Wer nutzt diese Software?

Mortgage brokers, Real estate agents, Wealth managers, HR managers, Consultants, Accountants.

Durchschnittliche Bewertung

4 Bewertungen
  • Gesamt 5 / 5
  • Benutzerfreundlichkeit 5 / 5
  • Kundenservice 5 / 5
  • Funktionen 5 / 5
  • Preis-Leistungs-Verhältnis 5 / 5

Produktdetails

  • Startpreis 20,00 $/Monat
  • Kostenlose Version Ja
  • Kostenlose Testversion Ja
  • 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
  • Dokumentenmanagement
  • Drag & Drop
  • Echtzeit-Synchronisierung
  • Elektronische Unterschrift
  • Kollaboration
  • Suchen / filtern
  • Textnachrichtenversand
  • Verschlüsselung
  • Workflow-Management
  • Zugriffskontrollen/Berechtigungen
  • Audit Trail
  • Bearbeitung von Krediten
  • Compliance Management
  • Dokumentenmanagement
  • Elektronische Unterschrift
  • Kundenmanagement
  • Onlinebewerbung

Die hilfreichsten Reviews für Clust

Clust makes the hard task of collecting documents from customers easy

Bewertet am 12.9.2019
Jay J.
Manager
Marketing & Werbung, 13-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: The office for Clutch is in Paris, France, and the customer service is very good. Of course, they are a European company so the best support comes in the morning since I am in the USA. But they are responsive to questions and very easy to work with.

Vorteile: If you have ever tried to get multiple pieces of information and documents from customers, you will know that the task is extremely time consuming and difficult. Often it involves dozens of emails and requires significant employee time.
However, Clust solves the problem. It acts as a centralized hub for customers to share and upload the requested information in a simple checklist manner. The information is then sent to a team member to approve the submission.
Besides helping employees save time, it is also a gentle way of showing which documents a customer must submit. In an email, a list of seven documents can look daunting to customers. However, on Clust the checklist looks friendly — while still being very professional.

Nachteile: I would like a cname option so customers who are submitting documents would see our URL and not the one from Clust. I was told this is a feature that is being developed right now. The product is already great, but this would make it outstanding.

Saves us time and money!

Bewertet am 12.11.2018
Verifizierter Rezensent
Chef d'entreprise
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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

Bewertet am 13.12.2018
Verifizierter Rezensent
Consultant
Bankwesen, 201-500 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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!

Great productivity app

Bewertet am 19.10.2018
Laurent R.
Responsable commercial & Partenariats - Grands Comptes
Informationstechnologie & -dienste, 51-200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: First, the experience is amazing for us and for our clients.
Overall Clust is really a smart document collection app. I particularly like the fact that we can initiate requests for supporting documents and follow up on those in a professional way.
And there are plenty of cool features like APIs, online forms, reminders

Nachteile: I can't see any so far. We'll see after a while if anything comes up.

Lies weitere Bewertungen