Clustdoc

Clustdoc

Clust Technologies
Regards

Regards

Madras Made Digital Solutions Pvt Ltd.
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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

Regards is an AI-powered relationship management platform designed to help professionals stay thoughtfully connected without the burden of traditional CRM systems. Instead of manual data entry, users can leave voice notes or scan business cards, and the AI captures key details automatically. The platform tracks follow-ups, important dates, and personal context to ensure no relationship slips through the cracks. Real-time social listening surfaces meaningful updates like job changes, promotions, and milestones so users can reconnect authentically. Daily AI-prioritized suggestions highlight exactly who needs attention and when. Conversation starters are generated based on shared history and recent activity to make outreach natural and relevant. Built mobile-first and voice-driven, Regards helps relationship-driven professionals turn consistent connection into referrals and long-term business growth.

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 Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

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

Audience

Regards is ideal for real estate agents, founders, consultants, agency owners, and relationship-driven professionals who want an AI-powered way to stay top-of-mind and generate more referrals without managing a traditional CRM

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

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

Pricing

$19/month
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 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:

Review this Software

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Clust Technologies
Founded: 2019
France
clustdoc.com

Company Information

Madras Made Digital Solutions Pvt Ltd.
Founded: 2025
regardsapp.ai/

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Clustdoc

Clustdoc

Clust Technologies

Categories

Portal Supported

Categories

AI Tools Supported

Portal Features

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

Integrations

Dropbox Supported
Google Drive Supported
Integrately Supported
Pabbly Connect Supported
Quickwork Supported
Slack Supported
Wufoo Supported
Zapier Supported

Integrations

Dropbox Not Supported
Google Drive Not Supported
Integrately Not Supported
Pabbly Connect Not Supported
Quickwork Not Supported
Slack Not Supported
Wufoo Not Supported
Zapier Not Supported
Claim Clustdoc and update features and information
Claim Clustdoc and update features and information
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Claim Regards and update features and information