Content Snare is an alternative to ClustDoc for onboarding your clients. It's a dream for your clients to use, so you'll get what you need faster and impress your clients.
It's the simpler, cost-effective alternative to ClustDoc.
Many business use Content Snare as a Clust Doc alternative, but they are not direct replacements. It depends what you want to achieve.
Your clients click a link in their email, arrive in their portal and begin providing you information immediately. Everything is saved as soon as they type it in. If they close their browser and get called away - no worries. Content Snare will send them a reminder to come back, and they can pick up right where they left off.
They only ever have one "task" on-screen at a time. Our testing shows that this drastically reduces overwhelm for your clients, and you'll get everything you need faster.
But onboarding your clients need not be a headache.
Content Snare is dead-simple for your clients to use. This results in a faster turnaround time in getting the documents and information that you need.
It's easy for you too.
All your client info is stored in one place, at a glance you can see which clients you're waiting on, and for the clients that need a gentle nudge... Content Snare will send them reminders automatically.
“We are saving time and money with Content Snare, but it's more than that. It alleviates the heat, miscommunication and frustration of trying to get the information we need from clients.”
Requesting information from clients is just like building a form. It's a series of questions where then can enter text, upload files or complete a task. Content Snare is used by all kinds of business across the world to collect:
And much more. Whenever you need client information, Content Snare can help.
Chasing clients for onboarding information is a waste of precious time.
Many of our customers free up 50% of a full-time equivalent employee, drastically increasing their team's efficiency.
This is achieved in a few ways.
If you're asking all of your clients the same questions, it's easy to re-use your onboarding questionnaires.
You can save an entire request as a template and send it to a new client in a few clicks (or send it automatically with our integrations).
Set everything up once and you'll never have to do it again.
If you need slightly different info from one client, it's easy to add or remove questions without affecting your other clients.