Streamline Client Onboarding.
Clustdoc is a professional Client Onboarding and Verification Software.
Many small business owners and teams use Clustdoc to orchestrate, run and
manage repeated industry-specific onboarding workflows with clients or stakeholders.
Discover firsthand how Clustdoc can bring more clarity to your daily operations and also increase collaboration, while shortening time-to-value.
Thousand teams love using Clustdoc
Put routine client-facing workflows on autopilot
DIGITAL ONBOARDING
Build tailor onboarding workflows based on your needs
Stop juggling with multiple tools to onboard a single contact. Use Clustdoc to centralize, simplify and secure any document-heavy routine process that needs to be executed repeatedly with external parties.
Choose from a selection of highly-converting free checklist templates built to help you automate your industry-specific workflows, within Clustdoc.
- New service registration
- KYC onboarding
- Loan applications
- Business registration and more..
FULL BRANDED EXPERIENCE
Have people kick off onboarding process from your website
Deploy an onboarding portal in no time and make it easy for your clients to access, share and complete onboarding documents or tasks with your and your team.
They can access the client onboarding portal securely from any Web browser or Internet-enabled mobile device.
- Run custom onboarding workflows with all your contacts
- Provide an engaging and self-serve onboarding experience
- Receive client records already organized in a neat way
- Improve customer engagement and satisfaction
APPROVAL WORKFLOWS
Stay on top of everything happening during onboarding
Clustdoc keeps your team on the same page by centralizing the submissions review and approval process.
You can set approval workflows involving key stakeholders and make sure compliance policies to carefully executed.
- Visualize client's records from your Clustdoc account
- Review, approve or deny submitted documents with a click
- Get more visibility and control on the team’s activity
- Work with third parties needing to submit applications on behalf of other users
Why modern teams love using Clustdoc
Work with a reliable, trusted and secure
client onboarding software
Clustdoc provides powerful features for a safer client onboarding management process.
