Qualify your sales prospects faster
Nearly 50% of missed deadlines are caused by delays in collecting documents from clients.
for loan applications
for sales & lettings
for client inquiries
for tender bids
Contractors, accountants, HR professionals, administrators and consultants use Clust too!
Stop chasing down files
Our shared interface makes it easier for clients to understand what's required and ask any question without picking the phone.
And we send automated reminders, so they can return files with any device, right on time. No mistakes, no delay.Stop the chaos
Rely on one tool to do it all
Clust prevents you from juggling between web apps, fax machines, stacks of paper and scanners.
Request a list of supporting documents and once returned, we rename and organize them intuitively.Streamline your processes
Loop in stakeholders, in no time
Clust is also where you work with your team, contractors or even external decision makers.
Invite stakeholders to join the shared interface and allow them to comment on received files, so you can make revisions and move on faster.Improve your success rate
How does it work?
You can get started within 15 minutes.
Create a Clust Request
List files you need from a client, we keep everything neat and organized. Also add forms or company documents such as a contract.
Send it to a client
Give access to a client through a secure link. They can return back required documents, message you and follow up real time.
Review and collaborate
Approve all or comment on wrong files and notify your client. Download the Request or work on it with stakeholders.
Collect client documents in a secure way
Clust is built on the same AES-256 encryption that financial institutions around the world rely on to protect their clients' information.
We switched from a complex unreliable process to Clust. Today all employees get to follow a unified process and have access to a decluterred email inbox.
We needed a clear way to stay on top of our client onboarding and manage the back-and-forth professionally and efficiently at our agency. With Clust, that's the case and clients love it.