Clustdoc
Onboard new clients in days, not weeks.·clustdoc.com
Clustdoc is a client onboarding software that helps businesses collect and manage forms, documents, eSignatures, and payments from clients through a secure online portal. It automates onboarding checklists, document collection, approval workflows, and internal task management to speed up client-facing processes. The platform includes a client portal, identity verification, customer scoring, and audit trails aimed at improving compliance and productivity for teams handling recurring client or contact onboarding.
What it's for
Features 31
- AI Data extraction
- AI Data validation
- API & Webhooks
- Appointment booking
- Approval sequences
- Audit trail
- Automated Reminders
- Client directory
- Client Portal
- Conditional display logic
- Customer scoring
- Digital checklist builder
- Document Collection
- Document Management
- eSignatures
- File sharing
- Identity verification
- Intake Forms
- Internal task management
- KYC/KYB support
- Mobile CRM app
- Multi language support
- Multi-step workflows
- Native Integrations
- Password-protected access
- Payment Capture
- Permissions & roles
- Secure Messaging
- Single Sign On (SSO)
- Step & files approval/denial
- White label
At a glance
Integrations
Complianceself-reported
Pricing
PRO plan is stated as €190/month or $190/month depending on currency toggle. EXPERT and ULTIMATE plans are quote-based ('On quote'), so no fixed price is given.
Executable Terms & Conditions
3 user seats, 1 standard process, 50 new applications/month, 25 GB Storage
Priced on quote ('On quote'); marked 'Best value'
5 user seats or more, up to 10 standard processes, 150 new applications/month, 50 GB Storage
Priced on quote ('On quote'); flexible Terms & Conditions; described as best for large-scale operations
10 user seats or more, custom number of advanced processes, custom number of applications/month, custom storage capacity