Your clients use WhatsApp. Your team works in Outlook.
Bring WhatsApp directly into your firm’s existing Microsoft Outlook workflow. Send, receive and reply to client WhatsApp messages as emails, without switching applications.
Give clients the convenience they expect while keeping conversations visible, accessible and securely retained by your business.
Bring Client WhatsApp Conversations into Your Outlook Inbox
Clients increasingly expect the convenience of WhatsApp, but your teams already rely on Outlook to manage their working day.
ClientWindow connects the two, delivering WhatsApp messages as emails and sending Outlook replies back to clients on WhatsApp. Your team continues working in familiar business systems while clients communicate through their preferred channel.
Everything Your Team Needs to Manage WhatsApp in Outlook
The ClientWindow Outlook add-in makes WhatsApp a natural part of your team’s daily workflow, from starting conversations to replying to messages and managing client contacts.
Add and Manage WhatsApp Contacts
Create, save and select WhatsApp contacts directly from the Outlook add-in, making it easy to start new conversations without switching applications.
Send WhatsApp Messages from Outlook
Compose WhatsApp messages as easily as emails. ClientWindow delivers them to your client’s WhatsApp and automatically removes email signatures.
Reply to WhatsApp Without Leaving Your Inbox
Receive and respond to client WhatsApp messages directly in Outlook. Voice notes arrive as playable audio files, with automatic transcriptions for easy reference.
Keep Conversation History Together
WhatsApp messages are grouped into email conversations, giving your team the history and context needed to respond quickly without cluttering individual inboxes.
Make WhatsApp a Business Communication Channel, Not an Individual One
When client conversations live on individual phones, information can be difficult to share, manage or retrieve. Bringing WhatsApp into Outlook creates a more consistent, collaborative way to communicate.
Bring Client Conversations into the Business
Reduce reliance on individual devices and retain WhatsApp communication centrally, so valuable client relationships and conversation history are not tied to one employee.
Keep Clients Moving, Even When Colleagues Are Away
Make client WhatsApp messages accessible to authorised colleagues, helping your team maintain continuity when someone is unavailable or leaves the business.
Manage WhatsApp with Familiar Outlook Tools
Categorise, prioritise, search and follow up on WhatsApp messages using the same Outlook functionality your team already uses for email.
Get WhatsApp Messages to the Right People
ClientWindow helps ensure WhatsAppconversations reach the colleagues responsible for them, without relying onemployees forwarding messages or checking shared phones.
Control Who Can Access Conversations
Manage visibility and permissions centrally, giving authorised employees access to the client conversations relevant to their responsibilities.
Bring WhatsApp into Existing Support Workflows
Because WhatsApp messages arrive as emails, they can feed into existing email-based ticketing, service and support processes.
Bring WhatsApp into Your CRM and Practice Management Software
Turn WhatsApp conversations into part of your existing client record. By delivering messages as emails, ClientWindow enables compatible CRM and practice management systems to capture WhatsApp communication alongside email, helping create a more complete history of every client relationship.
Keep WhatsApp Communication Visible, Secure and Auditable
For professional services firms, client messages are important business records. ClientWindow helps bring WhatsApp communication under the same governance, retention and oversight processes used for other business correspondence.
Retain a Searchable Record of Client Messages
Keep WhatsApp correspondence centrally recorded and accessible to authorised employees, supporting continuity, dispute resolution and audit requirements.
Support Regulatory and Data Protection Obligations
Help your firm maintain appropriate oversight of client communication and support recordkeeping obligations under applicable regulatory and data protection requirements.
Enterprise Security and Retention Controls
Protect sensitive client communication through centralised access controls, secure infrastructure and integration with your existing information governance processes.
Extend Your Existing Microsoft 365 Workflows to WhatsApp
When WhatsApp communication flows through Outlook, your firm can make use of its existing Microsoft 365 tools to streamline responses, automate tasks and work more efficiently.
Automate WhatsApp Responses
Use supported Outlook email workflows and automation to acknowledge incoming WhatsApp messages, helping clients receive timely responses when your team is unavailable.
Unlock Copilot and Power Automate Workflows
Use Microsoft 365 automation and AI tools to help summarise conversations, prepare responses and trigger actions from WhatsApp messages delivered through Outlook.
Bring Client WhatsApp Conversations into Outlook
Give clients the convenience of WhatsApp while your team continues working in Microsoft Outlook. Improve responsiveness, retain conversation history and bring client communication under business control.
