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Best way to receive and manage client applications
Release Notes 19.6

10+ new features appeared today in your Clust account to help you get more productive and supercharge your client experience. Check some of the features we're excited about.

The new dashboard

See your activity at a glance and keep track of your team's performance easily.

Check out your new dashboard
Tasks to be completed

Add to your templates and applications Tasks to be completed by your recipients and add a destination page.

Add tasks to your templates
Try out the Clust Zapier app

Connect Clust with your favorite app: CRM, online calendar, video-conferencing service and much more (1500 apps in total!).

Create your first Zap
Shortcuts and Smart reminders

Add Tags to your email notifications and send out tailor-made automated reminders to your clients. 

Edit your client notifications
Folders and colors

Add color codes to your folders and group easily your applications into different categories. 

Organize your folders
Viewing team vs Personal account

Choose the experience you want in your account, whether it's a personal experience or team experience

Set this up for your account
Adding files into the needs list

Add certain documents to the needs list on behalf of your recipient. 

Try this out now
Message center

You now have an (always) secure, dedicated messaging platform within your Clust account to interact with recipients. 

Read your latest messages
Advanced online forms

Dropdown, dates, paragraph, logic jump... Online forms are more powerful than ever. 

Build an online form
Adding an html script to your client portal

Add a chat module or appoitnment booking app online script to your client portal and take your client onboarding to the next level.

Add your html script
Full list of what we've been working on