Case Studies

Wainwrights Accountants used ClientWindow to streamline WhatsApp communications, boost team visibility, improve client service, and increase inbound inquiries — all while maintaining the speed and convenience clients love.

Simply Balanced Solutions enhanced client response rates and gained full oversight of WhatsApp communication with ClientWindow, improving organisation, speeding up client interactions, and maintaining personal service without relying on staff’s personal devices.

Frazer James improved client communication by using ClientWindow to offer fast, familiar, and secure WhatsApp messaging. The result: stronger client relationships, better accessibility, and a modern experience without sacrificing professionalism or control.

Eazitax modernised client communication by integrating WhatsApp with ClientWindow. They improved message management, streamlined document collection, enhanced client satisfaction, and created a scalable, efficient system that supports future growth.