Clustdocの概要
メールを使用してステークホルダーの情報、文書、または契約を収集、レビューすることにうんざりしているなら、 シンプルかつ強力なプロセス自動化およびクライアント・オンボーディング・ソフトウェアであるClustdocを試してください。 安全なブランド・ポータルから情報、支払い、電子サインを依頼して処理することができます。 次のような機能が含まれます。 カスタム・ブランド・ポータル、ワークフロー、電子サイ 続きを読む ン、タスク・マネージャー、ファイルの依頼および承認、オンライン・フォーム、クレジットカード決済、無料の顧客管理モバイル・アプリ。 表示を減らすClustdocの対象ユーザー
次の業界における小企業の経営者およびチームに適しています。銀行および金融サービス、会計、マーケティング、住宅ローンおよび不動産、教育、法務サービス。
Clustdocの他のおすすめ代替製品
Clustdocのレビュー
Joseph
Great for onboarding or other business processes
製品を使ってみた感想： I've had really good overal. experience with Clustdoc. Customer service is quick to respond and are helpful. I'm sure the app will keep improving.
良いポイント:
Clustdoc provides a professional method for us to onboard our clients and new employees.
改善してほしい点:
Some clients have voiced their concern with electronic signatures, primarily with the verification method. They don't always receive the confirmation email containing the code right away, which they must enter on a timed basis. We also had some issues with the e-signature form fields not where we originally designed.
Kirk
検討した類似製品：
Great product with lots of potentials
製品を使ってみた感想： 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.
良いポイント:
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.
改善してほしい点:
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.
Clust Technologiesからの返信
3 年前
Hello Kirk, thanks a lot for taking the time to share your experience with Clust. (Side note: The form has been improved since your comment) thank you
Michael
Don't. Simply don't.
製品を使ってみた感想： In one word: huge disappointment.
良いポイント:
I thought it would help me cover onboarding of new employees, get a central portal for them to use, that it'd be great UX-wise and everybody would love it. Boy was I wrong!
改善してほしい点:
No logic, UX is AWFUL, I mean 1990 software was more logical than this. But worst of all: when using fill-in fields in PDF documents for e-signature - they are ALWAYS shifted from the place you put them. So besides being illogical, half-made (Cyberpunk is more deployment-ready than this), it is useless for E-signatures and document collection. Just stay away.
Clust Technologiesからの返信
2 年前
Hi there, Thank you for your review. Our team has reached out to you several times to discuss your issue. We're looking forward to hearing from you to understand what went wrong since it doesn't seem like you've actually used our software.
Karnav
Excellent platform to onboard client, manage documents
良いポイント:
Customer can submit documents, fill form and sign legal contract. They can also communicate, send additional documents. Google and other storage features, payment integration are just great. This is now our all in one crm cum document management platform.
改善してほしい点:
They can improve on online form creation tool. They have enhanced number of features in last one year. They respond quickly too.
The best solution we can have to manage our client Docs. Goodbye Google Drive & CFO Dropbox.
製品を使ってみた感想： We're quite happy since using it and even our Clients too loving Clustdoc. But the mobile view can be improved.
良いポイント:
The client on boarding is quite simple and easy. Plus they're providing the Digital Signature feature as well.
改善してほしい点:
Nothing as such but the form UIUX is quite outdated and that of 70s with no good features like oembbed or partial save as available in Typeform or Paperform based UI and UX. Secondly they should also provide form to pdf and online doc creator as available with most of the competitors.
