Use cases

Built for how Hong Kong companies run WhatsApp.

In Hong Kong, most deals and client relationships live on WhatsApp. One resignation can walk the whole history out in a personal phone: high-value clients lost, PDPO and industry record-keeping duties hard to answer for, and no usable trail when a deal is disputed. WhatsTeam makes every client conversation a company asset — managers reassign work, staff move on, and the business carries on with its records intact.

A Hong Kong property agent showing a bright harbour-view flat to a young couple

Real estate agencies

Viewing, offer and provisional-agreement records stay with the agency: instant handovers, record keeping that works with EAA expectations, and chat evidence when a deal is disputed.

Permanent chat archive|Seamless handover|Compliant record export

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A Hong Kong insurance advisor discussing a policy with a client across a table

Insurance agents

Policies run for decades and sales conversations must leave a trail. Advisors move on without taking clients; managers reassign claims and renewals in minutes.

Permanent chat archive|Seamless handover|Compliant record export

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A wealth advisor and client reviewing portfolio charts on a tablet in a Hong Kong office

Financial advisory & wealth management

Investment advice must be kept on record. Owners keep hold of high-net-worth clients; managers move staff without breaking relationships or record-keeping duties.

Permanent chat archive|Seamless handover|Compliant record export

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An interior designer showing material samples to a couple in a Hong Kong flat under renovation

Interior design & renovation

Quotes, revisions, material promises and site photos in one archive: full evidence for complaints and disputes, and no order lost when a designer leaves.

Permanent chat archive|Seamless handover|Compliant record export

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A sales executive presenting a premium sedan to a client in a modern showroom

Premium car dealerships

Premium car orders run for months. Test drives, specs and deposits stay on company records, so managers reassign clients and revenue survives resignations.

Permanent chat archive|Seamless handover|Compliant record export

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An education consultant reviewing application documents with a student and her mother

Overseas education consultancies

A year of applications and parent chats, centrally managed. Managers reassign consultants without breaking service — the student pipeline stays with the firm.

Permanent chat archive|Seamless handover|Compliant record export

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A consultant at a modern Hong Kong private clinic discussing a treatment plan with a client

Aesthetic & private clinics

Treatment quotes and client chats carry personal data under the PDPO. Keep them archived with the clinic, reassign staff freely, and never lose regulars to a departure.

Permanent chat archive|Seamless handover|Compliant record export

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A Hong Kong trading manager working on export documents with the container terminal outside the window

Import & export trading

Quotes, lead times and payment terms all on record. Salespeople move on without breaking the relationship — managers open the history and the order carries on.

Permanent chat archive|Seamless handover|Compliant record export

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Two professionals reviewing documents in a Hong Kong firm’s glass-walled meeting room

Accounting & law firms

Confidential client communication, centrally controlled with permission-scoped access. Works with professional record-keeping duties — and no client walks out with a departing staffer.

Permanent chat archive|Seamless handover|Compliant record export

See how it works
A tutor guiding two secondary students at a bright Hong Kong tutorial centre

Tutorial centre chains

Fees, courses, student progress and parent chats belong to the centre. Reassign tutors without breaking service — and no tutor walks out with a class of students.

Permanent chat archive|Seamless handover|Compliant record export

See how it works

Every WhatsApp client conversation, owned by the company.

Owners protect the client base and stay ahead of regulatory risk; managers handle handovers and staffing without losing a thread. One console for all your business numbers.