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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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89% 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 | Turn Microsoft 365 into a business powerhouse with eWay-CRM. Seamlessly integrating with tools like Outlook, Teams, and SharePoint, eWay-CRM simplifies customer management, sales tracking, and project execution—all without switching platforms. Organize emails, contacts, and meetings by linking them to clients and deals, while integrations with Power BI and QuickBooks provide instant insights. Boost collaboration with automated workflows, email tracking, task management, and mobile sync for Android and iOS. Plan marketing campaigns using custom database segmentation or discuss leads directly in Teams. Financial tracking, reminders, and profitability reports ensure to stay on top of every project and goal. By combining CRM functionality with Microsoft 365, eWay-CRM eliminates scattered data and repetitive tasks, centralizing all business activities in one place. Ideal for growth-focused companies, eWay-CRM simplifies work, streamlines processes, and empowers the team to thrive. Transform the business and watch the productivity soar with eWay-CRM. 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
|
89% 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
|
SaaSworthy Awards |
Not Available
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# 15 Most Popular # 16 Fastest Growing |
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
Dedicated Phone Line Integration
Document Management
Lead Management
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
Dedicated Phone Line Integration
Document Management
Lead Management
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. |
Not Available
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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 |
Free Free Lite $18.00 $20.00 per user / month Standard $24.00 $27.00 per user / month Plus $36.00 $40.00 per user / month |
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: Kansas City, MO Founded in: 2008 |
Contact Details |
Not available |
+1 (816) 286-4322 |
Social Media Handles |
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