# Clustdoc Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Clustdoc the right Business Process Management solution for you? Explore 61 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/179079/Clust/reviews

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Clustdoc

4.7 (61)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Clustdoc

Ease of use

4.4

Customer Service

4.7

## Pros and Cons in Reviews

PP

Parag P

Founder & CEOMarketing and Advertising, 2 - 10 employeesUsed the software for: 6-12 months.

“Clustdoc offers one of the most detailed way to configure business documents & payment collection workflow with all the possible checks & data types.“

June 7, 2020

LA

Laura A

AttorneyLaw Practice, Self-employedUsed the software for: 6-12 months.

“We have about 27 different processes so this is very time consuming.“

December 5, 2023

Surabil S

Senior Business ConsultantInformation Technology and Services, 2 - 10 employeesUsed the software for: 6-12 months.

“The Clustdoc team has created a user-friendly application that makes it easier than ever before to get your business up and running quickly.“

January 6, 2022

HS

Hemant S

PR and Comm. HeadLegal Services, 11 - 50 employeesUsed the software for: 6-12 months.

“We're a Legaltech startup and for us on-boarding, collection and management of client document is one big cumbersome task.“

July 20, 2020

KS

Karnav S

Executive directorNon-Profit Organization Management, 11 - 50 employeesUsed the software for: 1-2 years.

“Google and other storage features, payment integration are just great.“

June 14, 2021

JW

James W

Maintenance and Vendor CoordinatorReal Estate, 2 - 10 employeesUsed the software for: Less than 6 months.

“The only potential downside I see for Clust is that as their customer base grows they will need to strategically grow in order to meet their current level of support“

April 30, 2020

MB

Malky B

ManagerReal Estate, 11 - 50 employeesUsed the software for: 6-12 months.

“Clust has assisted us in automating our business and better accommodating our clients, we now have the opportunity to get all we need without conflicting with work schedules.“

June 16, 2020

Joseph W

CEOMarketing and Advertising, 11 - 50 employeesUsed the software for: 1-2 years.

“We also had some issues with the e-signature form fields not where we originally designed.“

December 9, 2020

## Showing most helpful reviews

Showing 1-25 of 61 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Joseph W.  
CEO  
Marketing and Advertising  
Used the software for: 1-2 years

### "Great for onboarding or other business processes"

December 9, 2020

5.0

I've had really good overal. experience with Clustdoc. Customer service is quick to respond and are helpful. I'm sure the app will keep improving.

Pros

Clustdoc provides a professional method for us to onboard our clients and new employees.

Cons

Some clients have voiced their concern with electronic signatures, primarily with the verification method. They don't always receive the confirmation email containing the code right away, which they must enter on a timed basis. We also had some issues with the e-signature form fields not where we originally designed.

Review Source

Response from Clust Technologies

August 9, 2023

Hello Joseph, Thank you to bring that to our attention. Clustdoc has updated and thoses errors were corrected !

LA

Laura A.  
Attorney  
Law Practice  
Used the software for: 6-12 months

### "Great document collection but it could be a 5/5 software with a few improvements"

December 5, 2023

4.0

Overall it's great for document management but I see a lot of potential for it to become a holistic software.

Pros

Document collection can be efficient and I like that I can customize my client view.

Cons

I wish we could somehow sync our Adobe account to Clustdoc so we could edit pdfs directly in Clustdoc rather than having to re-upload and re-implement the merge fields every time we modify or update a contract. We have about 27 different processes so this is very time consuming. This is also important for us as an immigration firm because we could save a lot of time by adding editable merge fields (WITHOUT REQUIRING SIGNATURE as USCIS does not allow e-signature). Additionally, for some reason, when you add an additional process to an existing application, the checklist and file sharing of the new process does not transfer over. I wish there was a way to make the new process the dominating process. Finally, we often do processes for multiple family members. I wish there was a way to connect the family members so we would not have to ask the same questions to each family member over and over again during our intake. For example, if it's a family of three (mom, dad, and child) and each person has their own application, I wish I did not have to type in each parents' name, date of birth, address, etc when I input the child's data. Rather, I wish it could automatically detect who the family members are and autofill. Finally, I wish you could integrate Square for payment as that is my preferred merchant.

Alternatives considered

[Filevine](https://www.capterra.com/p/140815/Filevine/)

Switched from

[eimmigration](https://www.capterra.com/p/250619/eIMMIGRATION/)[Mitratech INSZoom](https://www.capterra.com/p/242019/INSZoom/)

Document collection was not manageable in the other softwares.

Review Source

MK

Michael K.  
CEO  
Legal Services  
Used the software for: 6-12 months

### "Don't. Simply don't."

December 25, 2020

2.0

In one word: huge disappointment.

Pros

I thought it would help me cover onboarding of new employees, get a central portal for them to use, that it'd be great UX-wise and everybody would love it. Boy was I wrong!

Cons

No logic, UX is AWFUL, I mean 1990 software was more logical than this. But worst of all: when using fill-in fields in PDF documents for e-signature - they are ALWAYS shifted from the place you put them. So besides being illogical, half-made (Cyberpunk is more deployment-ready than this), it is useless for E-signatures and document collection. Just stay away.

Reason for choosing Clustdoc

The only reason I got it - Appsumo's lifetime deal. But even for those 50$ - it's money thrown away.

Review Source

Response from Clust Technologies

January 3, 2021

Hi there, Thank you for your review. Our team has reached out to you several times to discuss your issue. We're looking forward to hearing from you to understand what went wrong since it doesn't seem like you've actually used our software.

KS

Karnav S.  
Executive director  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Excellent platform to onboard client, manage documents"

June 14, 2021

5.0

Pros

Customer can submit documents, fill form and sign legal contract. They can also communicate, send additional documents. Google and other storage features, payment integration are just great. This is now our all in one crm cum document management platform.

Cons

They can improve on online form creation tool. They have enhanced number of features in last one year. They respond quickly too.

Switched from

[LiveAgent](https://www.capterra.com/p/102188/LiveAgent/)

Poor interface Poor customer end Too much glitches No dynamic form creation features Lack of documents sign features

Review Source

Response from Clust Technologies

August 9, 2023

Hello Karanv, Thank you very much for sharing your feedback ! It was very important to point that out, that's allows us to improve our services. Actually, the online form has been improved since your comment.

KL

Kirk L.  
Director  
Legal Services  
Used the software for: Less than 6 months

### "Great product with lots of potentials"

November 6, 2019

4.0

Despite some online reviews I have watched in Youtube, I really believe in the product. I loved it so much that I want it to improve. It really has a lot of potential in my space...immigration application.

Pros

I loved the fact that I can have my clients go to the form, fill it up and log-off and log-in again to continue their update on the form. Something that my clients are struggling when I was using Google forms on onboarding.

Cons

When developing a form, it is a pain in B???? to move fields around. This really have to improve in light of transfer some of my Google forms to Clust.

Alternatives considered

[Google Forms](https://www.capterra.com/p/176571/Google-Forms/)[Airtable](https://www.capterra.com/p/146652/Airtable/)[Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[Elementor](https://www.capterra.com/p/169468/Elementor/)

Reason for choosing Clustdoc

I feel that the client experience is better than the alternatives. That said, it has to make it easy for the admin to create form of it to really take off. At the end of the day, it is the admin who will pay for the product therefore, they will have to feel the benefits first then the clients (even if I think it should be the other way around.)

Switched from

[Google Forms](https://www.capterra.com/p/176571/Google-Forms/)

While, the UI on Google Form is better, I like the professional look of Clust. Importing it to PDF is also a big plus as I can print it, and discuss with my client offline, his profile.

Review Source

Response from Clust Technologies

June 9, 2020

Hello Kirk, thanks a lot for taking the time to share your experience with Clust. (Side note: The form has been improved since your comment) thank you

SM

Sumeet M.  
Founder and CEO  
Legal Services  
Used the software for: Less than 6 months

### "The best solution we can have to manage our client Docs. Goodbye Google Drive & CFO Dropbox. "

June 22, 2020

5.0

We're quite happy since using it and even our Clients too loving Clustdoc. But the mobile view can be improved.

Pros

The client on boarding is quite simple and easy. Plus they're providing the Digital Signature feature as well.

Cons

Nothing as such but the form UIUX is quite outdated and that of 70s with no good features like oembbed or partial save as available in Typeform or Paperform based UI and UX. Secondly they should also provide form to pdf and online doc creator as available with most of the competitors.

Alternatives considered

[Plutio](https://www.capterra.com/p/179406/Plutio/)

Reason for choosing Clustdoc

It's quite fulfil our requirements and under our budget but still it's they've to develop many more advanced features.

Review Source

Response from Clust Technologies

August 9, 2023

Hello Sumeet, Thank you for your feedback ! We take your observations in account. We have updated since your comment, we hope have attended to your expectations.

Christina M.  
Managing Editor + Art Director  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Simple and easy if you only need a few features"

November 6, 2019

4.0

I highly recommend this for MOST small businesses. Obviously, if your needs are complex, it may not be for you, but 99.9% of my customers don't want massive features and the biggest complaint is cost for use...this was a great option.

Pros

This is easy to create forms, create questions, create a login area for your customers, track progress, set up email reminders for progress, and great and easy to plug into a website. If you are a business that needs to collect forms and hate the email back and forth, this is great. I recommended this to several of my clients and it works great for one who is a headhunter and needs resumes, letters of recommendation, covers, pictures, copies of transcripts, etc. The other is someone who has an extensive question and review process and rather than house documents via back and forth email, clust offered a way to house this back and forth. It is also a clean interface, clear, etc.

Cons

It doesn't have a lot of 'aesthetic' features (i.e. divide the form into 2 columns) and it does lack some more advanced features like perhaps having it adapt or an API to integrate mass email (like mailchimp).

Reason for choosing Clustdoc

I had a hard time finding a 'simple' and 'affordable' product. Many of the membership type products were overkill, or if they did have the 1 feature I liked, it was horribly expensive and had a million other features I would never use. And building something custom to wordpress is really difficult and time consuming, so Clust helped me save a ton of coding and customization that now my clients can log into their clust and just check status of applicants, etc.

Review Source

Response from Clust Technologies

June 9, 2020

Hello Christina, Thanks a lot for sharing your experience with Clust. Mailchimp's integrations are available through Zapier, do not hesitate to come back to us, so we can learn more.

Kasim A.  
Founder  
Marketing and Advertising  
Used the software for: Less than 6 months

### "I can't believe it took this long!"

November 13, 2019

5.0

Great customer service, excellent price point, awesome functionality.

Pros

I have been waiting for something like this forever. My company does advanced Google ads managment and client onboarding is the most difficult facet of our business to scale. I was using formstack portals but it's a half baked product and causes as many problems at it solves. This application is user friendly, intuitive, and understands the necessity of supporting the incremental submission of information in a way both the user and the admin can monitor the progress of. It's also easy to use and very feature rich. You can build conditional logic and customize quite a bit.

Cons

It's not currently possible to bulk edit conditional logic so, for a very long form, you're setting logic manually. However, they've proven very receptive to feedback and have already made a significant number of updates in the short time I've been a customer.

Review Source

Response from Clust Technologies

June 9, 2020

Dear Kasim, Thanks a lot for your great feedback. The forms have been improved, I hope you like better this experience. thanks

Leonardo W.  
Founder  
Information Services  
Used the software for: Less than 6 months

### "Necessary Onboarding and SOP tool"

November 7, 2019

5.0

I'm very happy with this tool

Pros

Clust is a essential tool for anyone that want to improve any kind of process. We use it mainly for onboarding and to automate this process. As a b2b focused company, we need to gather a huge amount of data when our work start. There was a LOT of back and forth using emails, misunderstandings and all sort of hell on earth situation. With Clust, things got way easier. We just set our SOP, assign the customer and that is it! The app will keep track for us and even notify the customer. If you have a business, you need this!

Cons

The only thing I don't like, is the per-process portal, in an ideal world, this could be per-customer portal, this way, things would get even easier, and in opinion, makes more sense. With that being said, I think Clust is an essential tool, and this is a minor detail that I'm sure will be addressed soon.

Review Source

Response from Clust Technologies

June 9, 2020

Dear Leonardo, Thank you for your feedback. It's greatly appreciated.

Christopher K.  
President and Founder  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Exponential Potential yet Already Amazing"

November 7, 2019

5.0

I have too many problems to list, but there is so much flexibility within the platform that it allows for me to develop creative solutions as well as collaborate with others and take the "If its not broken, don't fix it method".

Pros

There are few to if any limitations in what you can or can not create template wise. They are already GDRP compliant, which for those of us here in the U.S basically means they meet very strict standards for security and encryption of your data. Customer support is amongst the best I have had and the learning resources for how to use their platform is plentiful.

Cons

I wish they had HIPPA compliancy but GDRP surpasses it, though I was told they are working on securing HIPPA so the use cases for medical records and forms make this a no brainer deal for me.

Review Source

Response from Clust Technologies

June 9, 2020

Hello Christopher, Thanks for your great feedback. The scope of HIPAA is narrower than GDPR, so by complying with GDPR like we do, we also protect clients who need a compliant solution for HIPAA. Thank you

SL

S. L.  
Coordinateur de projets SIRH  
Hospital & Health Care  
Used the software for: 6-12 months

### "Utilisation de Clustdoc pour la collecte de documents à l'engagement de personnel"

December 13, 2023

5.0

L'expérience est tout à fait positive : le logiciel a été mis en place rapidement. Clustdoc avait bien compris nos besoins et le paramétrage de départ a été un bon point de départ pour nous permettre de l'affiner en toute autonomie . Les utilisateurs ont facilement pris la solution en main sans avoir besoin de formation et en sont très satisfaits. Nous envisageons d'étendre son utilisation à d'autres processus.

Pros

\- Convivialité et simplicité pour les utilisateurs, avec un look moderne et intuitif - Autonomie pour le paramétrage sans nécessité de compétences techniques, y compris les automatisations - Qualité de la documentation (en ligne, très claire et avec des facilités de recherche) - Efficacité du support et du suivi commercial - Facilité d'export des documents - Interface très réactive - Rapport qualité / prix excellent - Possibilité de paramétrage des langues du portail

Cons

Quelques petits bugs qui ont été corrigés lorsque nous les avons signalés, mais rien de bloquant

Reason for choosing Clustdoc

Clustdoc était beaucoup moins cher que d'autres solutions plus sophistiquées et offrait les fonctionnalités dont nous avions besoin. La solution pouvait être paramétrée sans surcoût de consultance. Dès le premier contact, la relation commerciale a été très professionnelle (bonne connaissance du produit, clarté des prix, disponibilité).

Review Source

RS

Ross S.  
MD  
Financial Services  
Used the software for: Less than 6 months

### "Unbelievabel product for on-boarding client and customising the experience. "

November 7, 2019

5.0

Excellent product. Great support. 100% recommended for client on-boarding.

Pros

Customise each item we require from the client Build in a digital fact find. Mobile friendly. Automated reminders.

Cons

Whilst building a FORM, it would be ideal to be able to 'copy' questions and all the formatting that comes with it. We built a medical capture form that asks the same questions lots of times which I needed to write out individually each time.

Reason for choosing Clustdoc

None. I found this by mistake whilst just starting to look and didn't need to go elsewhere as this served every purpose.

Review Source

Response from Clust Technologies

June 9, 2020

Dear Ross, Thank you for your review. It's a pleasure to work with your team.

VR

Verified Reviewer  
Founder  
E-Learning  
Used the software for: 6-12 months

### "Ease of use"

June 11, 2020

5.0

Pros

Ease of use Quickly deplorable from idea to MVP

Cons

It’s is not extendable as it’s an “all-in-one” solution

Review Source

Response from Clust Technologies

August 9, 2023

Hello, Thank you for your honest feedback ! We will keep improving !

MD

Manu D.  
GM  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Useful even for small businesses"

November 7, 2019

5.0

I am the manager of a small company specialized in the creation of Wordpress websites and Ecommerce sites (www.cremedebronzage.com for example). For each new customer, I spent many hours requesting the information I needed to create the site (logos, photos, links from competing sites, color/graphic preferences, billing details, signed contract, etc.). Since then, I discovered Clust and it's a real pleasure! I created a canvas with all the information I needed. This template is created from several subforms that I insert or not, depending on the type of project. Some fields are mandatory, others not, but in any case, until the customer has filled in all the necessary information, he cannot send me the project requests file. As a result, I finished the round trip by email in which I ask the customer for this or that part he has forgotten. It saves me a lot of time and, for the customer, it's a simple way to know exactly what elements he still needs to send me. At the same place he can send me the pictures, word documents with content, links, advices, special requests, ... it's really the easiest way I've found to launch a new project and collect all the information I need to start it

Pros

\- High modularity - Very clean interface - Easy to upload documents

Cons

\- Takes a little time to understand HowTo

Review Source

Response from Clust Technologies

June 9, 2020

Hello Manu, Thanks for your review, we're glad to see that you enjoy using Clust for your business.

IN

Ivan N.  
CTO  
Information Technology and Services  
Used the software for: Less than 6 months

### "business processes made easy!"

October 26, 2020

5.0

Pros

What I love about clustdoc is the ability to manage the whole process from start to finish and collaborate with my team and communicate with our clients securely!

Cons

I think the only issues I had were with the forms when trying to do conditional data, however I contacted support and they helped me solve it!

Review Source

Response from Clust Technologies

August 9, 2023

Hello Ivan, Thank you for your feedback! We are happy to help you !

JM

Jay M.  
Founder  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Clust > Any Other Application Software"

November 6, 2019

5.0

It's simple. It's easy. You can set up a template in a few minutes, and then each application only takes a few minutes to set up and send out after your template is made.

Pros

Ease of use, and FINALLY, there is a software that can replace emails and give me onboarding status updates. No more tracing back emails for log ins or documents.

Cons

While we can build templates on our own. It definitely needs more prebuilt templates for a wider disbursement of industries, but they did cover web design rebuilds in their templates which was a huge time saver since we use that.

Review Source

Response from Clust Technologies

June 9, 2020

Hello Jay, Thanks for your feedback.

AM

Alexander M.  
Co-Founder  
Design  
Used the software for: Less than 6 months

### "The Best On-boarding Solution Available"

November 6, 2019

5.0

We are using Clust as the primary touchpoint of our on-boarding process. It has been instrumental in ensuring we consistently are provided with everything we need and has allowed us to save considerable time.

Pros

Easy to Set up Flexible across industries Highly Secure Excellent customer support

Cons

Can't change the title of "Application" to something more universal

Alternatives considered

[Clinked](https://www.capterra.com/p/169648/Clinked/)

Review Source

Response from Clust Technologies

June 9, 2020

Hi Alexander, Thanks a lot for sharing your feedback

BF

Bradley F.  
System Admin  
Retail  
Used the software for: Less than 6 months

### "Just started but happy so far"

November 6, 2019

4.0

So far everything is really good and it keeps improving as time goes on. There are updates happening constantly that are making it even better.

Pros

Clust keeps everything very organized and lets you set deadlines for your clients to make onboarding very easy.

Cons

Need more granular customization, some of the forms are difficult to get where we want due to the lack of options of fields.

Review Source

Response from Clust Technologies

June 9, 2020

Dear Bradley, Thanks a lot for your feedback. The forms have been revamped since your comment, I hope you like it thank you

AM

Asif M.  
Proprietor  
Accounting  
Used the software for: Less than 6 months

### "Really helpful"

June 12, 2020

5.0

Good

Pros

Document sharing, reminders, sending back for incomplete application

Cons

None. Liked all the features.If limitation for 300 active application can be increased that will be great. Also if you could have a mobile app with a dashboard to monitor all applications.

Reason for choosing Clustdoc

Appsumo deal

Review Source

Response from Clust Technologies

August 9, 2023

Hello Asif, Thank very much to take your time to share your feedback ! We have a mobile Clustdoc version available and a customizable dashboard.

AC

Alex C.  
Website Designer  
Hospitality  
Used the software for: Less than 6 months

### "Well Designed platform with great customer service!"

November 7, 2019

4.0

Great!

Pros

Easy to use. Clust has a great user experience! Helps streamline our client onboarding!

Cons

Design is very corporate and doesn't allow for much customization for client experience.

Review Source

Response from Clust Technologies

June 9, 2020

Dear Alex, Thank you for your feedback. We're happy to learn more about the type of customization you have in mind. Thank you

ND

Noureddine D.  
Chef d'entreprise  
Design  
Used the software for: 6-12 months

### "An innovative solution that will make it easier for you to collect documents from your clients"

July 20, 2020

5.0

A solution that will save you time and help you keep track of your customer records. You are looking for an efficient and secure 100% online document collection and file verification tool! Then this tool is for you.

Pros

\- Lots of functionality to facilitate the management of your customers. - possibility to create online forms - creation of a customer portal with a personalized url or integration of the portal on your existing site - 100% online file tracking - Revival of late customers - automatic call back - Monitoring the progress of the collection of your files - Online signature (e-signature) - Document recognition (example: identity card) - Automatic transformation of documents transmitted by the client into PDF. - Monitoring the status of each document requested (approved or refused) - The customer has the possibility of following the evolution of his file online - Your teams have the possibility of collaborating with an external (legal for example) - Ability to accept online payments - Customize your Clust with your logo and your SMTP - And much more

Cons

Nothing yet but maybe the option of integrating the customer portal on a website requires some improvement (not in iframe mode) but the Clust teams have always surprised me with new features and I think this point will be probably improved.

Review Source

Response from Clust Technologies

August 9, 2023

Hello Noureddine, Thank you for your review, we appreciate to collaborate with your team !

VR

Verified Reviewer  
Chef d'entreprise  
Real Estate  
Used the software for: 1-2 years

### "Saves us time and money!"

November 12, 2018

5.0

Pros

Clust has brought to us a very innovative way of working. We used to gather all client documents on our website with a poorly designed contact form and the rest of the work was made manually. With Clust, all that has ended months ago. We've completely switched the whole team (contractors included) to Clust and I am very satisfied as the manager. The software is very easy to use, you just follow the steps at registration and you're ready to go. Then, the support team follows up with you to help you go even further with website modules etc. (which we use) and that's it. I have senior team members who got up to speed very quickly and don't see themselves using any other alternative.

Cons

Nothing. This software is really good and modern. If I really had to share a complaint it would be the additional feature requests that we can't wait to see live. Other than that, it does the work and really helps us work better and faster.

Review Source

Response from Clust Technologies

August 9, 2023

Hello, Thank your for sharing your review ! We appreciate that Clustdoc is being extremely useful to your business. We hope that we keep surprising you with our knew feature !

VR

Verified Reviewer  
Senior Business Consultant  
Information Technology and Services  
Used the software for: 6-12 months

### "Easy Application Processing & Client Onboarding"

January 6, 2022

5.0

With Clustdoc, you can create applications with ease to make the process of onboarding clients quicker and more efficient. The Clustdoc team has created a user-friendly application that makes it easier than ever before to get your business up and running quickly. With features such as Client Profile where users can input personal information about their clients, and the best part is the clients can log in to view and upload documents which you can accept/reject. Very helpful customer support team.

Pros

The documents accept/reject feature is very handy, we used it for web development projects. Saved us so much time and hassle from back and forth emails. Secondly, the user interface is pretty tidy and finally the customer service is excellent.

Cons

It does what it says, so nothing much to complain about.

Review Source

Response from Clust Technologies

August 9, 2023

Hello, Thank you for your honest feedback ! We will keep improving !

JJ

Jay J.  
Manager  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Clust makes the hard task of collecting documents from customers easy"

September 12, 2019

5.0

The office for Clutch is in Paris, France, and the customer service is very good. Of course, they are a European company so the best support comes in the morning since I am in the USA. But they are responsive to questions and very easy to work with.

Pros

If you have ever tried to get multiple pieces of information and documents from customers, you will know that the task is extremely time consuming and difficult. Often it involves dozens of emails and requires significant employee time. However, Clust solves the problem. It acts as a centralized hub for customers to share and upload the requested information in a simple checklist manner. The information is then sent to a team member to approve the submission. Besides helping employees save time, it is also a gentle way of showing which documents a customer must submit. In an email, a list of seven documents can look daunting to customers. However, on Clust the checklist looks friendly — while still being very professional.

Cons

I would like a cname option so customers who are submitting documents would see our URL and not the one from Clust. I was told this is a feature that is being developed right now. The product is already great, but this would make it outstanding.

Review Source

Response from Clust Technologies

June 9, 2020

Dear Jay, We appreciate your feedback. Thank you. The Cname has been released since your comment. I hope you tried it out. thank you

GL

Gerard L.  
Director of product  
Financial Services  
Used the software for: 6-12 months

### "One of my favorite pieces of technology "

November 1, 2023

5.0

Pros

Very intuitive concept combined excellent execution. A white labeled product that with building blocks for a customized and powerful onboarding process. Robust all the way around, with very few (if any) bugs so far.

Cons

A few minor formatting issues (like number formatting) that could be improved, especially in the form building section.

Review Source

Response from Clust Technologies

December 4, 2023

Hello Gerard, Thanks a lot for sharing your experience with Clustdoc. We are going to take your considerations into account.

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