Shelf

RATING:

4.8

(103)

About Shelf

Shelf: The Modern Knowledge Management Platform We live in an on-demand world where a few minutes delay can be the difference between failure and success. Shelf helps modern businesses thrive with on-demand answers to the questions that block customer and employee success. At Shelf, we believe that good answers inspire great customer service, get great customer reviews, and scale great businesses. There are three core aspects of Shelf Knowledge Platform: Answer, Learn, and Improve. Shelf’s proprietary MerlinAI listens for questions and instantly suggests the best answers in search, chat, IVR, and forms. Results return helpful snippets that let you dig deeper on-demand–not long articles that waste precious time. Our platform identifies gaps between questions and ans...

Awards and Recognition

FrontRunner 2024
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Shelf Pricing

plans starting at $30 a user per month

Starting price: 

$10.00 per month

Free trial: 

Available

Free version: 

Not Available

Shelf Knowledge Platform Home Screen
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Shelf Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for Shelf

1 - 5 of 101 Reviews

User Profile

Jordanne

Verified reviewer

Education Management, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2018

Excellent resource for maintaining quality control and communication across our organization

My overall experience with SHELF has been incredibly positive. First and foremost the customer service and personal attention has been wonderful. I never go more than a few hours without answers to my questions and they are always ready to listen and work on any issues I am having no matter how minor. I really feel like they take their clients wants and needs into account as they develop updates and the response that I have gotten from my own organization has been overwhelmingly positive.

PROS

This software is incredibly user friendly and I have really appreciated the ability to create separate libraries for all of the different stakeholders in my organization. It makes the navigation of the resource super intuitive for my staff and allows everyone to put their hands on what they need exactly when they need it. The ability to store and share a multitude of different file types as resources has also been invaluable.

CONS

There is not much I don't like about the software but one update that I am eagerly anticipating is the ability to upload and have a master copy of a resource in my organization library and have it replicated in other libraries. This will cut down on the amount of uploads and also allow us to have stronger version control on resources that we use across the organization and across our different regions.

Brandon

Entertainment, 1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2023

Great Knowledge Management Tool

Overall our experience with Shelf has been positive. They have provided us with a solution to our Knowledge needs. We now have a single source of truth that our advisors can look to when helping customers. Their system is easy to use for both advisors and administrators. We have seen improvements in a number of metrics since the implementation of this tool which I believe Shelf has played a large role in.

PROS

Shelf is a great tool when it comes to our overall knowledge management needs. Since our implementation of Shelf we have seen an increase in advisor engagement and sentiment towards our knowledge management efforts. Shelf has allowed our team to have a single location where our advisors are able to access all the information necessary to help customers when they contact us. My favorite part of Shelf is the announcements option. This has been a game changer for our team and makes it so we can directly communicate with our advisors. We no longer have to deliver information to Team leads and hope this information is delivered correctly to advisors. With announcements we can send communications, attach Gem, set due dates, and require confirmation. I've also been very pleased with Shelf's customer service. They are quick to respond to us when we have issues. Furthermore they have always been receptive to our needs and requests for improvements in the system.

CONS

Our advisors do not like how Shelf was integrated with Zendesk. The window size was an issue for them. They prefer using the website instead. I also wish that Shelf could integrate better with LMS's. We would love to have a one stop shop solution for our Knowledge and Training needs so our advisors didn't have to move between two different sites.

Don

Research, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2019

Cloud Based Knowledge Management System

We wanted a product that would help us manage our knowledge better. The product is good , but the overall speed / refresh rate is poor in-spite of us using more than 50 mbps.

PROS

The search features , quick customer care responses and online tutorials.

CONS

The speed and the sense that they were learning the functionalities of the product on the job.

User Profile

Jackson

Verified reviewer

Fund-Raising, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2018

Our 'walled garden' called Shelf

We were searching for a archiving solution that would package our company's offline and online resources (designs, documents, ideas, etc.) into a value add, easy to find, easy to use tool for our customers. Shelf provided the exact solution. Similar to how Google provides valuable search options, Shelf give us (the originator) a way to package resources and then offer in a secure walled off 'garden' , so our customers can 'harvest' those resources.

PROS

Having a "Google like" (search by tags) generated system of classifying and organizing online/offline content onto one cloud platform is transformational. By allowing the end user (in our case, customers) to search via tags, then find>view>download any and all content relating to our relationship with them, the overall 'findability' and value of our resources increases expotentially. The value increases because it's not just sitting in some obscure Dropbox, it's growing and being harvested in "our walled garden" by our customers. For genre specific content, we can upload new content, tag with appropriate genre related tags and automatically 'push out' the material. Soon as the tags are applied, then all members of that genre have access to the material AND are automatically notified. Versus the old method of copy>paste individual files into each customer's Dropbox folder. The thumbnail display, which is truly amazing, provides a visual reference to the items searched for and shortens the final mile of the search to the speed of light. Tagging is an art and Shelf customer onboarding walks you through the learning curve (changing from the file folder based system).

CONS

Still working on versioning, but the workaround works for us.

April

Verified reviewer

Music

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2017

User Friendly with Great Features and Functionality!

PROS

The top 3 features of Shelf for CMDW, Inc include Sync, Search and Sharing. Shelf syncs with Google Drive and Dropbox to help users better organize and access files. Once files are synced, users can search for files via keyword(s) - even if you don't remember the title or when it was created. It's quick and easy to drag and drop files or folders to an updated private or shared folder from there (or simply leave in the current folders, as Shelf retains the original filing properties/locations during sync). Shelf is already setup with four permission levels - along with a "groups" feature to making sharing at specific access levels a breeze. I should also point out that Shelf works well with all types of files and media, including documents, audio, video and more - which is especially important for the creatives on our team! There are plenty of organization and collaboration tools out there - I've tried several, but Shelf has hit the UX (user experience) nail on the head. It's visually appealing and less intimidating for my clients and team members who are less tech savvy. The onboarding process for me was actually pretty fun. The demo was informative and tailored to my unique organizational needs. Customer rep really listened to my challenges and showed me how Shelf can solve many of our current problems. I'm really excited to finally have a functional solution for file management. No more lost hours searching and starting over from scratch!