R3COMM Client Connect

A business messaging service from R3 Consulting & Management (R3COMM) that works with the WhatsApp Business Platform. Your team answers customers from one secure desktop, and every conversation is saved to your own CRM automatically.

Talk to us about Client Connect

What Client Connect does

Many businesses in Puerto Rico already talk to their customers on WhatsApp, usually from one employee's phone. Client Connect connects your business's own WhatsApp Business account to a shared, secure web dashboard so your whole team can handle those conversations professionally, and nothing gets lost when a phone or an employee changes.

Shared team inbox

Send and receive customer WhatsApp messages from a desktop dashboard that several staff members can use at the same time, with a full history of every conversation.

Reminders and notifications

Send appointment reminders, order and service updates, and support replies using message templates approved by WhatsApp.

CRM sync

Contacts, conversations, and message status are written to your own CRM so customer records stay current without anyone retyping information.

Delivery reporting

See which messages were sent, delivered, and read, and keep simple reports for your own records or audits.

How it works

We set it up for you; your team just uses it.

  1. You keep your own WhatsApp Business account. The phone number, the account, and the customer relationships remain yours. We connect it to the platform on your behalf.
  2. We connect it to your CRM. We integrate Client Connect with the customer system you already use so conversations and contact details sync automatically.
  3. Your team signs in to the dashboard. Staff reply to customers, send approved reminder and update messages, and review delivery reports from a secure web dashboard.
  4. We manage and support it. As your managed IT provider, we handle setup, security, message template approvals, monitoring, and helpdesk support for the platform.

Who it is for

Client Connect is offered to the same kinds of organizations we serve with managed IT and cybersecurity: businesses that need customer messaging to be organized, secure, and documented.

*HIPAA notice for healthcare and medical practices. Healthcare and medical practices must comply with HIPAA requirements in order to use Client Connect. WhatsApp is a consumer messaging service and is not, by itself, a HIPAA-compliant channel. Before a practice can use the service, it must confirm that its intended use, such as appointment confirmations and reminders that contain no protected health information (PHI), meets its HIPAA obligations, obtain any required patient consent, and sign a Business Associate Agreement (BAA) with R3 Consulting & Management. R3 Consulting & Management will review these requirements with each healthcare client during setup and will not enable the service for a practice that cannot meet them or that has not executed a BAA.

How your data is handled

Client Connect receives information from WhatsApp and Meta (customer phone numbers, message content, delivery status, and message templates) in order to run the service for you. We treat that information the same way we treat everything else in your IT environment.

  • Your data belongs to you. It is used only to deliver and display your conversations to your business and to sync them into your own CRM.
  • We never sell it or share it. Your data is not combined with other clients' data and is not shared with third parties for marketing or any other purpose.
  • Access is limited and logged. Only your authorized staff and our support team, when you ask for help, can access your conversations. All access is logged and controlled.
  • It is deleted when service ends. When you stop using Client Connect, your data is removed from the platform.

Read our Privacy notice and Terms and Conditions. WhatsApp is a trademark of Meta Platforms, Inc. R3COMM Client Connect is an independent service of R3 Consulting & Management; it is not affiliated with, endorsed by or sponsored by Meta or WhatsApp.

Get in touch

Ready to organize your customer messaging? Call or email us and we will walk you through how Client Connect would fit your business.

Call us

Monday–Friday, 9:00 AM–6:00 PM AST.

(787) 482-8500

Email us

Tell us how your team uses WhatsApp today.

support@r3comm.com