Clust is a simple and beautiful client portal where you can request, receive, approve, and share applications.
Clust is as comprehensive as they come, starting right out the gate with the templates for your client’s portal.
You can create an unlimited number of portals, so each one can be fully customized to your client.
Clust even lets you whitelabel a portal using a plugin or simple HTML code.
Receive and manage online client applications like a boss
With all required forms, tasks, and signature requests in a single place, you’ll instantly add more transparency to your onboarding process.
Everything look good? Clust gives you the option to send the link out to one person or entire groups.
On your client’s end, they’ll see a portal perfectly tailored to their needs on a mobile, user-friendly interface.
Clust walks your clients through every step of their application or registration procedures, saving your clients confusion and you emails.
Speaking of emails, your clients can send secure messages from directly within the portal, so you can avoid having a flooded inbox.
Keep your day-to-day operations running smoothly with a real-time dashboard.
You’ll know exactly where your clients are in the process, view what’s missing or needs validation, and send notes regarding their app.
Folders are neatly organized, and every new application is automatically visible in your dashboard so your team can get right to work.
No more organizing, renaming, or searching for client files!
Clust is perfect for professionals working in marketing agencies, real estate, law, education, loans, and more.
With the ability to collect required docs, communicate with clients, receive applications, and onboard clients, is there anything Clust can’t do?
Automate your processes and ramp up your productivity with Clust.
- Features Included in All Plans
- Lifetime access to Clust’s Gold Plan
- You must redeem your code(s) within 60 days of purchase
- Secure messaging system
- Cloud Drive sync
- Unlimited application templates
- Audit trail
- Team collaboration
- Only for new Clust users who do not have existing accounts
- All future plan updates
- Stack an unlimited number of codes
- 60-day money back guarantee, no matter the reason
- Clust’s Gold PlanOne time purchase of $49.00
- All features above included
- 300 Applications/month/company
- 5 Team members
- Branded client portal
- Automated reminders
- Online form builder
- Document requests
- Documents approval/ denial
- File sharing
- Online payment
- API Integrations (eSignature, WordPress, Zapier, API)