Browse Software
List Your Product
Loading...
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

Do You Use Clientshare?

Write a Review

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

Reviews
AU

Anonymous User

October 6, 2022 Source: G2.com
"Fantastic platform to develop customer relationships"
What do you like best about Clientshare?

The platform is bright, full of useful options, very user friendly and allows me to celebrate the success of our staff. Very useful for publishing various reports and business data.

What do you dislike about Clientshare?

There's honestly nothing that I dislike.

What problems is Clientshare solving and how is that benefiting you?

I've not experienced any issues with clientshare.

Read more
AU

Anonymous User

June 30, 2022 Source: G2.com
"easy to use and share and have traceability of discussions and shared documents"
What do you like best about Clientshare?

The ease of use is very simular to some social media platforms where you create a post and share it with a selected audience.

What do you dislike about Clientshare?

sometimes the file format changes when uploading as a pdf. I find it better to save as pdf before uploading

Recommendations to others considering Clientshare:

fantastic for managing clients and sharing meetings, files and updates

What problems is Clientshare solving and how is that benefiting you?

Provides a one-stop shop for everything communicated, no more sifting through old e mails to find documents

Read more
KP

Kelly P

June 20, 2022 Source: G2.com
"Excellent platform to support building client relationships"
What do you like best about Clientshare?

Provides excellent customer experience for our clients. We are able to share 'in our own words' to get clear messages across and to a wider audience.

Being able to identify who is engaged by seeing the clients who actively use/view and being able to target those who don't.

No file limit size - hige plus when the client can't accept large files via email.

Category reminders for posts to share each month.

What do you dislike about Clientshare?

If a customer doesn't accept the invitation, a reminder is sent. Some of our customers either haven't had a reminder or ignore them. We then don't get any notification that this hasn't been accepted and need to keep checking.

What problems is Clientshare solving and how is that benefiting you?

Reaching a wider audience is important. Sharing the message we want the recipient to recieve is difficult when filtering through 'central' clients we work with to rach a wider audience. Being able to do this has won additional revenue across multiple locations, when we're able to demonstrate trials, innovations and share good news across the client's business. Being able to upload videos and share files is beneficial when demonstrating great work.

Read more
SB

Steve B

June 20, 2022 Source: G2.com
"I have found Clientshare extremely useful to stay in touch with my customers."
What do you like best about Clientshare?

It is easy to upload documents and provide updates in a timely manner.

What do you dislike about Clientshare?

Ive not found any downsides to using Clientshare.

What problems is Clientshare solving and how is that benefiting you?

Its allowing me to share documents with my customers in a central repository.

Read more
PO

Paul O

June 16, 2022 Source: G2.com
"very slick and easy to use.. great output"
What do you like best about Clientshare?

user friendly and great output information for the client and senior directors

What do you dislike about Clientshare?

nothing at the moment. all good using it

What problems is Clientshare solving and how is that benefiting you?

early days but a central depository and output

Read more
KH

Kirsty H

June 15, 2022 Source: G2.com
"Great platform"
What do you like best about Clientshare?

Easy to navigate and share to groups or specific persons

What do you dislike about Clientshare?

could be more pleasing to the eye, quite plain

Recommendations to others considering Clientshare:

N/A

What problems is Clientshare solving and how is that benefiting you?

Being able to post to one place without sending multiple emails

Read more
NS

Nancy S

June 14, 2022 Source: G2.com
"Easy and practical"
What do you like best about Clientshare?

Clientshare premium saves me so much time, i can release all of my MI to those relevant, make groups dependant on the content i am posting etc. I also use it like a cloud desktop for all MI, so quarterly and annual reviews are much easier when i can see my monthly content posted and summarised all in one place.

What do you dislike about Clientshare?

I cannot share old content with new users

What problems is Clientshare solving and how is that benefiting you?

Not having to have the same conversations with multiple groups, everything is in one place

Read more
LK

Laura K

June 13, 2022 Source: G2.com
"Great platform to share valuable market insights with your clients"
What do you like best about Clientshare?

Client share is easy to use and provides valuable insights for my clients

What do you dislike about Clientshare?

at this time i have no dislikes to share

Recommendations to others considering Clientshare:

Allows you to share valuable information with your clients on a regular basis

What problems is Clientshare solving and how is that benefiting you?

information sharing and it is allowing my clients to access my shared information easily

Read more
NP

Nigel P

May 27, 2022 Source: G2.com
"Great Platform for Client Retention"
What do you like best about Clientshare?

Video Section and Feedback from Client, Simple Work through.

What do you dislike about Clientshare?

There is nothing I dislike on the Platform

What problems is Clientshare solving and how is that benefiting you?

The team is great at Adapting to our Business needs and always happy to help and guide where needed.

Read more
JB

Jason B

May 27, 2022 Source: G2.com
"Chartwells Independent"
What do you like best about Clientshare?

This is a great tool to share reviews and information with our clients. It enables us to build a library of information that our clients can tap into with them providing great feedback to help us change and deliver better information and help us manage our partnerships with our clients.

Also, the whole support that we get from the Clientshare team has been excellent. From early engagement to holding workshops to follow up feedback sessions, Olivia, Toby and Helen have been there for us, so thank you...

What do you dislike about Clientshare?

It is still early days and we are still finding our feet with the system, so at present, we have no dislikes.

What problems is Clientshare solving and how is that benefiting you?

We have started using clientshare as an alternative to our normal client feedback platform to see if we could get a better response. Still early in the process however we have clients' feedback back to us that never used to, which is fantastic.

Gaining their insight to our service delivery and relationship is invaluable to us ensuring we have a successful business model

Read more

We understand SaaS better

SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

icon

Buyers

Looking for the right SaaS

We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.

icon

Makers

Want more customers?

Our experts will research about your product and list it on SaaSworthy for FREE.

Get Listed