--- description: Get information about Clustdoc price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Clustdoc Price, Features, Reviews & Ratings - Capterra India --- Breadcrumb: [Home](/) > [Project Management Software](/directory/30002/project-management/software) > [Clustdoc](/software/179079/clust) # Clustdoc Canonical: https://www.capterra.in/software/179079/clust Page: 1 / 4\ Next: [Next page](https://www.capterra.in/software/179079/clust?page=2) > Our cloud solution combines on a single platform a light-weight CRM, a digital onboarding portal and a project management software. > > Verdict: Rated **4.7/5** by 61 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Clustdoc? Who uses Clustdoc? Small business owners and teams that want to streamline their onboarding processes in more than 70 countries (Financial services, Real estate, Legal services and other industries). ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 61 Reviews | | Ease of Use | 4.4/5 | Based on overall reviews | | Customer Support Software | 4.7/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Clust Technologies - **Location**: 75017, France - **Founded**: 2017 ## Commercial Context - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: For Expert and Ultimate plans, please contact us on clustdoc.com - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English, French, German, Portuguese, Spanish - **Available Countries**: Australia, Brazil, Canada, China, France, Germany, India, Japan, Mexico, United Kingdom, United States ## Features - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Approval Process Control - Archiving & Retention - Audit Trail - Billing & Invoicing - Business Process Automation - Calendar Management - Chat/Messaging - Client Management - Client Portal - Collaboration Tools - Compliance Tracking - Customizable Branding - Customizable Templates - Data Security - Document Capture - Document Management Software - Document Storage - Drag & Drop - Electronic Signature - Email Management Software - File Conversion - File Sharing Software - Forms Management - Milestone Tracking - Mobile Signature Capture - Multi-Party Signing - No-Code - Onboarding Software - Process Modeling & Designing - Project Planning/Scheduling - Reminders - Reporting & Statistics - Reporting/Analytics - Reporting/Project Tracking - Role-Based Permissions - Status Tracking - Task Management Software - Third-Party Integrations - Version Control - Workflow Management Software ## Integrations (4 total) - Dropbox Business - Google Drive - Slack - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - 24/7 (Live rep) - Chat ## Category - [Project Management Software](https://www.capterra.in/directory/30002/project-management/software) ## Related Categories - [Document Management Software](https://www.capterra.in/directory/30063/document-management/software) - [Project Management Software](https://www.capterra.in/directory/30002/project-management/software) - [Business Process Management Software](https://www.capterra.in/directory/30010/business-process-management/software) - [Digital Signature Tool](https://www.capterra.in/directory/30739/digital-signature/software) - [Portal Software](https://www.capterra.in/directory/14/portal/software) ## Alternatives 1. [Bitrix24](https://www.capterra.in/software/113540/bitrix24) — 4.2/5 (984 reviews) 2. [Wrike](https://www.capterra.in/software/76113/wrike) — 4.4/5 (2887 reviews) 3. [Smartsheet](https://www.capterra.in/software/79104/smartsheet) — 4.5/5 (3483 reviews) 4. [Miro](https://www.capterra.in/software/128955/miro) — 4.7/5 (1680 reviews) 5. [monday.com](https://www.capterra.in/software/147657/monday-com) — 4.6/5 (5726 reviews) ## Reviews ### "Client onboarding simplified" — 5.0/5 > **Chaz** | *16 June 2020* | Online Media | Recommendation rating: 10.0/10 > > **Pros**: Clust makes systematizing your client onboarding easier than ever. Not only this though, it makes reminding your clients about outstanding items as easy as a click of a button. > > **Cons**: The only thing I don't like about Clust is the name. This definitely isn't a deal breaker though. ----- ### "Great for onboarding or other business processes" — 5.0/5 > **Joseph** | *9 December 2020* | Marketing & Advertising | Recommendation rating: 9.0/10 > > **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. > > 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. ----- ### "Great document collection but it could be a 5/5 software with a few improvements" — 4.0/5 > **Laura** | *5 December 2023* | Law Practice | Recommendation rating: 5.0/10 > > **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. > > Overall it's great for document management but I see a lot of potential for it to become a holistic software. ----- ### "Don't. Simply don't." — 2.0/5 > **Michael** | *25 December 2020* | Legal Services | Recommendation rating: 0.0/10 > > **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. > > In one word: huge disappointment. ----- ### "Excellent platform to onboard client, manage documents" — 5.0/5 > **Karnav** | *14 June 2021* | Nonprofit Organization Management | Recommendation rating: 8.0/10 > > **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. ----- Page: 1 / 4\ Next: [Next page](https://www.capterra.in/software/179079/clust?page=2) ## Links - [View on Capterra](https://www.capterra.in/software/179079/clust) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data