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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

Clientshare logo
CRM Software

4.7 57 user ratings

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87% 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

LionO360 logo
CRM Software

5 6 user ratings

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Overview

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 LionO360 CRM software is a platform used to automate business processes. The software offers tools to drive leads through pipeline and close deals with operations. Identify goals, forecasting with advanced filters to create customized views for your entire organization. Measure the progress of business with time based goals across all departments. Small, Medium companies make use of the software. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $143.95.
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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    72%
  • Reviews
    70%
  • Momentum
    62%
  • Popularity
    70%

87% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    95%
  • Reviews
    75%
  • Momentum
    61%
  • Popularity
    71%

Features

Total Features
4 Features
21 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
    Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    Sales Force Automation Streamlined management of the sales cycle from lead to close
    Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 1 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 14 More - Show Less
  • Unique Features
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

    Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • Online
    • Online
    API Support
    • NA
    • Available

    Reviews & Ratings

    User Rating
    4.7/5 57 user ratings
    5/5 6 user ratings
    Rating Distribution
    • Excellent

      77.2%
    • Very Good

      17.5%
    • Average

      5.3%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      100%
    • Very Good

      0%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
    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

      Not Available
    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
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Offers Custom plan.
    • Free Trial Available
    • Starts at $143.95.
    Pricing Plans
    Monthly Plans Annual Plans

    Clientshare Professional Custom

    Clientshare Premium Custom

    CRM $143.95 $179.95 per month

    Inventory $143.95 $179.95 per month

    CRM + Inventory $223.95 $279.95 per month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail
    + 1 More
    Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: London, United Kingdom Founded in: 2016 Located in: Princeton, NJ
    Contact Details

    Not available

    https://www.myclientshare.com/

    +1 609-281-5272

    https://www.liono360.com/

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