ClientWindow add-in
by ORANGE SHARK LIMITED
Outlook Add-In for Selecting and Sending WhatsApp Messages to Contacts
Overview
Many professionals rely on WhatsApp to communicate with clients, but switching between email and mobile messaging disrupts workflows and reduces visibility and control.
ClientWindow’s Outlook Add-in enables authorised users to send WhatsApp messages directly from Microsoft Outlook, allowing client communication to take place within familiar email workflows rather than unmanaged mobile apps.
How the Outlook Add-in works
The ClientWindow Outlook Add-in allows logged-in users to:
- Select approved WhatsApp contacts
- Compose and send WhatsApp messages directly from Outlook
- Communicate with clients without leaving their email environment
Messages are sent via ClientWindow’s WhatsApp integration layer, ensuring that WhatsApp communication is handled through a controlled, business-grade platform rather than personal devices.
Operational control and governance
By enabling WhatsApp messaging from within Outlook, ClientWindow helps organisations:
- Reduce reliance on unmanaged mobile messaging
- Maintain visibility over client communications
- Support internal policies around client contact and messaging channels
The add-in is designed for professional environments where accountability, auditability, and operational control are required when using WhatsApp for business communication.
Key benefits
- Native Outlook experience – Send WhatsApp messages without leaving Outlook
- Improved productivity – No context switching between email and mobile apps
- Controlled client communication – Messaging through approved contacts
- Reduced risk – Less reliance on personal WhatsApp usage
- Professional workflows – WhatsApp used as part of structured client engagement
Designed for professional organisations
The Outlook Add-in is suited to organisations that want to enable WhatsApp messaging while maintaining control, including:
- Accountancy and tax advisory firms
- Legal and professional services
- Financial and client-facing advisory teams
- Organisations with structured client communication policies
Built for Microsoft Outlook users
ClientWindow’s Outlook Add-in is designed for:
- Microsoft 365 users who work primarily in Outlook
- Client-facing professionals managing high volumes of communication
- Organisations looking to enable WhatsApp without introducing unmanaged tools
The add-in complements existing Microsoft 365 email workflows and supports controlled adoption of WhatsApp for business use.
Key features
- WhatsApp messaging directly from Microsoft Outlook
- Contact-based message selection and control
- Secure, authenticated user access
- Business-grade WhatsApp integration
- Designed for professional and regulated use cases
This add-in is not designed for individual sign-ups. Instead, organizations acquire the service for their users, and team members are onboarded using their enterprise Outlook email.
To sign up to ClientWindow visit: https://www.clientwindow.com
App capabilities
- Can send data over the Internet
- This app can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.
