Clientshare Reviews & Product Details

Ease of adding posts, reports, dashboards etc Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The inability to respond to client feedback directly from the platform Review collected by and hosted on G2.com.

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 its 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 led to increased usage across the organisation, many of whom access the platform at least weekly. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 fantastic 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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

User-friendly platform ................. Review collected by and hosted on G2.com.

Not easy to download results ourselves . Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

there is always some software bugs that should be detected and corrected Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

There is no downside to using the platform. Review collected by and hosted on G2.com.