Clust

Clust

von Clust Technologies

Wer verwendet Clust?

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

Was ist 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 – Details

Clust Technologies

http://clustdoc.com/

Gegründet 2017

Clust – Preisübersicht

Clust ist verfügbar ab 20,00 $/Monat. Clust bietet eine Gratisversion und eine kostenlose Testversion. Weitere Preisinformationen für Clust finden Sie unten.

Startpreis

20,00 $/Monat

Kostenlose Version

Ja

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Training

Live Online

Webinare

Dokumentation

Kundenbetreuung

24/7 (Live Vertreter)

Support während der Geschäftszeiten

Online

Clust Funktionen

Dokumenten-Management-Systeme
Compliance-Verfolgung
Dateitypumwandlung
Dateiwiederherstellung
Dokument-Indexierung
Dokumentaufbau
Dokumentenarchivierung
Dokumentenaufbewahrung
Elektronische Unterschrift
Offline-Zugriff
Optische Zeichenerkennung (OCR)
Versionskontrolle
Werkzeuge zur Zusammenarbeit
Audit Trail
Dokumentenmanagement
Drag-and-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

Clust – Nutzerbewertungen

5 von 41 Nutzerbewertungen angezeigt

Gesamt
4.7/5
Benutzerfreundlichkeit
4.4/5
Kundenservice
4.8/5
Funktionen
4.3/5
Preis-Leistungs-Verhältnis
4.8/5

I can't believe it took this long!

Bewertet am 13.11.2019
Kasim A.
Founder
Marketing & Werbung, 13-50 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

Kommentare: Great customer service, excellent price point, awesome functionality.

Vorteile: I have been waiting for something like this forever. My company does advanced Google ads managment and client onboarding is the most difficult facet of our business to scale. I was using formstack portals but it's a half baked product and causes as many problems at it solves. This application is user friendly, intuitive, and understands the necessity of supporting the incremental submission of information in a way both the user and the admin can monitor the progress of. It's also easy to use and very feature rich. You can build conditional logic and customize quite a bit.

Nachteile: It's not currently possible to bulk edit conditional logic so, for a very long form, you're setting logic manually. However, they've proven very receptive to feedback and have already made a significant number of updates in the short time I've been a customer.

Great product with lots of potentials

Bewertet am 6.11.2019
Kirk L.
Director
Rechtsberatung, Selbstständig
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
4/5
Gesamt
3/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Despite some online reviews I have watched in Youtube, I really believe in the product. I loved it so much that I want it to improve. It really has a lot of potential in my space...immigration application.

Vorteile: I loved the fact that I can have my clients go to the form, fill it up and log-off and log-in again to continue their update on the form. Something that my clients are struggling when I was using Google forms on onboarding.

Nachteile: When developing a form, it is a pain in B???? to move fields around. This really have to improve in light of transfer some of my Google forms to Clust.

Simple and easy if you only need a few features

Bewertet am 6.11.2019
Christina M.
Managing Editor + Art Director
Marketing & Werbung, Selbstständig
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
4/5
Gesamt
5/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I highly recommend this for MOST small businesses. Obviously, if your needs are complex, it may not be for you, but 99.9% of my customers don't want massive features and the biggest complaint is cost for use...this was a great option.

Vorteile: This is easy to create forms, create questions, create a login area for your customers, track progress, set up email reminders for progress, and great and easy to plug into a website. If you are a business that needs to collect forms and hate the email back and forth, this is great. I recommended this to several of my clients and it works great for one who is a headhunter and needs resumes, letters of recommendation, covers, pictures, copies of transcripts, etc. The other is someone who has an extensive question and review process and rather than house documents via back and forth email, clust offered a way to house this back and forth. It is also a clean interface, clear, etc.

Nachteile: It doesn't have a lot of 'aesthetic' features (i.e. divide the form into 2 columns) and it does lack some more advanced features like perhaps having it adapt or an API to integrate mass email (like mailchimp).

Great concept, still needs some fixes to make it workable for our practice

Bewertet am 6.11.2019
Mary D.
Office Manager
Rechtsberatung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
3/5
Gesamt
3/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
3/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: We turned to Clust in hopes of creating forms that we could send out to our clients to shorten turnaround time. Unfortunately, being a law office, many of our forms are either wordy or require a lot of explanation to be able to understand what we need and why we need it. This is what's holding us back from giving a higher rating - if we can't use it, we can't recommend it.

Vorteile: The flexibility is good, and if you use short words or phrases when constructing your apps it would probably work well.

Nachteile: It's still awkward for our firm's use, because we use a lot of long words and the character count won't accommodate our needs.

Necessary Onboarding and SOP tool

Bewertet am 7.11.2019
Leonardo W.
Founder
Informationsdienst, 2-10 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

Kommentare: I'm very happy with this tool

Vorteile: Clust is a essential tool for anyone that want to improve any kind of process. We use it mainly for onboarding and to automate this process. As a b2b focused company, we need to gather a huge amount of data when our work start. There was a LOT of back and forth using emails, misunderstandings and all sort of hell on earth situation. With Clust, things got way easier. We just set our SOP, assign the customer and that is it! The app will keep track for us and even notify the customer. If you have a business, you need this!

Nachteile: The only thing I don't like, is the per-process portal, in an ideal world, this could be per-customer portal, this way, things would get even easier, and in opinion, makes more sense. With that being said, I think Clust is an essential tool, and this is a minor detail that I'm sure will be addressed soon.