---
title: Clientshare Reviews
meta_title: 'Clientshare Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 97 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: 97
  scale: '5'
date_modified: '2026-08-13'
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:** 97
## 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&amp;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 &amp; grow contracts. Clientshare&#39;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 commend the **ease of use** of Clientshare, streamlining management of client relationships and business reviews. (12 reviews)
- Users highlight the **fantastic customer support** from Clientshare, making assistance efficient and enjoyable throughout their experience. (9 reviews)
- Users find the **support team invaluable** , offering quick, knowledgeable responses that enhance the overall Clientshare experience. (8 reviews)
- Users appreciate the **enhanced engagement** with Clientshare, facilitating collaboration and improving client feedback and communication. (6 reviews)
- Users enjoy the **easy access** to Clientshare&#39;s dashboard, facilitating efficient client management and support across teams. (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** , with errors and harsh evaluations impacting their overall experience with Clientshare. (2 reviews)
- Users note that improvement is needed in **DOC Cleaning** to maximize features and ensure effective follow-ups. (1 reviews)
- Users find **limited functionality** in Clientshare, particularly with client feedback response and data export options. (1 reviews)
- Users find the **absence of compliance documentation features** limiting, impacting operational efficiency and review processes. (1 reviews)
- Users find the **required training inadequate** , leading to managers&#39; reluctance in fully utilizing the system. (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. Clientshare support me gathering consistent, meaningful client feedback.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jayson B. | Demi Chef de Partie, Enterprise (> 1000 emp.)

**Reviewed Date:** July 10, 2026

**What do you like best about Clientshare?**

I like using Clientshare as it shows me how my clients really rate our business reviews and it captures all the documents in one place.

**What do you dislike about Clientshare?**

I Don't really have any dislikes about clientshare.

**What problems is Clientshare solving and how is that benefiting you?**

Clientshare is solving the challenge of gathering consistent, meaningful client feedback and turning it into actionable insights. It provides a structured platform for business reviews, tracks client satisfaction, highlights, and ensures actions are followed through.

  ### 2. 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.

  ### 3. 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

  ### 4. 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.

  ### 5. 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.

  ### 6. 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

  ### 7. Great space for keeping customer up-to-date

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 28, 2022

**What do you like best about Clientshare?**

managing all client documents in one place instead of having to email out to different individuals

**What do you dislike about Clientshare?**

some of the new features in the latest update, like posting - I think it was a lot simpler before

**What problems is Clientshare solving and how is that benefiting you?**

not sending out the same copy of documents to multiple people - its a one stop shop for anything related to their service

  ### 8. its easy to use but I would like to be able to turn off the customer survey option

**Rating:** 3.5/5.0 stars

**Reviewed by:** tim p. | SDM, Enterprise (> 1000 emp.)

**Reviewed Date:** May 19, 2022

**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 to table a feedback session with the customers at our next formal review

  ### 9. Great platform

**Rating:** 4.0/5.0 stars

**Reviewed by:** David S. | Operations Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 23, 2022

**What do you like best about Clientshare?**

ease of posting reviews and documents and the ability to review analytics of views and postings

**What do you dislike about Clientshare?**

The only difficulty is getting a buy-in from current clients and convincing them that this is the way forward

**Recommendations to others considering Clientshare:**

great platform, need to engage and obtain client buy in

**What problems is Clientshare solving and how is that benefiting you?**

less email traffic and better interaction with the client

  ### 10. Clientshare for account management

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Apparel & Fashion | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 26, 2021

**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.

  ### 11. Managing my business relationships are so easy!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 22, 2019

**What do you like best about Clientshare?**

Clientshare gives our company a great personalised platform on which to effectively communicate key stakeholder information with our top clients. 

**What do you dislike about Clientshare?**

Getting our customers on the platform can be a challenge.

**What problems is Clientshare solving and how is that benefiting you?**

We're engaging much more frequently with our clients. Also, all of our key data is stored in one place that is easily accessible.

  ### 12. What Clientshare does for me

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Facilities Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2018

**What do you like best about Clientshare?**

Everything under one roof and the UI is relatively intuitive compared to other platforms

**What do you dislike about Clientshare?**

Only real problem I had so far related to a third party so wasn't easy to resolve

**What problems is Clientshare solving and how is that benefiting you?**

Has effectively become a central repository for lots of different things connected to my role. So much more than a traditional shared folder in that it allows quick interaction

  ### 13. Client Share Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2018

**What do you like best about Clientshare?**

The fact that it is easy to use, you can have multiple account access on one log in and the content is all data protected 

**What do you dislike about Clientshare?**

Nothing comes to mind for changes to clienshare

**What problems is Clientshare solving and how is that benefiting you?**

Able to share data and insight to my customer with ease, and without having to bombard them with emails 



- [View Clientshare pricing details and edition comparison](https://www.g2.com/products/clientshare/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-13+11%3A40%3A32+-0500&secure%5Bsession_id%5D=90aacb04-e6b8-4206-84e8-4f56a708f1a1&secure%5Btoken%5D=9a8f8630656713334abe817b924abe384bf5e00c6bccce3491e4cb9ec4aa559f&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
- Customizable Branding
- Knowledge Management
- Workflow Management
- Email Management
- Feedback Management
- Survey/Poll Management
- Negative Feedback Management

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - Experience Management**
- Autonomous Task Execution
- Cross-system Integration
- Natural Language Interaction
- Proactive Assistance
- Third-Party Integrations
- Social Media Integration
- Multi-Language

**Additional Functionality**
- Real-Time Reporting
- Drag & Drop
- Surveys & Feedback
- Dashboard
- NPS Survey Structure
- Customizable Forms
- Visual Analytics
- Data Visualization
- Customer Segmentation
- Tagging
- Customer Journey Mapping
- Text Analysis
- Customizable Reports
- Real-Time Notifications
- Alerts/Notifications
- Access Controls/Permissions
- CRM
- Multi-Channel Data Collection
- Multi-Channel Communication
- Customizable Fields
- Real-Time Analytics
- Predictive Analytics
- Collaboration Tools
- Sentiment Analysis
- Trend Analysis
- API
- AI Copilot
- Engagement Tracking
- Customizable Templates
- Reporting/Analytics

## Top Clientshare Alternatives
  - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) - 4.5/5.0 (1,721 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 (1,595 reviews)

