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The Clientshare Solution

Business Reviews

Clientshare enables you to deliver world‑class Business Reviews with a consistent and professional experience for every customer. Reviews are created quickly, shared with all key stakeholders, and capture CSAT, NPS, customer feedback, and insight into retention and growth.

  • Track actions and accountability
  • Capture customer scores and feedback
  • Securely build and share reviews
  • Embed live service data

 

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CX Surveys

Clientshare makes it easy to collect CSAT, NPS, and customer feedback on a regular basis, either alongside Business Reviews or as standalone updates. It replaces long, low‑engagement surveys with a easy-to-use platform that increases engagement and brings feedback, updates, and responses together in one place. 

  • Send CSAT and NPS surveys
  • Gather comments and follow-ups
  • Share updates at scale
  • View feedback and trends instantly


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Feedback Management

Managing customer feedback is simple and clear with Clientshare. The platform brings every comment, score, and action together in real-time so you can instantly understand what customers think and respond fast.

  • Collect all feedback in one place
  • Create and assign actions
  • Get alerts on new responses
  • Track progress and results

 

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Dashboards

Clientshare gives you clear dashboards that show the full picture of your customer relationships in real time. They bring all engagement, feedback, and performance data together so you can see what’s working and where to focus next.

  • View NPS, CSAT, feedback and trends
  • Spot churn risks and opportunities early
  • Track reviews and actions
  • See account health at a glance

 

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NPS Benchmarking 

Clientshare helps you understand how your NPS compares across your industry, giving you clear insight into where you stand. It uses platform data and external research to highlight strengths and spot risks early. NPS is becoming the gold standard in B2B and is both a true indicator of churn risk and identifier of growth opportunity.

  • View NPS by industry
  • Compare against benchmarks
  • Track changes over time
  • Identify areas for improvement

 

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AI Analysis

Clientshare enables you to easily use AI to analyse your customer data and highlight what matters most. It spots trends, risks, and opportunities so you can make smarter, faster decisions.

  • Identify key themes and insights
  • Detect changes in customer sentiment across all accounts
  • Highlight and forecast at-risk accounts
  • Summarise feedback automatically

 

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Integrations & API

Clientshare connects easily with your existing systems so your data flows smoothly across tools. Its open API and custom integrations save time, reduce manual work, and keep everything in sync.

  • Integrate with CRMs like Salesforce and Dynamics
  • Pull and share data
  • Add custom integrations on enterprise plans
  • Connect with other CX and analytics platforms

 

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Enterprise Security

Clientshare protects your data with enterprise-grade security and full compliance across every level of the platform. Built on trusted infrastructure and backed by leading certifications, your information stays safe, private, and fully controlled.

  • ISO/IEC 27001:2022 certified
  • GDPR compliant and Cyber Essentials approved
  • SafeSupplier verified by Alcumus
  • Microsoft SSO compliant

 

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2026 NPS INDUSTRY BENCHMARKS:

"The best performers in 2026 will be those who deliver the right information, in the right format, to the right people at the right time"

- James Ward, Clientshare CEO

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“Clientshare has been a real enabler for our business. Our customer retention rate is 98% this year, which is higher than any other business I’ve known. It’s a fantastic tool that helps our team to understand what our customers are saying every day. What I love about Clientshare, as a leader, is that I get our client feedback messages every day – real, live data. That’s fantastic in today’s world. I can talk to my teams about our client feedback, and that enables us to respond to our customers’ requests. It’s an amazing tool.”

 

Richard Sykes. ABM

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"Clientshare has given us tangible, tactical feedback from customers on a consistent basis. We can really delve into it, understand where we need to improve on contracts, and it gives us a really non-confrontational way of obtaining feedback from customers after a QBR."

Claire Fields, OCS

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"Pulse has really supported ISS in terms of a rollout across our government sector, we found it really useful in helping our Managing Director to understand customer feedback from across quite a diverse range of accounts and get an overview of where we're really doing well and where we've got some challenges and how we help resolve those."

 

Simon Winkworth, ISS

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“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 communication 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

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See first hand how our platform help businesses build, deliver, measure and act on their Business Reviews

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CLIENTSHARE FAQS

What is Clientshare and what does it help you do?

Clientshare helps service providers run high-quality, consistent, AI-driven Business  Reviews and customer surveys across their 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 customer accounts, highlighting areas of risk and opportunities for growth. 

Who is Clientshare built for?

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

Account Managers use Clientshare to manage their full review and survey 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 different from a CRM or survey tool?

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

Clientshare 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 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 and use it inside your own data visualisation tools or CRM.

How does Clientshare capture customer sentiment?

Clientshare is focused around the 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 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 to see it in action

Does Clientshare 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