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

"A very useful system that has a number of benefits to my existing portfolio"

What do you like best about Clientshare? The ability to have an overview of all contracts and account manager performance What do you dislike about Clientshare? It would be good to have the ability to be notified when actions are completed. What problems is Clientshare solving and how is that benefiting you? It has enabled us to reach out and offer a method of communication with customers that have historically been more difficult to engage with.

"A very useful system that has a number of benefits to my existing portfolio"

What do you like best about Clientshare? The ability to have an overview of all contracts and account manager performance What do you dislike about Clientshare? It would be good to have the ability to be notified when actions are completed. What problems is Clientshare solving and how is that benefiting you? It has enabled us to reach out and offer a method of communication with customers that have historically been more difficult to engage with.

"Tool for NPI and Customer Reviews"

What do you like best about Clientshare? Free trial without credit card is helpful. I was able to create and get the details for NPI and customer reviews quite easily. Metrics view with graphs helps in visualizing the content. What do you dislike about Clientshare? There is no online help nor a quick guide on how to use the tool. It is not intuitive to use without "how to guides with some real examples". What problems is Clientshare solving and how is that benefiting you? A tool for NPI and ...

"Clientshare for account management"

What do you like best about Clientshare? ClientShare allowed our Customer Success and Sales team to organize and track customer interactions, analyzing the KPIs of customer satisfaction. What do you dislike about Clientshare? The integration with CRM was not available. What problems is Clientshare solving and how is that benefiting you? It ensures transparency in terms of communications between our CS team and clients.

"Takes the pain out of account management, increased renewal rates!"

What do you like best about Clientshare? The best thing about ClientShare is how it allows our sales team to manage customer interaction, gaining insight in how customers are viewing a sharing content. Its allows us to increase customer retention rates which is invaluable! Before the platform it was really hard to gain visibility of communications from our Account Managers to the customers, the quality of comms was also mixed. We now have a centralised system allowing sales managers to see ...

"Takes the pain out of account management, increased renewal rates!"

What do you like best about Clientshare? The best thing about ClientShare is how it allows our sales team to manage customer interaction, gaining insight in how customers are viewing a sharing content. Its allows us to increase customer retention rates which is invaluable! Before the platform it was really hard to gain visibility of communications from our Account Managers to the customers, the quality of comms was also mixed. We now have a centralised system allowing sales managers to see ...

"Fantastic product to engage with my customers and oversea my team! "

What do you like best about Clientshare? Clientshare gives me a true oversight of exactly what is happening across all of my accounts in my business. Provides me analytics of where I need to be concerned over my customers engagement as well as being able to oversee what my account team are doing! What do you dislike about Clientshare? Nothing in particular that I don’t like. The analytics are brilliant, and with the addition of global analytics it’s making my life much easier. Would be ...

"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

"Fantastic product to engage with my customers and oversea my team! "

What do you like best about Clientshare? Clientshare gives me a true oversight of exactly what is happening across all of my accounts in my business. Provides me analytics of where I need to be concerned over my customers engagement as well as being able to oversee what my account team are doing! What do you dislike about Clientshare? Nothing in particular that I don’t like. The analytics are brilliant, and with the addition of global analytics it’s making my life much easier. Would be ...