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What Is Helpwise?

Helpwise is a multichannel communication platform designed to centralize calls, SMS, and email into a shared inbox for teams of all sizes. It empowers support agents and sales reps to collaborate seamlessly, track every interaction, and maintain contextual customer records without toggling between multiple tools. Key use-cases include:

• Customer support—Log, record, and analyze phone & SMS interactions alongside email threads.
• Sales outreach—Dial prospects and follow up via SMS directly from your inbox.
• Team collaboration—Assign conversations, share notes, and streamline response workflows.
• Analytics & reporting—Use built-in dashboards to measure agent performance and campaign ROI.

Features

Helpwise boasts a rich feature set that elevates team collaboration and customer engagement. Below, I’ve outlined the standout capabilities that make it an indispensable asset for any growing business.

Shared Inbox Integration

At its core, Helpwise offers a truly unified inbox where calls, SMS, and emails converge. No more context switching—teams see the entire customer conversation history in one place.

• Automatic logging of inbound/outbound phone calls into the shared inbox.
• Instant SMS threading alongside email discussions.
• Customizable inbox rules to assign conversations on the fly.

Click-to-Call and Click-to-Text

Make calls or send text messages with a single click. Helpwise adds “click-to-call” and “click-to-text” buttons next to every phone number in your inbox and CRM integrations, simplifying outreach.

• Instant dialing—no manual number copying.
• Predefined SMS templates to speed up follow-ups.
• Activity tags to categorize each call or SMS for reporting.

Contact Sync & Activity Tracking

Maintain a 360° view of every contact, lead, and company with bi-directional sync. Whether you update a phone number in your CRM or assign a new tag in Helpwise, changes reflect across all connected systems.

• Real-time updates across Salesforce, HubSpot, Pipedrive, and 100+ other CRMs.
• Centralized activity logs—calls, texts, notes, and tags in one timeline.
• Smart filters to sort interactions by agent, date, or status.

Call Recording and Voicemail Access

Every call you make or receive is recorded and stored securely. Play back recordings or read voicemail transcriptions directly from the Helpwise interface.

• Unlimited call recordings on annual plans.
• Voicemail-to-text transcription for quick scanning.
• Permission settings to control who can listen or download files.

Cloud Phone System Setup

From provisioning new numbers to porting existing ones, Helpwise’s cloud telephony setup is a breeze. Get up and running in minutes without hardware investments.

• Instant phone numbers in 70+ countries.
• Bring-your-own-number porting with zero downtime.
• Local, toll-free, and vanity number options.

Workflows & Analytics

Automate repetitive tasks and gain actionable insights with built-in workflows and analytics dashboards. Craft SMS or call campaigns that nurture leads at scale.

• Drag-and-drop workflow builder for automated assignments.
• Campaign tracking: call completion rates, response times, open rates.
• Custom reports to measure SLA compliance, CSAT, and agent productivity.

Web, Desktop, and Mobile Apps

Whether you’re at your desk or on the go, Helpwise has you covered. Use the web app in your browser, the desktop client on Windows/macOS, or the mobile application for iOS/Android.

• Push notifications for missed calls and unread messages.
• Seamless call transfers and conference calls on mobile.
• Offline mode—draft SMS or email replies and send once you’re back online.

CRM Integrations & Automated Logging

Helpwise connects natively with popular CRMs and productivity tools, ensuring every call and SMS is automatically logged. No manual data entry required.

• Integrations with Salesforce, HubSpot, Zoho, Pipedrive, and more.
• Zapier connector for 3,000+ additional apps.
• Auto-tagging rules to push activities into specific pipelines or queues.

Pricing

Helpwise offers three straightforward plans designed to grow with your team. All annual subscriptions come with a “Get 29% OFF Helpwise Annual Plans Today” savings baked in.

• Standard – $15/user/month
  Suited for small teams needing basic collaboration tools. Includes:
  • Minimum 2, maximum 10 users
  • 3 shared inboxes, 15 saved replies
  • Email, live chat, Facebook integration
  • Standard analytics and integrations
• Premium – $29/user/month
  Ideal for growing teams that need more automation:
  • Minimum 2 users
  • 10 shared inboxes, unlimited saved replies
  • 25 automation rules, chatbot, calling, WhatsApp
  • Advanced analytics, CSAT surveys, AI assist
• Advanced – $49/user/month
  Best for large organizations requiring full-featured support:
  • Minimum 3 users
  • 30 shared inboxes, unlimited automation rules
  • SLA rules, free chatbot & calling, AI auto-prioritization
  • Single sign-on (SSO), priority support

Benefits to the User (Value for Money)

Helpwise packs tremendous value into every dollar you spend. Here’s what makes it such a wise investment:

• Unified Communication Hub
  Combine calls, SMS, and email in one interface—reducing tool costs and context switching.
• Boosted Team Productivity
  Automation rules and click-to-call/text shortcuts free up agent time for more high-value conversations.
• Actionable Analytics
  Track KPIs like response time, resolution rates, and campaign performance—all in real time.
• Scalable Pricing
  Plans for teams of 2 to 300+ users, with transparent per-user pricing—no hidden fees.
• Seamless CRM Integration
  Automated logging keeps contact records pristine and up to date—no manual entry.
• Anywhere Access
  Web, desktop, and mobile apps ensure your team can support customers from any location.
• Secure & Compliant
  SOC2 compliance, data encryption both at rest and in transit, and user permission controls.
• Risk-Free Trial
  Jump in with confidence—Helpwise offers a 7-day free trial with full feature access.

Customer Support

Helpwise’s support team is renowned for its responsiveness and depth of expertise. Whether you have a billing question or need help configuring advanced workflows, you’ll find help readily available via email, live chat, and phone support.

For urgent issues, priority assistance is available on Premium and Advanced plans. Additionally, a comprehensive knowledge base and in-app guidance ensure you can self-serve quick answers 24/7.

External Reviews and Ratings

Across platforms like G2, Capterra, and Trustpilot, Helpwise consistently earns high marks for ease of use and feature depth. On G2, it holds a 4.7/5 average rating, with customers praising the intuitive inbox interface and seamless click-to-call functionality. Capterra reviewers highlight significant time savings and improved team collaboration.

Some users have requested more advanced reporting templates and deeper analytics customization. In response, Helpwise is rolling out enhanced dashboard widgets and custom report builders later this year to address these points.

Educational Resources and Community

Helpwise supports its users with a wealth of learning materials. Visit the official blog for best practices on call scripts, SMS campaign strategies, and customer support workflows. The documentation portal offers step-by-step setup guides and API references.

Active user communities on Slack and LinkedIn connect you with fellow Helpwise power users. Monthly webinars cover new feature demos and invite Q&A sessions with product experts.

Conclusion

To recap, Helpwise is a comprehensive communication platform that unifies phone calls, SMS, and email in a collaborative shared inbox. With features like click-to-call, call recording, automated logging, and powerful analytics, it caters to teams of every size. The transparent tiered pricing and the current “Get 29% OFF Helpwise Annual Plans Today” deal make this the perfect time to invest in streamlined customer support and sales outreach.

Don’t miss out—secure your discounted annual subscription now by visiting Helpwise and transforming your team’s communication workflow. Get started and Get 29% OFF Helpwise Annual Plans Today!