Clustdoc Chrome Extension

Create an application and view applications more easily.
Plugin Name: Clustdoc Client Onboarding

Description text:

Clustdoc is a client management and onboarding automation software that helps businesses turn client-facing processes into a breeze. Our beautifully simple chrome extension allows you to run onboarding workflows and manage clients with minimal effort - from the comfort of your browser.

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HOW DOES IT WORK:

- Log automatically into your Clustdoc account from your browser

- invite new clients or stakeholders to join any of your processes

- Track, manage and progress online applications

- Communicate with clients and team members

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MAIN FEATURES:

Ready-to-use onboarding checklists

Outline and run routine onboarding processes using our robust modules: forms, tasks, document checklists, payments, eSignatures, sheets and more.

custom client portal

Have clients join your processes from a password protected interface where they can easily engage with your team and complete onboarding tasks.

Neatly organized client records

Request, collect and progress applications from your business account, your Chrome extension or mobile app.

Activity Dashboard

Monitor your team’s activity and track submissions from your dashboard.

Shared Inbox & Collaboration

Raise your communication above email noise and interact with clients or teammates from your account.

Automated reminders

Schedule and send automated reminders to clients making sure nothing slips through the cracks.

SECURITY:

Any data and information collected using your client onboarding chrome extension are encrypted and stored on independent, secure servers, guaranteeing their integrity, authenticity and confidentiality. We comply fully with the GDPR regulation. Your data belongs to you, and we store it for the sole purpose of providing value to you.

SUPPORT

Any question? Reach to our Support team at [email protected]

More information :

By installing this Chrome extension, you agree to Clustdoc’s Terms of Use https://clustdoc.com/documentation/terms-fr.pdf

Learn more : https://clustdoc.com/

How to install Clustdoc chrome extension in chrome Browser

You can Follow the below Step By Step procedure to install the Clustdoc Chrome Extension to your Chrome Web browser.

• Step 1: Go to the Chrome webstore https://chrome.google.com/webstore or download the extension Clustdoc Chrome Extension Download from https://pluginsaddonsextensions.com
• Step 2: Now search for the Clustdoc in Chrome Webstore Search and click on the search button.
• Step 3: click on the Clustdoc Chrome Extension Link
• Step 4: in the next page click on the Add to Chrome button to Download and Install the Clustdoc extension for your Chrome Web browser .