Clustdoc
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Branded and secure client portal
- Onboarding checklist
- Online forms
- Document collection
- Identity verification modules
- Shared inbox for clients and teams
- Unlimited onboarding process templates
- Automated reminders and due dates
- Approval workflows
- Client management web application
- API Access
Pricing Info
Pricing Info
Clustdoc is built for professionals and small business teams in various industries. Here are the available plans yo can choose from:
Gold: 100€ / month
- 3 Users
- 3 Members
- 75 Monthly applications
- Professional features
Platinium : 350€ / month
- 5 Users
- 5 Members
- 150 Monthly application
- Premium features
Enterprise: Contact vendor
- Professional features
- Premium features
- Enterprise features
Integrations
Integrations
Cloud 9 Software integrates with over 1500 apps through Zapier (Hubspot, Pipedrive, Box, Quickbooks, and more). You can also use their API to build your own end-to-end workflows.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Mortgage Alliance, Havas Media Group, DC Law Offices
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Clustdoc is an onboarding software that transforms how teams onboard clients, employees, and vendors through automated, collaborative, and mobile-ready features.
Company Email
contact@clustdoc.com
Company's Address
Clust Technologies S.A.S
18 Rute Clairaut 75017
Paris 17
Clustdoc Comparisons
Popular Clustdoc Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Activity Tracking
- Business Analysis Tools
- Commission Management
- Data Backup
- Customized Fields
- Drip Email Marketing
- Easy-to-Use Dashboard
- Email Tracking
- Event Automated Messaging
- Industry-specific CRM
- Lead Form Builder
- Procedure Management
- Real Time Analytics and Updates
- Sales Monitoring
- Two-Factor Authentication
- Work-flow and Task Automation
- Quoting
Pricing Info
AgencyBloc offers several enterprise pricing options for users to choose from. Give the details a look, and select the best plan for your business. The Grow Plan starts at $109/month
With AgencyBloc, you’ll always get:
- 24/7 access to your data from anywhere on any device
- Unlimited, off-site storage & data backup every 4 seconds
- Serious security—HIPAA, bank-grade encryption, & two-step verification
- Dedicated onboarding & data migration specialist
- Free customer support & help center with videos and step-by-step articles
Add Commissions+ to:
- Import commission statements
- Assign multiple payees, including hierarchies
- Track by revenue type
- Agent statement access
- Uncover missed commissions!
- Create projections & compare actual vs. expected
- Custom reports & real-time analytics
Integrations
- Zapier
- All Web Leads
- Intulse
- Employee Navigator
- Ease
- Five9
- Laser App
- NextGen Leads
- ProspectZone
- DataWerx
- Datalot
- Client Circle
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
United American Financial Inc., Barra & Associates LLC, Integrity Senior Benefit Advisors LLC
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
AgencyBloc is an agency management system with CRM, commission processing, marketing and other tools specific for health and life insurance agencies.
Company Email
sales@agencybloc.com
Contact No.
Company's Address
201 Washington St,
Cedar Falls, IA 50613,
USA
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The products analyzed on this page are only a small part of our complete Business Process Management Software category and you should take into account that there might be better solutions out there. If you want to guarantee you make the best possible choice for your company we strongly encourage you to try out more services first. It may also be a good idea to study our top 10 Business Process Management Software ranking to find out which services are currently the highest-rated ones and leaders in the market.
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