Clientshare is a comprehensive service governance tool that helps businesses automate their contract lifecycle and consolidate customer relationships. With this software, users can track and review their business activities, view and share secure web documents, and access individual and account details. Easily collaborate with your team to manage tasks and get timely reminders to help with their workflow. With Clientshare, you can build better customer relations and optimize the way you manage business performance.
Disclaimer: Pricing information for Clientshare is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .
Clientshare has proven to be a robust, user-friendly platform for fostering stronger client relationships and streamlining communication. Its standout features include its intuitive, visually engaging interface—reminiscent of popular social media platforms—that simplifies document sharing, updates, and collaboration. Reviewers repeatedly applaud the ...Read more
Clientshare pros and cons
User-friendly interface similar to social media platforms, making it easily navigable for users of all technical levels.
Centralized platform for document storage and communication, reducing email clutter and improving accessibility.
Enables efficient client engagement by tracking document views, client interactions, and feedback, enhancing transparency.
Facilitates quarterly and annual business reviews with visual dashboards, Power BI integration, and data summaries.
Exceptional customer support and onboarding experience, ensuring smooth adoption of the platform.
Limited integration with external CRM systems, leading to fragmented data management for some users.
Occasional issues with document uploads and file format changes, causing minor inconveniences.
Lacks intuitive "how-to guides" or quick reference materials for new users, making initial adoption challenging for some.
User Review
AU
Anonymous User
10/06/22
5 out of 5
"Fantastic platform to develop customer relationships"
What do you like best about Clientshare?
The platform is bright, full of useful options, very user friendly and allows me to celebrate the success of ...
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AU
Anonymous User
07/01/22
4.5 out of 5
"Great platform for sharing documents & updates with clients"
What do you like best about Clientshare?
able to send larger documents to multiple people, set actions & receive feedback
What do you dislike about ...
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AU
Anonymous User
07/01/22
4.5 out of 5
"Great platform for sharing documents & updates with clients"
What do you like best about Clientshare?
able to send larger documents to multiple people, set actions & receive feedback
What do you dislike about ...
Read more
AU
Anonymous User
06/30/22
5 out of 5
"easy to use and share and have traceability of discussions and shared documents"
What do you like best about Clientshare?
The ease of use is very simular to some social media platforms where you create a post and share it with a ...
