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What Is Helpwise?

Helpwise is an integrated shared inbox and cloud phone system designed to simplify team collaboration over email, calls, and SMS—all from a centralized dashboard. Whether you’re a small support squad or a growing sales team, Helpwise consolidates communication channels, so you never miss an important customer message or lead follow-up.

At its core, Helpwise offers:

• Shared email and SMS inboxes for real-time team collaboration
• Click-to-call and click-to-text features for seamless dialing
• Automatic call and SMS logging for complete activity tracking

Features

Helpwise bundles a powerful set of features that bridge the gap between CRM, telephony, and team collaboration. Below, I dive into each key capability and show how it can elevate your customer communication.

Shared Inboxes

Centralize all customer emails, SMS messages, and even social media inquiries into a single, collaborative workspace.

• Assign conversations to teammates for clear responsibility.
• Use private notes to communicate context and strategy internally.
• Set up saved replies to boost response speed and consistency.

Click-to-Call & Click-to-Text

Stop juggling phone systems—initiate calls and send SMS directly from your Helpwise interface with a single click.

• Automatically log each call and message as an activity.
• Access contact history and notes before picking up the phone.
• Customize caller ID to maintain brand consistency.

Call Recording & Voicemail Storage

Record every interaction and store voicemails securely for compliance and training purposes.

• Retrieve recordings via the Helpwise dashboard whenever you need them.
• Use recordings to coach agents and refine your messaging.
• Translate voicemails to text for quick review.

Contact Sync & Activity Tracking

Keep comprehensive logs of every call, SMS, and email interaction tied to contacts, leads, and companies.

• View timelines of past interactions to personalize outreach.
• Set reminders and follow-up tasks to ensure no opportunity slips through the cracks.
• Filter activities by date, team member, or contact segment for reporting.

Analytics & Reporting

Measure performance across your team and campaigns with a robust analytics dashboard.

• Track KPIs like call volume, response times, and customer satisfaction scores.
• Generate custom reports to identify trends and areas for improvement.
• Monitor campaign ROI for SMS and calling initiatives.

Workflows & Automations

Automate routine tasks and routing rules, so your team focuses on high-impact work.

• Create assignment rules based on ticket type or priority.
• Set SMS and email drip campaigns to nurture leads automatically.
• Use chatbots to handle common inquiries outside business hours.

Integrations

Seamlessly connect Helpwise with your existing tech stack for unified data management.

• Native integration with 100+ CRMs, help desks, and business tools.
• JustCall integration for advanced telephony capabilities.
• Zapier support to link workflows with thousands of other apps.

Pricing

Helpwise’s pricing tiers cater to every team size and communication need. And right now, you can Get 29% OFF Helpwise Annual Plans Today—a saving you won’t want to miss.

Standard Plan

Best for small teams getting started with shared inbox collaboration.

• Price: $15 per user/month (billed annually after discount)

– Minimum 2 users, Maximum 10 users
– 3 Shared Inboxes
– 15 Saved Replies
– Help Center / Knowledge Base access
– Email, Live Chat and Facebook channels
– 1 Personal Email inbox per user
– Standard Analytics & Integrations

Premium Plan

Ideal for growing teams seeking advanced automation and omnichannel support.

• Price: $29 per user/month (billed annually after discount)

– Minimum 2 users
– 10 Shared Inboxes
– Unlimited Saved Replies
– 25 Automation Rules
– All channels: Email, Chatbot, Calling, WhatsApp
– Advanced Analytics & All Integrations
– Customer Satisfaction (CSAT) surveys
– AI Assist and Summarize

Advanced Plan

Designed for enterprises that require scale, priority support, and advanced security.

• Price: $49 per user/month (billed annually after discount)

– Minimum 3 users
– 30 Shared Inboxes
– Advanced Assignment features
– Unlimited Automation Rules
– SLA Rules and Priority Support
– Free chatbot and calling credits
– AI Auto Prioritization and Custom Views
– Single Sign-On (SSO)

Benefits to the User (Value for Money)

Helpwise delivers a unique combination of features that translate into tangible value for your business:

• Savings on software costs: Lock in 29% OFF Helpwise Annual Plans and free up budget for other growth initiatives.
• Time savings: Centralized communication and automations reduce manual handoffs and repetitive tasks.
• Enhanced team collaboration: Shared inboxes and private notes keep everyone aligned and accountable.
• Improved customer satisfaction: Faster response times, personalized outreach, and CSAT tracking ensure happy customers.
• Actionable insights: Analytics dashboards highlight performance gaps so you can continuously optimize.

Customer Support

I’ve found Helpwise’s support team to be impressively responsive. Whether I raise a ticket via email or jump into the live chat widget, I usually get meaningful guidance within minutes. For complex integration questions, they even schedule a Zoom session to walk through solutions step by step.

Beyond live chat and email, Helpwise offers extensive documentation, video tutorials, and a community forum where you can ask questions and share best practices. If you ever need phone support, that’s available on select plans too—making sure you’re never left waiting when urgency strikes.

External Reviews and Ratings

On G2, Helpwise boasts an average rating of 4.6 out of 5, with users praising its ease of use and robust telephony integration. Capterra reviewers frequently highlight:

• Pros: Intuitive UI, seamless call logging, and reliable SMS delivery.
• Cons: Some users mention occasional lag during high-volume call campaigns. However, the Helpwise team has rolled out performance optimizations in recent updates to address these issues.

TrustRadius users echo similar sentiments, noting strong ROI and excellent customer service as standout qualities. Negative feedback is rare and typically revolves around edge-case feature requests, which Helpwise’s product team has been steadily releasing through monthly updates.

Educational Resources and Community

Helpwise doesn’t just hand you software—they empower you to master it. Here’s what you get:

• Official blog posts covering best practices for email support, SMS marketing, and call center optimization.
• Comprehensive documentation and step-by-step guides on everything from setup to advanced workflows.
• Video tutorials and webinars led by product experts, ideal for visual learners.
• An active user community forum for peer support, tips, and feature requests.
• Regular product roadmap updates so you know what’s coming next.

Conclusion

By now you’ve seen how Helpwise streamlines team communication, automates tedious tasks, and provides unparalleled insights into customer interactions. And with the exclusive Get 29% OFF Helpwise Annual Plans Today flash sale, there’s never been a better moment to upgrade your support and sales workflows.

If you’re ready to revolutionize your team’s productivity and slash your communication costs, click the link below to activate your discount before this offer disappears:

Get 29% OFF Helpwise Annual Plans Today