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What Is Helpwise?

Helpwise is a shared inbox platform designed to streamline team communication, combining email, live chat, SMS, and calling into a unified dashboard. Whether you’re a customer support team, a sales squad, or any collaborative unit dealing with high volumes of inbound messages, Helpwise keeps every interaction organized, accessible, and trackable. With built-in calling, SMS, and integration with top CRMs via JustCall, it ensures you have complete visibility on every conversation—voice or text—so your team never misses a beat.

Features

Helpwise offers a comprehensive suite of features that turns chaotic inboxes into well-oiled communication hubs. Below are the key capabilities that make it a standout choice:

Shared Inbox Integration

Helpwise’s core premise is simplicity in shared inbox management:

• Team Mailbox: Centralize emails, calls, and SMS so everyone sees the full context.
• Role-Based Access: Assign permissions to ensure the right people handle the right queries.
• Collision Detection: Prevent two agents from replying to the same thread.

Click-to-Call & Click-to-Text

One-click dialing and messaging accelerate customer outreach:

• Click to Call: Simply click the phone icon next to a contact to place calls via JustCall.
• Click to Text: Launch SMS conversations instantly without leaving the Helpwise dashboard.
• Voicemail Drops: Record and drop voicemails at scale, perfect for sales outreach.

Activity Tracking & Notes

Never lose sight of follow-ups or conversation history:

• Automated Logs: All calls and SMS are logged as activities in Helpwise.
• Internal Notes: Attach private notes to contacts or tickets for team visibility.
• Daily Reports: Review a summary of interactions at a glance.

Call Recordings & Voicemails

Quality assurance and training become effortless with recorded interactions:

• Storage & Access: Easily retrieve any past call or voicemail from the dashboard.
• Playback Controls: Jump to key moments, adjust playback speed, or download recordings.

Contact Sync & CRM Integrations

Sync leads, companies, and contacts to stay aligned with your CRM:

• Automatic Sync: Keep your Helpwise contacts in sync with Salesforce, HubSpot, and more.
• Contextual Data: View deal stages, ticket status, and custom fields right alongside messages.

Cloud Phone System Setup

Launch a fully functional phone system within minutes:

• Global Numbers: Get new local numbers in 70+ countries or port existing ones.
• Web, Desktop, & Mobile Apps: Make and receive calls anywhere, on any device.
• Custom VoIP Settings: Configure call routing, recording, and agent assignment.

Workflows & Analytics

Optimize performance with robust campaign and agent metrics:

• SMS & Calling Campaigns: Schedule blasts, track open rates, and follow up automatically.
• Detailed Dashboards: Monitor agent activity, response times, and CSAT scores.
• Reporting Exports: Generate customizable reports for deeper analysis.

Pricing

Whether you’re a small team or scaling a large operation, Helpwise’s transparent plans fit every stage of growth. And don’t forget—you can Get 29% OFF Helpwise Annual Plans Today using this limited discount.

• Standard – $15/user/month
  Ideal for small teams (2–10 users). Includes:
  • 3 Shared Inboxes
  • 15 Saved Replies
  • Email, Live Chat & Facebook support
  • Standard Analytics & Integrations
• Premium – $29/user/month
  Designed for growing teams (min. 2 users). Adds:
  • 10 Shared Inboxes
  • Unlimited Saved Replies & 25 Automation Rules
  • All Channels: Chatbot, Calling & WhatsApp
  • Advanced Analytics, CSAT, AI Assist
• Advanced – $49/user/month
  Built for large teams (min. 3 users). Offers:
  • 30 Shared Inboxes & Unlimited Automation Rules
  • SLA Rules & AI Auto Prioritization
  • Free Chatbot & Calling
  • Priority Support & Single Sign-On (SSO)

Benefits to the User (Value for Money)

Investing in Helpwise not only streamlines your operations but also maximizes ROI through clear, measurable gains:

• Accelerated Response Times
  Agents can reply in seconds via click-to-call or click-to-text, boosting customer satisfaction and retention.
• Comprehensive Visibility
  Every email, call, and SMS is tracked and logged. No more lost conversations or hidden leads.
• Scalable Collaboration
  Whether you’re 2 or 200 users, shared inboxes and role-based access ensure your team stays aligned.
• Data-Driven Decisions
  Extensive analytics let you identify top performers, uncover bottlenecks, and refine processes continuously.
• Seamless Integration
  Sync with 100+ CRMs and business tools in minutes—no more toggling between platforms.
• Cost Savings
  By consolidating email, chat, calls, and SMS into one subscription, you cut licensing fees and reduce administrative overhead.

Customer Support

Helpwise prides itself on responsive, multi-channel support. For general queries, you can reach the team via email or live chat directly within the app. Their documentation portal is meticulously organized, providing step-by-step tutorials and troubleshooting guides that beginners and power users will both appreciate.

For urgent issues or enterprise-level accounts, Helpwise offers priority phone support during business hours. Whether it’s configuration assistance, API help, or migration support from another phone system, their customer success engineers are just a call or chat away, ensuring minimal downtime for your team.

External Reviews and Ratings

On G2, Helpwise maintains a solid 4.5-star average based on hundreds of reviews. Users frequently praise its intuitive dashboard and seamless integration with JustCall. One G2 reviewer noted, “Setting up my cloud phone system took under 10 minutes, and my team saw immediate improvement in response times.”

Over at Capterra, the average rating is 4.6 stars. Customers highlight the value of built-in SMS and call logging, calling it a “game-changer for support teams.” A few reviewers mentioned occasional minor bugs during peak loads; however, Helpwise’s development team has been rolling out regular patches, and the release notes show proactive fixes for reported issues.

Educational Resources and Community

Helpwise offers an extensive library of resources to help you get the most out of the platform. Their official blog covers best practices for inbox management, advanced workflow automations, and success stories from real customers. Video tutorials on YouTube walk you through initial setup, API integrations, and analytics reporting.

Additionally, Helpwise’s community forum hosts discussions on feature requests, troubleshooting tips, and creative use cases. There’s also a private Slack workspace where power users and customer success managers collaborate daily. Whether you prefer reading documentation, watching demos, or engaging in peer conversations, Helpwise has you covered.

Conclusion

In summary, Helpwise is the all-in-one shared inbox solution that brings email, live chat, calling, and SMS under one roof, backed by powerful integrations, robust analytics, and top-notch support. With its user-friendly interface and comprehensive feature set, it’s ideal for teams of any size looking to elevate their customer communication.

Remember, this limited discount won’t last forever—be sure to Get 29% OFF Helpwise Annual Plans Today and see how effortless multi-channel collaboration can transform your workflow.

Ready to save big? Get 29% OFF Helpwise Annual Plans Today