Clustdoc vs GUIDEcx
Clustdoc
clustdoc.com
GUIDEcx
guidecx.comSide by side
| Figure | Clustdoc | GUIDEcx |
|---|---|---|
| Price from | $190/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 3 | 3 |
| Spec score · Client Onboarding Software | 8.0 (#5) | 7.3 (#9) |
| API | The pricing page lists unlimited API and webhooks among plan capabilities. | GUIDEcx offers an Open API for custom integrations, and its pricing page lists API access with Premium. |
| Headquarters | 101 Rue de Sèvres, 75006 Paris, France | Draper, Utah, United States |
| Integrations | The pricing page says customers can connect through native integrations, connectors such as Zapier and Make, or the API, and claims integrations with 1,500+ apps. | Listed integrations include Salesforce, HubSpot, Gainsight, Slack, Microsoft Teams, Jira, NetSuite, and Zendesk; Recipe Builder connects to other systems. |
| Security | Clustdoc states that data is encrypted at rest and lists secure document transfers using 128-bit SSL/TLS and document encryption using AES 256. | GUIDEcx states that it is SOC 2 compliant, uses data encryption, and supports SSO for Premium and Advanced users. |
| Support | Clustdoc says support agents can guide users through the platform and be contacted from the bottom-right corner of the user account. | All tiers include in-app support tickets, while Premium includes live support chat and a named customer success manager. |
Plans
In their own words
Clustdoc
Clustdoc is an onboarding platform for processes involving clients, partners, and staff. Its workflow tools include checklists, intake forms, document collection, eSignatures, approvals, task management, and a client portal. An application is one onboarding workflow for a specific user. Clients can access the portal through a browser or internet-enabled mobile device; teams have a desktop admin console and mobile app. Listed industries include financial services, real estate, legal services, staffing and recruitment, accounting and tax, and administration. Connections are available through native integrations, connectors such as Zapier and Make, or the API; the pricing page lists integrations with 1,500+ apps and unlimited API and webhooks among plan capabilities. Security controls include two-factor authentication, password-protected portals, roles and permissions, and audit trails. Clustdoc states that data is encrypted at rest, lists 128-bit SSL/TLS for document transfers and AES 256 document encryption, and says it is GDPR compliant; its About page lists SOC 2 Type II certification. PRO costs $190/month and includes 3 user seats, 50 new applications per month, and 25 GB storage; some eSignatures and reminders have limited usage. A 7-day trial is listed, but there is no free plan.