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About Clientshare

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.

Screenshots & Videos

Pricing

Free Trial Not Available
Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.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

69%
Momentum

63%
Popularity

70%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

Modes of Support

Online

Clientshare Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

72%

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.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

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.

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

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Clientshare Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Clientshare Professional Custom

A tool for suppliers across all their accounts

Features

Business Reviews
Achievement and Innovation Log
Clientshare Community
Account Health Scorecards
File Viewer
Company Health Scorecards
Share to Many
Task Management
Customer Success Support Team
2 Factor Authentication
Multimedia upload
SSL and Encryption
Secure Sharing
Video Recording
Access Stats
Mobile Access
Secure Groups

Add-ons

1. Vitals Check

Assessments across multiple accounts of you and your customers. A full report sums up your Service Governance vitals

2. Boot Camp

Clientshare training programmes and a thorough review of Service Governance touchpoints to boot up a notch or three

3. Fitness Plan

Ongoing support to keep things in tip top shape integrating your plans across the Service Governance continuum

Clientshare Premium Custom

A tool for suppliers with more complex accounts

Features

Business Reviews
Achievement and Innovation Log
Clientshare Community
Account Health Scorecards
File Viewer
Company Health Scorecards
Share to Many
Task Management
Customer Success Support Team
Programme Managed Implementation
Dedicated Customer Service Manager
Managed Service
Data Visualisation Integrations
CRM Integrations
2 Factor Authentication
Multimedia upload
SSL and Encryption
Secure Sharing
Video Recording
Access Stats
Mobile Access
Secure Groups
Includes features of Add-ons

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 08/12/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Clientshare Pricing

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Clientshare Reviews

User Rating

4.7/5 (Based on 57 Ratings)

Rating Distribution

Excellent
77.2%
Very Good
17.5%
Average
5.3%
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

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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.

Pros

Intuitive interface and straightforward functionality: easy onboarding and navigation.
Variety of features, including contact management, lead tracking, and email marketing integrations.
Useful reporting capabilities to track sales performance and monitor team productivity.

Cons

Limited customization options, hindering tailored user experiences and branding.
Occasional performance lags and system glitches, causing interruptions in user workflow.
Limited thirdparty integrations compared to other similar platforms, restricting workflow automation.

AI-Generated from the text of User Reviews

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