Clustdoc bởi Clustdoc

Clustdoc is a professional client onboarding and verification software that helps businesses turn client-facing processes into a breeze. Our beautifully simple Mozilla Firefox extension allows you to run onboarding workflows and manage clients with minimal effort - from the comfort of your browser.
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Here is what you can achieve by using Clustdoc's extension:
- 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
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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
Invite your clients to complete their 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 Mozilla Firefox extension or mobile app.

Activity Dashboard
Get more visibility on the team’s activity and better track client submissions from your dashboard

Shared Inbox & Collaboration
Get rid of email noise and interact with clients and teammates directly from your account

Automated reminders
Add a due date to your workflows and send automated reminders to clients making sure nothing slips through the cracks.

SECURITY:
Any data and information collected using your Client Onboarding Mozilla Firefox 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 questions? Reach to our Support team at contact@clustdoc.com

More information :

By installing this Mozilla Firefox extension, you agree to Clustdoc’s Terms of Use

https://clustdoc.com/documentation/terms-en.pdf
Learn more : https://clustdoc.com/