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7.8

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Clientshare - CRM Software

Clientshare Reviews in June 2025: User Ratings, Pros & Cons

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4.5

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Clientshare Reviews & Ratings

4.5

Very Good

Based on 58 ratings & 57 reviews

Rating Distribution

Excellent

(50)

Very Good

(4)

Good

(3)

Poor

(0)

Terible

(0)

Expert's Review

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 ...Read more

Clientshare pros and cons

  • 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.

  • Facilitates quarterly and annual business reviews with visual dashboards, Power BI integration, and data summaries.

  • 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.

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Showing 41-50 out of 57

AU

Anonymous User

11/21/19

4.5 out of 5

"The easy to use online solution"

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

AU

Anonymous User

11/21/19

5 out of 5

"Fantastic product to engage with my customers and oversea my team! "

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 ...

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AU

Anonymous User

11/21/19

4.5 out of 5

"GM Using it to communicate with client"

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 ...

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AU

Anonymous User

11/21/19

4.5 out of 5

"GM Using it to communicate with client"

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 ...

Read more

SA

Sean A

11/19/19

3 out of 5

"Lorien - William Hill Client Share "

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 ...

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AU

Anonymous User

11/19/19

5 out of 5

"Great way to connect and share sensitive information"

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

AU

Anonymous User

11/19/19

5 out of 5

"Fantastic platform!"

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 ...

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AU

Anonymous User

11/19/19

5 out of 5

"Great way to connect and share sensitive information"

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

AU

Anonymous User

11/19/19

5 out of 5

"Fantastic platform!"

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 ...

Read more

NJ

Nat J

11/18/19

5 out of 5

"Brilliant Product"

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 ...

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].