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.

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

"Pulse isn’t just a tool we use; it’s a core part of how we run CX at ABM. It helps us continue to retain customers, grow accounts and make better strategic decisions. And, most importantly, Pulse gives us the extra visibility we need to ensure we’re delivering the best possible service to every customer."

Campbell Murdoch, ABM

"Using Pulse allows us to demonstrate clearly that we care about what the customer has to say, that we will listen to them and, most importantly, act on their insights.

We can show how our NPS and customers’ satisfaction improves over time, enabling us to demonstrate the value we add."

Maria de Cabo Ramos, EMCOR UK

"Clientshare is Guidant’s global platform for client engagement and has been instrumental in key contract retention and growing Guidant’s credibility within client accounts. Whitespace selling opportunities have been created as Guidant has evidenced their value.

Since 2016 Clientshare has helped Guidant Global to achieve a retention of 98%."

Simon Blockley, Guidant Global

"The tool is much easier than sending reviews and comments via email, and then manually gathering and sharing client feedback."

Chris Woods, OCS

"Pulse drives client value as we're able to adjust and respond to feedback, and it's rewarding for our teams when they get recognised by the client."

Jonathan Leaper, XEROX

"The Pulse tool has become a key selling point for our tenders or when talking to potential new clients. It shows that we offer our clients the opportunity to give us regular feedback, that we care about what our clients think about us and that we will take immediate action. That's pretty powerful."

Daniel Eckett, SEKO Logistics

“Pulse has enabled us as a senior leadership team to be able to jump on client queries at the right time. We can set up alerts and notifications to see client comments and scores when we need to. Even if we think or assume a client is happy, sometimes their scores haven't been where we think it would be. Clientshare gives us the power to have the right conversations to reduce the risk of churn.”

Jason Bendell, Compass Group

"The visibility Pulse provides alongside the ability to monitor client sentiment is invaluable to us."

Sophie Rioch, DOC Cleaning

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.

Clientshare

Pulse

The world's leading Business Reviews platform for B2B enterprises. Use across your accounts to gain client feedback, uncover problems, and identify opportunities for growth, through live risk analysis dashboards.

What is Clientshare Pulse?

PULSE

How our QBR platforms works

BUILD

DELIVER

MEASURE & ACT

BUILD

Combine Quarterly Business Reviews, CSAT & NPS

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Dan Eckett

Client Solutions Director UK&I, SEKO Logistics

"The regular reviews and consistent workflow of Pulse ensures we keep our clients as up to date as possible on our progress. Pulse helps us gather regular feedback and NPS scores to act quickly, adding significant value."

DELIVER

Give your clients an outstanding User Experience

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Jason Bendell

Partnership Director, Chartwells Independent - Compass Group

MEASURE & ACT

Unique risk analysis dashboards & alerts

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Claire Rumsey

Sector Managing Director, OCS