Clustdoc
A better way to onboard new clients remotely
Krav
HubSpot-abonnement Fungerer med all HubSpot-planer Få mere at vide Tilladelser til HubSpot-konto - Se de nødvendige kontotilladelser
Clustdoc abonnement - PRO plan
Oversigt
1/6 - Clustdoc x HubSpot
How do you make sure you collect all required information from new leads in a scalable way during onboarding?
Clustdoc is built to help you achieve higher conversion rates during the onboarding phase and make sure you can really win all deals. Our customer-facing onboarding software helps you to run a custom onboarding checklist with any lead.
Using Clustdoc you can create a customer-facing checklist that includes forms, tasks, file requests, esignatures, reminders and much more.
Connect HubSpot to Clustdoc in a few clicks, and free yourself from manual interactions with your new customers by automating your sales and onboarding workflows.
Funktioner
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Create client applications
Ensure that your new customers are notified when they need to complete your customer onboarding checklist.
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Visualize list of applications
Visualize your client’s applications at a glance: easily visualize up to 10 applications for a single client and start saving time with managing new customers.
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Preview your client’s onboarding records
Get access to a preview of your client onboarding checklist and make sure all the required information you need to collect are listed.
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Close or delete client applications
Manage client's onboarding flows from your HubSpot screen. For example, you can effortlessly close client applications once you’ve approved all your client’s items.
Appfunktionalitet
Delte data
Applications | ||
Processes |
Anmeldelser
- 6. nov 2023
Works easy. Just one thing missing and that's the mobile number auto updating
I really love it. I've been using it for years and it works great. Really gives a professional feel to our business.
Onboarding new and existing clients into our business.
Stisi, R.
Banker/finansielle tjenesteydelser - 2 til 5 medarbejdere
Priser
PRO
190 €
/månedA professional alternative to email
3 users
1 digital process
50 new applications per month
25 GB Storage
PRO
190 €
/månedA professional alternative to email
3 users
1 digital process
50 new applications per month
25 GB Storage
* Priserne her er kun til visningsformål. Alle priser er ekskl. afgifter, incitamenter, rabatter eller andre prisvariabler. Du bør kontakte partneren for at få de mest ajourførte og korrekte prisoplysninger. HubSpot påtager sig intet ansvar for disse prisoplysninger, som leveres af vores partnere. Priser sidst opdateret: 19.03.2025
Flere oplysninger
Udviklet af - Clustdoc
Installeringer - 20+ installationer
Kategorier Sprog som denne app er tilgængelig på Engelsk ogFransk
Nyheder
