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Clustdoc

Employee Onboarding Software

Clustdoc is a plug-and-play digital onboarding automation software for financial, legal and administrative services.

Last updated: November 2021
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Pricing

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Who Uses This Software?

SMB owners, Ops teams, CX departments

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About the vendor
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Customers
  • Public Administrations
  • Small/Medium Businesses
Industries
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Deployment
  • Self-Hosted Cloud-based
  • Software as a Service / Cloud
Platforms
  • Linux
  • Mac
  • Windows
Browsers
  • Apple Safari
  • Google Chrome
  • Internet Explorer
  • Mozilla Firefox
Training
  • Documentation
  • Live Online
  • Online Tutorials
  • Webinars
Support
  • Business Hours
  • FAQ
  • Knowledge Base
Languages Supported
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LinkedIn Page
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What is Clustdoc?

Low-code onboarding software:

Clustdoc is an award-winning digital onboarding platform. It allows business departments to design and run seamlessly industry-specific, client-centric onboarding workflows before, during and after the sales process. 

It's easy to use, users can leverage 200+ editable workflows in minutes and automate any client intake, vendor registration, application process, employee onboarding, without juggling between tools. 

 

Integrated platform:

Using Clustdoc, you'll get all the features you need to run digital workflows with your clients without the chaos: from a self-serve client interface, your contacts will complete your custom onboarding workflows in no time using any device. 

Clustdoc is connected with 1500+ tools and business app which makes it easier to send data to your systems. 

 

 

 

Overview of Clustdoc benefits

One shop Stop

From web forms to e-signature workflows and workflow automation, Clustdoc will transform the way you handle new clients and contacts. 

Everything you need to run superior client onboarding workflows and run clients' records - available in a central place.

No need to use multiple apps. 

Fast deployment

An easy-to-use client onboarding software that will transform your organization without the cost and the time. 

Advanced analytics.

Clustdoc advanced dashboard allows you to keep track of your team's performance, make better decisions, and know when things slip through the cracks. 

Enhanced security

With Clustdoc, your customer's data stay in one safe place - Our platform allows you to be more compliant and build trust with your clients

Features

Learn more about Clustdoc features that set it apart from the competition. Discover how its unique tools and capabilities enhance your processes.

Accounts & Permissions

Access Control
Approval Process Control
Role Based Permissions
Single Sign In

Attendance Reporting Features

Absence Management
Progress Tracking
Sick Leave Tracking
Time Attendance
Vacation Tracking

Communication Management

Communication Management
Email Notifications
Multi Language
Real Time Notifications

Customization

Custom Fields
Custom Forms
Custom Landing Pages
Customizable Branding
Customizable Reporting
Customizable Templates
Email Templates
Forms Management
Template Management

Data Management Features

Business Intelligence
Content Management
Data Import Export
Document Management
Document Storage
Employee Database
Employee Profile
Feedback Collection
Knowledge Base
Real Time Data
Timesheets

Financial Features

Benefits Management
Billing Invoicing
Direct Deposit
Payroll Management

HR Features

360 Degree Feedback
Career Development Planning
Competency Management
Employee Management
Employee Onboarding
HR Management
Performance Appraisal
Performance Management
Recruiting Management

Integration

API
Application Integration
CRM Integration
Email Integration
Mobile Integration
Social Media Integration
Third Party Integration

Interaction Features & UX

Activity Dashboard
Collaboration Tools
Drag Drop Interface
Employee Self Service
New Employee Portal
Search Functionality
Self Service Portal

L&D Features

Asynchronous Learning
Blended Learning
Content Library
Gamification
Learning Management
Training Management

Monitoring Features

Configurable Workflow
Monitoring
Task Management
Workflow Management

Reporting & Analytics

Audit Trail
Engagement Analytics
Goal Setting Tracking
Overtime Tracking
Performance Reports
Real Time Analytics
Real Time Reporting
Real Time Updates
Reporting Statistics
Surveys Feedback

Scheduling & Planning

Activity Tracking
Automated Scheduling
Automatic Reminders
Calendar Management
Interview Scheduling

Security & Compliance

Compliance Management
Digital Signature
Electronic Signature Capture
HIPAA Compliance
Secure Data Storage
SSL Security

Signalling & Screening

Applicant Tracking
Assessment Management
Certificate Management
Job Application Management
Reference Checking
Resume Parsing
Skills Assessment
Skills Tracking
Status Tracking
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Pricing

Learn more about Clustdoc's pricing options, cost, and plans so you can make a well-informed, business-wise decision on the best software to use for organization.

Pricing Model
  • Free Trial
  • Subscription
License
  • Paid
Starting Price
  • $100
Free Trial
  • Yes

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