TrustRadius: an HG Insights company

What is ClientWindow?

ClientWindow is a cloud-based software that integrates messaging apps like WhatsApp with business communication tools, such as Slack or Microsoft Teams. The platform centralises customer chat messages from apps so teams can access conversations while meeting security and compliance needs. ClientWindow helps professional services firms engage clients on their preferred messaging apps while managing interactions via existing business systems.

- Users are able to delight clients who prefer to communicate through fast and convenient messaging apps.
- Centralised messaging data offers team-wide visibility of conversations and meets data retention obligations.
- ClientWindow seamlessly connects clients sending chat messages and voice-notes on WhatsApp with teams who use business email.

Categories & Use Cases

Media

Screenshot of the Messaging Dashboard
Screenshot of a WhatsApp to Email Example
Screenshot of the Team Member User Roles and Permissions Area

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Screenshot of the Messaging Dashboard