Top Clustdoc Alternatives

Zoho CRM

zoho.com

Run your entire business with Zoho's suite of online productivity tools and SaaS applications. Over 50 million users trust us worldwide.Try our Forever Free Plan!

FuseBase

nimbusweb.me

FuseBase (formerly Nimbus) is an AI-powered, all-in-one client collaboration tool designed to help professional services streamline workflow and deliver outstanding customer experiences with client portals. This platform empowers professional services with hundreds of advanced yet intuitive features for real-time collaboration, project and information management, and even content creation. Offer services under your brand and deliver exceptional, personalized customer experiences with white-labeled client portals that centralize communication, project progress tracking, and knowledge management. Use the innovative drag-and-drop document builder to craft interactive super-documents with any file formats and embeds from 2000+ supported integrations. Try Kanban boards, project tracking tools, real-time editing, and more features in FuseBase (formerly Nimbus) team workspaces for productive collaboration. Optimize daily operations with the advanced FuseBase (formerly Nimbus) AI assistant, automate tasks like content creation and translation, get insights to make data-driven decisions, and free time for scaling the business.

Softr Studio

softr.io

Softr.io lets you create client portals and internal tools for your business in minutes, without code. It works with Airtable and Google Sheets. Join more than 90,000 teams building portals for their clients or partners, employee intranets, project management tools, dashboards, CRMs, and many more.

Flowlu

flowlu.com

Flowlu is an all-in-one business operating platform that contains all essential tools for project, task, finance and customer management. Flowlu provides you with a profound overview of everything that is going on in your company. You can track every part of your business, from time spent by your team and their workload to overall costs, and customer invoices.

SuiteDash

suitedash.com

More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one.

SmartTask

smarttask.io

SmartTask is the best online collaboration tool to manage your team's progress. Simple yet Powerful enough to handle all business operations. Track tasks, projects, customer interactions and stay connected with team's progress

Copilot

copilot.com

Copilot’s product suite gives business an all-in-one solution for client communication, payments, file-sharing, contracts, forms, help desks, and more. Additionally, Copilot enables businesses to offer their clients a unified experience with a branded client portal. Today, hundreds of tech-enabled service businesses operating across technology, marketing, financial services, and other industries run on Copilot. Copilot was founded in 2020, raised a $10M Series A in 2022, and is headquartered in New York City.

Moxo

moxo.com

Streamline external projects with customers, vendors, and partners. With Moxo, accelerate workflows from account acquisition, to onboarding, and servicing. Coordinate with customers, vendors, and partners to achieve joint deliverables, track milestones, exchange documents, gather approvals and more. Moxo powers project workspaces across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Balfour Homes, AMCK Models, Hibernia College, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.

Accelo

accelo.com

Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.

SuperOkay

superokay.com

SuperOkay gives you a unified easy-to-use interface to share all your links and documents with your clients and partners.

Dock

dock.us

Dock is the revenue enablement platform that customers love. What you get with Dock: Buyer & Customer Workspaces Sales Content Library Order Forms w/ e-Signature Security Profiles w/ NDA Dock makes it easy to set up digital sales rooms, onboarding plans, client portals and project hubs. Learn more at dock.us

Process Street

process.st

Process Street is the world's first Process Management Platform powered by AI. We help teams share their core processes, and then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like customer implementation, content approvals, and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift, and 3,000+ others who use Process Street today.

vcita

vcita.com

vcita is enabling you to focus on growing your business, stay organized and deliver exceptional client experiences with an intuitive management platform. Automate time-consuming admin tasks like payment collection & billing, scheduling, client reminders & management - track your interactions with customers by keeping notes and viewing clients payment history from a friendly dashboard.

Onehub

onehub.com

Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms give your most important deals the security and privacy you require.

Planhat

planhat.com

Planhat is a customer platform built to give insights, manage workflow and drive customer experience. Planhat is helping hundreds of modern technology companies worldwide center their business around their customers in order to maximize customer success and customer lifetime value. Built for everyone from the CSM to the C-Suite, the platform allows you to unify your customer data, to set goals and ideal outcomes, and to enhance the customer journey with features like playbooks, automation and collaboration. The company was founded in Stockholm, Sweden in 2014 and has a team of 100+ people across Europe, North America, South America, and APAC. Read more at www.planhat.com.

Vitally

vitally.io

Vitally helps Customer Success teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business's bottom line. Unify all your customer-facing data -- across your tech stack -- with bi-directional, real-time integrations. Easily analyze account and user status, including Health Scores for every customer segment and lifecycle. Standardize Customer Success process with project management tailor-made for CS. Scale operations with automated Notifications and Playbooks. Surface Customer Success wins with beautiful, actionable Reports and Dashboards. The fastest-growing B2B SaaS companies use Vitally to proactively address churn risks and expansion opportunities in real-time. Schedule a demo today to see for yourself why more industry leaders are switching to Vitally.

Rocketlane

rocketlane.com

Rocketlane is a purpose-built platform for customer onboarding, implementation, and Professional Services Automation. Modern businesses like Clari, Mixmax, GoCardless, nCloud Integrators, etc., use Rocketlane to improve project predictability and profitability, shorten time-to-value, and elevate the customer experience.
 Rocketlane uniquely combines project management, document collaboration, and communication into one tightly-knit experience. The built-in resource management, time tracking, portfolio management, budgeting, and business intelligence help you run projects against set budgets and timelines. The platform helps you impress your customers, hold them accountable in the journey, create repeatable playbooks, forecast demand efficiently, get on-demand visibility into projects and customer sentiments, and increase the productivity of your teams.

Recapped

recapped.io

Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next steps for clients with due dates (and automatic reminders), and ensure everyone finally stays on the same page.

Onboard

onboard.io

Onboard (https://onboard.io) is Customer Onboarding Software built specifically for customer onboarding teams. Easily organize, automate & manage the customer onboarding process from handoff to launch. Onboard provides dynamic launch plans (called MAPs), which provide the flexibility your company needs along with a 360 degree visibility for all stakeholders -- enabling you to better manage your team and allowing your clients to stay on track and launch faster!

GuideCX

guidecx.com

GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.

MangoApps

mangoapps.com

Engage, excite, and connect your entire company! MangoApps is a unified employee experience platform combining intranet, training, teamwork, and content management into a dashboard and workspace. Our user-friendly, infinitely customizable approach fits into how your company already does business, creating a single digital hub that bridges the gap between your desk and frontline workers. Employees can find all the company information they need, alongside their communication and collaboration tools, in a customizable widget-based dashboard that serves as a single source of truth. Our product works for teams of all sizes across various industries and has all the security features needed to deploy at an enterprise scale. MangoApps' interface is based on modern social media, with threads, comments, emoji reactions, and team and project groups. As such, our customers’ employees find it immediately intuitive and user-friendly. Furthermore, housing all these tools and integrations with most other enterprise and corporate tools saves time and frustration. White-labeled with your company’s branding, your team might not even realize that MangoApps is an external tool—it feels like a natural part of their day and workflow. Too many organizations today rely on outdated intranet and communication tools, losing time and information to the black hole that is the email inbox. MangoApps gives you the unique opportunity to connect all of your teams, from frontline workers to corporate offices, into one central hub that keeps them all in the loop and at the top of their game.

Shape Software

setshape.com

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape Software provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape today.

Liscio

liscio.me

Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration. With features including secure messaging, secure file sharing and storage, FirmView, Firm-to-One service, Mobile App, FrontDesk onboarding, e-signatures, and more, Liscio replaces vulnerable email and paperwork with an encrypted, invite-only client experience platform that empowers you to become the proactive, modern firm your clients deserve.

Aligned

alignedup.com

Sales teams - put simply, ALIGNED is a digital sales room–a collaboration platform for your team and your buyers. It allows you to orchestrate complex deals, increase buyer engagement, and shorten time to value. How? Aligned streamlines all of your customer communication, content, processes, and tools into one personalized customer workspace (Yes, really). No more chasing over emails week after week - it’s just one link, leading to one digital room, rules them all. You also get access to never-before-seen insights by uncovering blind spots in the customer journey–ultimately helping you gain more control, engage all stakeholders, improve efficiency, and…close more deals, faster. Our tool is beautiful, simple to use and has a free trial, no credit card or trial period - sign up for Aligned today and see for yourself.

Workiro

workiro.com

A next-generation app that uniquely combines task, communication and document management capabilities, including e-signature - helping you get any work done, with anyone, in a better way.

ChurnZero

churnzero.net

ChurnZero is your platform and partner for Customer Success. We help your subscription business succeed at scale by giving you everything you need to improve efficiency, increase revenue, and deliver the best possible customer experiences. ChurnZero helps your Customer Success team spot potential churn risks early and see renewal and expansion opportunities faster. Best-in-class automation and personalization, in-app communications, and Customer Success AI™ make it easy to engage with customers and lead them to value. Our platform offers journeys, health scores, survey tools, segmentation, plays, reporting, real-time alerts, walkthroughs, collaboration centers and more, and integrates easily with your CRM and tech stack. Beyond the software, we pride ourselves on being your team’s trusted partner, consultant, and coach, dedicated to helping you and your team focus on the work that matters most.

Valuecase

valuecase.com

Yesterday, sales was a chaos of endless email streams, lost attachments, action plan spreadsheets, and overwhelmed prospects going dark. ‍ Today, sales is done with Valuecase. So prospects can move faster and sellers finally know if an opportunity is still moving. Sales and customer success teams of all sizes choose Valuecase to engage customers, simplify collaboration, and uncover never-seen insights along the way. Docs? Mutual action plans? Commercials? With Valuecase, they are all in one beautiful space, shared with prospects in just a click. From first contact with your product, to the sale, to onboarding, and beyond.

Service Provider Pro

spp.co

SPP.co is a client management and billing software made for growing agencies. Get happier clients with a white-labeled Client Portal. Scale up your team with role-based permission controls. Finally, you can have your projects, clients, and billing all under one roof.

Totango

totango.com

Totango is customer success software businesses can't outgrow, providing unlimited scalability and unmatched time to value to help cross-functional enterprise teams drive productivity, retention, and expansion. Prebuilt customer success programs that are embedded with industry best practices make it fast and easy to get started, customize to your business, and achieve critical business outcomes at each stage of the customer journey. The biggest customer success teams in the world—including SAP, Github, Schneider Electric, and Aircall—use Totango to integrate customer data for a 360-degree view of customer health, collaboratively manage their customer portfolio, and engage proactively and intelligently with their customers.

Alternative Payments

alternativepayments.io

Alternative Payments is a full-service B2B payments platform that simplifies and automates payments for you and your customers. Offer your customers a white-labeled and secure platform to pay invoices with numerous payment methods (ACH, credit cards, and Pay in Installments). Integrate with leading accounting and PSA software solutions to sync invoices and make auto-reconciliation a breeze. Enable automations like auto-pay and automated email reminders to save you time and collect invoices faster, and unlock data insights to give you complete visibility on payments and better predict cash flow. All in one platform.