Clustdoc

Clustdoc is intended to improve user experiences by offering a 5-star digital procedure from onboarding to customer management. Clustdoc enables users to implement onboarding procedures that improve new customer experiences, increase team efficiency and productivity, and save user spending on manual work. Clustdoc project management allows users to provide information to prospective clients, fill out forms, and electronically sign papers via a secure and customizable portal accessible from any device. Furthermore, Clustdoc allows the user to send provided information, documents, and material to the user's tools or deliver messages to customers automatically.

Clustdoc-client onboarding software makes it easier for users to collaborate on all of the duties associated with customer onboarding. All of the information required by user team members is centralized, including client submissions, to-do lists, and updates. Users and team members can immediately evaluate, validate, and approve client-submitted information, documents, or files without exchanging emails or making phone calls. Clustdoc also includes an admin dashboard, which allows users to track the effort and performance of their user team. Users can monitor the progress of internal operations and tasks as well as the status of customer requests, applications, or submissions. Clients are also automatically sent follow-up emails and SMS.

Clustdoc is a mobile app that enables users and teams to onboard and manages clients from any location. This app enables the user to collect and process client information and documents while on the road, collaborate with team members and third parties, and manage user onboarding processes. As a result, users may interact with and support clients at every point of the onboarding process while keeping all stakeholders informed.

Clustdoc organizes loan papers automatically in the user's admin interface, allowing the user's team to evaluate, approve, or refuse them with a single click. Furthermore, internal cooperation and workflow stages make validation more convenient and efficient.

Clustdoc was created to give consumers a strong document and client portal without the requirement for a developer. There is no longer any need to follow down with clients for papers.