Connecting Customers on Popular Messaging Apps with Professional Services Teams

Delight private clients and business owners who prefer to chat on WhatsApp and other convenient messaging apps.
Centralise messaging data to offer team-wide visibility of conversations and meet your data retention obligations.
Seamlessly orchestrate conversations between customers on popular messaging apps and your relationship teams who use business-level communication tools including email and Microsoft Teams.

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Amazing, thank you!

10:18 am

No problem, I will share these with you on WhatsApp once they are finalized.

10:18 am

Great stuff Daryl.

10:17 am

Hey Jayne. I've checked with the team and you can expect to have these on Friday

10:16 am

Hi Daryl. Are my accounts finalised?

10:02 am

Conversations on the communication platforms professional services customers increasingly prefer

ClientWindow automatically integrates messaging app conversations on WhatsApp and other chat platforms with your internal communication software, including email, Teams and Slack.

By silently orchestrating these conversations, ClientWindow delivers a superior customer experience whilst ensuring businesses can continue to manage communication centrally.

With market-leading security and robust data management processes, ClientWindow offers a trusted customer messaging management solution across all professional services industries.

Sectors We Work With

All Professional Services industries increasingly need to engage with private clients and business owners on the convenient messaging apps they now prefer.

ClientWindow's technology allows those firms to continue offering their professional services but in a way modern customers demand, through fast and convenient messaging apps.

Sectors we work with include

Accountants
Wealth Managers
Legal Firms
Bookkeepers
Real Estate Agents

Financial Advisors
Financing & Loans
Family & Private Offices
Government
Education

"Implementing ClientWindow has transformed how we communicate with customers. We can now manage WhatsApp communication with private clients & business owners centrally, allowing us to offer fast and effective support across our team, whilst ensuring we securely store customer communication in our business systems, not in a silo on a phone. First class."

Ben Steele

Director

Benefits of ClientWindow

As business-related communication continues to penetrate onto messaging apps, including WhatsApp and WeChat, implementing ClientWindow to orchestrate those chat conversations with your in-house business communication tools becomes increasingly critical.

Delight Modern Customers

Private clients and business owners increasingly prefer to engage on convenient messaging apps for both personal and business conversations.
ClientWindow allows your business to delight those customers by engaging with them on their terms.
Implementing ClientWindow’s software allows firms to win more mandates based on their innovative and market-leading approach to customer interaction.

Security & Data Retention

ClientWindow offers built-in security and data retention features, including:

Enterprise-level messaging app security
Granular access controls & privileges
Message Encryption in transit and at rest
Chat messages retained in original format
Robust Cloud-based hosting infrastructure

Enable Team Access to Customer Chat Messages

Previously chat messages received from customers would be delivered to the recipient’s phone, preventing colleagues from reading and replying.
ClientWindow allows professional services firms to view all customer chat messages across relevant teams.

Capture All Customer Data Centrally

Businesses are more productive when customer data is stored in a way that allows it to be integrated with other business systems, such as with industry or CRM software.
ClientWindow centralises all messaging app data within the enterprise to ensure customer data is robustly managed and ring-fenced from data leakage when employees exit.

Satisfy Compliance Requirements

Professional services firms often operate in regulated industries. They are obliged to meet minimum operating standards, including strict data retention requirements.
There are additional reasons to adequately manage customer chat data, such as for insurance purposes, HR implications and for privacy regulations, including GDPR compliance in Europe.

Pick the perfect plan for your team

Our plans are built for teams of all sizes, from single user firms to multi-national organisations.

Annually

(20% Saving)

Monthly

Essentials

For smaller firms needing to centralise WhatsApp communication with private clients and business owners.

From

£25/month

Start Essentials Plan

Essentials Plan Features

From 25 customer accounts
Unlimited Team Members & Customer Contacts
WhatsApp Business Platform account
Centralised WhatsApp conversations
Team-wide message visibility
Granular conversation security
Multi-Factor Authentication
Message encryption & secure cloud storage
Web & Mobile Apps for your teams
Manual Onboarding
Business hours email support

Pro

For larger firms who require integration with business-level communication software & other messaging apps.

From

£75/month

Start Pro Plan

Pro Plan Features

All Essentials features, plus:
From 50 customer accounts
Receive chats as messages in email/Teams/Slack
Reply to chats from email/Teams/Slack
Connect WeChat/Telegram/Facebook Messenger
Connect multiple WhatsApp Business accounts
Guided onboarding
Business hours support via calls and email

Enterprise

For firms needing bespoke integrations, direct access to our messaging technology, or white labelling options.

Bespoke Pricing

Enquire

Enterprise Plan Features

All Pro features, plus:
Multi-platform chat messaging API
Bespoke integrations
White Labelling options
Premium 24-7 support

Need help with our plans or pricing?

The Customer Collaboration App for Accountants

Communicate with customers on WhatsApp and the chat messaging features they prefer, but with the search, security & retrieval benefits of traditional email.

Professional WhatsApp messaging integration
Convenient in-app chat features
Curated in-app Document Sharing

Built by accountants for accountants to delight their increasingly mobile-first customers.

Try for free

Amazing, thank you!

10:18 am

No problem, you will be able to download these from your Document Share in the ClientWindow app

10:18 am

Great stuff Jayne.

10:17 am

Hey Daryl. I've checked with the team and you can expect to have these on Friday

10:16 am

Hi Jayne. Are my accounts finalised?

10:02 am

Combine the convenience of WhatsApp messaging with the robustness of corporate email

Our robust WhatsApp integration allows customers to conveniently interact with their accountants from their favourite messaging app whilst also ensuring accountants maintain the necessary levels of security, retention and team access that email currently offers them.

ClientWindow has built its WhatsApp integration to automatically synchronize messages between WhatsApp and our messaging platform, using enterprise-grade API infrastructure, to ensure chat conversations are retained for legal, regulatory and insurance purposes required by accounting firms.

See how ClientWindow is transforming interactions between accountants and their customers

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Features

ClientWindow has been built to enable accountants to engage more effectively with their increasingly digital customers, where interaction via convenient messaging tools and any-time access to information via smartphone apps is becoming both essential and the norm.

Chat Messaging

Offer customers a more convenient way to interact with your team, both for short impromptu messages and on longer conversational threads.

Convenient Customer Chat via our WhatsApp integration
Accountant chat via desktop and mobile apps
Editable chat participants on message threads

Curated Document Sharing

Clients often need access to their accounts and other historical financial documents. Make it super-easy for them to access these records via the ClientWindow app whenever they need them.

Curated Document upload & sharing
Categories based on document type
Links to uploaded documents via chat

coming soon

Bulk Customer Messaging

Improve the process for requesting information and for mass messaging your customers with reminders & notifications via our innovative broadcasting features.

Automated Broadcast Messages
Group customers into cohorts
Bulk Requests for Information
Information Response Management

Benefits

ClientWindow was designed by leading accountants who understand the benefits of offering mobile-based interaction for increasingly digital customers to help both retain and win new accountancy business in a competitive industry.

Delight your customers

Enables customers to chat with their accountants on the messaging tool they prefer
Allows for shorter and more informal accountancy related conversations
Builds stronger relationships through more regular contact
Offers customer on-demand access to curated financial documents via the ClientWindow app

Security & data retention

WhatsApp and In-App chat messages retained and backed-up for future retrieval
Chat message access restricted to appropriate internal and external teams
Enterprise-level WhatsApp integration
Encrypted data at rest and in transit
Robust Cloud-based storage for chat messages and customer documents

Business growth tool

Meet pent-up customer demand for more convenient digital interactions
Create competitive advantage over more traditional providers
Build deeper relationships with customers using our conversational chat features
Retain existing customers for longer
Win new business based on your modern, mobile-centric, and convenient services

Get Started For Free

Sign-up to either our free chat-only plan or one of our paid plans that offer enterprise-level WhatsApp integration and access to our document sharing features.

Annually

(20% Saving)

Monthly

Chat

WhatsApp Integration

In-App Chat

Document Sharing

Product White Label*

Annual

Monthly

Pricing

Chat

Up to 25 Customers

WhatsApp Integration

In-App Chat

Document Sharing

Product White Label*

Free

Features
Chat
In-App Chat
Document Sharing
Product White Label
Product White Label

Chat

Up to 100 Customers

WhatsApp Integration

In-App Chat

Document Sharing

Product White Label*

£100 per month

Chat

Up to 250 Customers

WhatsApp Integration

In-App Chat

Document Sharing

Product White Label*

£250 per month

£2500 annually

Chat

Up to 500 Customers

WhatsApp Integration

In-App Chat

Document Sharing

Product White Label*

£500 per month

Chat

Unlimited Customers

WhatsApp Integration

In-App Chat

Document Sharing

Product White Label*

Enquire

*Product White Label includes Bespoke Pricing, Bespoke Branding and Bespoke Client App

FAQ

Looking for more information? Here are some of the things we are commonly asked.

Connecting Customers on Popular Messaging Apps with Professional Services Teams