Clustdoc is a software package for creating and checking customer and administrative files.

Clustdoc enables you to structure and unify the way you collect and receive information from your usual contacts (customers, suppliers, job applicants) - and speed up the closing of your contracts.

Clustdoc offers you a new way of working:

Automate the collection and management of your customer files.
Eliminate manual tasks and reduce verification times.
Stop juggling multiple tools to collect customer information and documents.
Engage your customers and improve their reception experience.

With Clustdoc, you can collect information from an online customer portal:

Remote request for supporting documents
Collection of requested documents
Creation of online forms
Verification and validation of documents
Verification of customer identity
Customer reminders
Exchanges with customers via integrated messaging
Collaboration with partners
Payment by credit card
Electronic signature
and much more

Improve team productivity & customer experience

Document collection no longer has to be a hindrance to your business. With Clustdoc, you can manage the entire collection process from A to Z, securely and centrally, and reduce tedious manual tasks.

As for your customers, they have access to a personalized, easy-to-understand entry path that encourages them to follow the collection process through to the end.

Discover our customer profiles:

Real Estate Brokers, Rental Agencies, Asset Managers, Consultants, HR, Government and more!

Take advantage of a free 7-day trial and find out how Clustdoc can digitize and automate your customer relations processes.