Clustdoc 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.
Clustdoc Alternatives
Moxo
Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences.
Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction.
Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences.
Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.
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EasySend
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Eurekos
Learning management systems are good for training employees but often fail to address the unique needs of training customers & partners, as well as customers' customers & partners.
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Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organizational structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting back into our software to bring our clients the most current features available on the LMS market.
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Process Street
Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless.
Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent.
Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale.
No code required. No micromanagement. Just proof that work gets done right, every time.
Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage.
From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.
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Pricing
Pricing Starts At:
€100.00/month
Pricing Information:
Platinum: 350€ / month
Enterprise: Contact us
Enterprise: Contact us
Free Trial:
Yes
Company Details
Company:
Clust Technologies
Year Founded:
2019
Headquarters:
France
Website:
clustdoc.com
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Clustdoc Features and Options
Portal Software
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Clustdoc Lists
Clustdoc User Reviews
Write a Review-
Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Great tool Date: Nov 24 2021
Summary: We like how easy it is to get started with Clustdoc (Thanks Carole!) and how flexible the tool actually is versus other platforms.
We're using it for collecting borrowers applications online and it just works perfectly.Positive: One of the best platforms out there for professional client onboarding for financial services. And great team.
Negative: They don't share the public roadmap, but release features very often and are open to feedback.
Read More...Clustdoc Company ResponseDate: Sep 04 2023
Hello Lisa P. ! Thank you so much for your feedback ! We are proud to work with you ! -
Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Decent Date: Apr 29 2020
Summary: Overall it works well if you require your clients to complete applications. Otherwise it's not much useful.
Positive: Works well if you need to accept and manage client applications for your company. Helps simplify the process.
Negative: It's very specific and doesn't go beyond applications.
Read More...Clustdoc Company ResponseDate: Sep 04 2023
Hello ! Thank you for your honest feedback! We are keep improving and we have a lot of new features now !
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