Clientshare Pulse for Professional Services
Professional services firms must maximise resource utilisation and billable hours, keep up with customer expectations, and manage projects that are typically very complex – all at the same time. It is essential that they stay visible to their customers throughout the process if they want to retain their contracts.



Emotional benefit
Know the health of every account
Keep your finger on the pulse of all accounts: learn from top performers and address challenges before they become bigger problems.


Emotional benefit
Make sure customers see the best side of your business
Standardise how you evidence success, communicate how your innovations bring your brand to life and prove your value.


Emotional benefit
Deliver business reviews consistently
Stay close and connected to every customer - not just your major accounts - by providing consistent communication and content they can trust.
Features you and your team can’t live without

Dashboards
Leaders and Account Managers can gain insight from customer ratings on every account, across five simple but powerful areas: value for money, quality of service, strength of relationship, quality of reviews, Net Promoter Score.

Feedback and Net Promoter Score
Gain invaluable insight from your customers as they respond to business reviews and messages from your Leadership Team and Account Managers. As all ratings and feedback are located in one secure, online location, it makes it easy for both you and your customers to engage with the content.

Business Reviews Workflow
Account Managers can deliver business reviews consistently, ensuring nothing is lost or misplaced in emails. Actions are also documented and tracked, safeguarding the integrity of the relationship.

Personalised video and leadership messages
Make every review memorable with easy-to-create videos that Account Managers and Leaders can upload every time – avoid being faceless; humanise the experience.
Contract Catering
CH&CO
Katy Thompson, MD Venues
“We used to be very analogue in our client approach, nothing was centralised, and our clients didn’t understand just how much we did for them, now every account is treated in a way that CH&CO knows will be well looked after”.

Managing more complex relationships? Talk to one of our experts about Clientshare Premium today.