Searching for the ultimate guide to call tracking? You just landed on the right page. I’ve spent years helping businesses optimize their communication workflows, and when it comes to accurate call analytics and seamless customer engagement, Helpwise stands out as a game-changer.

Whether you’re struggling to tie phone conversations back to leads or craving a unified view of your team’s outreach, you’ll find the strategies here tackle every challenge head-on. Plus, with Helpwise trusted by growing teams worldwide and backed by industry awards, you can Get your 7-day Free Trial on Helpwise Today and start transforming your call tracking process immediately.

What is Helpwise?

Helpwise is a comprehensive shared inbox and communication platform that empowers teams to make & track calls and SMS directly from a unified dashboard. Designed to streamline customer conversations, it automatically logs every phone call, SMS, voicemail, and note, ensuring nothing slips through the cracks. Whether you’re a sales team measuring campaign ROI or support staff improving response times, Helpwise brings your call tracking efforts under one roof.

Helpwise Overview

I founded Helpwise with a simple mission: break down the barriers between teams and their customers’ communication channels. Since its launch, Helpwise has scaled rapidly, serving thousands of users across 70+ countries. From a small startup to a trusted platform, the journey has been fueled by a focus on usability, robust integrations, and rock-solid reliability.

Notable milestones include partnerships with leading CRMs, a growing library of automation rules, and the addition of AI-powered summarization tools. Today, teams large and small rely on Helpwise to manage calls, texts, workflows, and analytics—all from one cloud-based system.

Pros and Cons

Pro: All-in-one dashboard for calls, SMS, and emails keeps your team aligned and reduces context switching.

Pro: Automatic call logging and recording via JustCall integration, ensuring accurate data for every interaction.

Pro: Click-to-call and click-to-text buttons embedded next to contacts, speeding up outreach.

Pro: Robust analytics and reporting give real-time visibility into call volume, response times, and campaign performance.

Pro: Voicemail drops and bulk SMS campaigns streamline mass outreach and lead nurturing.

Pro: AI Assist and Summarize help teams quickly review past interactions and maintain context.

Con: Advanced features like SLA rules and SSO are only in higher-tier plans, which may deter very small teams.

Con: Initial learning curve for customizing workflows and integrations, especially for non-technical users.

Features

Helpwise offers a rich set of features designed to enhance your call tracking strategy and overall communication efficiency.

Shared Inbox Integration

Combine calls, SMS, email, and social channels into one shared view.

• Track every conversation as an activity.
• Assign messages to specific team members for accountability.

Click-to-Call & Click-to-Text

Instantly initiate outbound calls or SMS directly from your inbox.

• Eliminate manual dialing errors.
• Capture call outcomes and duration automatically.

Call Recording & Voicemail Storage

Never miss crucial details with every call recorded and stored.

• Playback recordings from the dashboard.
• Drop pre-recorded voicemails with one click.

Advanced Analytics & Reporting

Gain data-driven insights into your outreach performance.

• Monitor call volume, response times, and conversion rates.
• Generate custom reports to measure team productivity.

Automation Rules & Workflows

Automate repetitive tasks to keep your pipeline moving.

• Send follow-up SMS or emails based on call status.
• Trigger notifications for high-value leads instantly.

AI Assist & Summarize

Boost team efficiency with AI-powered conversation summaries.

• Quickly catch up on past interactions before each call.
• Focus on high-impact activities instead of manual note-taking.

Helpwise Pricing

Select a plan that scales with your team’s needs and budget.

Standard – $15 / user / month

• Ideal for small teams (2–10 users)
• 3 shared inboxes, email & chat support
• Standard analytics & integrations

Premium – $29 / user / month

• Best for growing teams (2+ users)
• All channels: chatbots, calling, WhatsApp
• Advanced analytics, CSAT surveys, AI Summarize

Advanced – $49 / user / month

• Designed for large teams (3+ users)
• Unlimited automation, SLA rules, SSO
• Priority support & custom views

Helpwise Is Best For

Whether you’re a startup or an enterprise, Helpwise adapts to your call tracking and customer outreach needs.

Sales Teams

Accelerate lead follow-up and measure campaign ROI by linking every call back to your CRM.

Customer Support

Resolve queries faster by unifying voice, chat, and email in a single interface.

Marketing Teams

Run targeted SMS and calling campaigns, then analyze engagement trends with detailed dashboards.

Benefits of Using Helpwise

Here’s why teams trust Helpwise for their call tracking and communication automation:

• Unified Communication: All channels in one dashboard, reducing tool-sprawl.
• Improved Accountability: Shared inbox assignments eliminate missed follow-ups.
• Data-Driven Decisions: Real-time analytics help you optimize outreach strategies.
• Scalable Automation: Set it and forget it with workflows that trigger on call outcomes.
• Enhanced Team Collaboration: Notes, tags, and assignments keep everyone on the same page.

Customer Support

Helpwise offers responsive support via email, live chat, and a comprehensive help center. Typical response times are under an hour for premium customers, ensuring your issues get resolved swiftly.

For technical inquiries or onboarding assistance, you can access detailed tutorials, submit tickets, or join live webinars. Dedicated account managers are available on higher plans for personalized guidance.

External Reviews and Ratings

Users rave about Helpwise’s intuitive interface and the seamless integration with JustCall for call tracking. Many highlight the significant time saved by automating call logs and SMS follow-ups. Reviewers on G2 and Capterra consistently rate it above 4.5 stars.

Some critiques mention the initial setup complexity for custom workflows, but these concerns are often alleviated by the robust support documentation and responsive customer success team.

Educational Resources and Community

Helpwise maintains an active blog, a YouTube channel with step-by-step tutorials, and weekly webinars covering best practices in call tracking, customer engagement, and automation. The community forum allows users to exchange tips, share custom workflow templates, and vote on feature requests, fostering continuous product improvement.

Conclusion

Effective call tracking is no longer optional—it’s essential for modern sales and support teams aiming to deliver personalized customer experiences. With comprehensive features like click-to-call, call recording, AI summaries, and deep analytics, Helpwise equips you to track every interaction and optimize your outreach. Ready to revolutionize your communication workflows? Get your 7-day Free Trial on Helpwise Today and start skyrocketing customer engagement immediately.

Get your 7-day Free Trial on Helpwise Today