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.

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Manage WhatsApp inside your existing business communication software

Explore how WhatsApp conversations are managed directly within Outlook, Teams, Gmail and Slack.

Outlook Integration

Teams Integration

Gmail Integration

Slack Integration

Why firms choose ClientWindow

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 in existing Business 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 WhatsApp 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.

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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, including Outlook, Gmail, Teams and Slack, keeping conversations shared, visible and connected to existing email, collaboration and business 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

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 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.

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

WhatsApp Integration with Business Applications

Connect WhatsApp with CRM, practice management, document management and other business applications through email workflows and APIs, bringing WhatsApp into the client record and creating a more complete view of client communication.

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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 same governance, archiving and retention controls used for email to client WhatsApp. ClientWindow brings WhatsApp into platforms such as Microsoft Purview and Mimecast for monitoring, retention, eDiscovery and compliance, while preserving the familiar WhatsApp experience for clients.

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

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 Client Engagement

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

Don't Just Take Our Word for It

Discover how our customers use ClientWindow to bring WhatsApp conversations into their business, improve client service and keep their teams connected

"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."