Clientshare Reviews in February 2025: User Ratings, Pros & Cons

"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 our staff. Very useful for publishing various reports and business data. What do you dislike about Clientshare? There's honestly nothing that I dislike. What problems is Clientshare solving and how is that benefiting you? I've not experienced any issues with clientshare.

"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 Clientshare? nothing so long as you're methodical ticking each section as you go What problems is Clientshare solving and how is that benefiting you? Good to be able to see that clients have reviewed documents, whereas previously you didn't know if an email had been opened. Also the ability for a record of meetings to be reviewed in one place

"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 Clientshare? nothing so long as you're methodical ticking each section as you go What problems is Clientshare solving and how is that benefiting you? Good to be able to see that clients have reviewed documents, whereas previously you didn't know if an email had been opened. Also the ability for a record of meetings to be reviewed in one place

"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 selected audience. What do you dislike about Clientshare? sometimes the file format changes when uploading as a pdf. I find it better to save as pdf before uploading Recommendations to others considering Clientshare: fantastic for managing clients and sharing meetings, files and updates What problems is Clientshare solving and how is that ...

"Excellent platform to support building client relationships"

What do you like best about Clientshare? Provides excellent customer experience for our clients. We are able to share 'in our own words' to get clear messages across and to a wider audience. Being able to identify who is engaged by seeing the clients who actively use/view and being able to target those who don't. No file limit size - hige plus when the client can't accept large files via email. Category reminders for posts to share each month. What do you dislike about Clientshare? If a ...

"I have found Clientshare extremely useful to stay in touch with my customers."

What do you like best about Clientshare? It is easy to upload documents and provide updates in a timely manner. What do you dislike about Clientshare? Ive not found any downsides to using Clientshare. What problems is Clientshare solving and how is that benefiting you? Its allowing me to share documents with my customers in a central repository.

"Live Feedback"

What do you like best about Clientshare? I really like the simplicity of this platform. The dashboard is visual and a clear overview of data. What do you dislike about Clientshare? I would like to see it link to the Premium portal as there currently feels like a disjoint resulting in repetition. What problems is Clientshare solving and how is that benefiting you? Engagement of busy clients. The requirement that clients do not need to log into a portal is positive.

"Live Feedback"

What do you like best about Clientshare? I really like the simplicity of this platform. The dashboard is visual and a clear overview of data. What do you dislike about Clientshare? I would like to see it link to the Premium portal as there currently feels like a disjoint resulting in repetition. What problems is Clientshare solving and how is that benefiting you? Engagement of busy clients. The requirement that clients do not need to log into a portal is positive.

"Fabulous and proactive"

What do you like best about Clientshare? Having an online 'library' of information. The fact that we do not have to ask the client to sign up for anything new to be able to access the data. I don't believe there are any real competitors in the market that i am aware of What do you dislike about Clientshare? No real dislikes - as mentioned previously, any little niggles get responded to by the team. If i had to call out one thing it would be a better integration between premium and pulse ...

"Fabulous and proactive"

What do you like best about Clientshare? Having an online 'library' of information. The fact that we do not have to ask the client to sign up for anything new to be able to access the data. I don't believe there are any real competitors in the market that i am aware of What do you dislike about Clientshare? No real dislikes - as mentioned previously, any little niggles get responded to by the team. If i had to call out one thing it would be a better integration between premium and pulse ...