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Stick around, because in this in-depth review I’ll show you exactly how Helpwise can transform your customer conversations, saving you time, effort, and a bundle on your subscription. By the end, you’ll understand why now is the perfect moment to jump in and lock down your 29% savings.

What Is Helpwise?

Helpwise is a comprehensive shared inbox platform designed for teams that need to handle calls and SMS alongside email. It centralizes all customer interactions—phone calls, text messages, emails, and more—into one collaborative workspace. Whether you’re a support team responding to inquiries, a sales crew making outreach calls, or a customer success group sending transactional SMS, Helpwise streamlines communication and tracking in a single dashboard.

Key use cases include:

• Customer support teams who need to log and collaborate on inbound and outbound calls and messages.
• Sales teams that want to make click-to-call and click-to-text outreach directly from their shared inbox.
• Small businesses aiming to unify all communication channels—email, chat, SMS, and phone calls—for better visibility.
• Enterprises migrating from legacy phone systems to a cloud solution with advanced analytics and automation.

Features

Helpwise boasts an impressive suite of features built to boost productivity, improve accountability, and deliver seamless customer experiences. Below is a deep dive into each major capability:

Shared Inbox for Calls and SMS

With Helpwise, your entire team shares a unified inbox that logs every phone call and text message alongside emails. This means no more silos and no more wondering who responded to which customer. Everything lives in one centralized view.

• Instant logging of calls and SMS as activities.
• Real-time updates so teammates can pick up where someone else left off.
• Collaborative tagging and assignment to ensure nothing falls through the cracks.

Click-to-Call and Click-to-Text

Eliminate manual dialing and copying numbers into external phone apps. Helpwise adds convenient buttons right next to contact phone numbers for:

• One-click calls directly from the inbox or CRM record.
• Instant SMS messaging with templated replies for fast outreach.
• Tracking of duration, status, and outcomes automatically logged.

Activity Tracking and Notes

Every phone call and SMS gets recorded as an activity in Helpwise. You can add context and follow-up notes to maintain a complete history on each customer or lead.

• Daily interaction logs to monitor team performance.
• Customizable note fields for capturing key details.
• Filter and sort by date, agent, or contact for quick auditing.

Call Recordings & Voicemails

Never miss a detail again. Helpwise integrates with JustCall to automatically record all calls and store voicemails in your inbox.

• Secure storage of recordings for quality assurance.
• Easy playback controls within the Helpwise dashboard.
• Transcription support (where available) to scan through conversations quickly.

Contact & CRM Sync

Helpwise syncs contacts, leads, and company records from over 100 CRMs and business tools. This two-way integration ensures your communication history is always up to date.

• Bi-directional data flow with Salesforce, HubSpot, Pipedrive, and more.
• Automatic activity logging in both Helpwise and your CRM.
• Unified contact profiles that consolidate email, phone, and SMS threads.

Missed Call & SMS Notifications

Never leave a customer hanging. Helpwise alerts your team to missed calls and unread SMS, so follow-ups happen promptly.

• Real-time desktop and mobile notifications.
• Aggregation of missed interactions in a ‘To-Do’ view.
• Automated reminders for timely response.

Cloud Phone System Setup

Get your cloud phone system running in minutes with JustCall’s integration:

• Instantly provision numbers in 70+ countries or port existing ones.
• Web, desktop, and mobile apps for calls on any device.
• Seamless migration assistance from legacy PBXs.

Workflows & Analytics

Create automated call and SMS campaigns to nurture leads at scale. Then, measure performance with robust reporting.

• Drop voicemails with a single click.
• Build multi-step SMS and call sequences.
• Dashboard metrics for agent activity, call quality, and CSAT scores.

Pricing

Helpwise offers straightforward plans tailored to teams of all sizes. Remember, this is a perfect moment to Helpwise and claim your 29% OFF Helpwise Annual Plans Today.

Standard Plan – $15 / user / month

• For small teams (2–10 users).
• 3 shared inboxes and 15 saved replies.
• Email, live chat, and Facebook integration.
• Standard analytics and collaboration features.
• Ideal for startups and small support teams.

Premium Plan – $29 / user / month

• For growing teams (minimum 2 users).
• 10 shared inboxes and unlimited saved replies.
• 25 automation rules, chatbot, calling, and WhatsApp.
• Advanced analytics, CSAT surveys, AI assist, and summarization.
• Perfect for mid-sized customer support and sales ops.

Advanced Plan – $49 / user / month

• For large teams (minimum 3 users).
• 30 shared inboxes, unlimited automation rules, SLA rules.
• Free chatbot and calling credits, AI auto-prioritization, custom views.
• Priority support and single sign-on (SSO).
• Designed for enterprises needing full-scale automation.

Benefits to the User (Value for Money)

If you value efficiency and transparency, Helpwise delivers unmatched ROI. Here are the top benefits:

• Centralized Communication: No more app-hopping—calls, SMS, and emails in one place saves time and reduces errors.
• Higher Team Productivity: Click-to-call and click-to-text features cut dialing time by up to 80%, letting reps handle more interactions daily.
• Complete Interaction History: Call recordings and SMS logs ensure you never miss context, boosting first-call resolution.
• Scalable Automation: Automated workflows nurture leads and handle routine tasks, freeing your team for high-value work.
• Actionable Insights: Advanced analytics shine a light on performance gaps, helping you coach agents and optimize campaigns.
• Global Reach: Instantly provision numbers in 70+ countries, making international outreach simple and cost-effective.
• Seamless CRM Integration: Two-way sync with major CRMs means your data is always accurate, reducing manual entry.
• Cost Savings: Consolidate multiple tools into one platform and benefit from the 29% annual discount to lower your TCO.

Customer Support

Helpwise prides itself on top-tier customer support. Their responsive team is available via email, live chat, and phone, ensuring you get rapid assistance whenever you hit a snag. Detailed documentation and FAQs cover most common questions, while live agents stand by to jump in with personalized guidance.

Whether it’s troubleshooting an integration, setting up your phone numbers, or optimizing your automation workflows, Helpwise support is known for its friendly yet knowledgeable approach. With priority support available on the Advanced Plan, even the most complex enterprise requirements are handled swiftly.

External Reviews and Ratings

On G2, Helpwise holds an average rating of 4.5/5 stars from hundreds of real users. Customers praise the intuitive interface and seamless JustCall integration, highlighting significant improvements in response times and customer satisfaction. Capterra reviewers note the value-for-money proposition, especially for teams juggling both email and voice channels.

Some critics mention minor hiccups with initial setup—mostly related to porting numbers or configuring custom automation rules. However, Helpwise has addressed these with expanded onboarding resources and live migration assistance, dramatically reducing friction for new customers. Recent updates also include enhanced UX flows, making those early steps smoother than ever.

Educational Resources and Community

Helpwise offers a robust library of educational materials. Their official blog features weekly articles on best practices for customer communication, call handling tips, and automation strategies. Video tutorials guide users step-by-step through setting up shared inboxes, integrating CRMs, and creating workflows.

For community engagement, Helpwise hosts a vibrant user forum where customers exchange templates, troubleshoot together, and share success stories. There’s also a dedicated Slack channel and regular webinars led by product experts, ensuring you have multiple avenues for learning and peer support.

Conclusion

In summary, Helpwise provides an all-in-one solution for teams looking to unify calls, SMS, and email into a single shared inbox. With powerful click-to-call/text features, robust automation, and deep CRM integrations, it’s built to scale with your business needs. Plus, the analytics suite and recording capabilities ensure you have full visibility into team performance and customer sentiment.

Don’t wait—unlock your exclusive Get 29% OFF Helpwise Annual Plans Today by securing your plan at Helpwise. This offer is limited, and once it’s gone, you’ll miss out on significant savings. Act now and elevate your team’s communication game with Helpwise!

Get your 7-day Free Trial on Helpwise Today and enjoy 29% off annual plans—your customers will thank you, and your wallet will, too.