Introduction to ClientWindow

In the video below you'll be taken through an overview of ClientWindow by Dan Cattermole our Chief Product Officer.

With ClientWindow you can be sure your team can effectively collaborate and communicate with your clients while ensuring your organisation meets data regulation policies.

By the end of the video you will have an understanding of how to;

• Reply to WhatsApp messages in ClientWindow
• Adding team members to ClientWindow
• Adding new clients and their contact information to ClientWindow
• Navigate your way around the ClientWindow interface
• An overview of how ClientWindow integrates with Dext, Hubdoc and AutoEntry