Software Alternatives & Reviews

Client Portal VS Clustdoc

Compare Client Portal VS Clustdoc and see what are their differences

Client Portal logo Client Portal

A client-friendly way to keep your projects organised

Clustdoc logo Clustdoc

Clustdoc is a professional Client Onboarding and Verification Software.
  • Client Portal Landing page
    Landing page //
    2023-10-16
  • Clustdoc Landing page
    Landing page //
    2023-09-20

Clustdoc helps Small business owners and teams streamline their onboarding processes in more than 70 countries. Many teams use Clustdoc to request, collect and manage clients documents, information and esignatures from clients and stakeholders without juggling between apps.

With Clustdoc you can: Automate client-facing processes - no more paper documents. Get rid of manual tasks and reduce back-and-forth. Stop chasing clients for files. Increase customer trust and engagement

Try out Clustdoc for free during 7-day and witness firsthand how Clustdoc empowers you to create a seamless customer experience while bringing more clarity and efficiency to your day-to-day operations.

Client Portal features and specs

No features have been listed yet.

Clustdoc features and specs

  • Free Trial: 7-day free trial, no credit card required
  • Easy to Set-up and use: Take less than a minute to get your team up and running
  • Analytics and Reporting: The practice manager will receive full statistics on the practice’s performance.
  • Clean UI: Yes

Client Portal videos

How To Add A Client Portal To Your WordPress Website Using ClientPortal - Review & Tutorial

More videos:

  • Review - Clinked Review - Is Clinked Client Portal Software Worth It?
  • Demo - Onehub Client Portal Product Demo

Clustdoc videos

Clustdoc - Customer onboarding software

More videos:

  • Review - Clust Review - Collect Files From Clients & Prospects [AppSumo 2019]
  • Review - Clust document form creator Lifetime Deal AppSumo
  • Review - Clust How-To on AppSumo

Category Popularity

0-100% (relative to Client Portal and Clustdoc)
Project Management
53 53%
47% 47
Task Management
55 55%
45% 45
Recurring Subscription Billing
Document Management
0 0%
100% 100

User comments

Share your experience with using Client Portal and Clustdoc. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, Client Portal seems to be a lot more popular than Clustdoc. While we know about 16 links to Client Portal, we've tracked only 1 mention of Clustdoc. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Client Portal mentions (16)

  • Looking for a donor dashboard/member portal for small nonprofit
    I've looked into client-portal.io, GiveWP, gravity forms, WP customer area, and memberpress, but unless I'm mistaken, they all are missing a feature, too expensive, etc. Source: 6 months ago
  • Help! What plug-in to use for giving all “subscribers” different documents to download.
    Most user portal plugins can do this e.g. client-portal.io. Source: 10 months ago
  • [HELP] Creating a private area where a user can only see their associated files
    What do you mean “adapts to each user”? Like a client portal? https://client-portal.io. Source: about 1 year ago
  • No code website options for productized service
    Thanks! I’m pretty well versed in Wordpress, have built a number of sites with it. I wasn’t sure how to handle the customer portal, but I just found this which looks like it would work, https://client-portal.io/. Source: over 1 year ago
  • Please Urgently Need Help If Somebody Know How To Add this Functionality
    Https://client-portal.io/ does most of what you're after. Source: almost 2 years ago
View more

Clustdoc mentions (1)

  • gravity forms intake process like Clust Docs
    I'm looking for a WordPress plugin, something similar to Clust Docs that allows me to:. Source: almost 3 years ago

What are some alternatives?

When comparing Client Portal and Clustdoc, you can also consider the following products

Service Provider Pro - Client Portal Software. Productize your services and turn your agency into a profitable and scalable system.

SuiteDash - Integrated & Automated Client Portal Software : Secure Web Based Client or Customer Login Portals : White Label SaaS Project Management System, Online CRM Tool, Browser Based Invoicing & Recurring Billing, Time Tracker, Client File Upload, , All in …

Function Point - Function Point is project management software tailored to the unique and specific demands of creative professionals.

Clinked - White-label Client and Team Workspace

Klient - Klient is a service automation software that allows for the professional to bring the results that make more revenue for your organization.

Onehub - Onehub helps businesses securely share and control files in the cloud.