7.8
Spot Score
Clientshare Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
SOC 2Clientshare offers custom pricing plan
Xerox
Cancom
Carlisle Support Services
CH and CO
Guidant GlobalTrusted by many companies including Xerox
Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
What is Clientshare?
Clientshare is a comprehensive service governance tool that helps businesses automate their contract lifecycle and consolidate customer relationships. With this software, users can track and review their business activities, view and share secure web documents, and access individual and account details. Easily collaborate with your team to manage tasks and get timely reminders to help with their workflow. With Clientshare, you can build better customer relations and optimize the way you manage business performance.
Pricing
Clientshare offers custom pricing plan
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SOC 2Data residency:🇺🇸
Clientshare Software Demo
Clientshare was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Clientshare
- Team types
- Large Enterprises, Medium Business
Why teams choose Clientshare
Comprehensive contract management capabilities.
Strong focus on team collaboration.
User-friendly interface for easy navigation.
Is Clientshare right for you?
What buyers should know before shortlisting Clientshare
Clientshare has proven to be a robust, user-friendly platform for fostering stronger client relationships and streamlining communication. Its standout features include its intuitive, visually engaging interface—reminiscent of popular social media platforms—that simplifies document sharing, updates, and collaboration.
Reviewers repeatedly applaud the centralization of all client-related data, making it a one-stop shop for contracts, reports, and meeting records. The platform's ability to allow clients to interact without needing to log into a separate portal and track document engagement has been transformative for many users.
Additionally, its integration with tools like Power BI further enhances visibility and analytics, aiding in both strategic decision-making and quality account management. While the overwhelmingly positive feedback shows Clientshare’s strengths, some users have highlighted areas for improvement.
A few noted occasional technical quirks, limited integration with external systems like CRM, or minor challenges in bringing clients fully onboard. That said, the platform's responsive support team and proactive updates mitigate these concerns effectively.
Overall, Clientshare emerges as a versatile and invaluable tool for cultivating client engagement, improving retention, and streamlining account management, making it a must-consider solution for businesses focused on collaborative success.
Clientshare pros and cons
- Clientshare pros
Comprehensive contract management capabilities.
Strong focus on team collaboration.
User-friendly interface for easy navigation.
- Clientshare cons
May not scale well for larger organizations.
Limited reporting features.
Ready to try it?
Get started with Clientshare
Connect with the team for a personalised demo.
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Compare Clientshare side-by-side with top CRM Software alternatives.
What is the pricing of Clientshare?
Clientshare uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
Clientshare reviews and ratings
Buyer sentiment
Buyer sentiment is very strong across 57 reviews, with consistently positive feedback.
What buyers like
- User-friendly interface similar to social media platforms, making it easily navigable for users of all technical levels.
- Centralized platform for document storage and communication, reducing email clutter and improving accessibility.
- Enables efficient client engagement by tracking document views, client interactions, and feedback, enhancing transparency.
Common complaints
- Limited integration with external CRM systems, leading to fragmented data management for some users.
- Occasional issues with document uploads and file format changes, causing minor inconveniences.
- Lacks intuitive "how-to guides" or quick reference materials for new users, making initial adoption challenging for some.
What users are saying
AU
Anonymous User
10/06/22
"Fantastic platform to develop customer relationships"
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 ...
Read more
AU
Anonymous User
07/01/22
"Great platform for sharing documents & updates with clients"
What do you like best about Clientshare? able to send larger documents to multiple people, set actions & receive feedback What do you dislike about ...
Read more
AU
Anonymous User
07/01/22
"Great platform for sharing documents & updates with clients"
What do you like best about Clientshare? able to send larger documents to multiple people, set actions & receive feedback What do you dislike about ...
Read more
AU
Anonymous User
06/30/22
"easy to use and share and have traceability of discussions and shared documents"
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 ...
Read more
AR
Alex R
06/20/22
"Fabulous and proactive"
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 ...
Read more
SB
Steve B
06/20/22
"I have found Clientshare extremely useful to stay in touch with my customers."
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 ...
Read more
What are the features of Clientshare?
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
Clientshare security and data handling
Key compliance certifications and security features for IT and security teams evaluating Clientshare.
Certifications
Security features
Developer & data
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9.0
Very Good
Clientshare Customers
Xerox
Cancom
Carlisle Support Services
CH and CO
Guidant Global
Compass Group
Connect
Lorien
Interserve
One-Zeero
Sefas
Blue Arrow
Cordant
Engie
Carbon-60
Clientshare Support Options
Frequently Asked Questions About Clientshare
Common questions buyers ask before choosing Clientshare.
Clientshare is a CRM Software. Clientshare offers Customer Support, Marketing Automation, Project Management and many more functionalities.
Buyers commonly note the following limitations of Clientshare: May not scale well for larger organizations.; Limited reporting features.; Could benefit from more integrations..
Some top alternatives to Clientshare includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales and Miss CRM.
Clientshare offers Quotation Based pricing model
The starting price is not disclosed by Clientshare. You can visit Clientshare pricing page to get the latest pricing.
Ready to try it?
Get started with Clientshare
Get connected with the team for a personalised demo.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].