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What Is Helpwise?

Helpwise is a collaborative shared inbox platform designed to centralize all your team’s communication channels—email, live chat, phone calls, and SMS—into one unified dashboard. Instead of juggling multiple tools, Helpwise lets support teams, sales reps, and marketing specialists manage customer interactions in a single interface. Whether you’re fielding support tickets, following up on leads, or sending mass SMS campaigns, Helpwise streamlines your workflow so that every message, call, and note is logged automatically.

With an emphasis on integrations and automation, Helpwise eliminates the pain of manual data entry. It records every call, syncs contacts across platforms, and offers click-to-call or click-to-text functionality directly inside your shared mailbox. Organizations of any size can scale up or down thanks to flexible pricing tiers, robust analytics, and AI-powered assistance—making it a comprehensive solution for customer-facing teams.

Features

Helpwise packs a wealth of features tailored to improve team collaboration, customer engagement, and process efficiency. Below, I break down each major capability so you can see how they come together to create a unified communication hub.

1. Integrated Calling and SMS

With Helpwise, you can make and receive calls or send and receive SMS messages directly from your shared inbox. No more switching between separate telephony and messaging apps—everything happens in one place.

• Click-to-call buttons appear next to every phone number.
• Inline SMS composer lets you maintain threading within ticket conversations.
• Customize SMS templates for fast responses and personalizations.

2. Automatic Activity Tracking & Notes

Every customer interaction is valuable, and Helpwise ensures nothing slips through the cracks. Calls, SMS threads, and internal notes are all logged as activities you can filter and search at any time.

• Daily activity dashboard shows all engagements at a glance.
• Tag calls or messages for easy categorization and follow-up.
• Attach internal notes without exposing them to customers.

3. Call Recordings and Voicemails

Recording calls and capturing voicemails is critical for quality assurance and training. Helpwise integrates with JustCall to automatically record every call you make or receive.

• Access full call recordings from within the thread.
• Listen to voicemails or download audio files as needed.
• Search recordings by date, agent, or contact name.

4. Contact Sync & Unified Profiles

Sync contacts across CRM platforms and maintain up-to-date customer records in Helpwise. Each contact profile consolidates calls, messages, notes, and email threads in one timeline.

• One-click imports from popular CRMs like Salesforce, HubSpot, and Zoho.
• Merge duplicate contacts automatically.
• View contact history sorted by date or interaction type.

5. JustCall Integration

Helpwise’s native integration with JustCall transforms your mailbox into a full-featured VoIP phone system. Click-to-call, click-to-text, and automated call logging happen seamlessly.

• Instantly provision virtual phone numbers in 70+ countries.
• Port existing numbers without downtime.
• Manage voicemail greetings and call routing rules.

6. Cloud Phone System Setup

Getting up and running with a cloud phone system is quick and painless. Helpwise offers guided setup wizards and migration assistance if you’re coming from another provider.

• Sign up and configure your first number in minutes.
• Drag-and-drop call flow builder for IVR and routing.
• Team provisioning features to add or remove users on the fly.

7. Advanced Workflows & Analytics

Automate repetitive tasks with custom workflows and gain deep insights through real-time analytics. Monitor team performance, campaign effectiveness, and customer satisfaction metrics.

• Build SMS and calling campaigns with drip schedules.
• Set up automation rules for ticket assignments and SLA enforcement.
• Comprehensive reporting on KPI trends and agent activity.

8. Cross-Platform Apps & Integrations

Whether your team prefers desktop, web, or mobile, Helpwise has you covered. Seamless integration with over 100 CRMs and business tools ensures your data flows uninterrupted.

• Desktop and mobile apps for iOS and Android.
• Zapier connector for custom workflows.
• API access for deeper customization and reporting.

Pricing

Helpwise offers three straightforward plans to suit businesses of different sizes, all with a 7-day free trial. Here’s a detailed breakdown:

• Standard: $15/user/month – Ideal for small teams (2–10 users). Includes 3 shared inboxes, 15 saved replies, basic analytics, and email, live chat, and Facebook support channels.
• Premium: $29/user/month – Built for growing teams (minimum 2 users). Unlock 10 shared inboxes, unlimited saved replies, 25 automation rules, chatbots, calling, WhatsApp integration, advanced analytics, CSAT surveys, and AI Assist.
• Advanced: $49/user/month – Perfect for scaling organizations (minimum 3 users). Adds 30 shared inboxes, advanced assignment rules, unlimited automation, SLA rules, AI auto-prioritization, single sign-on (SSO), priority support, and a free chatbot/calling add-on.

Remember, by leveraging our exclusive banner you can Get 29% OFF Helpwise Annual Plans Today, turning the Premium tier into just $20.61/user/month and the Advanced into $34.79/user/month.

Benefits to the User (Value for Money)

Investing in Helpwise not only consolidates your communications but also delivers measurable returns. Here’s what you gain:

• Enhanced Team Collaboration – All your agents work from a single dashboard, reducing handoffs and miscommunication.
• Time Saved on Manual Tasks – Automatic logging and click-to-call/text features cut down repetitive work, so you can focus on customer success.
• Improved Customer Response Times – Shared inbox analytics and workflow automation ensure no message goes unanswered.
• Scalable Infrastructure – Whether you have 2 or 200 users, Helpwise grows with your business without complex reconfiguration.
• Actionable Insights – Real-time dashboards reveal bottlenecks, so teams can proactively improve processes.
• Cost Predictability – Clear per-user pricing tiers and a 29% savings on annual plans help you budget effectively.
• Seamless Onboarding – Quick setup wizards and dedicated migration support get you live in minutes.
• Reliability & Security – Enterprise-grade uptime guarantees and data encryption protect your customer data around the clock.
• Future-Proof Capabilities – AI Summarize and AI Assist features ensure you stay ahead of evolving customer expectations.
• Global Reach – Local numbers in 70+ countries let you maintain a regional presence wherever you do business.
• Explore Helpwise now to start reaping these benefits immediately.

Customer Support

Helpwise prides itself on offering responsive customer support across multiple channels. Whether you have a technical question about call routing or need advice on crafting the perfect SMS campaign, you can reach out via email or live chat. Support agents typically respond within minutes, ensuring you can keep your workflows uninterrupted.

For enterprises requiring a higher level of assistance, a dedicated phone support line and priority ticket routing are available under the Advanced plan. Helpwise also provides onboarding specialists who guide you through setup, data migration, and best practices, making the adoption process smooth and stress-free.

External Reviews and Ratings

Helpwise consistently earns high marks from users and review platforms:

• G2: 4.5/5 stars across 200+ reviews. Users praise the intuitive interface and seamless SMS integration. Some feedback highlights occasional latency during peak hours, which the team is addressing by enhancing infrastructure.
• Capterra: 4.6/5 stars with positives around shared inbox management. A few reviewers note the learning curve for advanced automation rules—Helpwise has since expanded its tutorial library in response.
• TrustRadius: 8.8/10 rating. Customers appreciate the reliable call recordings and analytics. Minor criticisms around mobile app feature parity are being tackled in the next release cycle.

Educational Resources and Community

Helpwise offers a rich ecosystem of educational materials to help you get the most out of the platform:

• Official Blog: Weekly posts cover new feature announcements, communication best practices, and real-world case studies.
• Video Tutorials: Step-by-step guides on YouTube walk you through call setup, automation configuration, and reporting insights.
• Comprehensive Documentation: The Helpwise help center contains searchable articles on every feature, API endpoint, and troubleshooting tip.
• User Community: Join the Helpwise forum and Slack channel to connect with other power users, share tips, and get early access to beta features.
• Monthly Webinars: Live sessions with product experts cover deep dives on new capabilities and Q&A segments to answer your specific questions.

Conclusion

By now it’s clear how Helpwise transforms team communication with unified calling, SMS, and shared inbox features wrapped in a user-friendly interface. From robust analytics and automation workflows to responsive customer support and a thriving user community, this platform offers everything you need to scale your business communications effectively.

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