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What Is Helpwise?

Helpwise is an all-in-one shared inbox solution that seamlessly integrates voice calling and SMS messaging into your team’s workflow. Designed for businesses that value clear communication and accountability, Helpwise brings phone and text interactions directly into a collaborative inbox environment. Instead of juggling separate phone systems and email tools, your team can make calls, send SMS, track activities, and manage voicemails— all from one unified dashboard.

Use-cases include:

• Customer support teams handling inbound calls and messages.
• Sales teams running outreach campaigns via phone and SMS.
• Operations teams tracking call logs, notes, and recordings.
• Small businesses seeking a simple cloud phone system without complexity.

Features

Helpwise packs a powerful suite of features to streamline communication, enhance collaboration, and ensure every call and message is logged and actionable. Here’s an in-depth look at the standout capabilities:

Shared Inbox Integration

Consolidate all your customer interactions—calls, SMS, emails, live chat—into a single shared inbox. No more switching between different platforms or losing track of conversations.

• Unified View: See emails, SMS, and call logs side by side.
• Team Collaboration: Assign messages to team members, add internal notes, and never let a request slip through the cracks.
• Saved Replies: Speed up responses with templated messages and share best practices across your team.

Click-to-Call and Click-to-Text

With just a click, instantly dial phone numbers or draft SMS messages—right from within your Helpwise dashboard or browser extension.

• Browser Extension: Highlight any phone number on a web page and click to call.
• In-Dashboard Buttons: Click-to-text links let you initiate an SMS without leaving the ticket view.
• Quick Shortcodes: Predefined templates for common SMS use-cases—confirmations, reminders, follow-ups.

Activity Tracking and Notes Logging

Every call and SMS is automatically logged as an activity. Track who spoke to whom, when, and what was discussed.

• Timeline View: See a chronological record of all interactions per contact.
• Custom Tags: Label activities by campaign, priority, or outcome for better reporting.
• Internal Notes: Add context to calls and texts, ensuring your team picks up exactly where the last conversation ended.

Call Recordings and Voicemails

Recording calls and storing voicemails has never been easier. Helpwise integrates natively with JustCall to preserve every detail.

• Auto-Record: Capture all inbound and outbound calls.
• Voicemail Playback: Listen to messages directly in Helpwise without downloading files.
• Secure Storage: Keep recordings organized and accessible for training or compliance.

Contact Sync and Missed Call Management

Helpwise automatically synchronizes contacts across your CRM and phone system, and flags missed calls so you never miss a follow-up.

• Bi-Directional Sync: Changes in your CRM reflect instantly in Helpwise, and vice versa.
• Missed Call Logs: See who called, what they said, and set reminders for callbacks.
• Custom Alerts: Configure notifications for high-priority contacts or VIP customers.

Cloud Phone System Setup

Get up and running in minutes with global phone numbers, number porting, and an intuitive setup process.

• Instant Numbers: Choose from 70+ countries for local presence.
• Port Existing Lines: Seamlessly migrate your current phone numbers.
• Multi-Channel Apps: Use web, desktop, or mobile apps to make and receive calls anywhere.

Workflows and Analytics

Build automated campaigns, drop voicemails with a click, and measure performance with robust reporting.

• Campaign Builder: Sequence calls and texts to nurture leads automatically.
• Analytics Dashboard: Track call volumes, answer rates, SMS delivery, and agent productivity.
• Custom Reports: Export data or set up scheduled reports for stakeholders.

CRM and Third-Party Integrations

Helpwise connects with over 100 tools—like Salesforce, HubSpot, Zendesk, and Pipedrive—so all your customer data lives in one ecosystem.

• Automated Logging: Calls and SMS logged as CRM activities without manual work.
• Two-Way Updates: Changes in your CRM update Helpwise contact fields in real time.
• Zapier Support: Create custom workflows with 2,000+ additional apps.

Pricing

Helpwise offers simple, transparent plans to fit teams of all sizes. Below is the breakdown of monthly pricing—remember, you can Get 29% OFF Helpwise Annual Plans Today when you commit for a year!

• Standard – $15/user/month
  Ideal for small teams starting out. Includes 3 shared inboxes, 15 saved replies, email/live chat/Facebook channels, basic analytics, and standard integrations.
• Premium – $29/user/month
  Great for growing teams. Adds unlimited saved replies, 25 automation rules, all channels (including calling and WhatsApp), advanced analytics, CSAT surveys, AI Assist & Summarize, and all integrations.
• Advanced – $49/user/month
  Designed for large teams. Unlocks 30 shared inboxes, advanced assignment, unlimited automation, SLA rules, free chatbot and calling, AI auto-prioritization, custom views, priority support, and SSO.

Benefits to the User (Value for Money)

Helpwise delivers exceptional ROI by combining multiple tools into one platform. Here’s how you benefit:

• Cost Savings: Consolidate phone, SMS, email, and chat—no multiple subscriptions required.
• Improved Productivity: Shared inboxes and automation rules reduce manual busywork.
• Better Collaboration: Internal notes and assignment rules keep everyone aligned.
• Enhanced Customer Experience: Quick replies, click-to-call links, and call recordings ensure consistent service.
• Scalable Architecture: From 2 users to 100+, plans grow with your organization.
• Data-Driven Insights: Analytics dashboards help you optimize campaigns and agent performance.
• Global Reach: Phone numbers in 70+ countries give you local presence anywhere.
• Peace of Mind: SSO, priority support, and reliable uptime keep your operations running smoothly.

Customer Support

Helpwise prides itself on responsive, multi-channel support to ensure you never get stuck. Their team is reachable via email, live chat, and phone support—so whether you have a technical question or need guidance on best practices, help is only a click away.

For more hands-on assistance, Helpwise also offers onboarding sessions and migration support. If you’re moving from another phone system, their experts will guide you through porting your numbers, setting up users, and transferring historical data, minimizing downtime and ensuring a smooth transition.

External Reviews and Ratings

On G2, Helpwise boasts an average rating of 4.5/5 across 200+ reviews, with customers praising its intuitive interface and time-saving automation. Capterra users echo similar sentiments, highlighting the seamless call logging and robust analytics features.

Some users initially flagged a slight learning curve when configuring advanced workflows and automation rules. In response, Helpwise has rolled out enhanced setup wizards and step-by-step tutorials to flatten the learning curve. A handful of reviewers mentioned occasional hiccups with SMS deliverability in specific regions—Helpwise’s engineering team is actively optimizing carrier partnerships to address these edge-case issues.

Educational Resources and Community

Helpwise empowers users with a rich library of learning materials:

• Official Blog: Weekly articles on best practices for customer support, sales outreach, and call center management.
• Video Tutorials: Step-by-step guides on YouTube covering everything from initial setup to advanced analytics.
• Knowledge Base: Detailed documentation on features, API usage, and troubleshooting tips.
• Webinars & Workshops: Live sessions hosted by Helpwise experts to share product roadmaps and use-case deep dives.
• User Community: An active Slack group and forum where customers exchange tips, request new features, and network.

Conclusion

In summary, Helpwise combines shared inboxes, click-to-call/text functionality, call recordings, and powerful analytics into one unified solution—eliminating tool sprawl and boosting team efficiency. With seamless CRM integrations, global phone numbers, and automation workflows, it’s designed to scale with your business.

Don’t miss out on this limited-time promo: Get 29% OFF Helpwise Annual Plans Today and transform the way your team communicates and collaborates. Unlock better customer experiences, save significant costs, and streamline your support and sales operations—all with one platform.

Get 29% OFF Helpwise Annual Plans Today