7.8
Spot Score
Streamline your contracts, elevate your customer relationships.
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Clientshare offers custom pricing plan
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
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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AU
Anonymous User
11/21/19
"Clientshare is a simple and efficient product"
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 ...
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AU
Anonymous User
11/21/19
"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
"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
"Clientshare is a simple and efficient product"
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 ...
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SA
Sean A
11/19/19
"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
"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
"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
"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
"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
AU
Anonymous User
11/18/19
"Relationship insights that I didn't realise were possible, thank you!"
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 ...
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