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Stick with me as I walk you through why Helpwise is the go-to solution for making and tracking calls and SMS from your shared team mailbox. By the end, you’ll know exactly how this deal can save you serious cash while unlocking Helpwise’s full potential in your workflow.

What Is Helpwise?

Helpwise is a unified communication platform that lets teams send texts, make calls, and manage all customer interactions from a shared inbox. Designed for sales, support, and customer-facing teams, Helpwise integrates seamlessly with CRMs and business apps to log every call and SMS automatically. Whether you’re reaching out to leads, following up with prospects, or supporting existing customers, everything happens in one centralized place.

By combining phone and SMS in one dashboard, Helpwise eliminates context-switching, reduces response times, and boosts team collaboration. Its focus on real-time activity tracking and integrations ensures that every interaction is logged, reported, and accessible to the people who need it most.

Features

Helpwise packs a powerful set of features to streamline your communications. Below, I break down each major capability, so you can see how it fits your team’s needs.

Shared Inbox Integration

Centralize all calls, texts, emails, and chat messages in one collaborative workspace.

– View inbound and outbound calls, SMS, email, and chat threads together
– Assign messages to specific agents to ensure accountability
– Save response templates to speed up replies

Click-to-Call and Click-to-Text

Initiate phone calls and SMS with a single click, directly from the contact record or message thread.

– Click the phone icon next to any number in your inbox
– Send a quick SMS by clicking the text icon—no dialing required
– Keep context intact, since the call or SMS opens in the same interface

Automatic Call Recording & Voicemails

Every call you make is recorded and stored securely in the cloud, along with voicemails, so you never miss a detail.

– Playback recordings from within Helpwise
– Download and archive important calls for training and compliance
– Get automated transcripts for quick reference

Activity Tracking & Notes

Track all interactions with leads, customers, and partners. Add notes to calls and SMS threads to capture critical insights.

– View a chronological timeline of activities per contact
– Tag calls with custom labels (e.g., “Negotiation,” “Follow-up”)
– Attach files, links, or screenshots to enrich context

Contact Sync & CRM Integrations

Keep your contact records up-to-date across all your business tools.

– Native integrations with CRMs like Salesforce, HubSpot, Pipedrive, and more
– Two-way sync ensures data consistency between platforms
– Automatically log call and SMS activities as CRM notes or tasks

Missed Calls & Voicemail Alerts

Never let a lead slip through the cracks. Get alerted for missed calls and voicemails instantly.

– Real-time notifications for missed calls
– Voicemail transcription delivered in your inbox
– Assign follow-up tasks directly from the alert

Personalized Conversations

Access full conversation history—text, calls, emails—at your fingertips to deliver personalized customer experiences.

– See previous interactions before placing a call
– Reference past notes and attachments to build rapport
– Use saved replies and dynamic templates for consistency

Workflows & Analytics

Build automated workflows and get insight into agent performance with detailed reporting dashboards.

– Set up SMS and calling campaigns for lead nurturing
– Drop pre-recorded voicemails with one click
– Track campaign metrics: open rates, response rates, call duration

Quick Cloud Phone System Setup

Get your cloud phone system up and running in minutes, even if you’re migrating from another provider.

– Choose new phone numbers in over 70 countries or port existing ones
– Support for Web, Desktop, and Mobile apps for on-the-go calling
– Scalable architecture to add users and numbers with ease

Pricing

Helpwise offers simple, transparent plans tailored to teams of all sizes. Plus, by grabbing this deal, you Get 29% OFF Helpwise Annual Plans Today, allowing you to save big on your first year.

Standard Plan

Best for small teams looking to centralize communications.

– Price: $15 per user/month (billed annually)
– Minimum 2 users, up to 10 users
– 3 shared inboxes, 15 saved replies
– Email, Live Chat, Facebook, and 1 personal inbox per user
– Standard analytics and integrations

Premium Plan

Ideal for growing teams that need automation and more channels.

– Price: $29 per user/month (billed annually)
– Minimum 2 users
– 10 shared inboxes, unlimited saved replies
– 25 automation rules, chatbot, calling, WhatsApp
– Advanced analytics, CSAT surveys, and AI assist

Advanced Plan

Designed for large teams requiring enterprise-grade features.

– Price: $49 per user/month (billed annually)
– Minimum 3 users
– 30 shared inboxes, unlimited automation, SLA rules
– Free chatbot and calling, AI auto-prioritization
– Single sign-on (SSO), priority support, custom views

Benefits to the User (Value for Money)

If you’re evaluating the return on investment, here’s why Helpwise delivers exceptional value:

– Streamlined Communication: Consolidate all channels in one place, reducing tool-hopping and saving hours per week.
Each saved minute translates to more time closing deals or resolving tickets.
– Enhanced Collaboration: Shared inbox assignments and notes keep everyone in the loop, boosting team productivity.
No more “I didn’t know” excuses—the whole team sees every touchpoint.
– Data-Driven Insights: Access real-time analytics on call volumes, response times, and campaign performance.
Make informed decisions to optimize workflows and increase ROI.
– Scalability: Whether you’re 2 agents or 200, Helpwise scales seamlessly without hidden fees.
Add users and shared inboxes as you grow, with consistent per-user pricing.
– Automated Logging: With JustCall integration, every call and SMS logs automatically—no manual entry needed.
Saves time and ensures 100% record accuracy.
– Personalized Outreach: Use past interaction history to tailor calls and messages.
Leads feel heard, increasing engagement and conversion rates.

Customer Support

Helpwise offers responsive customer support via email, live chat, and phone. Agents are staffed across multiple time zones to provide near-instant assistance whenever you encounter an issue. Whether you have a question about setup, integrations, or advanced workflows, the support team is ready to jump in and guide you step by step.

In addition to real-time help, Helpwise maintains a comprehensive knowledge base, complete with how-to articles and troubleshooting guides. If you prefer self-service, you can find answers quickly. For complex use-cases, the team is also available for one-on-one walkthroughs to ensure you make the most of every feature.

External Reviews and Ratings

Helpwise consistently earns praise on major review platforms. On G2, it holds a 4.6-star average across 200+ reviews, with customers highlighting its intuitive interface and robust call-logging. Capterra reviewers appreciate the streamlined SMS campaigns and reliable call recordings.

Of course, no product is perfect. A handful of users have noted minor delays in call recording uploads during peak hours and requested more granular analytics filters. The Helpwise team has acknowledged these points and is rolling out performance improvements and enhanced reporting options in upcoming releases.

Educational Resources and Community

Helpwise supports users through a variety of educational channels:

– Official Blog: Regular posts on communication best practices, platform updates, and case studies.
– Video Tutorials: Step-by-step walkthroughs on setup, integrations, and advanced workflows.
– Documentation: Detailed API references and user guides for developers and admins.
– User Community: Active forums and social media groups where you can exchange tips with other Helpwise customers.
– Webinars & Workshops: Live sessions hosted by product experts covering feature deep-dives and Q&A.

Conclusion

After exploring Helpwise’s powerful features—from shared inboxes and click-to-call to automated call logging and AI-powered analytics—it’s clear why so many teams choose it as their communication hub. With a straightforward pricing model and scalable plans, Helpwise adapts to your growth, while integrations keep your data connected across all platforms. Plus, with this limited-time Get 29% OFF Helpwise Annual Plans Today offer, there’s never been a better moment to upgrade your team’s workflow.

Ready to streamline your calls and SMS in one unified dashboard? Click here to secure your deal: Helpwise. Don’t wait—unlock the full power of Helpwise and save big before this exclusive discount expires!