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Client WhatsApp messaging for organisations that run on Outlook, Teams, Gmail or Slack.

Integrate client WhatsApp conversations into the tools your teams already use, so every message is visible to the right people, centrally retained and fully compliant.

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Amazing, thank you!
10:18 am
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No problem, I will share these with you on WhatsApp once they are finalized.
10:18 am
Great stuff Daryl.
10:17 am
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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
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Delight clients who increasingly prefer the convenience of messaging apps.
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Trusted by over 2000
users worldwide

Improve response times
by 300%

Over 60 hours saved annually per user

One WhatsApp Communication Platform Connecting to Teams, Outlook, Slack and More

ClientWindow automatically integrates messaging app conversations on WhatsApp and other chat platforms with your internal communication software, including email, Teams and Slack.
ClientWindow integration solution visualiser, connecting chat solutions to business email and management tools

Connect WhatsApp to the Tools Your Business Already Uses

Unlike WhatsApp tools that add yet another inbox, ClientWindow brings client conversations into the business systems your teams already use including email, Microsoft Teams and your CRM. Client messages stay unified with your existing tools and workflows, not siloed on personal devices.

Integrate WhatsApp Messaging in Outlook

Send, receive and reply to client WhatsApp messages as emails in Outlook, with voice messages captured and automatically transcribed.

Integrate WhatsApp Messaging in Your Gmail

Manage client WhatsApp conversations as emails in Gmail, keeping every message centralised alongside your existing correspondence.

Integrate WhatsApp Messaging in Slack

Handle client WhatsApp messages inside the Slack App on desktop and mobile, with instant notifications each time a new message arrives.

WhatsApp in Copilot & Power Automate

Draft and send replies, summarise conversations and chase outstanding documents by connecting AI to your client WhatsApp messaging.

WhatsApp Messaging in Microsoft Teams

Send and reply to client WhatsApp messages within the Microsoft Teams App on desktop and mobile, giving your relationship teams full visibility.
Sync client WhatsApp conversations to your CRM, creating a single source of truth with every message saved against client records.

WhatsApp CRM Integration via API

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
  1. Accountancy
  2. Legal Services
  3. Construction
  4. Property Sales & Lettings
  5. Education
  1. Financial Services
  2. Recruitment
  3. Charities & Communities
  4. Vehicle Sales & Leasing
  5. Consumer Businesses
"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 of Steele Financial
Ben Steele
Director

A Shared WhatsApp Inbox for Teams

Client WhatsApp messages no longer sit unseen on one person's phone. ClientWindow gives your whole team shared, secure access to every conversation, so nothing is missed when a colleague is away

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.
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Multi-User Access with Granular Permissions


  • Give the right team members access to specific client conversations through centralised administration and granular, role-based permissions.
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Scale Beyond the Limits of WhatsApp Business

  • Move past single-device messaging to give unlimited team members secure, centralised access to client WhatsApp conversations.
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GDPR & Global Privacy Compliance for WhatsApp Messaging

  • Meet privacy and data retention obligations with every client conversation securely stored, centrally managed and auditable.
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Enterprise Security: Encryption, Access Controls & ISO 27001

  • Protect client data with message encryption, granular role-based access controls and a certified ISO 27001 security framework.

Trusted By

Some of our happy customers include
Appleleaf logo
Ryans logo
Steele Financial website logo
PKF logo
Gravitate Accounting logo

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
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  • 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
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  • 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
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  • 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?
Book a call

WhatsApp Broadcast Messaging & Campaigns

Reach many clients at once on the channel they engage with most. Send reminders, updates and requests for information as one-to-many WhatsApp campaigns, rather than messaging clients individually.

Send Targeted Campaigns

Group clients into tagged audiences so every campaign reaches the right contacts.

Schedule Campaigns in Advance

Send WhatsApp broadcasts immediately or schedule them for later, with tags retained automatically.

Stay Compliant with Built-In Unsubscribe

Give every client a clear unsubscribe option so your broadcasts remain compliant.

Ready-to-Use Campaign Templates

Send reminders, confirmations and updates using pre-built, approved WhatsApp templates.

Track Delivery and Engagement

See who every campaign reached, with delivered and read status reporting per recipient.

Capture Documents and Data Directly from WhatsApp

Let clients send receipts, invoices and paperwork straight over WhatsApp. Every document is captured, stored and managed securely within your business systems, not lost in a chat on someone's phone.

Collect Client Documents

Clients send documents over WhatsApp as easily as sending a message.

Store Everything Securely

Every file is captured and retained securely within your business systems.
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Sync with Document Tools

Connect document management tools to keep files organised and traceable.
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WhatsApp is being used by billions of people around the world, in this guide you'll learn how professional services firms can benefit by using WhatsApp to provide personalised and efficient client support.
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Installing WhatsApp & other standalone messaging apps on team phones to manage customer chat messages just scales your communication problems & creates more data silos.
Book a demo to see how we centrally manage your customer chat messaging conversations.
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