How ClientWindow integrates with Karbon
Integrating Karbon and ClientWindow is an easy process which can have fantastic benefits for firms – namely that is allows you to include WhatsApp in your client and practice management procedures. In this article we will dig into this further and explain exactly how it works.
Introduction to Karbon Practice Management Software
Before looking at the ClientWindow and Karbon integration, it is helpful to recap what Karbon is and how firms use it.
Karbon is an advanced practice management software that helps professional services firms, particularly in accounting, collaborate more efficiently. Designed to handle everything from client communications to workflows, Karbon enables teams to streamline operations and improve productivity. Its focus on centralising client interactions and providing clear visibility of tasks makes it a go-to choice for businesses looking to enhance their practice management.
What is ClientWindow?
A ClientWindow and Karbon integration works so well because ClientWindow is a communications platform that seamlessly connects business teams who use email, and Karbon, with their clients who want to use WhatsApp.
WhatsApp has become the norm for both personal and business communications. Clients love how fast and easy to access it is. However, it can cause significant management and operational challenges for business teams as messages are siloed on personal phones, where they can be easily lost and forgotten. ClientWindow allows firms to offer WhatsApp messaging to clients whilst business teams continue to use their own management system, such as Karbon, and their email as normal.
Why Integrate ClientWindow with Karbon?
Integrating Karbon and ClientWindow can be a game-changer for businesses, and especially accounting firms. This is because whilst Karbon offers fantastic CRM and practice management functionalities, it does not include WhatsApp communications – and WhatsApp is now how many clients prefer to communicate.
By integrating Karbon and ClientWindow, WhatsApp messaging for clients becomes not only possible but a fantastic and fast way of managing client messages across all channels without any loss of management oversight. In fact, it will increase efficiency and quality of service as clients will love that they can now use WhatsApp.
The ClientWindow and Karbon integration means:
- Clients can use WhatsApp and business teams can use email and Karbon without interruption.
- Teams can enjoy faster processes whilst offering excellent service
- Firms will see increased productivity
- Compliance to data security and privacy regulations, such as GDPR, will be ensured even for WhatsApp communications
Step-by-Step Guide to Integrate ClientWindow with Karbon
Once a business is signed up to both Karbon and ClientWindow, the set up is very easy and makes a significant impact on how firms can manage their client communications, ticket management and troubleshooting.
For example, normally when using Karbon, a client will send a message which is logged in the ‘triage’ area within Karbon where it waits to be allocated as a ticket to a team member, who then processes and replies. All these communications are logged against the client’s profile in Karbon.
However, this works well for email or manually entered tickets but it would not include any messages that come in through WhatsApp.
By integrating ClientWindow, firms can offer the fantastic new service where clients can send their messages on WhatsApp but these will automatically be directed to the ‘triage’ area in portal. They can be processed as usual and team members can even reply on their normal email – with the reply arriving back to the client as a WhatsApp message. This process is automated and completely seamless.
Steps to set this up include:
- In ClientWindow, create a new Team Member and link an email to this account, such as supportteam@....
- Make sure ‘Enable chat forwarding’ is selected
- Under user roles, select ‘Admin’ and ‘Reception’ for this Team Member. This will ensure it receives all incoming WhatsApp messages.
- Include the contact against any WhatsApp group chats with a client
Once set up, it will function very simply:
- A client can send a WhatsApp message on the selected group chat
- It will automatically arrive in the ‘triage’ area of Karbon
- A team member can then process the message and allocate a ticket as normal
- Replies to the client can be sent from the business email as normal, and they will appear as WhatsApp messages for the client
- All communications will be recorded against the relevant client in Karbon
Overall, by integrating ClientWindow with Karbon, firms can streamline their communication, boost productivity, and enhance the client experience, all while maintaining the highest security standards.
Frequently Asked Questions
No, ClientWindow and Karbon are both very useful and accessible for all businesses. ClientWindow offers a range of pricing plans that can scale up as businesses change and grow. Karbon also offers services for small, mid-sized and large organisations, with a range of pricing options. The integration is available and easy to set up for businesses of any size.
Both ClientWindow and Karbon are designed with top-level security in mind. They ensure adherence with privacy regulations,, such as GDPR whilst also recording and retaining data securely to meet industry specific regulations.
It is also important to note, especially for businesses requiring audits or operating in regulated industries, that integrating ClientWindow with Karbon provides a complete audit trail of all client communications. This is beneficial for teams looking to track client approvals, decisions, and feedback over time. With a centralised record, teams can easily refer back to specific conversations, providing accountability and transparency – even if the client was using WhatsApp.
.png)
.png)
Integrating Karbon and ClientWindow is an easy process which can have fantastic benefits for firms – namely that is allows you to include WhatsApp in your client and practice management procedures. In this article we will dig into this further and explain exactly how it works.
Introduction to Karbon Practice Management Software
Before looking at the ClientWindow and Karbon integration, it is helpful to recap what Karbon is and how firms use it.
Karbon is an advanced practice management software that helps professional services firms, particularly in accounting, collaborate more efficiently. Designed to handle everything from client communications to workflows, Karbon enables teams to streamline operations and improve productivity. Its focus on centralising client interactions and providing clear visibility of tasks makes it a go-to choice for businesses looking to enhance their practice management.
What is ClientWindow?
A ClientWindow and Karbon integration works so well because ClientWindow is a communications platform that seamlessly connects business teams who use email, and Karbon, with their clients who want to use WhatsApp.
WhatsApp has become the norm for both personal and business communications. Clients love how fast and easy to access it is. However, it can cause significant management and operational challenges for business teams as messages are siloed on personal phones, where they can be easily lost and forgotten. ClientWindow allows firms to offer WhatsApp messaging to clients whilst business teams continue to use their own management system, such as Karbon, and their email as normal.
Why Integrate ClientWindow with Karbon?
Integrating Karbon and ClientWindow can be a game-changer for businesses, and especially accounting firms. This is because whilst Karbon offers fantastic CRM and practice management functionalities, it does not include WhatsApp communications – and WhatsApp is now how many clients prefer to communicate.
By integrating Karbon and ClientWindow, WhatsApp messaging for clients becomes not only possible but a fantastic and fast way of managing client messages across all channels without any loss of management oversight. In fact, it will increase efficiency and quality of service as clients will love that they can now use WhatsApp.
The ClientWindow and Karbon integration means:
- Clients can use WhatsApp and business teams can use email and Karbon without interruption.
- Teams can enjoy faster processes whilst offering excellent service
- Firms will see increased productivity
- Compliance to data security and privacy regulations, such as GDPR, will be ensured even for WhatsApp communications
Step-by-Step Guide to Integrate ClientWindow with Karbon
Once a business is signed up to both Karbon and ClientWindow, the set up is very easy and makes a significant impact on how firms can manage their client communications, ticket management and troubleshooting.
For example, normally when using Karbon, a client will send a message which is logged in the ‘triage’ area within Karbon where it waits to be allocated as a ticket to a team member, who then processes and replies. All these communications are logged against the client’s profile in Karbon.
However, this works well for email or manually entered tickets but it would not include any messages that come in through WhatsApp.
By integrating ClientWindow, firms can offer the fantastic new service where clients can send their messages on WhatsApp but these will automatically be directed to the ‘triage’ area in portal. They can be processed as usual and team members can even reply on their normal email – with the reply arriving back to the client as a WhatsApp message. This process is automated and completely seamless.
Steps to set this up include:
- In ClientWindow, create a new Team Member and link an email to this account, such as supportteam@....
- Make sure ‘Enable chat forwarding’ is selected
- Under user roles, select ‘Admin’ and ‘Reception’ for this Team Member. This will ensure it receives all incoming WhatsApp messages.
- Include the contact against any WhatsApp group chats with a client
Once set up, it will function very simply:
- A client can send a WhatsApp message on the selected group chat
- It will automatically arrive in the ‘triage’ area of Karbon
- A team member can then process the message and allocate a ticket as normal
- Replies to the client can be sent from the business email as normal, and they will appear as WhatsApp messages for the client
- All communications will be recorded against the relevant client in Karbon
Overall, by integrating ClientWindow with Karbon, firms can streamline their communication, boost productivity, and enhance the client experience, all while maintaining the highest security standards.
