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What Is Helpwise?

Helpwise is a collaborative customer communication platform designed to centralize email, calls, SMS, and chat in one shared inbox. Built with teams in mind, Helpwise streamlines how support, sales, and marketing professionals communicate with prospects and customers. By integrating your calling activities and messaging channels directly into your inbox, Helpwise ensures no lead slips through the cracks and every interaction is logged for better follow-up and analytics.

Features

Helpwise comes loaded with features tailored to modern customer support and sales teams. Below are its standout capabilities, each geared toward boosting productivity and ensuring top-tier customer experiences.

Shared Inbox Management

Helpwise transforms traditional individual inboxes into a centralized workspace where teams can collaborate seamlessly.

• Multiple Shared Inboxes: Group emails by function (support@, sales@, info@) for clearer ownership.
• Assignment Rules: Auto-assign incoming conversations to available team members or round-robin distribution to balance workload.
• Collision Detection: Prevent two agents from replying to the same email by alerting when another agent is viewing or replying.
• Saved Replies Library: Standardize responses with templated replies that can be inserted with a few clicks.

Make & Track Calls and SMS

Manage all phone calls and SMS directly from your team inbox without switching apps.

• One-Click Dialing: Click the phone icon next to any contact to place a call instantly.
• SMS from Inbox: Send and receive text messages from the same thread view as email conversations.
• Activity Logs: Automatically log every call and SMS as an activity with timestamps, agent notes, and status.

Click-to-Call and Click-to-Text Links

Embed click-to-call and click-to-text buttons in your website, email signature, or CRM to let customers reach you instantly.

• Embed Code Snippet: Generate a customizable widget that appears on your site for real-time calls or SMS.
• Auto-Populated Context: Clicking these links opens a new conversation in Helpwise pre-loaded with customer details.

Call Recordings and Voicemail

Never miss an important detail—Helpwise (via JustCall integration) archives every call and voicemail.

• Unlimited Storage: Access search and playback at any time to review agent performance or compliance needs.
• Voicemail Drop: Record a pre-defined voicemail and drop it on unanswered calls with one click.

Contact Sync and Activity Tracking

Keep your customer data unified across platforms.

• CRM Integrations: Native two-way sync with over 100 popular CRMs ensures contacts and activities stay up to date.
• Central Activity Timeline: View all past interactions—emails, calls, SMS, notes—in one threaded view.

Easy Setup and Number Provisioning

Get up and running in minutes with no IT helpdesk required.

• Instant Phone Numbers: Grab local or toll-free numbers in over 70 countries during trial sign-up.
• Number Porting Support: Seamlessly transfer your existing numbers without downtime.

Workflow Automation and Analytics

Automate repetitive tasks and measure performance with powerful rules and reporting.

• Automation Rules: Route, tag, or escalate tickets based on keywords, customer priority, or SLA breaches.
• Campaign Builder: Launch SMS or calling campaigns directly from Helpwise to nurture leads.
• Advanced Dashboards: Monitor agent activity, response times, CSAT scores, and campaign ROI.

CRM & Business Tools Integrations

Helpwise plugs into your existing tech stack for a seamless data flow.

• Zapier & Native Apps: Connect with Slack, Asana, Jira, Salesforce, HubSpot, and many more.
• Custom Webhooks & API: Build bespoke workflows and sync two-way data according to your needs.

Pricing

Helpwise offers simple, tiered plans to suit teams of any size. Here’s a breakdown of each plan so you can decide which fits your needs and budget:

• Standard – $15/user/month (billed annually)
  • Ideal for small teams (2–10 users) that need basic collaboration tools.
  • Includes 3 Shared Inboxes, 15 Saved Replies, and Email, Live Chat, Facebook channels.
  • Standard analytics and integrations, plus Help Center/Knowledge Base access.
• Premium – $29/user/month (billed annually)
  • Perfect for growing teams (minimum 2 users) requiring automation and advanced channels.
  • All Standard features plus 10 Shared Inboxes, unlimited Saved Replies, 25 Automation Rules.
  • Supports Chatbot, Calling, WhatsApp, advanced analytics, CSAT surveys, and AI Assist.
• Advanced – $49/user/month (billed annually)
  • Built for large teams (minimum 3 users) needing full-scale automation and SLAs.
  • Everything in Premium, plus 30 Shared Inboxes, unlimited Automation Rules, SLA Rules.
  • Offers free chatbot & calling credits, AI auto-prioritization, custom views, and SSO.

Benefits to the User (Value for Money)

Choosing Helpwise means investing in a comprehensive platform that pays dividends through efficiency and customer satisfaction. Here’s what you gain:

• Centralized Communications
  All your channels in one place reduce context-switching and tool fatigue. Agents handle email, chat, calls, and SMS without toggling between apps.
• Faster Response Times
  Automated assignment rules and collision detection ensure queries are routed instantly to the right agent, driving swift resolutions.
• Scalable Collaboration
  From small startups to large enterprises, Helpwise’s simple pricing and flexible inbox limits adapt as your team grows.
• Data-Driven Decisions
  Advanced analytics dashboards reveal bottlenecks in response time, campaign performance, and agent productivity.
• Cost Savings on Voice & SMS
  Competitive calling and messaging rates combined with unlimited logging cut down on third-party telephony costs.
• Improved Customer Experience
  Call recordings, voicemails, and centralized histories empower agents to personalize interactions and drive loyalty.
• Seamless Onboarding
  Quick number provisioning and zero-IT setup mean your team can start using Helpwise within minutes.

Customer Support

Helpwise prides itself on rapid, friendly customer support across multiple channels. Whether you have a question about setup, need help porting numbers, or require workflow customization, the support team is accessible via email, live chat, and phone. Response times average under an hour during business hours, ensuring minimal disruption to your operations.

For mission-critical issues, priority support is available on higher-tier plans. Dedicated success managers guide large accounts through onboarding, best practices, and ongoing optimization. Comprehensive documentation and community resources complement direct support, empowering teams to troubleshoot independently.

External Reviews and Ratings

On G2, Helpwise consistently earns 4.5/5 stars, with users applauding its intuitive shared inbox layout and powerful automation features. Capterra reviewers highlight the seamless JustCall integration for voice and SMS, noting that the click-to-call functionality alone has boosted sales outreach by 30% in some cases.

Some negative feedback centers on initial setup complexity when connecting with less common CRMs—but Helpwise has responded by expanding its integration library and adding step-by-step tutorials. A few users requested deeper reporting customizations; in response, the product team recently launched custom views and enhanced API endpoints to address these needs.

Educational Resources and Community

Helpwise offers an extensive Help Center filled with articles, how-to guides, and troubleshooting tips. Video tutorials on YouTube cover everything from inbox setup to advanced automation rule creation. The official blog regularly publishes in-depth posts on customer support best practices and case studies from successful customers.

Beyond official channels, an active user community on Slack and LinkedIn fosters peer-to-peer learning. Monthly webinars hosted by product experts dive into new feature announcements and live Q&A sessions. For developers, comprehensive API documentation and sandbox environments enable custom extensions and integrations.

Conclusion

In summary, Helpwise stands out as a unified communication platform that merges email, voice, and SMS into one intuitive interface—backed by powerful automation, robust analytics, and top-notch support. Whether you’re a small team aiming for better collaboration or a large enterprise focusing on SLA-driven workflows, Helpwise scales to meet your requirements.

Now is the perfect time to secure this functionality at an unbeatable price. I encourage you to explore Helpwise and take advantage of this limited-time offer. Get 29% OFF Helpwise Annual Plans Today by clicking the link below and transforming how your team connects with customers.

Get 29% OFF Helpwise Annual Plans Today