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

Integrify is a low-code, cloud-based workflow automation platform that helps businesses build automated processes, design dynamic forms, create self-service portals and dashboards, track performance, and review activity audit trails. Thanks to our open API, Integrify can integrate with most enterprise applications like ERP, CRM, HRIS, etc. That means our customers can freely move data between systems as part of any process. We also offer a dedicated account manager, full implementation services, and coaching to help make every automation project successful. -Unlimited Forms -Unlimited Processes -Unlimited File/Document Storage -Unlimited Transactions/Requests -Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self-Service Portal -API Integration -Free Workflow App Starter Templates -Dedicated Account Manager

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

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Medium to Large enterprises across all industries

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

€190/month
Contact us
Free Version Not Supported
Free Trial Supported

Pricing

$30/mo/user
Subscription-based. Named or concurrent user options available. Unlimited processes, forms, reports, file storage, transactions, audit trails.
Free Version Not Supported
Free Trial Supported

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 4.7 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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.

Pros & Cons from Real Users

Pros

  • #1- It helps businesses to run more efficiently. #2- Its reports feature helps us to understand and monitor business growth. #3- Works seamlessly and helps to automate workflow.
  • Integrify is a resourceful tool it makes effective automated workflow. It's very easy to make business workflow automated operational. Shares powerful reports to analyze.
  • - Be it finance, IT, HR or anything else, you can use Integrify to automate processes that you were previously using e-mails and people to do. - Can be a blessing for teams where peer reviewing is necessary and so many people have to participate in a process at different stages.

Cons

  • #1- We had an overall positive experience with it.
  • Integrity worked great for me. It's an excellent tool for automation.
  • - It can take a while for all the people involved to understand and set up the software, especially if the workflow is huge. The learning curve can be steep depending on the application.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Clust Technologies
Founded: 2019
France
clustdoc.com

Company Information

Integrify
Founded: 2002
United States
www.integrify.com

Alternatives

Alternatives

Categories

Portal Supported

Categories

Portal Features

Chat Not Supported
Collaboration Supported
Content Management Not Supported
Document Management Supported
File Sharing Supported
Search Not Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Supported
Visual Workflow Management Supported

Compliance Features

Archiving & Retention Supported
Artificial Intelligence (AI) Not Supported
Audit Management Supported
Compliance Tracking Supported
Controls Testing Supported
Environmental Compliance Supported
FDA Compliance Supported
HIPAA Compliance Supported
Incident Management Supported
ISO Compliance Supported
OSHA Compliance Supported
Risk Management Supported
Sarbanes-Oxley Compliance Supported
Surveys & Feedback Not Supported
Version Control Supported
Workflow / Process Automation Supported

Forms Automation Features

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

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Not Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Slack Supported
Deltek Costpoint Not Supported
Google Drive Supported
GovWin IQ Not Supported
IBM Cognos Analytics Not Supported
Integrately Supported
Microsoft Dynamics 365 Not Supported
Microsoft SharePoint Not Supported
Oracle Cloud Infrastructure Not Supported
Oracle PeopleSoft Not Supported
Pabbly Connect Supported
Quickwork Supported
SAP CRM Not Supported
SAP Concur Not Supported
SAP Crystal Reports Not Supported
Sage Accounting Not Supported
Salesforce Not Supported
Tableau Not Supported
Wufoo Supported
Zapier Supported

Integrations

Slack Supported
Deltek Costpoint Supported
Google Drive Not Supported
GovWin IQ Supported
IBM Cognos Analytics Supported
Integrately Not Supported
Microsoft Dynamics 365 Supported
Microsoft SharePoint Supported
Oracle Cloud Infrastructure Supported
Oracle PeopleSoft Supported
Pabbly Connect Not Supported
Quickwork Not Supported
SAP CRM Supported
SAP Concur Supported
SAP Crystal Reports Supported
Sage Accounting Supported
Salesforce Supported
Tableau Supported
Wufoo Not Supported
Zapier Not Supported
Claim Clustdoc and update features and information
Claim Clustdoc and update features and information
Claim Integrify and update features and information
Claim Integrify and update features and information