Product Launch: Clientshare Connect

Meet Clientshare Connect, a smarter way to engage tail-end accounts at scale.

If you manage a portfolio of client accounts, you’ll know this challenge. Your top-tier customers get the full QBR treatment but the long-tail can, understandably, slip into a ‘lower-touch’ mode. Not because they don’t matter, but because time, headcount and diary space are in high demand.

The problem is, silence looks a lot like risk.

That’s why we built Clientshare Connect, a quick and easy way to share updates with clients at scale and gather CSAT, NPS and written feedback, without needing to run a full formal review process for every account.

What is Clientshare Connect?

Clientshare Connect helps you engage tail-end accounts at scale, gathering CSAT, NPS and feedback while sharing your most important updates and innovations.

In practice, that means you can reach hundreds of customers quickly, keep all stakeholders informed, and still capture the signals that show you the opportunities and risks in your relationships.

Connect is built for teams that want to extend their reach beyond their usual QBRs so you can stay close every account, keeping a consistent feedback rhythm across your business.

Take the tour to see how it works:

Take the tour

Connect is built around two simple ideas: Share & Measure

1) Share: reach every stakeholder with ease

Connect makes it easy to send updates, reviews and insights to hundreds or thousands of recipients at once, while still keeping the experience personal and relevant.

It’s designed to help you deliver the kind of comms stakeholders actually want to read, with features that support:

• Multiple stakeholder management
• Effortless Customer Experience
• C-level communication
• Multi-format content support
• Automated alerts

So, whether you’re sharing performance highlights, a service improvement story, a product update, or a new innovation initiative, you can do it at scale without losing that human touch.

2) Measure: identify risk and uncover opportunity

Sharing is only half the story. Connect also helps you measure customer sentiment effortlessly, capturing CSAT and NPS in one place, alongside qualitative feedback.

That includes:

• Automated CSAT & NPS
• Written feedback
• Follow-up requests
• Intelligent dashboards

The goal is simple; you shouldn’t have to guess how any of your accounts feel. With Connect, sentiment becomes visible, trackable, and easier to act on.

Built for speed: create & send in minutes

Connect is intentionally lightweight. It’s a guided flow that lets teams reach their customers with minimal setup, so you can get valuable insights more quickly.
That makes it ideal for moments like:

• a quick quarterly or monthly check-in across lower-touch accounts

• sharing improvements, innovation and roadmap updates

• post-implementation or change communications

• pre-renewal temperature checks

• surfacing early warning signs before they become escalations

Where Connect fits alongside Pulse

Connect is designed to complement Clientshare Pulse, our platform for managing next generation Business Reviews. Pulse enables you to build reviews, deliver them to multiple stakeholders, measure feedback and follow up on actions, and turn an analogue process into a retention and growth engine.

Think of it like this:

• Pulse supports structured, high-touch reviews and the full review workflow

• Connect extends your reach beyond QBRs, so you can still engage and measure sentiment in the long-tail

Together, they form a more complete coverage model for strategic engagement where it counts and consistent, scalable communication and feedback.

Want to learn more about Clientshare Connect?

Book a demo to see Connect in action, and we’ll show you how it can help you engage more accounts, more consistently, with better feedback and fewer manual steps.

If you have any questions, please email support@myclientshare.com or contact your Clientshare representative.

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