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Clustdoc vs GUIDEcx

Both stand on client onboarding software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

Clustdoc

Paid AndroidAPIiPhone+1

Choose Clustdoc if your team needs a portal-based onboarding workflow with document handling, approvals, and integrations. PRO provides 3 seats, 50 new applications per month, and 25 GB of storage for $190/month. Teams needing more seats, applications, or storage can consider the quote-based plans; there is no free plan, and some PRO eSignatures and reminders have limited usage.

Visit Clustdoc

GUIDEcx

Paid AndroidAPIiPhone+1

Choose GUIDEcx if your team coordinates customer onboarding projects and needs customer portal access, project automation, and integrations. Consider the implementation timeline and sales-led pricing when deciding whether it fits your rollout and budget.

Visit GUIDEcx

The facts

ClustdocGUIDEcx
Free planNoNo
Open sourceNot publishedNot published
Runs onAndroid, API, iPhone, WebAndroid, API, iPhone, Web
Lowest paid planPRO: $190 a monthFree or on request
Plans published33
MakerNot publishedNot published
Websiteclustdoc.comguidecx.com
On client onboarding software#4 of 17#8 of 17

Clustdoc: what it does well

  • Combines checklists, forms, document collection, approvals, and task management.
  • Provides client access through browsers and internet-enabled mobile devices.
  • Teams can use a desktop admin console and mobile app.
  • Lists native integrations, connectors, and API access.
  • All plans include roles, permissions, audit trails, and two-factor authentication.

What to know first

  • There is no free plan.
  • PRO is $190/month and limits usage to 3 seats and 50 new applications monthly.
  • Some PRO eSignatures and reminders have limited usage.

GUIDEcx: what it does well

  • Customers access project portals through secure links without logging in.
  • Project views include automated tasks, emails, and forecasted end dates.
  • AI features include risk scoring, mitigation plans, and performance recaps.
  • Integrations include Salesforce, Slack, Jira, and Zendesk.
  • iOS and Android apps support task updates and alerts.

What to know first

  • There is no free plan or free trial.
  • Pricing is available by speaking to sales.
  • Setup and onboarding average around 45 days, depending on complexity.

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