Clustdoc

Clustdoc is an award-winning client onboarding software designed to enhance the onboarding process across various industries, including financial services, real estate, legal services, and administration. The platform offers over 200 customizable workflow templates tailored to specific sectors, enabling businesses to automate routine client-facing tasks without any coding requirements.

Key functionalities of Clustdoc include:
- Document Collection: Streamline the gathering of necessary documents from clients securely.
- Digital Form Builder: Create custom forms to collect information precisely as needed.
- Online Payment Processing: Integrate payment solutions to facilitate transaction handling within the onboarding process.
- eSigning Workflows: Enable clients to sign documents electronically, ensuring compliance and security.
- Task Management: Organize and assign tasks efficiently amongst team members to ensure a smooth onboarding.

The platform supports secure file requests, approval workflows, and cloud synchronization, ensuring that data protection regulations are adhered to. Clustdoc emphasizes security and compliance, providing peace of mind for businesses handling sensitive information. It also integrates seamlessly with over 1500 business tools, allowing for easy customization and enhancement of existing workflows. Furthermore, Clustdoc provides a 7-day free trial with no credit card required, allowing potential users to experience the software's capabilities without commitment.