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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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Description | Clientshare is a Service Governance Tool used to automate the contract lifecycle to manage profitable relationships. Track business reviews and draw attention with a secure web based method to illustrate business performance. Manage record with client account details like task completion, number of posts, customer activity by individual, community size and more. Collaborate with your team to track tasks and receive reminders to automate business workflows. Read more | 1CRM is an all-in-one CRM solution for managing corporate workflows. The dashboard part of the software includes facilities for scheduling calls and meetings, as well as sending emails to clients. You may work together with your team to track inventory movements and levels across different warehouse sites with 1CRM. By including a custom chart on any dashboard, you may create leads by tracking top opportunities and quotes. You can communicate the most up-to-date information with your customers and partners in real-time. All of your sales, including those made by your employees, may be consolidated into one platform. Because it is a custom-fit CRM, you can easily customize screens and menus to achieve your CRM vision. The built-in 1CRM catalog may be used by your sales team to create Quotes and Invoices. You can prevent a quote from being misplaced in your inbox. Your clients can accept quotations directly from the web and get started on the project. Clients can also use this software to see a list of all their projects with you, including their details, connected contacts, completed and continuing work, and project files. Read more |
Pricing Options |
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SW Score & Breakdown |
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
Total Features |
4 Features
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25 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
Ease of Use, Centralized platform for information and document sharing, Improved Client Communication, Effective Account Management Lack of CRM Integration, Limited User Adoption, Occasional Software Bugs, Unintuitive User Interface |
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Review Summary |
Users generally appreciate ClientShare's utility as a client portal tool. Many reviewers mention that the software streamlines communication and file-sharing with clients. The user interface is also praised for being intuitive and easy to navigate. However, some users have expressed concerns about the occasional glitches and bugs they've encountered. Additionally, a few reviewers have mentioned that the platform can be somewhat expensive compared to similar tools in the market. |
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Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Clientshare Professional Custom Clientshare Premium Custom |
Startup (Cloud Service) $13.00 $15.00 per user / month Startup Plus (Cloud Service) $20.00 $23.00 per month Professional (Cloud Service) $29.00 $33.00 per month Enterprise (Cloud Service) $34.00 $39.00 per month Startup (On-Premise) Free Startup Plus (On-Premise) $14.00 $17.00 per month Professional (On-Premise) $23.00 $27.00 per month Enterprise (On-Premise) $28.00 $33.00 per month Professional (Perpetual Licenses) $405.00 $405.00 One Time Payment Enterprise (Perpetual Licenses) $585.00 $585.00 One-Time Payment |
View Detailed Pricing
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View Detailed Pricing
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Screenshots | Not Available |
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Videos |
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Company Details | Located in: London, United Kingdom Founded in: 2016 | Located in: Canada |
Contact Details |
Not available |
778.432.2761 |
Social Media Handles |
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