Helpwise - Teams

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Wouldn't you prefer to drive sales rather than drive yourself mad?

It's time you shift to a customer service platform that allows you to manage sales communication with your team from a single platform, integrate with your favorite CRMs and set up automated workflows.

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Sales

Trusted by over 5000+ users

Don't let inbox issues drags your sales down

A sales agent's job isn't to sort through all the emails, their job is to close deals. Keeping a track of all customer-related emails in a sea of emails can be a time-consuming task.
This is why every sales agent needs a powerful communication tool that does the heavy lifting for them.

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  • gmail
    Gmail

    What’s the best deal that you can give me? I don’t have a big budget.

  • whatsapp
    Whatsapp

    I want to enquire about your most premium quality products

  • live-chat
    Live Chat

    What are your after-sales services like? I'm comparing 2 more of your competitors.

  • sms
    SMS

    I'm going to need more time to discuss this with my boss before we finalize a deal. Can you share any sales collateral with us?

A basic inbox isn't enough for an agile sales team.
You need Helpwise.

A modern customer communication tool should have the power to automate mundane and repetitive tasks like assigning, tagging, closing, replying and more.
Helpwise takes inspiration from challenges of the obsolete tools like Gmail and Outlook and makes your inbox experience powerful yet simple.

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sales

Benefits of Helpwise

Here are the top features that every modern Saas company needs in its communications stack.

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Assign

Assign conversations to agents who are responsible for handling specific queries. Delegate with ease and see which team member is working on which query.

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Tag

Declutter your inbox by creating tags that work as categories for different types of conversations. Helpwise can also apply tags automatically on new conversations based on the content.

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Automation Rules

Automate mundane and repetitive tasks like assigning, tagging, and closing conversations by setting up workflows using Automation Rules. Helpwise will handle the workload for your team.

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Help Center

Set up knowledge bases containing articles that can be shared with your customers. You can create Help centers for customer onboarding, internal documents etc.

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Mentions and Notes

Collaborate on replying to client queries with your team members by mentioning them in conversation notes. Mentions will notify them that they have been mentioned by you.

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Analytics

Optimize team performance and communication processes by taking a deep dive into your support team's performance across inboxes. Track individual workload and key metrics.

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Fuel your workflows with powerful integrations

Connect your favorite tools using native integrations, third-party integrations or our custom app feature and turn your Helpwise shared inbox into a powerhouse. Integrate calendars, task management apps, and top CRMs and interact with them directly from your inbox.

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Manage customer conversations
with the power of Helpwise

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Foster and improve collaboration processes

Helpwise allows you to respond to client emails in a collaborative manner. You can share drafts, see which team member is reading the same conversation and have discussions with your team right inside a conversation thread.

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Reduce team workload by setting up automations

Automate tasks like assigning deal emails to respective sales reps, replying, tagging specific conversations and more. Helpwise helps in reducing hard work and fostering smart work.

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Simplify customer communication management

Helpwise allows businesses to manage customer conversations from multiple channels in a centralized platform. It also improves the context so that you're able to provide streamlined support irrespective of the channel.

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Integrate your favorite tools or create custom apps

Integrate top integrations like Stripe, Salesforce, Pipedrive and more. Fetch and update customer details directly from your Helpwise inbox. Any information update that is done by your team is reflected on both platforms.

Trusted by over 5000+ users

G2
Helpwise customer

G2 Review

Helpwise has helped us to increase our sales, as we're now able to reply timely and effectively when a customer needs help with their purchase. We never miss a message or a request anymore as the system sends a notification to agents.

G2
Angie N

G2 Review

The support offered by Helpwise has been incredible. There has never been a time that they haven't attended to a question quickly and had it sorted out asap. I can see this is a tool that I will be using every day as a vital part of my business tech stack.

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How do I set up a shared email inbox and add my team members to it? I want to set up access privileges too.

10:42
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Hey Julia, I'll help you! You can click on the Inboxes menu and click on the add inbox button to set up and go through the guided onboarding to set up an inbox.

To add team members and set their privileges, you can click on the Manage menu and choose the Users option. Now, you can set up user permissions while adding your team

10:39
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Thanks for the quick reply. It worked!

10:34

Getting started takes 5 minutes

Connect your existing team email accounts, invite your team members and start handling emails in a better & faster way than before.

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G2 rating

icon-star-white-full icon-star-white-full icon-star-white-full icon-star-white-full icon-star-white-half 4.75