ClustdocClust Technologies
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Related Products
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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.
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About
Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Clustdoc is built for service-based and relationship-driven organizations that manage structured client onboarding processes.
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Audience
Organizations that need a document collection platform
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
€190/month
Contact us
Free Version
Not Supported
Free Trial
Supported
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Pricing
$49 per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationClust Technologies
Founded: 2019
France
clustdoc.com
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Company InformationFile Request Pro
Founded: 2019
United States
filerequestpro.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Portal Features
Chat
Not Supported
Collaboration
Supported
Content Management
Not Supported
Document Management
Supported
File Sharing
Supported
Search
Not Supported
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Integrations
Dropbox
Supported
Google Drive
Supported
Zapier
Supported
Integrately
Supported
Microsoft OneDrive
Not Supported
Microsoft SharePoint
Not Supported
Pabbly Connect
Supported
Quickwork
Supported
Slack
Supported
Squarespace
Not Supported
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Integrations
Dropbox
Supported
Google Drive
Supported
Zapier
Supported
Integrately
Not Supported
Microsoft OneDrive
Supported
Microsoft SharePoint
Supported
Pabbly Connect
Not Supported
Quickwork
Not Supported
Slack
Not Supported
Squarespace
Supported
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