Clientshare

What Clientshare does

Clientshare (legally Client Share Ltd) is a UK-based B2B SaaS company founded in 2016 and headquartered in London that builds Clientshare Pulse, a cloud-based platform designed to digitise and standardise the Quarterly Business Review (QBR) workflow for large enterprise and mid-market B2B service companies. The platform replaces inconsistent manual review processes with a guided digital workflow that automates the collection of NPS, CSAT, and written customer feedback; provides real-time dashboards, risk alerts, and the customisable Pulse Index scoring system; and supports multi-stakeholder distribution, video introductions, and content sharing (up to 100MB per file). It is hosted on AWS, supports enterprise SSO via OIDC PKCE (Okta, Auth0, Ping, Entra, WorkOS) and SAML2, and is ISO 27001 certified and GDPR compliant. The platform integrates with Power BI via REST API and offers an Ask AI Copilot (pilot) plus pre-built AI prompts for sentiment analysis, risk classification, and action planning.

Clientshare monetises through tiered subscription SaaS contracts priced per licence/seat with annual billing cadence, supplemented by a free trial for mid-market evaluation. Distribution is primarily direct enterprise field sales augmented by product-led growth assets (ROI calculator, CX maturity assessment, self-guided product tours) targeting senior B2B leaders in Facilities Management, Logistics, Contract Catering, and Business Process Outsourcing, with secondary presence in IT Services, Manufacturing, and Recruitment. Named enterprise customers include CBRE, Compass Group, Mitie, Xerox, Ricoh, CEVA Logistics, SEKO Logistics, ISS, EMCOR UK, OCS, and others. The company claims adoption by 1-in-2 FTSE 100 and 1-in-3 S&P 500 companies and routes reviews to over 250,000 recipients across 100,000+ reviews, supplying the data backbone for its NPS benchmarking and ROI calculator.

Clientshare is a bootstrapped, privately held limited company with no disclosed external institutional funding. The engineering team in London doubled during 2025 to support a strategic transition toward an AI-led CX model; the company also reports strong growth in North America and Asia Pacific in 2025 and forecasts profitable growth for 2026. Recent product launches include Clientshare Connect (at-scale feedback for lower-touch accounts), Review 2.0, and Ask AI, alongside Japanese and French Canadian localisation.

Name

Clientshare

Legal name

Client Share Ltd

Website

https://myclientshare.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Clientshare is a UK-based B2B SaaS company whose Pulse platform digitises Quarterly Business Reviews (QBRs), automates NPS and CSAT collection, and provides real-time CX dashboards and AI-driven analytics for large enterprise service providers in Facilities Management, Logistics, Contract Catering, and BPO.

Ownership category

akta.pro rank

Product category

Customer Experience & Business Review Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

Keywords

• Business review software
• Customer experience platform
• Quarterly business review
• NPS feedback management
• B2B CX SaaS

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription (Pulse): Clientshare Pulse is sold as a subscription-based SaaS product. Customers pay a regular subscription fee based on their chosen plan (tier, number of licences, billing frequency). Subscriptions auto-renew at the end of each billing period unless cancelled. The platform offers a free trial period before conversion to a paid plan. Subscription fees may be inclusive or exclusive of transaction taxes (VAT/GST) depending on the customer's region.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels11 records

Core offering

Clientshare sells Clientshare Pulse, a cloud-based B2B SaaS platform that digitises the Quarterly Business Review (QBR) workflow for service-driven enterprises. The platform collects NPS, CSAT and written client feedback, delivers guided digital business reviews with video introductions, and provides real-time risk dashboards, NPS benchmarking against industry data, and AI-powered analysis (Ask AI Copilot). It is sold on a subscription basis to enterprise and mid-market customers in verticals such as Facilities Management, Logistics, Contract Catering, BPO and IT Services.

Product overview

Clientshare is a B2B SaaS platform for Customer Experience and Business Reviews. The core product is Clientshare Pulse, a digital platform that digitises the Quarterly Business Review (QBR) process. The platform includes multiple integrated modules: Business Reviews (core workflow), CX Surveys, Feedback Management, Dashboards, NPS Benchmarking, and Pulse Index (customisable scoring). Additional products include Clientshare Connect (at-scale survey solution launched March 2026), Review 2.0 (upgraded creation flow), Automations (automated reminders), and Ask AI (AI-powered data analysis). The platform helps enterprises automate reviews, measure NPS/CSAT, manage stakeholder feedback, and access real-time dashboards for customer health visibility. Supported by enterprise security features including SSO (Okta, Auth0, Entra, WorkOS, SAML2) and ISO27001 certification.

Differentiator

Problem solved

Functional benefit

Brands

• Pulse: The primary B2B SaaS platform for digital Quarterly Business Reviews, CX Surveys, Feedback Management, Dashboards, NPS Benchmarking, AI Analysis, Integrations and API, and Enterprise Security.
• Review 2.0
• Clientshare Connect
• Ask AI
• Automations

Products and services

• Clientshare Pulse Cloud-based B2B SaaS platform that digitises the Quarterly Business Review (QBR) workflow, enabling enterprises to create and send standardised business reviews, collect NPS, CSAT and written feedback, manage stakeholder relationships, and access real-time dashboards for customer health visibility. Sold via tiered subscriptions to enterprise and mid-market B2B customers.
• Clientshare Connect At-scale survey and feedback solution for engaging lower-touch accounts. Enables companies to gather CSAT and NPS scores, collect written feedback, and share product updates and innovations with a broader audience beyond top-tier QBR accounts.
• Ask AI AI-powered data analysis feature that allows users to interrogate dashboard data using large language models. Provides sentiment analysis, theme analysis, engagement risk tables, and prioritised action plans from customer feedback and metrics. Available on request via pilot programme.
• Automations Automated reminder capability that sends emails from within the Pulse platform to account teams, prompting them to send their first or next Pulse review. Designed to accelerate adoption of Pulse within account teams.

Quantifiable outcome

• Customers achieve NPS improvements that translate into revenue retention and growth. SEKO Logistics achieved NPS of +71 (industry-leading), up from previous lower scores.
• +6 more outcomes

Named customers26 records

Segments7 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability7 records

Feature10 records

Scale indicators6 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• Catalyst: Customer Success software focused on QBR workflows, NPS/CSAT and account health for B2B service organisations. Highly comparable product scope to Pulse, especially for services-heavy verticals.
• Planhat: European-based Customer Success platform serving B2B SaaS with health scoring, reviews and playbooks. Closest geographic and product peer to Clientshare, also serving enterprise mid-market accounts.
• Gainsight: The leading enterprise Customer Success platform with a strong QBR / Executive Business Review workflow. Closest direct competitor to Clientshare Pulse, also targeting B2B enterprise renewals, NPS, and health scoring.
• Totango: Customer Success software for B2B SaaS and service businesses covering health scoring, renewals and QBRs. Directly comparable to Pulse in use case, customer base and SaaS delivery model.
• ChurnZero: Real-time customer success platform with NPS, CSAT and engagement tools for B2B SaaS. Comparable customer profile and product surface to Clientshare Pulse, with similar mid-market and enterprise motion.

Broad incumbents

• InMoment: Enterprise CX platform (incorporating Wootric) covering surveys, VoC, social and reputation. Competes with Clientshare on NPS measurement and benchmarking within a broader CX portfolio.
• Qualtrics: SAP-owned enterprise experience management platform covering CX, EX and VoC at much larger scale. Overlaps with Clientshare on NPS / survey and dashboards but addresses a far broader set of use cases.
• Medallia: Enterprise customer experience and VoC platform with deep analytics and AI capabilities. Comparable on NPS and feedback analytics but sold as a horizontal platform across many industries.

Emerging players

• AskNicely: NPS and customer feedback platform focused on frontline and CX teams. Overlaps with Pulse on NPS / CSAT collection but lacks the QBR workflow depth Clientshare offers.
• Vitally: Customer Success platform for B2B SaaS with health scores, NPS and survey tooling. Smaller and earlier-stage than Clientshare but overlapping feature set aimed at similar personas.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/clientshare
• Xx.com/myclientshare

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Clientshare