard.io
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
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