--- title: Clientshare Reviews meta_title: 'Clientshare Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 96 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: 96 scale: '5' date_modified: '2026-07-17' 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:** 96 ## 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 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'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' 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 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 ### 2. 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. ### 3. 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. ### 4. A very useful system that has a number of benefits to my existing portfolio **Rating:** 5.0/5.0 stars **Reviewed by:** Russell D. | Corporate Services Director, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2022 **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. ### 5. 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 ### 6. Great Platform for Client Retention **Rating:** 5.0/5.0 stars **Reviewed by:** Nigel P. | Regional Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 27, 2022 **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. ### 7. 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 ### 8. Client Acceptance **Rating:** 2.5/5.0 stars **Reviewed by:** Mark M. | Program Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2022 **What do you like best about Clientshare?** Clientshare allows me to publish specialized reports to key individuals within Crown Castle. I also like the published Power BI results that help prepare for Quarterly Buisiness Reviews. **What do you dislike about Clientshare?** I don't have any specific dislikes, but a QRG would be helpful when changes to the application are launched. **What problems is Clientshare solving and how is that benefiting you?** QBR prep represents the most helpful aspect regarding my use of Clientshare ### 9. Social Media at Work **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2022 **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 is Clientshare solving and how is that benefiting you?** It allows our customers to prepare themselves before attending our contract meetings with relevant and up-to-date information. The Clients which we have on the platform find this very useful! ### 10. 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 ### 11. Great platform to share valuable market insights with your clients **Rating:** 5.0/5.0 stars **Reviewed by:** Laura K. | Program Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2022 **What do you like best about Clientshare?** Client share is easy to use and provides valuable insights for my clients **What do you dislike about Clientshare?** at this time i have no dislikes to share **Recommendations to others considering Clientshare:** Allows you to share valuable information with your clients on a regular basis **What problems is Clientshare solving and how is that benefiting you?** information sharing and it is allowing my clients to access my shared information easily ### 12. easy to use and share and have traceability of discussions and shared documents **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2022 **What do you like best about Clientshare?** The ease of use is very simular to some social media platforms where you create a post and share it with a selected audience. **What do you dislike about Clientshare?** sometimes the file format changes when uploading as a pdf. I find it better to save as pdf before uploading **Recommendations to others considering Clientshare:** fantastic for managing clients and sharing meetings, files and updates **What problems is Clientshare solving and how is that benefiting you?** Provides a one-stop shop for everything communicated, no more sifting through old e mails to find documents ### 13. Clientshare Review **Rating:** 4.5/5.0 stars **Reviewed by:** Tara H. | Program Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2022 **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. ### 14. Great platform for sharing documents & updates with clients **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Enterprise (> 1000 emp.) **Reviewed Date:** July 01, 2022 **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 ### 15. Great platform **Rating:** 5.0/5.0 stars **Reviewed by:** Kirsty H. | C, Enterprise (> 1000 emp.) **Reviewed Date:** June 15, 2022 **What do you like best about Clientshare?** Easy to navigate and share to groups or specific persons **What do you dislike about Clientshare?** could be more pleasing to the eye, quite plain **Recommendations to others considering Clientshare:** N/A **What problems is Clientshare solving and how is that benefiting you?** Being able to post to one place without sending multiple emails ### 16. very slick and easy to use.. great output **Rating:** 5.0/5.0 stars **Reviewed by:** Paul O. | directors, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2022 **What do you like best about Clientshare?** user friendly and great output information for the client and senior directors **What do you dislike about Clientshare?** nothing at the moment. all good using it **What problems is Clientshare solving and how is that benefiting you?** early days but a central depository and output ### 17. Tool for NPI and Customer Reviews **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2021 **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 Customer Satisfaction Comments and Ratings ### 18. 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. ### 19. Brilliant Product **Rating:** 5.0/5.0 stars **Reviewed by:** Nat J. | Business Solutions Coordinator, Staffing and Recruiting, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2019 **What do you like best about Clientshare?** Clientshare completely reimagines how a buyer-supplier relationship can be managed, giving visibility and transparency to all involved. This is not only game changing for account teams and clients, but for senior leaders within the supplier relationship who can communicate effectively across their buyer base and gain insights in to the effectiveness and performance of each relationship. Having a single platform proposition that caters for each area of a successful business relationship, allowing direct integrations with other systems, is really powerful customer proposition, in a digital age where there are constantly more systems to navigate. **What do you dislike about Clientshare?** The best systems, and the best applications, allow a user to learn and understand the platform immediately. With the diverse nature of people’s technical ability this presents one of the biggest challenges to up-take and engagement. A Clientshare implementation, as it stands, requires too much focus on a personal ‘physical’ demo. The use of a virtual run through or guided tour as part of the first log in experience, as well as being utilised for any changes or additions to functionality would allow all users to quickly get the information they need, reducing the burden of meetings, demos and calls to launch. I think it gives a better user experience, and a better way to promote engagement and understanding **Recommendations to others considering Clientshare:** There is no product or service in the market that will give you what Clientshare can already give you, this is before you add in the constant development features they continue to add to help to make managing business relationships easier. **What problems is Clientshare solving and how is that benefiting you?** Clientshare provides visibility that we as a supplier are delivering the information and reviews required to have a successful business relationship. It provides a delivery mechanism for us to give our customers a game changing analytics and reporting solution (PowerBI). Clientshare continues to be a central feature of our digital proposition, how we manage service governance globally and how we continue to differentiate ourselves from our competitors. We want to do things better and Clientshare is key to supporting this. ### 20. Takes the pain out of account management, increased renewal rates! **Rating:** 5.0/5.0 stars **Reviewed by:** Steve S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2020 **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 and interact with all communications. Best practices are easily highlighted and replicated amongst the team which were lost before. The on-boarding team were fantastic at training and supporting our team, accelerating user adoption of the system. **What do you dislike about Clientshare?** It would be be great to get an integration with our CRM which is being worked by IT **Recommendations to others considering Clientshare:** I would recommend speaking to the team at Client Share, asking for a demonstration of the platform. **What problems is Clientshare solving and how is that benefiting you?** The key issue which ultimately drove the business case is for us to increase both our customer retention rates and linked sales rates. We have a breath of solutions and most customers were only purchasing one, the platform has allowed us to standardise and control our account management process, so far deliver double digit increase in additional services growth. The biggest surprise has been the sharing of best practices across the sale team, the account managers has been really energised as a result of this. ### 21. Fantastic platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Enterprise (> 1000 emp.) **Reviewed Date:** November 19, 2019 **What do you like best about Clientshare?** The sense of community & the 'finger on the pulse' with the client. When business has been won it can sometimes fall in to 'business as usual' & the client can be left in the dark about new innovations, developments & company news. Efficient & ultimately saves time, especially for business reviews, meetings & MI data. With one central storage & reference point. a massive help, allowing them to promote their businesses, share information, leverage their communities and really bring their buyer communications to life as never before. **What do you dislike about Clientshare?** Appears to be a bug when sending invites over - usually takes a few attempts (error message states invalid domain - despite being correct) therefore have to click in to email address tab with cursor when hitting 'send' before it actually sends. **Recommendations to others considering Clientshare:** Explore the features & benefits in detail - as so much more to ClientShare than meets the eye. Ensure all operators fully on board & appreciate all of the benefits ! **What problems is Clientshare solving and how is that benefiting you?** Having just started to introduce Clientshare in to new accounts, it would appear that the site teams / client teams feel that it is an extra task / work for them. Looking to roll out further comms / top tips & spend time with the site teams so that they can get used to utilising Client Share as it will help them & improve the service they are providing. ### 22. Relationship insights that I didn't realise were possible, thank you! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2019 **What do you like best about Clientshare?** I initially wasn't sure how a tool such as Clientshare could provide the strategic insights we needed around our buyer relationships. However, we're just 6 months into using Clientshare and I have been blown away by not only its ability to provide us with an overview of ALL our relationships, but it's given us a space for our clients to proactively reach out to us, and for us to share insights with them. To top it off they had one of the best onboarding experiences I've ever had. Keep up the great work! **What do you dislike about Clientshare?** Very tricky to think of something to go here. Whenever we have asked for something, be it a new feature or some additional help, they have jumped on it. The only downside is that some of the features are still in the pipeline. **What problems is Clientshare solving and how is that benefiting you?** We've improved pretty much every aspect of our customer relationships. I think our biggest win is a 38% increase in retention ### 23. Lorien - William Hill Client Share **Rating:** 3.0/5.0 stars **Reviewed by:** Sean A. | Onsite Recruitment Business Partner at William Hill on behalf of Lorien / onezeero , Staffing and Recruiting, Enterprise (> 1000 emp.) **Reviewed Date:** November 19, 2019 **What do you like best about Clientshare?** Useful for sharing MI, Data and reports securely with client stakeholders. **What do you dislike about Clientshare?** We find it difficult at William Hill to increase our clientshare population. This is partly due to the fact they already have a number of internal media pages where updates are shared - yammer, slack, skype etc.. and see this as being a similar tool. **What problems is Clientshare solving and how is that benefiting you?** We use it weekly to provide reports to specific stakeholder groups at William Hill. The stakeholders who use it to view reports find it really useful and easy to use, also means we don't have to password protect documents. ### 24. Fantastic product to engage with my customers and oversea my team! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** November 21, 2019 **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 helpful to have even more integrations, but the team at Clientshare tell me they are happening early next year. **What problems is Clientshare solving and how is that benefiting you?** Clientshare helps me to get a real insight into my customers, brings together all of my customer stakeholders in one place, gives me analytics through the tasks that my team are providing my customers with all the information that they require to make sure they remain happy! ### 25. Clientshare is a simple and efficient product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Publishing | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2019 **What do you like best about Clientshare?** I like how easy Clientshare is to use. Everything is easy to navigate and I can accomplish my aims with ease and in a short amount of time. **What do you dislike about Clientshare?** I have not come across anything that I dislike. **Recommendations to others considering Clientshare:** Clientshare makes project management and business development simple and clear. **What problems is Clientshare solving and how is that benefiting you?** Clientshare helps to keep track of multiple projects running at the same time and the people involved. It also lets us visualise the business and help it develop. ### 26. 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. ### 27. Great way to connect and share sensitive information **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2019 **What do you like best about Clientshare?** The team at Clientshare are always really helpful and respond quickly **What do you dislike about Clientshare?** There is nothing currently that I can think of which is negative **What problems is Clientshare solving and how is that benefiting you?** Working onsite with a client, they love that there is a secure platform where we are able to share sensitive content ### 28. The easy to use online solution **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2019 **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 ### 29. GM Using it to communicate with client **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2019 **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 client has it at their finger tips. ### 30. Amplifies your B2B engagement perfectly. **Rating:** 5.0/5.0 stars **Reviewed by:** Graham S. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2018 **What do you like best about Clientshare?** Client Share allows us to communicate seamlessly using a variety of different media to both our members and prospects. **What do you dislike about Clientshare?** Very little but ability to tailor the interface further is always welcome. **Recommendations to others considering Clientshare:** The people in the team are entirely customer-focused to support and provide insight proactively with you as a customer. The product answers many of the questions required of a modern communications platform and new features such as the ability to upload video are highly beneficial to enhance customer / vendor / prospect relationships. **What problems is Clientshare solving and how is that benefiting you?** We are able to demonstrate the business impact of our membership proposition easily to our core market in a way which our members are very comfortable with. The Client Share platform allows us to maintain a strong and consistent communication with our customers informing future business decisions. ### 31. Cleint Share **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 28, 2018 **What do you like best about Clientshare?** Client Share is one of the best tools I have used to share information, having been onsite with my client for a number of years, this tool has revolutionised the way I can communicate across the client, giving really time update & data to highlighting fantastic achievements and deliverables. Client Share has really revolutionised the way I can work with key stakeholders across the business and been a huge success with the client I work with. **What do you dislike about Clientshare?** Ways to remind that people have an invite pending, I can't email all of them and have to go through individually to send an new invite. **Recommendations to others considering Clientshare:** Use it!!! **What problems is Clientshare solving and how is that benefiting you?** Communication - this is key for the business I am in, so having a tool where I can update the client in real time is fantastic. Able to access Operational Data in one place and share it with relevant stakeholders. Also a tool to update any key achievements and able to get the business / stakeholders to participate through commentary. ### 32. Great **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2018 **What do you like best about Clientshare?** What I loved about Client Share is that I provided me with one place for me to share everything I needed to with our Customers. It really brought to life our relationship and our Clients really appreciate the effort we make with it. It was made really easy for us because it supported any file format and there isn't a limit to the size of the file that you upload. **What do you dislike about Clientshare?** Some people in my organisation were slow to begin using it, however once they fully understood the benefits they began to use it more frequently. **Recommendations to others considering Clientshare:** Ensure there is clear direction for use for managers and leaders within your company. **What problems is Clientshare solving and how is that benefiting you?** We weren't very good at communicating with some of our tier one and two Clients showing them what we were up to and how we were delivering value. Client Share allowed us to save time, because we now only share feedback and MI through Client Share and we have somewhere to show our Clients that we are going the extra mile. ### 33. Fantastic platform, helping us grow and retain customers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** September 13, 2018 **What do you like best about Clientshare?** We initially implemented Client share to help drive additional revenue in each customer by selling complementary solutions and services and increase our customer retention rate. An unexpected outcome was our account management teams who used the platforms started including it in the sales cycle with new business customers with great results. **What do you dislike about Clientshare?** When we first started using the platform, the analytics and usage insights were very limited, the latest revision as seen significant improvements in this area, allowing us to see exactly how customers are interacting with the system and posts. **What problems is Clientshare solving and how is that benefiting you?** The reason we engaged with Client Share is around customer retention and account growth through selling additional services. We've been using the platform for just over a year now and whilst it is hard to pin point customer retention rate directly to the Platform the over feedback from customer is overwhelmingly positive. We have had one specific example of an account that was unhappy but the account team didn't pick this up, the 'feedback' feature in the solution captured and highlighted the customers concern which was then addressed by the account team, our feeling is this account would have been lost without this solution. ### 34. Communication is key to success **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Aviation & Aerospace | Enterprise (> 1000 emp.) **Reviewed Date:** September 11, 2018 **What do you like best about Clientshare?** All great software applications need to be intuitive and easy to use to ensure that the user community engages with the software. Client Share enables all parties with very little training to be able to collaborate and share information that cements a business relationship in a modern, easy to use and professional interface. The Client Share team are always available and extremely proactive in supporting the adoption of the software. They communicate with us through our own Client Share- so we get the view and benefits of our customers too. **What do you dislike about Clientshare?** The only slight challenge we found was adoption at the beginning. No one likes admin - however, once the team had logged in and started using Client Share the feedback and customer feedback was phenomenal. **What problems is Clientshare solving and how is that benefiting you?** Contract renewal is important and Client Share has added a fantastic tool to manage the relationships better. Our renewal rate has increased and Client Share is a factor in this. ### 35. I recommend this platform highly! **Rating:** 5.0/5.0 stars **Reviewed by:** Leith M. | TBC, Staffing and Recruiting, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2018 **What do you like best about Clientshare?** Having one convenient place to access content and being able to get feedback **What do you dislike about Clientshare?** Waiting for the app to launch, I believe this will only cement my interest **Recommendations to others considering Clientshare:** Ensure the benefits of the platform are made clear to team rolling it out pre implementation **What problems is Clientshare solving and how is that benefiting you?** We have a breakdown in communication/relationship with some of our tier clients and thankfully the platform has began to restrengthen these bonds ### 36. Fantastic Tool for managing clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2018 **What do you like best about Clientshare?** I love the fact that i can have all my key accounts in one place, as well as having all of their operational data stored in one secure area for all of my clients. From the feedback that i have had from the clients - they absolutely love having all of their management info, contracts, and project reports all in one place to access whenever they like without having to scroll through their emails! **What do you dislike about Clientshare?** To be honest, there is very little i dislike about Client Share - it is simple and easy to use and makes a big difference for our customer retention! **Recommendations to others considering Clientshare:** Fantastic product to help with client relationships - makes it very easy to manage all content in one place!! **What problems is Clientshare solving and how is that benefiting you?** being able to store all our our clients data securely in one place, and being able to monitor the strength of each relationship has given us amazing insight into which clients are 'safe' ### 37. Client Share is a powerful but simple SaaS solution solving a critically overlooked problem **Rating:** 5.0/5.0 stars **Reviewed by:** Joe D. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2018 **What do you like best about Clientshare?** Easy to deploy & use Adds value to stakeholders at all levels/roles **What do you dislike about Clientshare?** More companies need to use CS so that the analytics can be seen across whole companies and industries **Recommendations to others considering Clientshare:** Invite as many stakeholders as possible **What problems is Clientshare solving and how is that benefiting you?** Business relationships are more transparent Information is easier to share with the right people Information is easier to find ### 38. Clientshare Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Broadcast Media | Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2018 **What do you like best about Clientshare?** Its a secure and pro active tool to manage your relationship with important clients keeping important information available to both sides. **What do you dislike about Clientshare?** Nothing springs to mind. Clientshare is doing everything we need it to and more **What problems is Clientshare solving and how is that benefiting you?** Many but the most important being improving client retention. The tool enables us as the supplier to keep the client in the loop on all of the latest innovation and technology most relevant to their business needs. ### 39. The perfect platform for improving relationships between buyers and suppliers **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel C. | COO, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2018 **What do you like best about Clientshare?** Transparency and open communication between the buyer/seller which can be used in any business domain. We get key insights to the health of our relationships across the business and are able to flag potential issues very early. **What do you dislike about Clientshare?** Not too much! Although it would be nice to see a public roadmap of features so I can plan my own business around this. **What problems is Clientshare solving and how is that benefiting you?** I have used Client Share to build and grow a community which is super helpful for problem solving and sharing useful/thought provoking content. ### 40. An effective way to keep your clients close **Rating:** 5.0/5.0 stars **Reviewed by:** Simon C. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2018 **What do you like best about Clientshare?** The ease and clear way of sharing up to date news with clients, a portal to store relevant information with the confidence that it's shared only with those that should have access. **What do you dislike about Clientshare?** Nothing springs to mind of anything that I would dislike. **Recommendations to others considering Clientshare:** Be open to looking at new ways of sharing your information, and don't get stuck in relying on email. **What problems is Clientshare solving and how is that benefiting you?** With the introduction of GDPR, and the restrictions between various client systems, Client Share delivers a solution that is both quick & secure in an accessible web-based system. ### 41. Great Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2018 **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 using Client Share. With new GDPR this saves emailing huge documents. It is also showing clients how we innovate and try new ideas for them. ### 42. 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 ### 43. A very useful tool, which is easy to use. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2018 **What do you like best about Clientshare?** It's great to be able to see who engages with our content. **What do you dislike about Clientshare?** Nothing, I find it very easy to use and it only take minimal effort to publish good content to the client. **What problems is Clientshare solving and how is that benefiting you?** It helps to target content at specific groups and ensure you know who is interested in the topics you raise. ### 44. Easy-to-use, innovative platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2018 **What do you like best about Clientshare?** It's a great for streamlining the way we share information and insight with our clients. It's easy to use for everyone accessing the platform. **What do you dislike about Clientshare?** There isn't anything I dislike. The team at Client Share are doing a great job of adding new features. **What problems is Clientshare solving and how is that benefiting you?** Having a centralised, accessible place to quickly share and access important information, while also sharing insight and news in an innovative way which differentiates from our competition. ### 45. 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 ### 46. Transforming client experience & relationships **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** May 30, 2018 **What do you like best about Clientshare?** Ease of use Regular improvements Great way to maintain and enhance relationships **What do you dislike about Clientshare?** Would like to see more capabilities for Quarterly Reviews **Recommendations to others considering Clientshare:** Give it a go! **What problems is Clientshare solving and how is that benefiting you?** Making our customers love us so they never leave - [View Clientshare pricing details and edition comparison](https://www.g2.com/products/clientshare/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-18+08%3A39%3A39+-0500&secure%5Bsession_id%5D=1fe0d0d1-293b-4651-ac7d-c38f2b52081a&secure%5Btoken%5D=8a0d08203ebf43da6ef111a4cfc2930333a25955d91e4913d31dd59711d14ff7&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 (1,716 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 (1,591 reviews)