Box vs Clustdoc: Which is a better fit?

Svetlana: Hi, my name is Svetlana. I'm the executive director at the Children's Guardian Fund, and I gave Box 5-star rating. I used Dropbox but it wasn't working out because we needed something a little more robust for our organization as we were growing. I ended up using/choosing Box because they were very cost-effective for a not-for-profit organization our size, and they offered a lot of the features that we were looking for. It only took a couple of hours to learn the system and onboard with Box. We were able to get all of our users login information very quickly. And once we got all the plugins on everybody's laptops, it's been very easy and streamlined ever since. If you're looking for something to streamline your data and have it accessible on different devices, I would highly recommend Box because they check all the boxes.

Jay M.: Hi, my name is Jay. I'm the founder of a marketing and advertising agency, and I give Clustdoc four out of five stars. And for more reviews like this, please click below. Before Clustdoc, we were doing everything with Google Forms, and it wasn't a bad way to go, especially because everything lives in those hubs. The problem was there was always access issues, that data was only Excel sheet driven. Couldn't upload files and have it all in one place. It felt very disjointed from the rest of the onboarding processes we needed when we were acquiring different types of information from our clients during the early stages of their onboarding process. So Clustdoc solved that problem, but that was an issue that we saw with Google Forms. And outside of Google Forms, the only other software we've ever used was ClientPoint, but it was just for proposals, so we don't even touch that one anymore either. So I found Clustdoc on an AppSumo deal, and AppSumo's a marketplace for up and coming app developers. It's a great place to launch an app. And I actually was looking for something at the time and thought, "This is exactly what I need. I need something great for onboarding." It at first was a little... I wasn't sure if it was going to work, because it was built for real estate mostly, and schools and education. But we were able to quickly adapt the templates they had to be suited for our needs, and it was a really great addition to our software stack from then on moving forward. Originally onboarding Clustdoc was pretty straightforward. Creating the account was really easy. It had a little bit of a learning curve in the sense that the way that they had some of the portals from where you'd enter information to create a new question, or a drop down, or a section you had to upload something, that was a little weird at first to learn because it was laid out much differently than we had thought, and you have to kind of click into it a couple times. So that was actually more of a UX experience fail than anything else, but they've made it easier since then. I'd still say it's not perfect as far as what would make it completely user-friendly and completely effortless, but it's pretty easy. But that was the one thing we noticed with onboarding that was a little difficult getting started, was figuring out where everything was inside of the app, which was surprising because the app was so simple. But after you kind of figure out where everything lies, it becomes a lot easier to maneuver and get moving forward with your campaigns. I would say if you're on the fence about whether or not you want this as an onboarding piece of software, as a software to take invoices even, I'd look at your tech stack already, and I would not use this for accepting payments. It's great to have all in one place. I wouldn't do that, just because I think that some of the other software solutions make it easier for accounting. So instead, I'd look at it strictly from an onboarding perspective, and I would compare it to say Google Forms, and put yourself in the customer's shoes and say, "If my customer got a Google Form that's free for me to do versus something that's a little bit more clean, and almost in a website where it's digital, it's an interface, and you have step-by-step instructions to upload documents that you may need, which one's going to feel a lot more professional and which one's more appropriate?" Because you might not need Clustdoc. If you really only have to get like three pieces of information out of somebody, a Google Form's a lot more attuned to Excel sheet style documentation, whereas Clustdoc was really great for files. So I would take a look at your particular scenario and see which one may be better suited for you, and move from that. But yeah, I would keep it on your docket if you're definitely doing files, especially if you're doing rental agreements and real estate stuff, and you have people that have to send you stuff, it's definitely one of the best platforms for that.