A big thank you for another successful year! And what better way to get 2023 ready than with new powerful features and updates? 🤩
See how we’re getting Clustdoc ready for you and your team to make the most of your digital onboarding workflows.
Manage client applications like a pro with sorting options
You can now personalize your applications’ view by organizing them according to their status or last update. This way, you can easily tailor the view to suit your team’s unique needs and stay up-to-date on your clients’ applications.
This new update can be displayed to any application view you create and is a perfect way to build your own view and focus on relevant data.
Yes it is possible. You can use Zapier to integrate Clustdoc with your CRM so when the Sales Team changes the deal status on a CRM, a link will be sent to the client to submit information to start the onboarding process.