ClientWindow primary icon logo in grey and green
Customer Success Team
Typically replies in a few hours
ClientWindow close live chat icon
Hi there
How can i help you today?
ClientWindow WhatsApp icon in white
Start Whatsapp Chat
ClientWindow WhatsApp icon in white

Client WhatsApp messaging built for firms that run on  Outlook, Teams, Gmail and Slack.

Integrate client WhatsApp conversations into the business communication tools your teams already use, so every message is visible to the right people, centrally retained and fully compliant.
  • 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.
  • Automatically route chat messages and voice notes from private clients on popular messaging apps to appropriate relationship teams who use business-level communication tools including email and Microsoft Teams.
Sign up now
No payment details required
Book a demo
Create an account
Amazing, thank you!
10:18 am
ClientWindow chat example read receipt ticks in white
No problem, I will share these with you on WhatsApp once they are finalized.
10:18 am
Great stuff Daryl.
10:17 am
ClientWindow chat example read receipt ticks in white
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
ClientWindow chat example read receipt ticks in white
ClientWindow website hero image of a woman using her mobile phone
alternate Hero Section

Client WhatsApp messaging built for firms that run on  Outlook, Teams, Gmail and Slack.

Integrate client WhatsApp conversations into the business communication tools your teams already use, so every message is visible to the right people, centrally retained and fully compliant.
Sign up now
No payment details required
Book a demo
Create an account
Outlook Integration
Teams Integration
Gmail Integration
Slack Integration
Delight clients who increasingly prefer the convenience of messaging apps.
A play icon
Delight clients who increasingly prefer the convenience of messaging apps.
A play icon
Delight clients who increasingly prefer the convenience of messaging apps.
A play icon
Delight clients who increasingly prefer the convenience of messaging apps.
A play icon

2,000+

Trusted by users worldwide

300%

Faster response times

60+ hrs

Saved annually per user

Platform Capabilities

ClientWindow is a WhatsApp communication platform for firms that need to manage client messaging across existing business tools, workflows and compliance controls. The platform combines official WhatsApp Business Accounts, shared team access, intelligent routing, governance and integration with Outlook, Teams, Gmail, Slack and other business systems.

Capture All Customer Data Centrally

Build client trust using official WhatsApp Business Accounts while centralising conversations away from personal devices and messaging silos.

WhatsApp within existing Tools

Manage client WhatsApp conversations directly within Outlook, Teams, Gmail, or Slack, preserving existing workflows and reducing software sprawl.

Centralised Admin and Permissions

Control access, chat creation, and group membership through centralised administration with granular, role-based permissions.

1-to-1 and Group WhatsApp Chats

Admin-managed, one-to-one or group conversations, involving multiple WhatsApp contacts and internal participants.

Smart Message Routing

Scalable, automatic routing of WhatsApp messages to the correct internal participants, based on chat membership & sender details.

Pre-Approved WhatsApp Templates

WhatsApp templates automatically provisioned, enabling uninterrupted client messaging beyond the standard 24-hour response window.
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.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Connect WhatsApp to the Tools Your Business Already Uses

Unlike WhatsApp tools that add another inbox, ClientWindow brings client WhatsApp conversations into the communication tools your organisation already uses, unifying WhatsApp with your email and collaboration software.

Use Outlook, Gmail, Teams, or Slack to manage WhatsApp while keeping conversations shared, visible and connected to existing workflows.

WhatsApp Integration with Outlook

  • Send and receive WhatsApp messages from Outlook
  • Start chats and select WhatsApp contacts from the Outlook add-in
  • Receive voice notes, transcriptions and grouped rapid-fire messages

WhatsApp Integration with Microsoft Teams

  • Send and reply to WhatsApp messages from Microsoft Teams
  • Use ClientWindow on desktop and mobile Teams apps
  • Receive notifications, voice notes and automatic transcriptions

WhatsApp Integration with Gmail

  • Send and receive WhatsApp messages from Gmail
  • Start chats and select WhatsApp contacts from the Gmail add-in
  • Receive voice notes, transcriptions and grouped rapid-fire messages

WhatsApp Integration with Slack

  • Send and reply to WhatsApp messages from Slack
  • Use ClientWindow on desktop and mobile Slack apps
  • Receive notifications, voice notes and automatic transcriptions

WhatsApp Compliance Built for Regulated Industries

Client WhatsApp messages are business records, not informal chats. ClientWindow keeps every conversation retained, secure and auditable, so you can offer WhatsApp without compromising compliance.

GDPR & Global Privacy Compliance for WhatsApp Messaging

Meet privacy obligations with client conversations retained and managed securely.

FCA-Ready Data Retention & Audit Trails

Keep a complete, retained record of every client conversation for regulatory needs.

Enterprise Security: Encryption, Access Controls & ISO 27001

Protect data with encryption, granular access controls and an ISO 27001 framework.

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 with Audiences & Tags

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

Ready-to-Use Campaign Templates

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

Schedule Campaigns in Advance

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

Stay Compliant with Built-In Unsubscribe

Give clients a clear unsubscribe option on every broadcast.

Track Delivery and Engagement

See who your campaign reached, with delivered and read status reporting.

WhatsApp AI & Automation

Use the AI and automation already available in your business tools to act on WhatsApp conversations. Draft replies, find and send information, summarise conversations and automate follow-up without creating a separate WhatsApp workflow.

‍

  •  Draft or send WhatsApp replies
  • Find relevant documents and send via WhatsApp
  • Summarise WhatsApp conversational history

WhatsApp Integration with Business Applications

Connect WhatsApp conversations with CRM, practice management, document management and other business applications. Business applications often capture client email but leave WhatsApp outside the client record. ClientWindow can connect WhatsApp messaging to those systems through email workflows and API integrations, helping firms create a more complete source of client communication. Advantages include:

‍

  • Single source of truth, reducing operational risk and improving productivity
  • Workflow and messaging automation, lowering admin overhead
  • Improved compliance, audit and risk management, lowering regulatory exposure

WhatsApp Governance & Archiving

Apply the governance, archiving and retention controls you already use for email to client WhatsApp. Professional services and regulated firms already use platforms such as Microsoft Purview, Mimecast, Proofpoint and OpenText for monitoring, retention, eDiscovery and compliance. ClientWindow enables WhatsApp communication to flow into the same governance environment rather than remaining isolated on phones or in separate messaging silos. This allows firms to apply the same governance and archiving controls to client WhatsApp communications as they do to email, while preserving the client experience of WhatsApp.

‍

  • Regulatory compliance without compromising client experience
  • Full auditability of WhatsApp communications
  • Reduced risk of off-channel communications breaches

Customer Evidence

See how firms centralise WhatsApp communication while keeping client messages visible and retained.
"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
Delight clients who increasingly prefer the convenience of messaging apps.
A play icon

Ready to bring WhatsApp into your existing workflows?

Send reminders, confirmations and updates using pre-built, approved WhatsApp templates.
Sign up now
No payment details required
Book a demo
Create an account