Clustdoc is a professional client onboarding and verification software that helps businesses turn client-facing processes into a breeze. Our beautifully simple Microsoft Edge extension allows you to run onboarding workflows and manage clients with minimal effort - from the comfort of your browser. --------------------------------------------------------------------- Here is what you can achieve by using Clustdoc's extension: - 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 --------------------------------------------------------------------- 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 Invite your clients to complete their 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 Microsoft Edge extension or mobile app. Activity Dashboard Get more visibility on the team’s activity and better track client submissions from your dashboard Shared Inbox & Collaboration Get rid of email noise and interact with clients and teammates directly from your account Automated reminders Add a due date to your workflows and send automated reminders to clients making sure nothing slips through the cracks. SECURITY : Any data and information collected using your Client Onboarding Microsoft Edge 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. PRICING & PLANS : Gold, Platinum or Enterprise, annual or monthly you decide. Get on average a 10x return on investment with Clustdoc. SUPPORT : Any questions? Reach to our Support team at contact@clustdoc.com More information : By installing this Microsoft Edge extension, you agree to Clustdoc’s Terms of Use. Note that you need to have a Gold or Platinum plan to have access to the set of advanced features included in our Edge extension. https://clustdoc.com/documentation/terms-en.pdf Learn more : https://clustdoc.com/