Clustdoc reviews

Great for onboarding or other business processes

Opmerkingen: I've had really good overal. experience with Clustdoc. Customer service is quick to respond and are helpful. I'm sure the app will keep improving.

Pluspunten:

Clustdoc provides a professional method for us to onboard our clients and new employees.

Minpunten:

Some clients have voiced their concern with electronic signatures, primarily with the verification method. They don't always receive the confirmation email containing the code right away, which they must enter on a timed basis. We also had some issues with the e-signature form fields not where we originally designed.

Great document collection but it could be a 5/5 software with a few improvements

Opmerkingen: Overall it's great for document management but I see a lot of potential for it to become a holistic software.

Pluspunten:

Document collection can be efficient and I like that I can customize my client view.

Minpunten:

I wish we could somehow sync our Adobe account to Clustdoc so we could edit pdfs directly in Clustdoc rather than having to re-upload and re-implement the merge fields every time we modify or update a contract. We have about 27 different processes so this is very time consuming. This is also important for us as an immigration firm because we could save a lot of time by adding editable merge fields (WITHOUT REQUIRING SIGNATURE as USCIS does not allow e-signature). Additionally, for some reason, when you add an additional process to an existing application, the checklist and file sharing of the new process does not transfer over. I wish there was a way to make the new process the dominating process. Finally, we often do processes for multiple family members. I wish there was a way to connect the family members so we would not have to ask the same questions to each family member over and over again during our intake. For example, if it's a family of three (mom, dad, and child) and each person has their own application, I wish I did not have to type in each parents' name, date of birth, address, etc when I input the child's data. Rather, I wish it could automatically detect who the family members are and autofill. Finally, I wish you could integrate Square for payment as that is my preferred merchant.

Don't. Simply don't.

Opmerkingen: In one word: huge disappointment.

Pluspunten:

I thought it would help me cover onboarding of new employees, get a central portal for them to use, that it'd be great UX-wise and everybody would love it. Boy was I wrong!

Minpunten:

No logic, UX is AWFUL, I mean 1990 software was more logical than this. But worst of all: when using fill-in fields in PDF documents for e-signature - they are ALWAYS shifted from the place you put them. So besides being illogical, half-made (Cyberpunk is more deployment-ready than this), it is useless for E-signatures and document collection. Just stay away.

Excellent platform to onboard client, manage documents

Pluspunten:

Customer can submit documents, fill form and sign legal contract. They can also communicate, send additional documents. Google and other storage features, payment integration are just great. This is now our all in one crm cum document management platform.

Minpunten:

They can improve on online form creation tool. They have enhanced number of features in last one year. They respond quickly too.

The best solution we can have to manage our client Docs. Goodbye Google Drive & CFO Dropbox.

Opmerkingen: We're quite happy since using it and even our Clients too loving Clustdoc. But the mobile view can be improved.

Pluspunten:

The client on boarding is quite simple and easy. Plus they're providing the Digital Signature feature as well.

Minpunten:

Nothing as such but the form UIUX is quite outdated and that of 70s with no good features like oembbed or partial save as available in Typeform or Paperform based UI and UX. Secondly they should also provide form to pdf and online doc creator as available with most of the competitors.

Simple and easy if you only need a few features

Opmerkingen: I highly recommend this for MOST small businesses. Obviously, if your needs are complex, it may not be for you, but 99.9% of my customers don't want massive features and the biggest complaint is cost for use...this was a great option.

Pluspunten:

This is easy to create forms, create questions, create a login area for your customers, track progress, set up email reminders for progress, and great and easy to plug into a website. If you are a business that needs to collect forms and hate the email back and forth, this is great. I recommended this to several of my clients and it works great for one who is a headhunter and needs resumes, letters of recommendation, covers, pictures, copies of transcripts, etc. The other is someone who has an extensive question and review process and rather than house documents via back and forth email, clust offered a way to house this back and forth. It is also a clean interface, clear, etc.

Minpunten:

It doesn't have a lot of 'aesthetic' features (i.e. divide the form into 2 columns) and it does lack some more advanced features like perhaps having it adapt or an API to integrate mass email (like mailchimp).

I can't believe it took this long!

Opmerkingen: Great customer service, excellent price point, awesome functionality.

Pluspunten:

I have been waiting for something like this forever. My company does advanced Google ads managment and client onboarding is the most difficult facet of our business to scale. I was using formstack portals but it's a half baked product and causes as many problems at it solves. This application is user friendly, intuitive, and understands the necessity of supporting the incremental submission of information in a way both the user and the admin can monitor the progress of. It's also easy to use and very feature rich. You can build conditional logic and customize quite a bit.

Minpunten:

It's not currently possible to bulk edit conditional logic so, for a very long form, you're setting logic manually. However, they've proven very receptive to feedback and have already made a significant number of updates in the short time I've been a customer.

Necessary Onboarding and SOP tool

Opmerkingen: I'm very happy with this tool

Pluspunten:

Clust is a essential tool for anyone that want to improve any kind of process. We use it mainly for onboarding and to automate this process. As a b2b focused company, we need to gather a huge amount of data when our work start. There was a LOT of back and forth using emails, misunderstandings and all sort of hell on earth situation. With Clust, things got way easier. We just set our SOP, assign the customer and that is it! The app will keep track for us and even notify the customer. If you have a business, you need this!

Minpunten:

The only thing I don't like, is the per-process portal, in an ideal world, this could be per-customer portal, this way, things would get even easier, and in opinion, makes more sense. With that being said, I think Clust is an essential tool, and this is a minor detail that I'm sure will be addressed soon.

One of my favorite pieces of technology

Pluspunten:

Very intuitive concept combined excellent execution. A white labeled product that with building blocks for a customized and powerful onboarding process. Robust all the way around, with very few (if any) bugs so far.

Minpunten:

A few minor formatting issues (like number formatting) that could be improved, especially in the form building section.

Good product with some changes needed

Pluspunten:

It is fluid to use from the creator perspective.

Minpunten:

For clients, it seems complicated to understand. Some documents are hard to find.

Great product with lots of potentials

Opmerkingen: Despite some online reviews I have watched in Youtube, I really believe in the product. I loved it so much that I want it to improve. It really has a lot of potential in my space...immigration application.

Pluspunten:

I loved the fact that I can have my clients go to the form, fill it up and log-off and log-in again to continue their update on the form. Something that my clients are struggling when I was using Google forms on onboarding.

Minpunten:

When developing a form, it is a pain in B???? to move fields around. This really have to improve in light of transfer some of my Google forms to Clust.

An innovative solution that will make it easier for you to collect documents from your clients

Opmerkingen: A solution that will save you time and help you keep track of your customer records. You are looking for an efficient and secure 100% online document collection and file verification tool! Then this tool is for you.

Pluspunten:

- Lots of functionality to facilitate the management of your customers. - possibility to create online forms - creation of a customer portal with a personalized url or integration of the portal on your existing site - 100% online file tracking - Revival of late customers - automatic call back - Monitoring the progress of the collection of your files - Online signature (e-signature) - Document recognition (example: identity card) - Automatic transformation of documents transmitted by the client into PDF. - Monitoring the status of each document requested (approved or refused) - The customer has the possibility of following the evolution of his file online - Your teams have the possibility of collaborating with an external (legal for example) - Ability to accept online payments - Customize your Clust with your logo and your SMTP - And much more

Minpunten:

Nothing yet but maybe the option of integrating the customer portal on a website requires some improvement (not in iframe mode) but the Clust teams have always surprised me with new features and I think this point will be probably improved.

Utilisation de Clustdoc pour la collecte de documents à l'engagement de personnel

Opmerkingen: L'expérience est tout à fait positive : le logiciel a été mis en place rapidement. Clustdoc avait bien compris nos besoins et le paramétrage de départ a été un bon point de départ pour nous permettre de l'affiner en toute autonomie . Les utilisateurs ont facilement pris la solution en main sans avoir besoin de formation et en sont très satisfaits. Nous envisageons d'étendre son utilisation à d'autres processus.

Pluspunten:

- Convivialité et simplicité pour les utilisateurs, avec un look moderne et intuitif - Autonomie pour le paramétrage sans nécessité de compétences techniques, y compris les automatisations - Qualité de la documentation (en ligne, très claire et avec des facilités de recherche) - Efficacité du support et du suivi commercial - Facilité d'export des documents - Interface très réactive - Rapport qualité / prix excellent - Possibilité de paramétrage des langues du portail

Minpunten:

Quelques petits bugs qui ont été corrigés lorsque nous les avons signalés, mais rien de bloquant

Clust makes the hard task of collecting documents from customers easy

Opmerkingen: The office for Clutch is in Paris, France, and the customer service is very good. Of course, they are a European company so the best support comes in the morning since I am in the USA. But they are responsive to questions and very easy to work with.

Pluspunten:

If you have ever tried to get multiple pieces of information and documents from customers, you will know that the task is extremely time consuming and difficult. Often it involves dozens of emails and requires significant employee time. However, Clust solves the problem. It acts as a centralized hub for customers to share and upload the requested information in a simple checklist manner. The information is then sent to a team member to approve the submission. Besides helping employees save time, it is also a gentle way of showing which documents a customer must submit. In an email, a list of seven documents can look daunting to customers. However, on Clust the checklist looks friendly — while still being very professional.

Minpunten:

I would like a cname option so customers who are submitting documents would see our URL and not the one from Clust. I was told this is a feature that is being developed right now. The product is already great, but this would make it outstanding.

Saves us time and money!

Pluspunten:

Clust has brought to us a very innovative way of working. We used to gather all client documents on our website with a poorly designed contact form and the rest of the work was made manually. With Clust, all that has ended months ago. We've completely switched the whole team (contractors included) to Clust and I am very satisfied as the manager. The software is very easy to use, you just follow the steps at registration and you're ready to go. Then, the support team follows up with you to help you go even further with website modules etc. (which we use) and that's it. I have senior team members who got up to speed very quickly and don't see themselves using any other alternative.

Minpunten:

Nothing. This software is really good and modern. If I really had to share a complaint it would be the additional feature requests that we can't wait to see live. Other than that, it does the work and really helps us work better and faster.

Great Business Document Workflow software

Opmerkingen: Overall i rate this as one of the best investment i have made. This document service has a long term value given the global remote working trend and its a huge time saver / productivity tool.

Pluspunten:

Clustdoc offers one of the most detailed way to configure business documents & payment collection workflow with all the possible checks & data types. The platform offers one of the most secure document collection service. We use it for real estate & education segments of our clients.

Minpunten:

The end-user navigation can be improved upon a bit further. However, given the month over month improvements, i think a better UX will come through soon.

User Friendly - Great customer support -

Opmerkingen: Time restraints are no longer an issue

Pluspunten:

Clust has assisted us in automating our business and better accommodating our clients, we now have the opportunity to get all we need without conflicting with work schedules. The website is very easy to navigate on the user end and on the business end. All our inquiries and suggestion are responded to and handled in a timely fashion by [SENSITIVE CONTENT HIDDEN]. Very organized

Minpunten:

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

Clust fills a major need close to flawlessly

Opmerkingen: The onboarding process for new clients is one of the most time-consuming AND critical points for our business. The amount of documentation and data that needs to be not only collected, but organized in a way that provides easy access is staggering. Clust provides a highly customizable solution to this problem that is so commonplace among multiple industries it is shocking that more solutions like Clust don't already exist. We are still in the implementation stage of using Clust, but from my own research on this product, my communication with them, and the live demo, I was left with nothing but excitement at the prospect of everything this solution will give us the ability to simplify!

Pluspunten:

- Customizability - API - Integration with Zapier - Customer support - Ease of communication with staff - Pricing

Minpunten:

- 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

On-boarding both B2B and B2C Clients of RTIwala Services is super simplified through Clust

Opmerkingen: We're a Legaltech startup and for us on-boarding, collection and management of client document is one big cumbersome task. We tried and tested different tools but none of them fit to the need as much the clust.

Pluspunten:

We love the native form and digital signature tool. The client onboarding and document management is super-simplified through Clust.

Minpunten:

Nothing as such, but we'll be super happy if it has Form to Docx creation mechanism.

Exponential Potential yet Already Amazing

Opmerkingen: I have too many problems to list, but there is so much flexibility within the platform that it allows for me to develop creative solutions as well as collaborate with others and take the "If its not broken, don't fix it method".

Pluspunten:

There are few to if any limitations in what you can or can not create template wise. They are already GDRP compliant, which for those of us here in the U.S basically means they meet very strict standards for security and encryption of your data. Customer support is amongst the best I have had and the learning resources for how to use their platform is plentiful.

Minpunten:

I wish they had HIPPA compliancy but GDRP surpasses it, though I was told they are working on securing HIPPA so the use cases for medical records and forms make this a no brainer deal for me.

Nice software that can be used for lots of different purposes

Opmerkingen: We use Clust for a new recruitment process which includes an application form, a training process and a candidate's area. I really like that Clust allows us to use one software for all these different parts because it lets us receive documents, share important information and communicate with the candidates.

Pluspunten:

What I like most about Clust is that you can easily create templates to use over and over again but you also have the flexibility to customise single applications using a template first. I also like that you can sort incoming applications into folders for better organisation and overview of various projects or processes. When I had an issue the support replied quickly, was really willing to help and tried to solve your problem until they achieved it.

Minpunten:

To me at the beginning, the term application was a bit confusing. I would prefer a more general term for it such as project which they use in their help center explanation. It would make it more clear to me that it can suit lots of different sectors, projects and processes.

Easy Application Processing & Client Onboarding

Opmerkingen: With Clustdoc, you can create applications with ease to make the process of onboarding clients quicker and more efficient. The Clustdoc team has created a user-friendly application that makes it easier than ever before to get your business up and running quickly. With features such as Client Profile where users can input personal information about their clients, and the best part is the clients can log in to view and upload documents which you can accept/reject. Very helpful customer support team.

Pluspunten:

The documents accept/reject feature is very handy, we used it for web development projects. Saved us so much time and hassle from back and forth emails. Secondly, the user interface is pretty tidy and finally the customer service is excellent.

Minpunten:

It does what it says, so nothing much to complain about.

Unbelievabel product for on-boarding client and customising the experience.

Opmerkingen: Excellent product. Great support. 100% recommended for client on-boarding.

Pluspunten:

Customise each item we require from the client Build in a digital fact find. Mobile friendly. Automated reminders.

Minpunten:

Whilst building a FORM, it would be ideal to be able to 'copy' questions and all the formatting that comes with it. We built a medical capture form that asks the same questions lots of times which I needed to write out individually each time.

Clust - The one stop customer onboarding solution

Opmerkingen: I was looking for a ready to use end to end customer onboarding solution that I can easily integrate into my website where I can keep track and manage my clients. Clust was a blessing in disguise it has helped me make a great impression on my customers. Happy to have made the right decision with this product.

Pluspunten:

Easy to use and setup Fast interface with all key functions built in r for an end to end onboarding process Responsive support team

Minpunten:

Limited ability to purchase additional disk space within the software but they have a solution in place that enables you to link your OneDrive or Google drive account

Best Client Portal Ive used so far!

Opmerkingen: We are able to provide customized information to different user access levels easily, without sending emails over and over.

Pluspunten:

I like the customization and ease of use. Being a small service company each of us already wears multiple hats... and our budget doesn't allow for a full time IT person / resident computer guru. We easily set this up using the resources already available through tutorials and the website. We were up and running in no time.

Minpunten:

So far, for what we use it for, there is no complaint. While it is set up for more of an onboarding type of scenario, we use it for client interactions when performing a large contract / services on a large portfolio wherein there are multiple decision makers across multiple states. This also allows us to provide standardized information to the individual properties, that may not be privy to all of the information.