Clustdoc

Clustdoc

Clust Technologies
InfoCenter

InfoCenter

ICM Document Solutions
+
+

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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

InfoCenter is a powerful, intuitive self-service web portals that enables your organization to securely share records and documents, from multiple sources. User interaction with the portal is easily monitored, including complete search history and viewing data and associated documents. It’s an ideal solution for a wide range of implementations, such as (public, student, employee) records requests, customer service resources, and invoice payment inquiries. InfoCenter’s highly configurable authentication model allows content to be selectively available to external or corporate users, while not compromising the security of internal systems or data. From wide open public record requests to strictly controlled sensitive information, this control allows your business to safely satisfy regulatory requirements and legal obligations. InfoCenter empowers your business to provide the right information to the right parties at the right time.

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

Self-service web portal for organizations looking to share documents and records

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

No information available.
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

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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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

ICM Document Solutions
Founded: 1988
United States
www.icmdocs.com/document-management/infocenter-self-service-web-portals/

Alternatives

Alternatives

CloudRadial

CloudRadial

Azurative

Categories

Categories

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Integrations

Dropbox
Google Drive
Integrately
Pabbly Connect
Quickwork
Slack
Wufoo
Zapier

Integrations

Dropbox
Google Drive
Integrately
Pabbly Connect
Quickwork
Slack
Wufoo
Zapier
Claim Clustdoc and update features and information
Claim Clustdoc and update features and information
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Claim InfoCenter and update features and information