Clustdoc - A Tool for Onboarding Your Clients
Clustdoc is a free, easy-to-use client management and onboarding automation software that helps businesses make client-facing processes easier.
With it, you will be able to create and view new applications more efficiently.
You can create a new application, add clients, and manage them from the dashboard. You can use our modules to add tasks, form submissions, payments, eSignatures, sheets and more.
You can view all of your active applications and all of your clients in one place.
You can view your tasks, make a to-do list, and set due dates. You can also see if you have any pending tasks.
If you have an application that is ready to be submitted, you can mark the task as completed.
