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.

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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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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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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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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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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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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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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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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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
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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 worksOwners 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.