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

"Great Support"

What do you like best about Clientshare? The team at Client Share have been very supportive and helpful getting it up and running for my client. The site is easy to use, add content and manage. It is really beneficial for myself and my client. What do you dislike about Clientshare? Nothing I find the process easy,the team I deal with great and overall no issues at all. What problems is Clientshare solving and how is that benefiting you? The sharing of information is easier, faster a d safer ...

"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

"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 ...

"Social Media at Work"

What do you like best about Clientshare? Clientshare is easy to access and self-explanatory its similar to the majority of social media platforms, which allows many people to comprehend. The look of the platform and the multiple choices it offers you. What do you dislike about Clientshare? There is nothing that I dislike about the platform, I enjoy using it! Everything works and communication from the team has been brilliant! Improvements could be made with an pop up chat box. What problems ...

"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.

"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 ...

"A strong platform with a positive focus on client engagement"

What do you like best about Clientshare? Simple to use and simple for our clients What do you dislike about Clientshare? no 'view doc' facility rather than having to download, doesn't appear to be an app? What problems is Clientshare solving and how is that benefiting you? Engaging clients and ensuring reports are in one place and available for retrospective review.

"GM Using it to communicate with client"

What do you like best about Clientshare? Easy to use and Transparency make the platform ideal when communicating with a demanding client. What do you dislike about Clientshare? Getting the client involved at the start. Recommendations to others considering Clientshare: Find out how the different work flow groups can help communication. What problems is Clientshare solving and how is that benefiting you? Transparency of reporting from Financial to feed back, all is on client share so the ...

"The easy to use online solution"

What do you like best about Clientshare? Keeps all my files in one place which makes it easy to retrieve information. What do you dislike about Clientshare? I haven't found any issues so far with Clientshare What problems is Clientshare solving and how is that benefiting you? Streamlined the communication