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7.8

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Clientshare - CRM Software

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

Streamline your contracts, elevate your customer relationships.

4.5

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Clientshare offers custom pricing plan

Clientshare Reviews & Ratings

4.5

Very Good

Based on 58 ratings & 57 reviews

Rating Distribution

Excellent

(50)

Very Good

(4)

Good

(3)

Poor

(0)

Terible

(0)

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Showing 1-10 out of 57

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 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.

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 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 ...

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KP

Kelly P

06/20/22

5 out of 5

"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 ...

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SB

Steve B

06/20/22

5 out of 5

"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.

PO

Paul O

06/16/22

5 out of 5

"very slick and easy to use.. great output"

What do you like best about Clientshare? user friendly and great output information for the client and senior directors What do you dislike about Clientshare? nothing at the moment. all good using it What problems is Clientshare solving and how is that benefiting you? early days but a central depository and output

KH

Kirsty H

06/15/22

5 out of 5

"Great platform"

What do you like best about Clientshare? Easy to navigate and share to groups or specific persons What do you dislike about Clientshare? could be more pleasing to the eye, quite plain Recommendations to others considering Clientshare: N/A What problems is Clientshare solving and how is that benefiting you? Being able to post to one place without sending multiple emails

NS

Nancy S

06/14/22

5 out of 5

"Easy and practical"

What do you like best about Clientshare? Clientshare premium saves me so much time, i can release all of my MI to those relevant, make groups dependant on the content i am posting etc. I also use it like a cloud desktop for all MI, so quarterly and annual reviews are much easier when i can see my monthly content posted and summarised all in one place. What do you dislike about Clientshare? I cannot share old content with new users What problems is Clientshare solving and how is that ...

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LK

Laura K

06/13/22

5 out of 5

"Great platform to share valuable market insights with your clients"

What do you like best about Clientshare? Client share is easy to use and provides valuable insights for my clients What do you dislike about Clientshare? at this time i have no dislikes to share Recommendations to others considering Clientshare: Allows you to share valuable information with your clients on a regular basis What problems is Clientshare solving and how is that benefiting you? information sharing and it is allowing my clients to access my shared information easily

NP

Nigel P

05/27/22

5 out of 5

"Great Platform for Client Retention"

What do you like best about Clientshare? Video Section and Feedback from Client, Simple Work through. What do you dislike about Clientshare? There is nothing I dislike on the Platform What problems is Clientshare solving and how is that benefiting you? The team is great at Adapting to our Business needs and always happy to help and guide where needed.

JB

Jason B

05/27/22

5 out of 5

"Chartwells Independent"

What do you like best about Clientshare? This is a great tool to share reviews and information with our clients. It enables us to build a library of information that our clients can tap into with them providing great feedback to help us change and deliver better information and help us manage our partnerships with our clients. Also, the whole support that we get from the Clientshare team has been excellent. From early engagement to holding workshops to follow up feedback sessions, Olivia, ...

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