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.

Facilities Management

The Facilities Management marketplace is a huge industry, but it’s tough to stand out from the crowd; the need to adapt and innovate is more important than ever.

Our Quarterly Business Reviews platform helps Facilities Management enterprises, such as OCS, CBRE and Mitie, to evidence value and innovation to their clients. By digitising your QBR process, you can easily build and deliver standardised QBRs, consistently report on your added value, and gather and measure client feedback and NPS. All your client health data will be presented on expertly tailored Risk Analysis Dashboards to make sure you can act according to their ever-changing needs and consistently prove your unique value.

1-in-2 FTSE 100 companies already use Clientshare, we work with 7 out of the top 10 FM companies and are growing every month.

“It makes total sense to roll Pulse out across our entire business.”

Read customer stories

“Clientshare allows us to measure satisfaction and engagement using the in-built platform analytics.”

Read customer stories

BUILD

Combine Quarterly Business Reviews, CSAT & NPS

Build a standardised, consistent and professional Quarterly Business Review experience across all your accounts
Improve your CX with our personalised video tool, leadership message feature and easily attach insight & innovation

DELIVER

Deliver outstanding UX for your clients

Improve client feedback and response rates by including CSAT and NPS with your QBRs while evidencing value and innovation
Deliver your QBRs directly to all key stakeholders within each client account

MEASURE & ACT

Unique Risk Analysis Dashboards and alerts

Uncover accounts at risk of churn with data-driven insights and custom alerts so you can act in time
Identify new growth opportunities and insights to protect margins at renewals and renegotiate on value not price

“Putting the customer at the heart of all we do is the cornerstone of Carlisle. We are working with Clientshare to deliver upon this core value of our business. We were missing out on opportunities to prove how our values are reflected in the delivery of our services. Clientshare is now deployed across all of our top accounts. It has standardised our coverage on our most important accounts whilst helping us to deliver on our core values as a business all in one secure centralised platform.”

Paul Evans, Carlisle Support Services

“Clientshare has been greatly received by our clients and there are obvious benefits. The business review workflow has allowed us to send consistent reports to our clients and opened up a new line of communications and feedback. We used to send out a loyalty survey a few times per year, but we weren’t getting the traction we wanted. We needed better conversations and that’s how we landed on Clientshare.”

Jason Bendell, Compass Group

“The tool is much easier than sending reviews and comments via email, and then manually gathering and sharing client feedback. It makes total sense to roll Pulse out across our entire business.”

Chris Woods, OCS

“Use of Clientshare fosters collaboration and communication between all levels of staff and allows us to measure satisfaction and engagement using the in-built platform analytics.”

Paul Murphy, Andron FM

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.

Digital QBRs for
Facilities Management

Evidence value and innovation and measure risk with our digital QBR process

“It makes total sense to roll Pulse out across our entire business.”

“Clientshare allows us to measure satisfaction and engagement using the in-built platform analytics.”