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.

Pulse | Clientshare - the world's leading business review platform

Q: 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.

ENTERPRISE

Manage reviews, engage customers, capture feedback, NPS and CSAT, and uncover risks across every single account — all in one CX platform.

PULSE

Build reviews, deliver to multiple stakeholders, measure CSAT and risk, and follow up on actions across all your key accounts - turning an analogue process into a growth engine.

CONNECT

Engage tail-end accounts with our affordable and scalable solution. Gather CSAT, NPS, and feedback while sharing updates and innovation.

What is Clientshare and what does it help you do?

Clientshare helps service providers run high-quality, consistent, AI-driven Business Reviews across their client accounts.

Enterprises are able to collect NPS, CSAT and written feedback from all their customers on real-time dashboards.

This gives both account teams and senior leaders visibility into client accounts, highlighting areas of risk and opportunities for growth.

Who is Clientshare built for?

Clientshare Pulse is built for B2B enterprise service providers who are looking to run next generation Business Reviews with their customers.

Account Managers use Clientshare to manage their full review process, while Senior Leaders can use the platform to increase their visibility and inform decisions. The teams can:

Build consistent, high-quality reviews with AI-powered tools for every customer.
Deliver a personalised review to every stakeholder with ease.
Measure NPS, CSAT and customer sentiment to identify risks and uncover opportunities.
Act on real-time and cumulative data to turn conversations and feedback into results.

How is Clientshare Pulse different from a CRM or survey tool?

Clientshare is specialised to support your Monthly, Quarterly or Annual review processes with your clients.

Clientshare Pulse differs from more general CRM and survey softwares by being centred around the Business Review process. It enables you to collect NPS, CSAT and written feedback from your key accounts and reach stakeholders with ease.

This means you can collect clear sentiment data on a regular basis, showing you how your customers really feel at the most important times in your relationship.

How does Clientshare Pulse integrate with other systems?

We have an open API that allows our platform to integrate with most systems. This means you can take all of your data from Clientshare Pulse and use it inside your own data visualisation tools or CRM.

How does Clientshare capture customer sentiment?

Clientshare Pulse is focused around the Quarterly Business Review (QBR) process. Teams are able to share key content and insights, assign actions, and communicate with key stakeholders across their client base.

Every Clientshare Pulse review asks the recipient to provide scores for NPS and CSAT, as well as provide any written feedback they may have for account teams or senior leadership.

Take a tour of Clientshare Pulse to see it in action

Does Clientshare Pulse meet my company's information security requirements?

Clientshare is fully GDPR and ISO27001 compliant and is a verified Alcumus SafeSupplier.

For further information, please contact support@myclientshare.com

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

Clientshare a proud partner of Ecologi. It’s a very simple process, each time a recipient of a review leaves a score we plant a tree on the behalf of the sender, you can learn more here: Clientshare | Ecologi

Download our latest whitepaper

NPS is one of the most popular B2B feedback metrics, yet few use it effectively to retain clients and drive growth. This explains why it matters, and how leading suppliers leverage it to boost retention and upsell opportunities.

NEXT GENERATION BUSINESS REVIEWS

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CONNECT

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DELIVER

MEASURE

ACT

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DELIVER

KEY FEATURES

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KEY FEATURES

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CLIENTSHARE FAQS

What is Clientshare and what does it help you do?

Who is Clientshare built for?

How is Clientshare Pulse different from a CRM or survey tool?

How does Clientshare Pulse integrate with other systems?

How does Clientshare capture customer sentiment?

Does Clientshare Pulse meet my company's information security requirements?

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

Download our latest whitepaper

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