How do I reset my password?

You can change your password by going to login.myclientshare.com/password/reset. You will receive an email that redirects you to the login page and allows you to enter a new password. Instructions for password criteria can be found on the reset password page. Alternatively, you can change your password inside Clientshare by going to the Settings page and following the instructions under the 'Account' tab. If you use Microsoft Single Sign-On, password resets are handled automatically through Microsoft.

What is the Pulse Index?

The Pulse Index indicates how your clients rate you against key satisfaction measures and helps you map and track performance in critical business areas. The satisfaction rating consists of four pre-set measures: Service, Relationship and support, Value, and Quality. You can customize these questions based on your business needs. If unsure, contact your Customer Success Manager for guidance.

How is the data collected for NPS and Satisfaction Ratings?

Your Net Promoter Score (NPS) is calculated using your clients’ feedback. Each time your client receives a business review, they can provide real-time feedback through satisfaction measures, qualitative comments, and the NPS survey.

How do I send a Review?

Sending a review is easy with our step-by-step workflow: 1. Give your review a title, date, and introductory message or video. 2. Add all relevant content and documents. 3. Choose recipients for the review. 4. Assign review actions. You can preview the review before sending it directly to your client.

What documents can I attach to my Review?

Clientshare Pulse supports document uploads up to 40MB and accepts all standard file formats. Simply drag and drop files into the review or select them manually.

How do I invite my colleagues to join Clientshare Pulse?

Only admins can invite new users to Clientshare Pulse. Using the admin panel, enter your colleague’s email address and specify their role — Senior Manager, Account Manager, or Admin — depending on the level of access required.

How do I know if my clients have opened the review and scored me?

Whenever a client opens a review, provides scores, or leaves feedback, you’ll be notified. Clients will receive two weekly reminders if they haven’t opened the review or completed the scoring.

Can I resend my review and add new recipients?

Yes! You can resend reviews or add new recipients by going to the Review Analytics page and selecting the option to add or resend to recipients.

Do my clients have to score me each time?

This is optional. We recommend making scoring mandatory for quarterly reviews, but for weekly reviews, it’s best to keep scoring optional to avoid survey fatigue.

How does the tree planting work for reviews scored with Clientshare?

Clientshare is a proud partner of Ecologi. Each time your client scores a review, we plant a tree. Learn more about Clientshare's partnership with Ecologi and our CSR policies.

Home | Clientshare - leader in digital QBRs

Today 30% of accounts churn for reasons that are within your control.

Our world-leading Quarterly Business Reviews platform increases retention by enabling B2B enterprises to uncover accounts at risk of churn and identify new growth opportunities. Pulse digitises the Quarterly Business Reviews process, gives businesses the tools to package and deliver standardised high-quality QBRs, measure feedback, CSAT and NPS easily across all accounts and provides risk analysis dashboards to help senior leaders act based on data-driven insights.

Find out why Clientshare is already used by more than 1-in-2 FTSE 100 and 1-in-3 S&P companies to stop losing clients and start growing partnerships.

Problems we hear

Quality Business Reviews only happen with a small number of clients

Quarterly Business Reviews have limited reach, typically only seen by 1 – 2 people

Quarterly Business Reviews lack clear outcomes & actions to enable growth

No structured way for customers to consistently give feedback

Leadership has minimal visibility into account activity & performance

What if...

All your accounts, big & small, received a high-quality, personalised review

6+ people, including contract renewal decision makers, saw your Quarterly Business Reviews

You had better business conversations with a standardised review structure

Consistent feedback came from reviews, including NPS & written comments

Leadership dashboards & data showed you the performance of every account

Get started

Our platform gives businesses the tools to package, deliver, measure and act on their Quarterly Business Reviews using risk analysis dashboards. By digitising the QBR process and delivering first-class reviews with outstanding UX to your clients, you maximise the impact of your most important client interactions. Our software gathers the data and feedback into tailored risk analysis dashboards with custom alerts - all tailored to make sure senior leaders have all the client insight they need at their fingertips.

“Clientshare Pulse has really helped us to put a framework around our business reviews for our clients and been able to capture the good feedback as well as the areas where we get challenged and need to improve. It's also enabled us to link in our data through our Power BI reporting, which in our business as we grow and we want to connect more with our clients, to use those API links and to use the data insights to improve our service delivery is really key for all our stakeholders.”

Customer Headshots - Campbell Murdoch - Managing Director - ABM

"Pulse isn’t just a tool we use; it’s a core part of how we run CX at ABM. It helps us continue to retain customers, grow accounts and make better strategic decisions. And, most importantly, Pulse gives us the extra visibility we need to ensure we’re delivering the best possible service to every customer."

Campbell Murdoch, ABM

"Using Pulse allows us to demonstrate clearly that we care about what the customer has to say, that we will listen to them and, most importantly, act on their insights.

We can show how our NPS and customers’ satisfaction improves over time, enabling us to demonstrate the value we add."

Maria de Cabo Ramos, EMCOR UK

"Clientshare is Guidant’s global platform for client engagement and has been instrumental in key contract retention and growing Guidant’s credibility within client accounts. Whitespace selling opportunities have been created as Guidant has evidenced their value.

Since 2016 Clientshare has helped Guidant Global to achieve a retention of 98%."

Simon Blockley, Guidant Global

"The tool is much easier than sending reviews and comments via email, and then manually gathering and sharing client feedback."

Chris Wood, OCS

"Pulse drives client value as we're able to adjust and respond to feedback, and it's rewarding for our teams when they get recognised by the client."

Jonathan Leaper, XEROX

"The Pulse tool has become a key selling point for our tenders or when talking to potential new clients. It shows that we offer our clients the opportunity to give us regular feedback, that we care about what our clients think about us and that we will take immediate action. That's pretty powerful."

Daniel Eckett, SEKO Logistics

“Pulse has enabled us as a senior leadership team to be able to jump on client queries at the right time. We can set up alerts and notifications to see client comments and scores when we need to. Even if we think or assume a client is happy, sometimes their scores haven't been where we think it would be. Clientshare gives us the power to have the right conversations to reduce the risk of churn.”

Jason Bendell, Compass Group

"The visibility Pulse provides alongside the ability to monitor client sentiment is invaluable to us."

Sophie Rioch, DOC Cleaning

The QBR Frustration whitepaper front cover

Download our research whitepaper, 'The QBR Frustration'

We interviewed 100 senior leaders of B2B enterprises across the Logistics, FM, Contract Catering, IT, RPO and BPO sectors from the UK and US. The research reveals the failures of today's QBRs and highlights the urgent need for better business conversations. Learn more about where you can improve your QBRs to protect your margin and grow relationships with buyers today.

The world's leading digital Business Reviews platform

Stop losing clients and start growing with Clientshare Pulse – the leading Quarterly Business Reviews (QBRs) platform for B2B enterprises.

Use our risk analysis dashboards, driven by client feedback, to uncover problem accounts and identify opportunities to grow.

What our customers say about us

Do you know if your clients are happy?​

upselling

retention

NPS

Problems we hear

What if...

How it works

BUILD

DELIVER

MEASURE & ACT

BUILD

Combine Quarterly Business Reviews, CSAT & NPS

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2

3

Dan Eckett

Client Solutions Director UK&I, SEKO Logistics

DELIVER

Deliver outstanding User Experience for your clients

1

2

3

Jason Bendell

Partnership Director, Chartwells Independent - Compass Group

MEASURE & ACT

Unique risk analysis Dashboards and Alerts

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2

3

Claire Rumsey

Sector Managing Director, OCS

PRODUCT TOUR

Explore Pulse in this virtual product tour