Beliebte Produkte
Wer nutzt diese Software?
Mortgage brokers, Real estate agents, Wealth managers, HR managers, Consultants, Accountants.
Durchschnittliche Bewertung
3 Bewertungen- Gesamt 5 / 5
- Benutzerfreundlichkeit 5 / 5
- Kundenservice 5 / 5
- Funktionen 5 / 5
- Preis-Leistungs-Verhältnis 5 / 5
Produktdetails
- Startpreis $20/Monat
- Kostenlose Version Ja
- Kostenlose Testversion Ja
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Einsatz
Cloud, SaaS, Web
-
Training
Live Online
Webinare
Dokumentation
-
Kundenbetreuung
24/7 (Live Vertreter)
Support während der Geschäftszeiten
Online
Angaben zum Hersteller
- Clust Technologies
- http://clustdoc.com/
- Gegründet 2017
Über Clust
Clust automates the process of gathering clients information and documents for small businesses.
With a beautifully simple interface, this secure online application helps professionals collect, approve and share their clients' documents in no time. Discover an effortless, fast and scalable document collection app with great features such as: due dates, automated reminders, online form, documents approval/denial, collaboration and more!
Clust Funktionen
- Compliance-Verfolgung
- Dateitypumwandlung
- Dateiwiederherstellung
- Dokument-Indexierung
- Dokumentaufbau
- Dokumentenarchivierung
- Dokumentenaufbewahrung
- Elektronische Unterschrift
- Offline-Zugriff
- Optische Zeichenerkennung (OCR)
- Versionskontrolle
- Werkzeuge zur Zusammenarbeit
- Audit Trail (Prüfpfad)
- Dokumentenmanagement
- Drag & Drop
- Echtzeit-Synchronisierung
- Elektronische Unterschrift
- Kollaboration
- Suchen / filtern
- Textnachrichtenversand
- Verschlüsselung
- Workflow-Management
- Zugriffskontrollen/Berechtigungen
- Audit Trail (Prüfpfad)
- Bearbeitung von Krediten
- Compliance Management
- Darlehen-Konsolidierung
- Digitale Unterschrift
- Dokumentenmanagement
- Gebühren Management
- Hypotheken
- Kontrolle der Kredit-Submission
- Kundendatenbank
- Onlinebewerbung
- Tilgungsplan
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Die hilfreichsten Reviews für Clust
Saves us time and money!
Mit Google übersetzen
Bewertet am 12.11.2018
Vorteile:
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.
Nachteile: 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.
I can only recommend Clust
Mit Google übersetzen
Bewertet am 13.12.2018
Kommentare: Using one tool to request and keep track of incoming information is great. I love the integrated messaging feature and the transparency of the team about what's coming up next.
Vorteile:
I love the fact that you can actually initiate requests under your own terms and be proactive about the list of documents you need to gather from clients or suppliers.
The experience is neat and clean for admins as well as their clients too. The team is creative and reactive and the overall concept of the tool is smart while very simple.
Nachteile: At first, My clients did not get any notification but that was easily fixed by the team. Can't wait to see a mobile app!