Clustdoc

Clustdoc

Clust Technologies
Techxaro One

Techxaro One

Techxaro
+
+

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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

TechXaro One is a project management system built around one simple idea: every task should have a clear owner, a clear status, and a clear record from assignment to final approval. It brings tasks, teams, approvals, reports, files, activity logs, calendars, and project workflows into one centralized platform. Instead of relying on scattered spreadsheets, emails, chat messages, and separate tools, teams can manage their work through a structured process where everyone knows what needs to be done, who is responsible for it, and what stage it is currently in. With TechXaro One, managers can assign tasks, monitor progress, review submissions, request changes, reopen tasks when necessary, and maintain a complete activity history. Employees can see their assigned work, submit tasks for approval, access relevant project files, and track deadlines without constantly asking for updates. The system also gives managers greater visibility into team workloads, project progress, approvals,

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 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

Agencies

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

Pricing

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

Pricing

$5/user/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:

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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 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

Techxaro
Founded: 2023
Pakistan
one.techxaro.com

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Concrete Tasks

Concrete Tasks

Concrete Media

Categories

Portal Supported

Categories

Project Management Supported

Portal Features

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

Integrations

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

Integrations

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