Clustdoc

Clustdoc

Clust Technologies
MyDocSafe

MyDocSafe

DocSafe
+
+

Related Products

  • EasySend
    28 Ratings
    Visit Website
  • Process Street
    1,119 Ratings
    Visit Website
  • Pipefy
    592 Ratings
    Visit Website
  • Eurekos
    93 Ratings
    Visit Website
  • CrankWheel
    229 Ratings
    Visit Website
  • iBabs
    78 Ratings
    Visit Website
  • Axero
    218 Ratings
    Visit Website
  • Lawmatics
    289 Ratings
    Visit Website
  • Qminder
    340 Ratings
    Visit Website
  • MyHub Intranet Software
    66 Ratings
    Visit Website

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

MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.

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

Companies searching for a document workflow and e-sign software solution

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

$8 per month
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 5.0 / 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

  • I like how this can be set up as a template so I can send to onboard new employees and get paperwork done easy.

Cons

  • The development has been slightly slow but the platform is reliable.

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

DocSafe
Founded: 2013
United Kingdom
mydocsafe.com

Alternatives

Alternatives

CINCEL

CINCEL

Cincel
SODA PDF

SODA PDF

Avanquest

Categories

Categories

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Onboarding Features

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Integrations

Dropbox
Google Drive
Integrately
Microsoft Outlook
Pabbly Connect
Quickwork
Slack
Wufoo
Xero
Zapier
viaSocket

Integrations

Dropbox
Google Drive
Integrately
Microsoft Outlook
Pabbly Connect
Quickwork
Slack
Wufoo
Xero
Zapier
viaSocket
Claim Clustdoc and update features and information
Claim Clustdoc and update features and information
Claim MyDocSafe and update features and information
Claim MyDocSafe and update features and information