--- title: Clientshare Reviews meta_title: 'Clientshare Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 93 reviews by the users' company size, role or industry to find out how Clientshare works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 93 scale: '5' date_modified: '2026-06-24' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Clientshare Reviews **Vendor:** Clientshare **Category:** [Experience Management Software](https://www.g2.com/categories/experience-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 93 ## About Clientshare Clientshare is the fastest growing CX platform for B2B service providers. Used by 1-in-2 of the FTSE 100 and 1-in-3 of the S&P 500, Clientshare helps enterprise suppliers in Logistics, BPO, Facilities Management, Contract Catering and Manufacturing to save time, gain full visibility of their accounts health and retain & grow contracts. Clientshare's platform is designed to help businesses manage and improve their customer relationships through structured business reviews and customer experience tools. It replaces manual, inconsistent account management processes with a digital workflow that guides teams through delivering professional Business Reviews (QBRs), collecting NPS and CSAT scores, gathering customer feedback, and tracking actions all in one place. The platform also includes live analytics dashboards, a content management system, and AI-powered analysis to give account managers and senior leaders a clear, real-time view of every customer account. By surfacing early churn warning signs, flagging at-risk accounts, and identifying upsell opportunities, it enables teams to act before small issues become bigger problems. Ultimately, Clientshare helps suppliers win renewals on the basis of proven value rather than price, and build deeper, more engaged relationships with their clients. ## Clientshare Pros & Cons **What users like:** - Users find Clientshare's platform exceptionally **easy to use** , significantly enhancing client relationships and business management. (12 reviews) - Users praise the **excellent customer support** from Clientshare, noting their availability and helpfulness throughout the process. (9 reviews) - Users find the **support team incredibly helpful** , providing quick responses and enhancing overall user experience with Clientshare. (8 reviews) - Users value the **enhanced engagement** Clientshare offers, promoting collaboration and transparency with clients swiftly and effectively. (6 reviews) - Users appreciate the **easy access** to support and insights, enhancing client relationships and operational efficiency. (5 reviews) - Users value the **ease of customer feedback collection** in Clientshare, enhancing stakeholder engagement and responsiveness. (4 reviews) - Customization (4 reviews) - Feedback Management (4 reviews) - Dashboard Usability (3 reviews) - Reporting (3 reviews) **What users dislike:** - Users face **scoring system issues** where scores are misinterpreted, affecting client feedback and experience. (2 reviews) - Users feel that there is **room for improvement** in DOC Cleaning to maximize feature utilization and action follow-ups. (1 reviews) - Users find the **limited functionality** of Clientshare a challenge, especially in client feedback interaction and data export options. (1 reviews) - Users find the **lack of compliance documentation features** limits effectiveness, especially for statutory tasks and meeting reviews. (1 reviews) - Users note a lack of **required training** for managers, impacting overall system engagement and effectiveness. (1 reviews) - Users feel that the **lack of engagement visibility** from key decision makers hampers effective review management. (1 reviews) - Review Removal (1 reviews) - Users face **setup difficulties** due to challenges with onboarding new users within the Clientshare environment. (1 reviews) - Upload Issues (1 reviews) ## Clientshare Reviews ### 1. Easy to Use and Keeps All Client Info in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Lee F. | Account Director, Enterprise (> 1000 emp.) **Reviewed Date:** March 18, 2026 **What do you like best about Clientshare?** It’s easy to use, and it keeps all client-shared information stored in one place, which makes it simple to find when needed. **What do you dislike about Clientshare?** I don’t see any downsides. I think the software is very good. **What problems is Clientshare solving and how is that benefiting you?** Client share is now helping us identify the customers who require additional support, or more time, to develop effective working relationships. The NPS scoring system provides straightforward analysis that highlights where strategic management resources need to be allocated in order to improve customer perception. ### 2. Clientshare Feedback **Rating:** 4.5/5.0 stars **Reviewed by:** Freddie F. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Clientshare?** The honesty that can be displayed by the client, without fear of holding back **What do you dislike about Clientshare?** I dislike that you cannot "favourite" a client and have that as the main dashboard **What problems is Clientshare solving and how is that benefiting you?** It allows my client to escalate above my head and get a response from who he needs as the system forces an action to take place ### 3. Easy Setup and Seamless Client Reviews with Clientshare **Rating:** 5.0/5.0 stars **Reviewed by:** Gitte K. | Global Service Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 26, 2026 **What do you like best about Clientshare?** Easy to set up, integrates with my client contact processes, easy for a client to complete the reviews **What do you dislike about Clientshare?** There are no downsides about Clientshare **What problems is Clientshare solving and how is that benefiting you?** It helps me to 'measure' how a client feels and where we as the vendor need to improve ### 4. Solution for Transparency and Accountability **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Clientshare?** What I appreciate most about Clientshare is how effectively it fosters transparency between our regional and account managers and their clients. It provides a clear structure for tracking performance and accountability for us internally in the business unit. Senior team get email notifications about chosen updates / feedback from clients without the need to login - this gives them a good insight of how the team is really doing, especially if clients leave feedback. **What do you dislike about Clientshare?** Securing consistent buy-in from clients to review and score performance remains a challenge but this would be a challenge with any platform. Currently, there's no way to respond directly to client and their feedback within the platform, which limits the visibility for real-time dialogue and audit trail - there was a recent introduction to add internal comments about steps taken which was seen as a positive improvement. More personal win would be to have the ability to independently export Excel or CSV data from our workspaces but we do get weekly communication from Clientshare team and Power BI integration in premium space. **What problems is Clientshare solving and how is that benefiting you?** Overall gives us better visibility on holistic contract health and provides instant link to senior leadership if clients want to escalate concerns. ### 5. Transparent Platform with an Amazing Team! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2026 **What do you like best about Clientshare?** Platform encourages transparency and the team are amazing to work with **What do you dislike about Clientshare?** Having a client facing dashboard would be a big value add **What problems is Clientshare solving and how is that benefiting you?** Transparency and understanding how clients are really feeling and what we could do better to improve relationships. ### 6. Review Platform for Client Audits **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 05, 2025 **What do you like best about Clientshare?** Clientshare makes it simple to share audits and review meetings with as many stakeholders as required, ensuring visibility and access to the information at any time. We like that clients can give feedback easily in order to highlight and respond to any issues quickly. **What do you dislike about Clientshare?** There is nothing to strongly dislike. The clientshare team always ask for feedback on improvements to the software and developments are constantly being made. **What problems is Clientshare solving and how is that benefiting you?** Clientshare helps us by providing a centralised platform for all audits and review meetings to be sent through. All feedback is received through the platform which can be easily accessed and referred back to. It is also great to see positive feedback that may not have otherwise been provided by clients, which can then be shared with the wider team and in the sales process. ### 7. Effortlessly Customizable and User-Friendly Software **Rating:** 5.0/5.0 stars **Reviewed by:** Hayley S. | Commercial Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Clientshare?** Easy, simple to use software that you can personalize each review to suit your client's needs. Any questions I've had Elle has been pro-active and responsive. **What do you dislike about Clientshare?** I don't have anything negative at the moment. **What problems is Clientshare solving and how is that benefiting you?** Quick software to send reviews to our clients that are way too large for email! ### 8. Transforming how we engage with our customer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 16, 2025 **What do you like best about Clientshare?** The tool has an intuitive design and easy to use, both for internal users and customers. **What do you dislike about Clientshare?** Some customizations not available, though Clientshare team is responsive to our feedback. **What problems is Clientshare solving and how is that benefiting you?** Last year, we introduced the Clientshare Pulse to our global team, transforming how we engaged with our customers for review and feedback. We transitioned from a cumbersome feedback system – filled with lengthy questionnaires, untimely responses, and overwhelming pages of feedback – to a streamlined, efficient process. Clientshare Pulse has transformed our feedback collection, making it effortless for both our internal users and customers. The tool's intuitive design simplifies everything, from creating and sending reviews to analyzing incoming scores and feedback. Our internal users have embraced this ease of use, and our customers appreciate the quick survey questions, comprehensive review materials, and seamless interaction with our leadership – all within a few quick clicks. Additionally, integrating Clientshare Pulse data and other internal data sets through PowerBI has elevated our customer satisfaction reporting to new heights, promising continued value and insights. We look forward to continuing our partnership with the Clientshare team to further enhance how we engage with our customers. ### 9. Clientshare Review **Rating:** 5.0/5.0 stars **Reviewed by:** Amy M. | Change & Transformation Manager, Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Clientshare?** Ease of adding posts, reports, dashboards etc **What do you dislike about Clientshare?** No where to hold compliance documentation, this would be very beneficial for any statutory tasks completed. I know we can add in as a file upload, but having them attached to specific lines within the Power BI would really help. I think the operations teams could use this better especially when adding in meeting reviews. **What problems is Clientshare solving and how is that benefiting you?** None at present ### 10. Insightful Dashboards, But Lacks Direct Feedback Response **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Clientshare?** Client insights, trends and data/feedback dashboards has been key to understanding our contract position. The support we have had from the team since mobilising the platform has been really helpful, responses have been quick and knowledgeable, and the platform updates have been well communicated. **What do you dislike about Clientshare?** The inability to respond to client feedback directly from the platform **What problems is Clientshare solving and how is that benefiting you?** Clientshare is allowing us to better understand client insights, review gaps in our stakeholder matrix and understand client engagement ### 11. Bringing structure and purpose to client feedback **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Printing | Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2025 **What do you like best about Clientshare?** Clientshare demystifies the management and consequences of client feedback, allowing us to rapidly compare client relationships and produce action plans based on results. It brings accountability to the QBR process and helps me manage multiple clients across many teams with a single dashboard. Working with so many client teams has it's challenges but I'm able to access incredible customer support from Ben and his team. either supporting me, or reaching out to the sector teams in my organisation and tailoring support for them making it simple for them to use in their BAU life. This has lead to increased usage across the organisation, many of whom access the platform at least weekly. **What do you dislike about Clientshare?** Clientshare has highlighted the differences in cultures that exist within our client base. This manifests itself in what can be seen as a lack of engagement with some client teams. When in reality, it is just that the client doesn't respond to survey-type messages, preferring to pick up the phone. So, while not a criticism of Clientshare, it has highlighted that we have to use a multi-touch approach to managing our clients. **What problems is Clientshare solving and how is that benefiting you?** It helps us take a broader view of our client relationships and service levels, while also allowing us to drill down to team level and even individual clients. We can see how the organisation is performing compared to others in our sector, and use that to benchmark our own sectors and teams. ### 12. Enhancing Collaboration and Transparency **Rating:** 5.0/5.0 stars **Reviewed by:** Ellice H. | Strategic Partner, Enterprise (> 1000 emp.) **Reviewed Date:** March 19, 2025 **What do you like best about Clientshare?** Clientshare is a great platform for fostering collaboration and transparency between our Operations Managers and their clients. It streamlines communication, enhances engagement, and provides a structured way to track performance, ensuring accountability on both sides. It's also quick and easy for our management team to share updates and documents helping to strengthen relationships and drive continuous improvement. Ben our Customer Success Manager is always accommodating in our requests and supportive on delivering management training sessions to help implement the platform in to our business. **What do you dislike about Clientshare?** Client management is not a 'one size fits all' process, we have had ongoing discussions about how the platform can evolve to better meet our diverse needs. While it offers a solid framework, additional flexibility and customisation options would enhance the experience, making it even more effective in catering to different client expectations. With continued development, Clientshare has the potential to become an even more adaptable and user-friendly tool. **What problems is Clientshare solving and how is that benefiting you?** N/A ### 13. How Clientshare supports Anabas' journey to client advocacy **Rating:** 5.0/5.0 stars **Reviewed by:** Tim H. | Operations Director, Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2024 **What do you like best about Clientshare?** The product itself offers a clear view of client quarterly interactions, stakeholder engagement and client advocacy in a simple to use and easy to update platform. Our Account Manager Olivia is fanstastic at ensuring that we get the most out of the product, keeping us advised on system usage and statistics in our own QBRs and updating us on innovation within the product. **What do you dislike about Clientshare?** Some of our managers are less inclined to use the system, I would like the system to flag more readily when this is the case. Better visibility of key decision maker engagement would be helpful and I understand this is planned for a future release. **What problems is Clientshare solving and how is that benefiting you?** The biggest benefit of Clientshare is to act as an early warning system for contracts which are moving away from advocacy or satisfied status. We have a number of examples of this where we have been able to engage quickly with stakeholders at a senior level to improve services or perception to bring clients back on track. Whilst the system is great at demonstrating positive client advocacy its the areas where we need to improve that bring the most benefit to our organisation ### 14. Clientshare - a gamechanger for business reviews and client retention **Rating:** 5.0/5.0 stars **Reviewed by:** Katy T. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2025 **What do you like best about Clientshare?** Clientshare has transformed the way we manage business reviews and client relationships. Both the Premium and Pulse products are user-friendly, and they’ve made it so much easier to maintain strong client partnerships. The platform helps us make smarter, data-driven decisions which has ultimately helped streamline our business operations. The support team is fantastic. They’re always available to lend a hand, and their positive, approachable attitude makes working with them a pleasure. Clientshare has been an invaluable tool in enhancing our client relationships and business success. I can highly recommended! **What do you dislike about Clientshare?** This is not a dislike, more of a recommendation to ensure that you and your teams are fully committed to the integration and understand fully how best to use Clientshare. As the saying goes, you get out what you put in. **What problems is Clientshare solving and how is that benefiting you?** Clientshare helps us reach decision makers we ordinarily wouldn't be able to. ### 15. A great team to work with, always supportive with queries, platform is easy to use for the business **Rating:** 4.5/5.0 stars **Reviewed by:** Ann W. | Commercial Director, Enterprise (> 1000 emp.) **Reviewed Date:** September 10, 2025 **What do you like best about Clientshare?** User-friendly platform ................. **What do you dislike about Clientshare?** Not easy to download results ourselves . **What problems is Clientshare solving and how is that benefiting you?** Feedback function improvements ### 16. Onboarding Pulse thought a third party logistics environment **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Clientshare?** Firstly the support from the Cleint Share team is second to none, they are always on hand to not only support withthe use of the tool but share thier experience and knowledge in and around cutomer experience, taking time to understand your business and establishing best practise within your organisation. The tool itself is very easy to use, not only to send reviews but also the all important feedback provided by the customer base. **What do you dislike about Clientshare?** I wouldnt say it is least helpful and not hindering the progress of our journey to date but there may be a point that it would be useful to be able to ask more questions over and above the 4 we currently use. **What problems is Clientshare solving and how is that benefiting you?** The tool provides the functiaonlity to capture customer feedback in one place. This feedback can be accessed in real time by all stakeholders so that we can ensure our customer needs are addressed as a priority. The tool enables us to analyse trends in the customer feedback, outlining best preactise accross the organisation and assesing how this could be applied in other areas as we strive to continuously improve what we do for our customers. ### 17. Clientshare experience **Rating:** 4.5/5.0 stars **Reviewed by:** Sergio B. | Service delivery country manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 04, 2025 **What do you like best about Clientshare?** the interaction possibility, it provides a real Conexion for the client if he wants to use it, is it really easy to use, implement and integrate in dayli life **What do you dislike about Clientshare?** there is always some software bugs that should be detected and corrected **What problems is Clientshare solving and how is that benefiting you?** feedback and communication with clients, provides a technological bridge, with innovation involved to the client ### 18. Clientshare Review Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Enterprise (> 1000 emp.) **Reviewed Date:** June 04, 2025 **What do you like best about Clientshare?** I have been using the Clientshare platform for a couple of years now and have been thoroughly impressed with the experience. It's intuitive, easy to use, and has made collaboration with our clients far more streamlined and transparent. adding real value to our client relationships in terms of governance and account reviews. A special mention goes to Ben McAntee, our Account Manager, who has been incredibly supportive throughout our onboarding and beyond. He's responsive, knowledgeable, and genuinely invested in our success. Highly recommend both the product and the team behind it. JD **What do you dislike about Clientshare?** There is no downside to using the platform. **What problems is Clientshare solving and how is that benefiting you?** One stop shop for clients to access historic reviews. Early warning system to highlight where we need to adjust our focus. ### 19. Good tool to review customer satisfaction **Rating:** 4.5/5.0 stars **Reviewed by:** Laurent M. | Strategic Key Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 18, 2025 **What do you like best about Clientshare?** Easy to use. Good tool to get customer satisfaction insight. **What do you dislike about Clientshare?** Would like to be able to print the report and send detailed scoring via mail. **What problems is Clientshare solving and how is that benefiting you?** easier to get customer feedback ### 20. Excellent platform for capturing and actioning client feedback **Rating:** 4.5/5.0 stars **Reviewed by:** Amanda W. | Client Services Director, Enterprise (> 1000 emp.) **Reviewed Date:** March 18, 2025 **What do you like best about Clientshare?** It is a user friendly and dynamic interface, with an intuitive dashboard for analytics. The team are supportive and collaborative in achieving shared goals **What do you dislike about Clientshare?** There are often challenges getting new users set up as the platform sits in Clientshare environment **What problems is Clientshare solving and how is that benefiting you?** Consolidating feedback and reporting trends. Capturing everything in one place. Providing regular contact with our clients to gauge client satisfaction on our service. Provide a forum for describing other services avaliable. ### 21. Great Experience with Clientshare - Pulse **Rating:** 5.0/5.0 stars **Reviewed by:** Mike B. | Strategic Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2025 **What do you like best about Clientshare?** Easy to use and the support team is amazing! **What do you dislike about Clientshare?** Extra work but it's worth the time investment! **What problems is Clientshare solving and how is that benefiting you?** Positive customer interaction and appreciation for this feedback process! ### 22. Submitting a review **Rating:** 5.0/5.0 stars **Reviewed by:** Shane M. | Regional Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Clientshare?** All the information and slides/meeting notes can be sent to more recipents, also knowing they have opening and read the message with an option to score the service. You can send a lot more on clinetshare than email and it is a lot more personnal **What do you dislike about Clientshare?** Spell check would be good in the text. Scoring seems a little harse as 8 out of 10 is classed as a low score. **What problems is Clientshare solving and how is that benefiting you?** Being able to send a lot information on clientshare than email. Being more personnal to the clients. getting feedback and scores. ### 23. Client Reviews - Xerox **Rating:** 4.5/5.0 stars **Reviewed by:** Richard S. | SDM, Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Clientshare?** East to use interface, great platform to share information with clients and I like that when you assigned actions it goes straight into your client's inbox. **What do you dislike about Clientshare?** I would like the platform to integrate better with other Xerox applications like the Hubs MI, QBR App and we need a UK hosting solution. **What problems is Clientshare solving and how is that benefiting you?** The platform allows me to collate my client's feedback of the contractual service. Whe they choose to do it really helps to drive CIPs. ### 24. Successful Customer Reviews **Rating:** 5.0/5.0 stars **Reviewed by:** Colleen D. | Manager, Sales Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2025 **What do you like best about Clientshare?** We were able to capture the voice of the customer positive and negative and create proactive solutions. We were able to increase our engagement with our customers. **What do you dislike about Clientshare?** Don't see a downside the tool provided everything we needed to be successful. **What problems is Clientshare solving and how is that benefiting you?** We have a reorg alignment with our operations and Clientshare was able to group our operations data by region. ### 25. Great first impression of Clientshare & brilliant team! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about Clientshare?** Olivia and George have been incredibly helpful from the beginning, and I've enjoyed getting to know other team members through events such as the Clientshare Awards back in 2024. The platform simplifies the review process and I look forward to exploring the full range of features available in the coming months. **What do you dislike about Clientshare?** There aren't any real downsides - the only areas for improvement sit with DOC Cleaning at the moment to fully utilise the features available and ensure we're following up on any actions. **What problems is Clientshare solving and how is that benefiting you?** Clientshare has helped us to improve our internal communications and address on-site concerns promptly. ### 26. Great product, great team and excellent support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Enterprise (> 1000 emp.) **Reviewed Date:** March 21, 2025 **What do you like best about Clientshare?** The team at Client share are amazing and are always there to support and provide guidance. Our clients have been able to see the benefits of its use and it has uncovered valuable insights. **What do you dislike about Clientshare?** Connecting SharePoint sites has been an area where we have been unable to progress. **What problems is Clientshare solving and how is that benefiting you?** It is helping us to reach a wider customer based so that more customers are aware of what it happening within the contract and can provide feedback on the services. ### 27. Clientshare review **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca S. | Regional Contract Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Clientshare?** Easy to use and navigate Visual feedback from commissioners Like the environmental support of planting trees when used **What do you dislike about Clientshare?** Nothing to comment on easy to use and understand **What problems is Clientshare solving and how is that benefiting you?** Gives real time feedback from key commissioners demonstrates good relationships ### 28. Great support always provided, and really professional approach **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2025 **What do you like best about Clientshare?** Great tool to communicate with clients, and to obtain feedback. A great retention tool, support by a great team at Clientshare. **What do you dislike about Clientshare?** No dislikes. Only challenge is helping clients realise what a great took clientshare is. They are really missing out of they are not using it. **What problems is Clientshare solving and how is that benefiting you?** Enabling feedback from client so that we can quickly put things right if they require it, and to continue to do the good things. Without client share we may not always know how clients are feeling. Also enables an escalation if needed, so that I can get involved if needed. ### 29. Clientshare + Seko **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Warehousing | Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2025 **What do you like best about Clientshare?** Within seconds I have a true feel of our clients perception of Seko, promotes engagement and a strategic partnership. **What do you dislike about Clientshare?** In essence not really a dislike, but making sure our clients always score is important to get the best overall view. Elle (Clientshare) has recently shared some top tips to help this improve. **What problems is Clientshare solving and how is that benefiting you?** Promoting strategic relationship, formal process for senior engagement and good reporting for internal updates ### 30. Great year working with Clientshare **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Enterprise (> 1000 emp.) **Reviewed Date:** March 18, 2025 **What do you like best about Clientshare?** The Clientshare team are incredibly keen to assist, offering efficient customer support during integration as well day-to-day use. The software is simple to use and well-written. **What do you dislike about Clientshare?** N/A - No negatives regarding Clientshare or the Clientshare Team **What problems is Clientshare solving and how is that benefiting you?** Improving customer relations ### 31. easy to use and provides good insight **Rating:** 3.5/5.0 stars **Reviewed by:** nicola g. | Business unit leader, Mid-Market (51-1000 emp.) **Reviewed Date:** February 06, 2025 **What do you like best about Clientshare?** its easy to upload and to navigate, the information given back allows the business to see how satified the client is and allows them easy access to high management when there are issues. **What do you dislike about Clientshare?** the only thing is the look of the platform. **What problems is Clientshare solving and how is that benefiting you?** It gives insight and understanding to the wider business. ### 32. Its a great platform that is easily accessible and easy to use. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about Clientshare?** Its easy to use You can choose who receives the pack **What do you dislike about Clientshare?** My clients have to give a score each time - but this has been escalated as it seems to be a system error **What problems is Clientshare solving and how is that benefiting you?** It helps provide one place where many stakeholders can access information ### 33. Easy to use platform and excellent customer engagement **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie B. | Financial Director, Enterprise (> 1000 emp.) **Reviewed Date:** September 11, 2024 **What do you like best about Clientshare?** The ability for senior management to monitor to content and frequency of reviews being sent to clients and analyse customer sentiment **What do you dislike about Clientshare?** Currently reviews are initiated by account manager but it would be nice if pre-defined schedules can be set and reported upon. (i.e. client must receive 1 review per calendar month) **What problems is Clientshare solving and how is that benefiting you?** Visibility of business reviews and wider customer engagement ### 34. Easy to use dashboard **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Enterprise (> 1000 emp.) **Reviewed Date:** December 11, 2024 **What do you like best about Clientshare?** Simple questions and rating system enables easy engagement. I use it differently to my colleagues, but it works really well. Great support. **What do you dislike about Clientshare?** My business case is slightly different, but looking forward to some tweaks that are coming down the line where I can set automatic reviews and not have to upload an attachment everytime. **What problems is Clientshare solving and how is that benefiting you?** Collating transparent data from my clients on our performance ### 35. We have used Clientshare over the last 6yrs and it has been a key part of our journey **Rating:** 4.5/5.0 stars **Reviewed by:** Paul E. | CEO, Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Clientshare?** Agility, responsiveness and willingness to mould their service around our needs. **What do you dislike about Clientshare?** It is more of a comment internally but gaining client adoption is always a key part of the development pathway. **What problems is Clientshare solving and how is that benefiting you?** Client Interaction, data reporting and client satisfaction. ### 36. Little feedback recieved and often not fully understood by clients providing feedback. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** August 05, 2024 **What do you like best about Clientshare?** Ability for cleints to give open feedback without having to do so to their account manager. **What do you dislike about Clientshare?** Scoring not understood and often marked down as they did not want to give 100% resulting in follow ups that were not needed. **What problems is Clientshare solving and how is that benefiting you?** Transparency in cleint feedback. ### 37. First Time user **Rating:** 4.0/5.0 stars **Reviewed by:** Ian H. | Transition Director, Enterprise (> 1000 emp.) **Reviewed Date:** January 30, 2023 **What do you like best about Clientshare?** Using Client Share gives you an opportunity to gain client feedback immediately. **What do you dislike about Clientshare?** Often the emails to the client go straight to Junk **What problems is Clientshare solving and how is that benefiting you?** I've not had any problems so far. Initially i needed some assistance to set up, but that was more to do with me than the system. ### 38. Excellent platform to support building client relationships **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly P. | S, Enterprise (> 1000 emp.) **Reviewed Date:** June 20, 2022 **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 customer doesn't accept the invitation, a reminder is sent. Some of our customers either haven't had a reminder or ignore them. We then don't get any notification that this hasn't been accepted and need to keep checking. **What problems is Clientshare solving and how is that benefiting you?** Reaching a wider audience is important. Sharing the message we want the recipient to recieve is difficult when filtering through 'central' clients we work with to rach a wider audience. Being able to do this has won additional revenue across multiple locations, when we're able to demonstrate trials, innovations and share good news across the client's business. Being able to upload videos and share files is beneficial when demonstrating great work. ### 39. Chartwells Independent **Rating:** 5.0/5.0 stars **Reviewed by:** Jason B. | Partnership Director, Enterprise (> 1000 emp.) **Reviewed Date:** May 27, 2022 **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, Toby and Helen have been there for us, so thank you... **What do you dislike about Clientshare?** It is still early days and we are still finding our feet with the system, so at present, we have no dislikes. **What problems is Clientshare solving and how is that benefiting you?** We have started using clientshare as an alternative to our normal client feedback platform to see if we could get a better response. Still early in the process however we have clients' feedback back to us that never used to, which is fantastic. Gaining their insight to our service delivery and relationship is invaluable to us ensuring we have a successful business model ### 40. Fabulous and proactive **Rating:** 4.5/5.0 stars **Reviewed by:** Alex R. | head of operations, Enterprise (> 1000 emp.) **Reviewed Date:** June 20, 2022 **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 however unsure on how this would work. **What problems is Clientshare solving and how is that benefiting you?** It enables me to see how my team are interacting with clients and how the clients feel about the reviews. This ensures that i have clear visibility of the process as long as it is being completed by the teams ### 41. Easy and practical **Rating:** 5.0/5.0 stars **Reviewed by:** Nancy S. | C, Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2022 **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 benefiting you?** Not having to have the same conversations with multiple groups, everything is in one place ### 42. Platform for success **Rating:** 5.0/5.0 stars **Reviewed by:** Franz S. | Senior Regional Contract Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2022 **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 community. With the addition of PowerBI not only as a manager I have a wealth of information available to me but also it helps my client to be more involved. ### 43. Clientshare is a great platform for governance and for keeping your clients and colleagues updated. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 05, 2022 **What do you like best about Clientshare?** Easy to use and means we can collate all docs in one place, no worrying about what happens if people move on (either side). I haven't seen this service available elsewhere without being built bespoke. **What do you dislike about Clientshare?** Would like a little more flexibility - for instance more boxes on the right, also a shame the Sharepoint integration didn't work correctly. The search function can be tricky at times. **What problems is Clientshare solving and how is that benefiting you?** Enabled us to provide the client with a one-stop portal for all aspects of the account management. Efficiency is key and this helps us deliver that and we keep the clients updated quicker. ### 44. easy to use. All in one place. **Rating:** 4.5/5.0 stars **Reviewed by:** Katarina S. | Client Solutions Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 13, 2022 **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 Clientshare solving and how is that benefiting you?** No need for big email attachments or missing anyone. ### 45. Fantastic platform to develop customer relationships **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** October 06, 2022 **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. ### 46. Live Feedback **Rating:** 4.5/5.0 stars **Reviewed by:** Steve L. | Head of Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2022 **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. ### 47. Engaging, easy to navigate, great support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Enterprise (> 1000 emp.) **Reviewed Date:** May 25, 2022 **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 solving and how is that benefiting you?** No problems, just benefits for my Clients, its a great place to present what we do and how we do it, the key is in the name Clinetshare, and that is what we do! ### 48. Clientshare review **Rating:** 4.0/5.0 stars **Reviewed by:** Michael M. | Contract manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2022 **What do you like best about Clientshare?** The features are simple to use and explain to my client **What do you dislike about Clientshare?** There isnt much I can complain about with my clientshare **Recommendations to others considering Clientshare:** Good for communication and updates for you and your client **What problems is Clientshare solving and how is that benefiting you?** Data is quick and easy to download for report ### 49. I have found Clientshare extremely useful to stay in touch with my customers. **Rating:** 5.0/5.0 stars **Reviewed by:** Steve B. | Service Delivery Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2022 **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. ### 50. A strong platform with a positive focus on client engagement **Rating:** 4.5/5.0 stars **Reviewed by:** Andrew C. | Operations Director UK & Austria, Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2022 **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. - [View Clientshare pricing details and edition comparison](https://www.g2.com/products/clientshare/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-26+14%3A38%3A46+-0500&secure%5Bsession_id%5D=7f987cf8-415d-49d1-915e-4a33f661ce90&secure%5Btoken%5D=5fbd912b9abcd026ff5b52dff809a7a936da2e81b5451c4e2bdecf9337e7ac74&format=llm_user) ## Clientshare Integrations - [Microsoft 365 Copilot](https://www.g2.com/products/microsoft-microsoft-365-copilot/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [PowerBI Tiles Pro](https://www.g2.com/products/powerbi-tiles-pro/reviews) ## Clientshare Features **Analytics** - Net Promoter Score (NPS) - Customer Satisfaction (CSAT) Score - Customer Effort Score (CES) - Gamification **Customization** - Stakeholder Management - Multilanguage Support - Multiple Branding Support - Vertical-specific Solutions **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Experience Management** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction - Proactive Assistance ## Top Clientshare Alternatives - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) - 4.5/5.0 (1,703 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,587 reviews)