Clientshare Pros and Cons

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. Review collected by and hosted on G2.com.

There's honestly nothing that I dislike. Review collected by and hosted on G2.com.

I really like the simplicity of this platform. The dashboard is visual and a clear overview of data. Review collected by and hosted on G2.com.

I would like to see it link to the Premium portal as there currently feels like a disjoint resulting in repetition. Review collected by and hosted on G2.com.

A one-stop-shop, Engaging, easy to navigate, with great support from the Team, and reminders on times scales, its a great space to promote our achievements and what coming Review collected by and hosted on G2.com.

nothing, I would recommend this to colleagues, once its set up and you plan your activities, it is simple to use and great for our clients, we recently launched this with VM and feedback has been really positive Review collected by and hosted on G2.com.

The features are simple to use and explain to my client Review collected by and hosted on G2.com.

There isnt much I can complain about with my clientshare Review collected by and hosted on G2.com.

It is easy to upload documents and provide updates in a timely manner. Review collected by and hosted on G2.com.

Ive not found any downsides to using Clientshare. Review collected by and hosted on G2.com.

Simple to use and simple for our clients Review collected by and hosted on G2.com.

no 'view doc' facility rather than having to download, doesn't appear to be an app? Review collected by and hosted on G2.com.

The ability to have an overview of all contracts and account manager performance Review collected by and hosted on G2.com.

It would be good to have the ability to be notified when actions are completed. Review collected by and hosted on G2.com.

managing all client documents in one place instead of having to email out to different individuals Review collected by and hosted on G2.com.

some of the new features in the latest update, like posting - I think it was a lot simpler before Review collected by and hosted on G2.com.

Video Section and Feedback from Client, Simple Work through. Review collected by and hosted on G2.com.

There is nothing I dislike on the Platform Review collected by and hosted on G2.com.

The fact that all documents/reviews are in one place is helpful Review collected by and hosted on G2.com.

would like to be able to turn off the customer survey. I'm not a massive fan of the actions logging process as this can drive duplication Review collected by and hosted on G2.com.