7.8
Spot Score
Streamline your contracts, elevate your customer relationships.
Add to compare
Clientshare offers custom pricing plan
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
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.
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.
Log in Required to View Reviews
Filter results
Sort by :
Showing 21-30 out of 57
KS
Katarina S
06/13/22
"easy to use. All in one place."
What do you like best about Clientshare? That everything is in one place and easy to view What do you dislike about Clientshare? It seems difficult to get clients to fully understand the positives of the tool Recommendations to others considering Clientshare: It's a great tool for sharing updates, reviews and having all your progressing documentation in one place. I also really enjoy the fact that you can see if someone has seen the documentation. Clear and visible. What problems is ...
Read more
TH
Tara H
06/13/22
"Clientshare Review"
What do you like best about Clientshare? How its presented. I like the way it looks for the customer and how easy it is to view company data. What do you dislike about Clientshare? I have trouble uploading docs sometimes. What problems is Clientshare solving and how is that benefiting you? Giving my customers a safe place to view their reports and data.
KS
Katarina S
06/13/22
"easy to use. All in one place."
What do you like best about Clientshare? That everything is in one place and easy to view What do you dislike about Clientshare? It seems difficult to get clients to fully understand the positives of the tool Recommendations to others considering Clientshare: It's a great tool for sharing updates, reviews and having all your progressing documentation in one place. I also really enjoy the fact that you can see if someone has seen the documentation. Clear and visible. What problems is ...
Read more
JB
Jason B
05/27/22
"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, ...
Read more
NP
Nigel P
05/27/22
"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.
FS
Franz S
05/25/22
"Platform for success"
What do you like best about Clientshare? Clientshare enables the user to create their dedicated contract site. A single point for all associated contract documentation and the opportunity to create the contract journey. What do you dislike about Clientshare? I have no dislikes? The platform is simple to use and advice if needed is always on hand. What problems is Clientshare solving and how is that benefiting you? A real benefit is the opportunity to celebrate staff success with a wider ...
Read more
AU
Anonymous User
05/25/22
"Engaging, easy to navigate, great support"
What do you like best about Clientshare? A one-stop-shop, Engaging, easy to navigate, with great support from the Team, and reminders on times scales, its a great space to promote our achievements and what coming What do you dislike about Clientshare? nothing, I would recommend this to colleagues, once its set up and you plan your activities, it is simple to use and great for our clients, we recently launched this with VM and feedback has been really positive What problems is Clientshare ...
Read more
FS
Franz S
05/25/22
"Platform for success"
What do you like best about Clientshare? Clientshare enables the user to create their dedicated contract site. A single point for all associated contract documentation and the opportunity to create the contract journey. What do you dislike about Clientshare? I have no dislikes? The platform is simple to use and advice if needed is always on hand. What problems is Clientshare solving and how is that benefiting you? A real benefit is the opportunity to celebrate staff success with a wider ...
Read more
AU
Anonymous User
05/25/22
"Engaging, easy to navigate, great support"
What do you like best about Clientshare? A one-stop-shop, Engaging, easy to navigate, with great support from the Team, and reminders on times scales, its a great space to promote our achievements and what coming What do you dislike about Clientshare? nothing, I would recommend this to colleagues, once its set up and you plan your activities, it is simple to use and great for our clients, we recently launched this with VM and feedback has been really positive What problems is Clientshare ...
Read more
TP
tim p
05/19/22
"its easy to use but I would like to be able to turn off the customer survey option"
What do you like best about Clientshare? The fact that all documents/reviews are in one place is helpful What do you dislike about Clientshare? would like to be able to turn off the customer survey. I'm not a massive fan of the actions logging process as this can drive duplication What problems is Clientshare solving and how is that benefiting you? hard to say at the moment.. whilst I'm getting some customer interaction, I still have many that haven't even accessed the application.. I plan ...
Read more
