Page 2 - Top Clustdoc Alternatives
Zendo
getzendo.io
Zendo is an all-in-one software for streamlining selling services, from custom, and productized to subscriptions. It helps entrepreneurs and agencies speed up their internal processes with the help of automation. Create your own workflows, automatically generate invoices, and boast a professional-looking Service Catalog, where your clients can easily make a purchase. It's a simple and elegant solution that instead of a dashboard, proposes a chat as a center of operations, where each new client's request creates a conversation thread. It's where you send quotes, invoices, payments, and messages. Forget about switching between tabs or apps entirely and do everything in one place. Zendo can be made your own with a variety of white-label options, from custom domain to branded colors and even your own, personalized chatbot! Gather your team and make your business thrive in this easy-to-use, intuitive software.
Welcome Spaces
welcomespaces.io
Welcome Spaces offers private Spaces for professionals and their clients to exchange, share and stay connected. We host all your exchanges - simplifying, unifying and organizing everything. If you are a marketing agency, financial expert, wedding planner, web designer or a lawyer - this is the client portal you've been dreaming of. Why Welcome Spaces? Because doing business can get messy and overwhelming for both you and your clients! Key Features: ✅ Simple organization : Private Spaces with Activity Feed ✅ Personalized client experience : Custom Branding ✅ Easy exchanges : Document Sharing and File Requesting ✅ Time saving : Bundles and Templates ✅ Versatile communication : Live Chat, Private Chat, Video Call ✅ Centralization : Document Library Start with our forever-free version and enjoy smooth business relationships!
Moovila
moovila.com
Moovila is the World’s Most Advanced AI-Driven Project Automation platform and empowers organizations to streamline processes, optimize resource allocation and utilization, and proactively manage risks and timelines. With a focus on mastering the nuances of efficient project delivery and resource optimization, Moovila guarantees precision in every aspect. Its features are meticulously crafted to meet the demands of dynamic project environments and include: • Robust Project Creation & Management • Critical Path Automation • Streamlined Project Portfolio Management • Advanced Resource Allocation & Capacity Forecasting • AI Risk Monitoring, Identification & Remediation • Real-time Insights and Dashboards • An AI Project Management Coach • Collaboration & Communication Tools • Seamless, Native Integrations with CRMs and PSAs Moovila the top choice for businesses dedicated to leveraging their project potential to its fullest to improve margins and ensure customer satisfaction.
VobeSoft
vobesoft.com
Every software system has databases. These databases are often static, giving organizations that work with these standard solutions functionalities that they are not using and functions they can't change to their unique needs. Usually, with a lot of hassle, workarounds are applied to reach the end goal. But in the end, this hassle with workarounds only leads to frustration and not optimally using the advantages a software system should give you and your organization. The only static of today is that organizations are constantly changing. And this change isn't bad. It represents an improvement of the organization. To accommodate for this change, a system that changes and adapts to the way an organization works is necessary to ensure growth. This is VobeSoft: a software system with a dynamic database that is configurable to fit seamlessly into any organization. You, and not the software determines how work will be done, what data matters and how it should be stored. The context of the custom is leading in the way the system is set up and used.
Clinked
clinked.com
Clinked is a cloud-based client portal and collaboration tool. It enables teams, project groups and business clients to all collaborate efficiently on documents and files from within a secure cloud environment. We offer 3 main portal options: 1. Easy (off the shelf easily customizable portal). 2. Bespoke (custom portal built on the Clinked infrastructure to your specific requirements). 3. Virtual Data Room. All portals offer a wide array of features, some of which are listed below. Enhance Your Business Image * Clinked client portal can be customized and white-labelled. * Use your own URL, e.g. https://clients.yourcompany.com. * Branded native mobile apps are available for Android and iOS. Collaborate and Communicate * Update clients with real-time activity streams and project progress management. * Assign tasks to individual team members or share the workload with more than one user. * Have efficient discussions, communicate using @mentions, instant 1-2-1 and group chat, and microblogging. * Full-text search. A Secure Client Portal * 256 bit SSL in transit and AES encryption at rest. * Two-factor authentication for secure access to your solution. * Account administrators can view all user activity in the audit trail. No.1 FTP Alternative * Drag and drop files and folders to share large files. * Locate and bring up files and folders with the universal search bar. * View live previews of your documents without having to download them. Integrations * Native integration with Google Workspace. * Native integration with AdobeSign, DocuSign and JotForm. * Automate tasks & actions with over 3,000 apps via Zapier. * Public API. Completely custom portal built to your specifications * Built on robust Clinked ISO certified infrastructure. * Select from a vast array of existing features. * Add new unique features that your business needs. * Custom UI to fit your use case and workflow. * Straightforward design process. * Quick delivery.
OnRamp
onramp.us
OnRamp is dynamic customer onboarding software that helps onboarding and implementation managers turn any high-touch customer onboarding process simple. Dynamic onboarding with OnRamp reduces effort for customers to complete steps and cuts manual steps for your team. The result is improved onboarding efficiency, outcomes, and customer experiences. Empower customers with a delightfully simple and dynamic action plan. OnRamp action plans guide customers through relevant tasks, videos, forms, surveys, files, and other actions and enablement, one step at a time, based on their inputs as they go. Every step is tracked and feedback is collected along the way to keep you informed on customer progress, trigger next steps on your end, and help you improve. * Enable your team with a proven playbook for every customer. * Dynamically guide and enable customers through every step of the process. * Get reporting on onboarding efficiency, outcomes, and experience. * Optimize your way to predictable, scalable customer onboarding processes. * Onboard customers 2x faster and scale without growing headcount. With OnRamp, customer onboarding and implementation managers can actually do more with less and deliver white-glove onboarding and enablement at scale.
Practice
practice.do
Practice helps client-based businesses reduce their admin work by streamline scheduling and fulfillment, centralizing client activity, and consolidating tools. Built for business owners working with contractors and clients.
FileInvite
fileinvite.com
FileInvite automates the collection of client information for document-heavy workflows. Create a seamless digital experience for your clients with our branded client portals, complete with built-in Chat, eSignatures, PDF conversion, cloud storage syncing, CRM integrations, automated text & email follow-up, and more, so you can spend your time where it really matters. Trusted by thousands of customers worldwide, discover the tool that top professionals are using to automate their document collection.
Enablix
enablix.com
Revenue teams move fast, and enablement shouldn't slow them down. Enablix keeps your teams in sync so your marketers can seamlessly arm your reps with the content, training and enablement resources they need to drive results. Enablix is an enablement solution built to help teams make better use of their sales and marketing content. By seamlessly connecting and linking content from any source, reps and marketers can activate existing content and make data-driven decisions about what to create. Whether you're sharing with prospects, customers or partners, Enablix helps streamline communication and boost performance.
SuiteFiles
suitefiles.com
Document creation, collaboration, and signing all in one spot. SuiteFiles is powerful — yet simple — document management software for accounting and professional services firms. Our workflows are exactly what small to mid-sized firms need to grow along with their clients. We back your daily activities, integrating with Xero, Karbon, QuickBooks Online, Microsoft 365, and more. We’re on a mission to give firms of all sizes enterprise-grade solutions and service that meets them where they are in their growth trajectory. The result? A user-friendly, scalable, robust platform that your team and clients will actually enjoy using. Our product development and customer support teams are responsive — meaning you have people invested in you getting the most out of SuiteFiles. With SuiteFiles, your document management needs are taken care of and your IT burden is lifted allowing you to increase billable hours and strengthen relationships with your clients. With 1000+ efficiency driven professional services firms bettering their businesses with SuiteFiles (and a 99.6% renewal rate), we’re the obvious choice for you. Un-silo your operations with full workflow solutions and extensive integrations connecting you with industry-leading apps. SuiteFiles’ comprehensive features and functionality were designed for teams of 10 to 500 with your employees’ satisfaction in mind. Over the years, we’ve perfected our software for your end-to-end processes with integrations, automations, signing, and email management eliminating the app hopping and multiple subscription fees you’d otherwise need. We combine easy third party sharing with cutting-edge security without taking away your data ownership. We’ve simplified the complexity of organizing, centralizing and leveraging the information your firm needs to perform every day. You should be spending your working hours serving clients and growing your business, not fighting with files. So, we designed SuiteFiles with quick, complete data migration and onboarding to get your team operational in as little as two days. Plus, our intelligent interface is easy to use and consistently refined. By eliminating unnecessary back-and-forth, process delays, collaboration overhead, and toggling between multiple tools our time saving adds up. Our customers report saving 5 hours a week, per employee. That’s 6 ½ FTE weeks per staff member annually!
ClientSuccess
clientsuccess.com
ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We deliver a holistic, personal approach to managing success throughout the customer lifecycle. Our true Customer Success Management Platform™ provides actionable insights, rich customer analytics, and best practices to reduce churn, increase revenue, and maximize the lifetime value of the customer. We believe that SaaS is more than software and service. It’s about relationships. Think beyond acquisition and support. You want a customer for life. And not one that exists because they’re locked into a contract. You want a customer that chooses to partner with you because you help them accomplish their goals and succeed—through personal relationships and delightful experiences. ClientSuccess is more than a reporting tool that users reference once or twice a week. We're a true customer management platform, providing a powerful solution for the front-line customer success managers and actionable insights for Executives.
SmartKarrot
smartkarrot.com
SmartKarrot allows Customer Success and Account Management teams to handle your Customer Growth (Expansion & Retention) and Scaling Growth operations efficiently (through Intelligence & Automation). 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. SmartKarrot's Intense focus on Automation & Playbooks allows its customers to scale efficiently. 3. SmartKarrot's New Age Design with a PLG mindset allows for a great experience for users. 4. SmartKarrot's unlimited user packages allow its clients to become truly Customer Centric, and enables great alignment within teams.
Zapa Client Portal
zapaclientportal.com
Zapa Client Portals was built on the idea that, as a business it should not be painful or cumbersome to send and receive files securely with your clients. It should be a quick, easy and pleasant experience for both the business and their customers. With the ability to customize emails and brand Zapa with your own logo, customers will never feel like they aren't dealing directly with you. With a 30 day risk free trial, come give us a shot and see just how easy it is!
OneSuite
onesuite.io
OneSuite is your central hub for growth, designed by experienced agency veterans who understand the specific needs of modern, forward-thinking digital agencies. We’ve seen firsthand the challenges of juggling multiple platforms, losing valuable data, and struggling to gain actionable insights.
Arrows
arrows.to
Customer-facing onboarding plans that attach to deals & tickets inside HubSpot. Are you waiting on your customers to complete their onboarding? Stop waiting. Arrows is the tool for onboarding, sales, and success teams to close revenue faster and create happy customers. Reduce time to value, increase adoption, and unlock growth. Customers always know what’s next on their path from signed up to successful and your teams stay focused on their most valuable work with workflow automations, email reminders, and in-depth reporting.
Hubflo
hubflo.com
Take your service business to the next level with a branded client portal and powerful and easy-to-use apps. Hubflo brings together all the tools you need to run your back-office and client-facing operations: File sharing, Messaging, Tasks/Projects, Proposals, Billing, CRM, and more. Connect to anything with embeds, Zapier, and native integrations (Gmail, Outlook, Stripe...) Hubflo is powering up 1,000+ businesses in 7 countries and has raised $3M from top-tier investors.
Content Snare
contentsnare.com
Content Snare is the simple way to onboard clients, collect documents and get answers without the endless back and forth. Intuitive and dead-simple to use, it's your single source of truth when gathering information from clients. Stop getting lost in email, messy client portals and confusing spreadsheets. Loved by 1200+ companies worldwide, including accounting firms, marketing agencies, and professional services. If you need your clients to send you information, Content Snare can help.
EverAfter
everafter.ai
Scale Customer Success, One Digital Touch at a Time. With EverAfter you can design scalable, customer-facing interfaces that guide, engage, and empower your customers to work autonomously and achieve their goals Unlike Customer Success Platforms, which are designed to optimize internal management, EverAfter equips businesses with the tools to optimize their services for their customers, to drive productivity and efficiency, ensuring that every interaction is strategic and goal-oriented by productizing programs like onboarding, ongoing communication, academy, QBRs, success plans, and more. By productizing your customer programs with EverAfter, your customers will be able to your achieve their desired outcomes so your business metrics see significant improvements. Experience accelerated time to value, higher engagement rates, superior setup quality, increased retention, enhanced customer experience, greater customer adoption, and reduced churn. All of this happens when you start with the customer.
Ahsuite
ahsuite.com
Ahsuite lets you organize your client communication in an easy-to-use client portal so nothing gets missed or lost. It has a clean, minimalist design, with the focus on the work that you want to display: dashboards, Figma boards, slide decks, videos, reports, or anything else. If it can be embedded in an iframe, you can share it in a client portal. Our client portals are secure, organized, and self-service. Once you try Ahsuite, you’ll never go back to sending links over email. Ahsuite comes packed with a suite of powerful collaboration tools built specifically for digital agencies. That means you can say goodbye to Trello, Slack, DropBox, and LastPass, because Ahsuite lets you do it all with one login. With a Pro or Agency plan, you can also get access to our exclusive network of freelancers and agencies. So you can even use Ahsuite to build your team! The Starter plan comes with tasks, files, conversations, and up to ten portals for FREE!
Flowla
flowla.com
Flowla is the new way of engaging your prospects with digital personalised journeys, where your content is consumed in a fun and engaging way and conversations start naturally… Whether you’re in; - Sales and closing deals , - Success and onboarding new clients, - Recruitment and wowing candidates, - or any other role where you’re building momentum and appetite, try Flowla to stand out from the crowd and move faster
Setuply
setuply.com
Setuply's AI-powered client onboarding and lifecycle management platform is purpose-built to accelerate revenue recognition and reduce solution delivery costs, helping transform new clients into loyal brand champions. The Setuply platform natively integrates project management, client engagement, PSA, secure data staging, and more into a cohesive solution that addresses every aspect of client onboarding and lifecycle management. Rich integrations facilitate seamless transitions within client organizations—from sales to onboarding to client success—and works in step with third-party operating partners. Setuply is an ideal solution for providers aiming to streamline and scale their client onboarding and lifecycle management processes. We serve a broad range of B2B markets, including human capital management (HCM), InsureTech, ERP, GovTech, FinTech, RegTech, and medical software. Access the automation and tools to make onboarding scalable, improve your team's capacity, and keep historical data secure, making the process enjoyable for clients every step of the way.
Ascendr
ascendr.co.uk
Ascendr is an online customer onboarding tool designed to help ISVs effectively manage and onboard their customers. It's the perfect tool for customer success managers, project managers, implementation consultants, and systems analysts who need a way to break down complex projects into clearly defined deliverables. With Ascendr, you'll have access to a beautiful customer portal where you can share information and activity in real time with your customers.
Motion.io
motion.io
Motion.io makes client work scalable. By seamlessly integrating automated workflows, file sharing, e-signatures, and client communication into white-labeled portals your team can manage in a centralized dashboard, Motion.io provide a single home for client projects. - White-labeled portals: Fully customize portals to your business’s brand for a seamless experience. Send emails directly from your business address and set up a custom domain for portals. - Embeddable tools: Connect 1000s of external software tools directly to Motion.io so customers can schedule appointments, make payments, and more without leaving their portals. - Loginless access: Simple and secure, clients access their portals by clicking a magic link sent to their email – no account or login required. - Client tasks: Motion.io’s client tasks replace back-and-forth emails and automatically notify customers of whatever you need them to do. - Project progress tracker: Like a pizza tracker, but for client projects. Clients can monitor milestones to understand the status of their project and what is required of them to move to the next stage. - Built-in automations + Zapier integration: Use built-in automations to eliminate manual tasks and streamline client and team collaboration in your Motion.io projects. Create Zapier workflows to connect Motion.io directly to other tools your business uses. - Easy project management: Manage both internal and client-facing tasks in one place. - Project templates: Use project templates to quickly set up new projects without starting from scratch. - Projects dashboard: This dashboard provides your team with a quick way to access the status, activity, and other important information about each project you manage in one centralized view.
BigSteps
bigsteps.io
The customer onboarding and implementation software your team need to deliver projects on time, accelerate TTV, and increase customer stickiness
Stagebase
stagebase.com
Stagebase is a simple-to-use yet robust tool for client success, implementation, and customer onboarding teams. Our platform improves onboarding times and ensures a great experience for customers while holding both customers and employees accountable. Through improved processes, better customer engagement, and memorable experiences, you’ll maintain better customer relationships, increase retention, and scale your business.
Along
alongspace.com
Along is a collaborative workspace for complex B2B sales. Like a virtual desk between sellers and buyers, the tool connects all stakeholders in a single interface. A shared task list (Mutual Action Plan) is used as a central guideline for all content as well as participants or other information of the deal. Using tracking and analytics, sales reps get completely new insights into the buyer behaviour and can better understand at which point they have to optimize or why prospects are churning. On top of that, the tool allows c-level managers to generate deeper knowledge about the performance of their own reps and use this information to build repeatable and scalable processes.
Tallyfy
tallyfy.com
Tallyfy eliminates chaos from your business processes. It's beautiful workflow software that turns your daily tasks and approvals into automated, repeatable processes – freeing up your time. Customers use Tallyfy to track any repeatable process. We can also help you run client-facing workflows - where your client needs to track a process (for a conflict-free experience) and also complete actions at their end with automated reminders to all.
CogniSaaS
cognisaas.com
CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaboration with customers and internal stakeholders; tracks and prioritizes hundreds of projects for value delivery through data visualization, visibility, and accountability.
Custify
custify.com
Custify is a customer success platform designed for your B2B SaaS business. It helps you better meet customers' needs, reduce churn and increase lifetime value. You can see in-product usage insights as well as data from CRM, support, billing, and other systems in one place. Relevant customer success KPIs and client interactions are displayed in an easy-to-understand dashboard. Custify also identifies clients that get stuck during onboarding, those whose trial is about to expire, and those whose usage has decreased. This lets customer success managers reach out proactively and efficiently. It has a sophisticated automation engine built in for low-touch workflows, as well.
Userlane
userlane.com
Userlane is an award-winning Digital Adoption Platform that identifies and eliminates adoption barriers across software. Discover which software applications are in use, understand usage patterns and areas of digital friction, and improve employee productivity and experience. Realize the full value of software investments with Userlane.