TL;DR: Manage client applications, collaborate with stakeholders, and add transparency to your workflow
| Receive and manage online client applications like a boss
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| You don’t want to brag, but you’re kind of a big deal. And as your business grows, you're going to have clients submitting applications left and right — through your website, via your email, you name it. But if you wind up having to chase down clients for attachments, payments, or replies, your blessing will quickly become a curse. Luckily, there’s Clust, the intelligent way to receive and manage client applications. |
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Clust is a simple and beautiful client portal where you can request, receive, approve, and share applications. |
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Using handy-dandy templates, you can create an unlimited number of fully customizable, white-labeled client portals. Clust houses all required forms, tasks, and signature requests in one place so that you can add more transparency to your onboarding process. Clust walks your clients through every step of their application or registration so that there's never any confusion (or back-and-forth emails). And yes, clients can access their portal through a mobile, user-friendly interface. Keep your day-to-day operations running smoothly with a real-time dashboard that shows where your clients are in the process and what’s missing or needs validation. You can also send notes directly through the app. Bottom line: Clust makes managing applications and communicating with clients easier than ever. |
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Kelly Stocker is a Type A personality who constantly wrestles with a procrastinator’s brain. Kelly works in web content and consulting. She also has a productivity side hustle because everyone — from startups to big corporations — struggles with digital overwhelm. Now, she's sharing her productivity brilliance with the world. Read the post, here. |
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