Clust helps you automate your document collection process and takes care of the reminders in the background. Send a Document request, collect required documents in no time, approve or deny right from the tool, collaborate with stakeholders hassle-free.
With Clust, you can receive and manage your applications online with ease. It combines a tool for lead generation, project proposals, invoicing, management, etc. It is an effective client portal where you can request, receive, approve, and share applications. It allows you to create an unlimited number of portals so that it can be fully customizable as per the client requirement.
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 to 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.
It even lets you a Whitelabel portal using a plugin or HTML code. It lets you capture quality new leads, keep them engaged, turn them into paying clients, and build a custom and robust onboarding process. With this tool, you can instantly add more transparency to your onboarding process. It gives an option to send the link to one person or to the groups.
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