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Clientshare Reviews

User Rating

4.8/5 (Based on 96 Ratings)

Rating Distribution

  • Excellent

    82.3%
  • Very Good

    13.5%
  • Average

    4.2%
  • 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?

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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

Reviews
VB

Verified User in Food & Beverages

July 15, 2026 Source: G2.com
Great Visibility and Easy Trend Tracking for Everyone
What do you like best about Clientshare?
I like the platform’s visibility, everyone can access it, and monthly packs can be uploaded for all to see. It also makes it easy to spot trends, for example whether scores are improving over time etc
What do you dislike about Clientshare?
It would be good if the platform could automatically alert us when needed, for example, if a review hasn’t been sent in a certain number of days, or if a contract’s scores have been gradually decreasing over a period of time.
What problems is Clientshare solving and how is that benefiting you?
It gives us better visibility and provides clients with a platform to share feedback.
Read more
AT

Adam T

July 8, 2026 Source: G2.com
Tracks Feedback Over Time with Helpful Comments and Great Support
What do you like best about Clientshare?
I like that the feedback score is tracked over time, rather than just capturing how things feel in the moment, because it gives a more accurate reflection of where you are. I also appreciate having a comments section, since it adds helpful context alongside the score.
What do you dislike about Clientshare?
I haven’t had any pain points to date. It’s easy to use, and I’ve received good support from Elle.
What problems is Clientshare solving and how is that benefiting you?
It helps me get a clear picture of how the client feels, which is really benefiting my work. That said, some clients need the scoring process explained, because a few have inadvertently scored lower than they intended.
Read more
FF

Freddie F

April 30, 2026 Source: G2.com
Clientshare Feedback
What do you like best about Clientshare?
.The honesty that can be displayed by the client, without fear of holding back
What do you dislike about Clientshare?
I dislike that you cannot "favourite" a client and have that as the main dashboard
What problems is Clientshare solving and how is that benefiting you?
It allows my client to escalate above my head and get a response from who he needs as the system forces an action to take place
Read more
GK

Gitte K

March 26, 2026 Source: G2.com
Easy Setup and Seamless Client Reviews with Clientshare
What do you like best about Clientshare?
.Easy to set up, integrates with my client contact processes, easy for a client to complete the reviews
What do you dislike about Clientshare?
There are no downsides about Clientshare
What problems is Clientshare solving and how is that benefiting you?
It helps me to 'measure' how a client feels and where we as the vendor need to improve
Read more
VE

Verified User in Higher Education

March 24, 2026 Source: G2.com
Transparent Platform with an Amazing Team!
What do you like best about Clientshare?
Platform encourages transparency and the team are amazing to work with
What do you dislike about Clientshare?
Having a client facing dashboard would be a big value add
What problems is Clientshare solving and how is that benefiting you?
Transparency and understanding how clients are really feeling and what we could do better to improve relationships.
Read more
LF

Lee F

March 18, 2026 Source: G2.com
Easy to Use and Keeps All Client Info in One Place
What do you like best about Clientshare?
It’s easy to use, and it keeps all client-shared information stored in one place, which makes it simple to find when needed.
What do you dislike about Clientshare?
I don’t see any downsides. I think the software is very good.
What problems is Clientshare solving and how is that benefiting you?
Client share is now helping us identify the customers who require additional support, or more time, to develop effective working relationships. The NPS scoring system provides straightforward analysis that highlights where strategic management resources need to be allocated in order to improve customer perception.
Read more
VI

Verified User in Security and Investigations

October 28, 2025 Source: G2.com
Solution for Transparency and Accountability
What do you like best about Clientshare?
What I appreciate most about Clientshare is how effectively it fosters transparency between our regional and account managers and their clients. It provides a clear structure for tracking performance and accountability for us internally in the business unit. Senior team get email notifications about chosen updates / feedback from clients without the need to login - this gives them a good insight of how the team is really doing, especially if clients leave feedback.
What do you dislike about Clientshare?
Securing consistent buy-in from clients to review and score performance remains a challenge but this would be a challenge with any platform. Currently, there's no way to respond directly to client and their feedback within the platform, which limits the visibility for real-time dialogue and audit trail - there was a recent introduction to add internal comments about steps taken which was seen as a positive improvement. More personal win would be to have the ability to independently export Excel or CSV data from our workspaces but we do get weekly communication from Clientshare team and Power BI integration in premium space.
What problems is Clientshare solving and how is that benefiting you?
Overall gives us better visibility on holistic contract health and provides instant link to senior leadership if clients want to escalate concerns.
Read more
HS

Hayley S

October 27, 2025 Source: G2.com
Effortlessly Customizable and User-Friendly Software
What do you like best about Clientshare?
Easy, simple to use software that you can personalize each review to suit your client's needs. Any questions I've had Elle has been pro-active and responsive.
What do you dislike about Clientshare?
I don't have anything negative at the moment.
What problems is Clientshare solving and how is that benefiting you?
Quick software to send reviews to our clients that are way too large for email!
Read more
VB

Verified User in Food & Beverages

October 23, 2025 Source: G2.com
Insightful Dashboards, But Lacks Direct Feedback Response
What do you like best about Clientshare?
Client insights, trends and data/feedback dashboards has been key to understanding our contract position.
What do you dislike about Clientshare?
The support we have had from the team since mobilising the platform has been really helpful, responses have been quick and knowledgeable, and the platform updates have been well communicated.
Recommendations to others considering Clientshare?
The inability to respond to client feedback directly from the platform
What problems is Clientshare solving and how is that benefiting you?
Clientshare is allowing us to better understand client insights, review gaps in our stakeholder matrix and understand client engagement
Read more
AW

Ann W

September 10, 2025 Source: G2.com
A great team to work with, always supportive with queries, platform is easy to use for the business
What do you like best about Clientshare?
User-friendly platform .................
What do you dislike about Clientshare?
Not easy to download results ourselves .
What problems is Clientshare solving and how is that benefiting you?
Feedback function improvements
Read more

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