Clustdoc

Clustdoc

Clust Technologies
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About

Clustdoc is a client onboarding and engagement platform that helps businesses deliver structured, professional onboarding experiences at scale. Instead of relying on back-and-forth emails, scattered documents, and manual follow-ups, Clustdoc brings every step of the onboarding journey into one organized digital workspace. Businesses can collect information, request documents, assign tasks, automate approvals, and guide clients through clear, milestone-based workflows , all in a single & secure environment. From the first interaction to full activation, clients always know what to do next. Internal teams gain real-time visibility into progress, eliminate unnecessary follow-ups, and ensure every onboarding is completed efficiently and consistently. Designed for service-based and relationship-driven organizations that care about revenue retention, compliance and customer experience.

About

EasySend is a no‑code platform for building and automating digital journeys. Forget static forms—turn customer onboarding, applications, quotes, service requests and other processes into personalized, end‑to‑end workflows that work across every channel. You can launch powerful digital experiences without writing code, connect them to your CRM, ERP and other apps to manage customers at scale, and optimize them with built‑in e‑signatures, integrations and analytics. Trusted by enterprises worldwide, EasySend meets stringent security standards—including SOC 2, GDPR and HIPAA—and accelerates digital transformation from fast onboarding to enterprise‑grade solutions.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Clustdoc is built for service-based and relationship-driven organizations that manage structured client onboarding processes.

Audience

EasySend is designed for enterprises across industries such as finance, manufacturing, healthcare, retail and more, looking to streamline their customer interactions through digital transformation. It is ideal for businesses seeking to automate data collection, improve customer interactions, and ensure compliance while providing dynamic, secure, and branded customer experiences

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

€190/month
Contact us
Free Version
Free Trial

Pricing

Ask Sales
Free Version
Free Trial

Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 3.5 / 5
design 4.0 / 5
support 4.0 / 5

Reviews/Ratings

Pros & Cons from Real Users

Pros

  • One of the best platforms out there for professional client onboarding for financial services. And great team.
  • Works well if you need to accept and manage client applications for your company. Helps simplify the process.

Cons

  • They don't share the public roadmap, but release features very often and are open to feedback.
  • It's very specific and doesn't go beyond applications.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clust Technologies
Founded: 2019
France
clustdoc.com

Company Information

EasySend
Founded: 2016
Israel
easysend.io

Alternatives

Alternatives

altaFlow

altaFlow

airSlate
Alpha Anywhere

Alpha Anywhere

Alpha Software Corporation

Categories

Categories

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Low-Code Development Features

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development Features

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Online Form Builders Features

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Integrations

Dropbox
Google Drive
HubSpot CRM
Integrately
Microsoft Dynamics 365 Business Central
Pabbly Connect
Quickwork
Salesforce
Slack
Wufoo
Zapier
monday CRM

Integrations

Dropbox
Google Drive
HubSpot CRM
Integrately
Microsoft Dynamics 365 Business Central
Pabbly Connect
Quickwork
Salesforce
Slack
Wufoo
Zapier
monday CRM
Claim Clustdoc and update features and information
Claim Clustdoc and update features and information