Collect documents with this online solution that helps you request and approve files, create forms, communicate with business partners and send them reminders.
Clust is a browser-based tool that enables business owners to automate the process of document collection, receive information from clients, build forms to gather customer data, attach useful files, set up reminders, and easily collaborate with stakeholders.
While configuring the account, the app asks you to specify the reason why you usually collect documents. Whether you are a contractor, accountant, administrator, consultant, real estate agent or mortgage broker, the software then suggests a list of files frequently required from customers, saves them in the templates sections and invites you to create the first request.
Edit the predefined template and add extra documents to demand from your clients besides the recommended ones, that can include proof of their residency, an electricity bill, their last three pay slips, an employment letter or an ID picture.
Furthermore, the online solution provides a form builder to help you amass data on customers. Go to the “Resources” option in the top menu and select “My online forms” in the drop-down list to start creating a customized form. Give it a relevant name, insert text fields, append multiple-choice lists and indicate mandatory questions.
Once created the form, you can attach it to a template along with other helpful files, such as contracts, brochures or business catalogs, and send them all to a particular client.
Subsequently, the customer discovers what documents he or she needs to provide via a secure link and can notify you through a message after delivering requested data. Check the received files and approve them if the information is correct or write down comments and tell stakeholders what they should change or add.
Send email reminders if necessary, upload a company logo and use it on all document requests, invite colleagues to join the team, assign permissions, download files and quickly convert them to PDFs.
Clust is a web-based app that helps small business owners to request documents from clients, create forms, and attach contracts, brochures or other valuable files. It also lets them invite team members to work on the same undertaking, delegate responsibilities, communicate with partners, send reminders when the deadline is approaching and collect information through secured links.