Provide a fully branded onboarding portal to easily collect new client documents, contracts and information through your WordPress website.

clusttech

Clustdoc provides a robust and flexible client portal system that you can easily integrate with your WordPress website.
With Clustdoc client portal plugin, you can handle through your WordPress website any document-based user workflow, such as self-serve loan applications, online submissions, client onboarding, KYC onboarding, vendor registration, and much more.
🚀Why you’ll love using Clustdoc plugin:
<ul>
<li>It takes only 2 minutes to set up (yes we timed it). </li>
<li>Deploy industry-specific intake processes through your WordPress portal.</li>
<li>Increase website-visitors qualification and conversion. </li>
<li>Automatically receive online submissions and build a pipeline of submissions you can easily review and approve.</li>
</ul>
Not yet a Clustdoc user? Enjoy a 7-day FREE trial (No credit card required) today and launch your first client-facing workflow on your WordPress website tomorrow.
Key features include:
<ul>
<li>Branded and secure client portal </li>
<li>Client onboarding checklist (online forms, file request, econtracts, identity verification module and more..) </li>
<li>Shared inbox for clients and teams</li>
<li>Ready-to-use process templates </li>
<li>Guest access for stakeholders</li>
<li>Automated reminders and due dates</li>
<li>Approval workflows </li>
<li>A free client management mobile app </li>
<li>API Access (1500+ integrations)</li>
</ul>

Alternatives to Clustdoc Client portal

Top alternatives