Partnerships
Become a ClientWindow Partner
Looking for a long-term revenue-generating partner that helps you create upsell opportunities and increases your client loyalty?
Seamlessly Connecting Clients who Prefer WhatsApp with Business Teams who use Email
Delight your business clients and their private clients who prefer to chat on WhatsApp and other convenient messaging apps.
Centralise messaging data to offer team-wide visibility of conversations and meet data retention obligations.
Automatically route chat messages and voice notes from private clients on popular messaging apps to appropriate relationship teams who use business-level communication tools, including email and Microsoft Teams.
Conversations on the Communication Platforms your Business Clients and their Private Clients Prefer
ClientWindow automatically integrates messaging app conversations on WhatsApp, and other chat platforms, with internal communications software, including email, Teams and Slack.
Client Benefits
Benefits of
ClientWindow
ClientWindow solves WhatsApp and messaging app challenges. Clients increasingly want to talk to business teams on apps like WhatsApp and WeChat. But this can be very difficult for businesses to manage, and it causes regulatory and compliance issues. ClientWindow is a critical tool for solving this problem.
Create Service
Excellence
✔ Private clients and business owners increasingly prefer to engage on messaging apps, such as WhatsApp and WeChat, for both personal and business conversations.
✔ ClientWindow helps you provide the ultimate solution for facilitating and managing these conversations.
✔ Implementing ClientWindow gives your firm and your business clients the competitive edge through an innovative approach to communications.
Security and
Data Retention
ClientWindow offers built-in security and data retention features, including:
✔ Enterprise-level messaging app security
✔ Granular access controls and privileges
✔ Message encryption in transit and at rest
✔ Chat messages retained in original format
✔ Robust cloud-based hosting infrastructure
Team-Wide
Visibility
✔ ClientWindow allows business teams to manage client conversations more efficiently and effectively.
✔ Centralised messaging and team-wide visibility of chat messages; messages are not siloed on personal phones.
✔ Clients continue to use their messaging app unhindered.
Capture All Data Centrally
✔ Work more efficiently and securely with a centralised and fully integrated messaging system.
✔ Client information and conversations are stored securely and can be integrated with other business systems, including CRM or industry software.
✔ Manage and store all messaging app data securely to help prevent data leaks and loss.
Satisfy Compliance Requirements
✔ Professional services firms often operate in regulated industries. They are obliged to meet minimum operating standards, including strict data retention requirements.
✔ ClientWindow helps firms stay compliant with industry regulations, including for the Financial Conduct Authority (FCA) in the UK, and privacy regulations globally, such as the GDPR in Europe, whilst also facilitating seamless client WhatsApp communication.
Partner Benefits
Differentiate Your
Reseller Brand
ClientWindow allows its Partners to differentiate their brand in a competitive industry by offering a solution that modernises private client to business team communication, by integrating messaging apps into the journey, whilst also retaining chat data to meet industry and privacy regulations.
Lifetime Revenue
Share
Earn a generous and client lifetime revenue share of 25% of ClientWindow subscription fees, payable monthly. Additional revenue can be earned for upselling professional services and other ClientWindow solutions.
Comprehensive Product Support
The ClientWindow product is supported by our team of experts, including sales, client success and technical resources. This is backed by comprehensive documentation and online explainer videos.
Security and Compliance Features
Satisfy Compliance
Requirements
Ensure your clients meet data regulatory requirements.
Capture and archive messaging data
to meet industry specific retention requirements
Easily export conversation histories, voice note transcriptions and document attachments
Comply with privacy regulations and easily deal with subject access requests for GDPR and similar laws
Security
& Data Retention
ClientWindow offers built-in security and data retention features:
Enterprise-level messaging app security
Granular access controls and privileges
Message encryption in transit and at rest
Chat messages retained in original format
Robust cloud-based hosting infrastructure
What You get as a Partner
Earn 25% Recurring Revenue Share
Discounted Partner Pricing
Lifetime Revenue Share
Marketing Assets
Unique Referral Link
Listing On ClientWindow Website
Dedicated Partner Manager
Sales Support
Get Your Free Guide
Learn how businesses are benefitting from implementing ClientWindow for WhatsApp messaging.
