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.

Customer Stories

See how others are using Clientshare software solutions for success

Why world-leading businesses use Pulse

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How Clientshare Pulse Benefits: Ricoh

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How ABM is using Clientshare Pulse to strengthen customer relationships & CX success

Clientshare spoke to Campbell Murdoch, the Managing Director for the Business & Industry division of ABM in the UK, about how Pulse has formed an integral part of their customer success strategy.

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How EMCOR UK builds customer relationships through effective collaboration

We use Pulse to give our customers the chance to voice their thoughts in a consistent way, providing an extra resource alongside the traditional methods of providing feedback. That way, whether they were able to attend a review meeting or not, they can have their say.

Customer Stories

Why world-leading businesses use Pulse

How Clientshare Pulse Benefits: Ricoh

How ABM is using Clientshare Pulse to strengthen customer relationships & CX success

How EMCOR UK builds customer relationships through effective collaboration

DOC Cleaning enhances client communication & feedback with Clientshare Pulse

How Clientshare Pulse Benefits: Compass Group

Go Inspire drives structure and transparency through their Quarterly Business Reviews

How Clientshare Pulse Benefits: SEKO Logistics

How Clientshare Pulse Benefits: ISS Facility Services

Flagship uses Clientshare Pulse to consistently communicate with clients

How Clientshare Pulse Benefits: Compass Group (Dine Contract Catering)

How Clientshare Pulse Benefits: OCS

CH&CO use Clientshare to streamline operations, enhance customer relationships, and drive data-informed decision-making

SEKO Logistics use Pulse as a key selling point for tenders and when talking to potential clients

Xerox is using Clientshare Pulse to gain clarity on the value they bring to their clients

CEVA Logistics use the Clientshare platform to easily identify client accounts at risk and prevent churn

Compass Group increased their client feedback and gained access to new data-driven insights with Clientshare

Clientshare has helped Menzies focus on evidencing value and identifying opportunities to grow

OCS is saving time and effort by using the Pulse workflow tool for their business reviews

Telefónica Tech increased cross-selling by 15% after using Pulse for 9 months

National Express Transport Solutions gain better visibility over their client feedback

Andron FM can now easily measure client satisfaction both consistently and regularly across all key accounts

Clientshare has helped Guidant achieve an industry leading contract retention rate

Clientshare helped demonstrate transparency to Carlisle's stakeholders with live performance information

Customer retention is more important than ever for PMP recruitment

Clientshare enables CH&CO to evidence the value they bring their clients, which is vital for retention

Download our research whitepaper, 'The QBR Frustration'