Clustdoc

Create an application and view applications more easily

Plugin Name: Clustdoc Client Onboarding Description text: Clustdoc is a client management and onboarding automation software that helps businesses turn client-facing processes into a breeze. Our beautifully simple Chrome extension allows you to run onboarding workflows and manage clients with minimal effort - from the comfort of your browser. --------------------------------------------------------------------- HOW DOES IT WORK: - Log automatically into your Clustdoc account from your browser - Invite new clients or stakeholders to join any of your processes - Track, manage and progress online applications - Communicate with clients and team members --------------------------------------------------------------------- MAIN FEATURES: Ready-to-use onboarding checklists Outline and run routine onboarding processes using our robust modules: forms, tasks, document checklists, payments, eSignatures, sheets and more. Custom client portal Have clients join your processes from a password protected interface where they can easily engage with your team and complete onboarding tasks. Neatly organized client records Request, collect and progress applications from your business account, your Chrome extension or mobile app. Activity Dashboard Monitor your team’s activity and track submissions from your dashboard. Shared Inbox & Collaboration Raise your communication above email noise and interact with clients or teammates from your account. Automated reminders Schedule and send automated reminders to clients making sure nothing slips through the cracks. SECURITY: Any data and information collected using your Client Onboarding Chrome extension are encrypted and stored on independent, secure servers, guaranteeing their integrity, authenticity and confidentiality. We comply fully with the GDPR regulation. Your data belongs to you, and we store it for the sole purpose of providing value to you. SUPPORT Any question? Reach to our Support team at [email protected] More information : By installing this Chrome extension, you agree to Clustdoc’s Terms of Use https://clustdoc.com/documentation/terms-fr.pdf Learn more : https://clustdoc.com/