NetWise Technology

ClientSpace

4.5 / 5 9 reviews


Average Ratings

9 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
    Installed - Windows

Vendor Details

  • NetWise Technology
  • www.netwisetech.com
  • Founded 1999

About ClientSpace

Web-based CRM software. Specially configured version for PEOs (Professional Employer Organizations).


ClientSpace Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

ClientSpace Reviews Recently Reviewed!

Ba592e688614519c95e602174e7379ec

Client files are manipulated by multiple users from Sales to Underwriting to Implementation.

Nov 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like most about Client Space ability to be accessed by multiple users through multiple devices. Also, the flexibility to customize data within the client file to be viewed only by specified departments.

Cons: It would be better if some data entry could be completed by multiple users. For instance, the ability for the Professional Employer Consultant to complete an appointment set by an Inside Sales Representatives.

Overall: Client Space software combines multiple sets of review processes into one streamlined format. The ease of use, intuitive platform, and access by multiple users from multiple devices (simultaneously) make this a powerful tool for the Professional Employer Organization (PEO).

Greatly enjoy working with the Netwise team.

Aug 17, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use assists greatly when training new employees to use the system. Everyone catches on very quickly.

Cons: The development of new functionalities takes a little longer than I would like. The business intelligence reporting system is a bit difficult to use.

Overall: All client data easily located in one CRM.

Great Product From a Great Company!

Feb 23, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: ClientSpace is a great tool! It is simple for our staff to use and allows for better communication and tracking of client related items. We can serve our customers better by having a tool such as ClientSpace to streamline contacts and client related tasks and cases. We know in a snapshot what is going on with a client. ClientSpace is integrated with our HRIS system making things even more seamless by reducing duplicate data entry. We couldn't be happier with this product and what is has done for our organization!

Looooong & Difficult Implementation for us

Feb 20, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: Haven't had a full working product to be able to judge

Cons: Haven't had a full working product to be able to judge

Overall: Paying for the product but it is far from functional yet even after about a year. Loss run reports, First Report of Injury, Historical data, Uploading Losses, and even the OSHA Logs pulling correctly have been an issue. The original plan was to have it running including the Sales by April of last year. With just the issues above we haven't even been able to use the Worker Comp totally yet.

Recommendations to other buyers: Haven't had a full working product to be able to judge

Best investment we ever made!

Feb 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: We have used Client Space for over nine years and it has affected every aspect of the business in a positive way; from electronic workflows, to superior customer service and best in class financial reporting.

Wonderful CRM

Feb 17, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use, easy to train new users, look and feel

Cons: Development of new functionality can take a couple / few months to implement.

Overall: I have been using Client Space now for 5 years and have found it very easy to learn and navigate through. I love the look and feel of Client Space Next and the ease of use.

ClientSpace is Great

Feb 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Flexible and easy to use.

Overall: ClientSpace is a great tool for the PEO industry, it has the base information and flexibility that is necessary for us to become more efficient via technology. They are also always willing to update and take new recommendations into consideration and constantly look for ways to make the system even better for the users.

NetWise and ClientSpace deliver!

Feb 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Best decision we made on a software service! We had a long wish list of features that needed to solve process workflow. ClientSpace has met the numerous "checkbox" items that our management team wanted for a CRM solution.

Their team understands our industry (HR Outsourcing) and guided us through implementation with best practice ideas. What sets NetWise apart from other CRM software is their employees. Their passion and expertise create a partnership with their clients.

MM Feedback

Feb 17, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Overall experience is very positive. Support has been great, quick turnaround and patient with my learning of the app. I need to work with NetWise to learn how to be more proactive about knowing when server procs may be needed. To not have multiple follow up phases to account for a server proc in a future release. Looking forward to the widget flexibility on the workspace landing page. Would also like to be able to update Search pages and save the search view. Like enabling the ability to search by client number on the workspace search view. And possibly add additional columns.