New: Labels for your customer records

New: Labels for your customer records

We are thrilled to announce the availability of labels for your customer records. Just as with emails, you are now able to filter customers by labels and organize them the way you want.

While this might sound trivial at first, the benefit of labeling your customer records will show when you are looking for someone specific or want to filter the type of customer. Besides, tagging your customer records will allow you to segment them for later usage, e.g., when we release the Helpmonks Email Marketing Platform that will enable targeting customers by labels.

We’ve made labeling your customer records straightforward. First, you create the label, and then select the records and apply the labels. Just as with the labels for emails, you can create as many labels as you like in a tree-like function. If you don’t want to use the web app to label your records, you can use the updated export and import option that will now contain the labels as well.

Furthermore, we also added a new API method to label customer records programmatically. Moreover, you can also use the workflows to add or remove one or many labels automatically. With workflows you can easily label your customer records, e.g., categorize certain email addresses or segment customers.

We think that tagging your customers will benefit you and your team to identify customers even better. Therefore, the option to label customer records is available to all our customers, independent of their plans.

Look for the new Label-section the next time you navigate to the Customer & Companies page and start organizing your customers the way you like.

What’s next?

As hinted in a previous post, we are working on the Live-Chat module and the new Email Marketing Platform. The Live-Chat is already deployed, and you might have seen that we use it on our website and within Helpmonks. Additionally, we will introduce the option to move emails to labels shortly! As always, check out our public RoadMap and let us know what you think.

Get your remote team under control with a shared inbox

Get your team on the same page and organize your sales and support requests. Check out why over 2,000 organizations use a shared inbox from Helpmonks to stay calm. Get started with a 30-day free trial.

Helpmonks All-in-one Customer Service Platform
New in Helpmonks: Live-Chat & Email Marketing Platform

Helpmonks Engage - the Email Marketing Platform - consisting of a Live-Chat and an Email Campaign tool, is now available. With Live-Chat, you have the option to solve customer requests in real-time on any site, while the Email Campaign tool enables you to send out newsletters or even automated follow-ups.…

Helpmonks move to folder
New in Helpmonks: Labels are now also folders

We are very excited to announce our latest new feature for your shared mailbox in Helpmonks - your labels are now also folders. Having labels act as folders means that you can move emails to a label and are no longer limited to the default folders. Moving one or many…

Helpmonks All-in-one Customer Service Platform
The To-Dos just got more useful

Merely two weeks ago, we released the enhanced To-Dos, and we are already back with some more enhancements. A To-Do description, a new "Upcoming" list, and overall tweaks and improvements are now available. As with any other tool in Helpmonks, the team here is using it daily, and therefore it's…

Helpmonks All-in-one Customer Service Platform
Preview available now - Live-Chat in Helpmonks for your websites

As some of you might know, we've been working on new features for Helpmonks in the past few weeks. Live-Chat, part of Helpmonks Engage, is one of the upcoming options that will be available to our customers, independent of their plan. Enabling Live-Chat in your Helpmonks account will allow a…

Helpmonks All-in-one Customer Service Platform
A big update for Helpmonks: a new Dashboard and a unified view

Our mission here at Helpmonks is to help our customers to get their email workflow done most efficiently. To that end, we are very excited to introduce a brand new Dashboard today that lets you see all your emails from across all your mailboxes in a unified view. Furthermore, you…

Helpmonks All-in-one Customer Service Platform
New features empowers Helpmonks users with customization

At Helpmonks, we’re huge believers that we don’t live in a one-size-fits all world. As such, we’ve designed our powerful suite of collaborative email, email marketing, and CRM tools to be as flexible as possible. We have a wide variety of types of users — from small startups to Fortune…

Trusted by over 2,000 organizations with millions of emails

Helpmonks helps us answer customer emails at lighting speed
We couldn't do our job without Helpmonks!
Helpmonks, the best thing since sliced bread
Excellent option for collaborating email amongst your team
A good platform that is here to grow and help you grow
Helpmonks is a great tool that our company utilizes and depends on
Great shared inbox for the team
Fantastic email support service for any business
Easy to navigate and catalog data for specific users
Solid Helpdesk software w/ responsive customer support
A really good solution to manage customer support mailbox
Good support, useful features

Hosted, dedicated cloud server, or self-hosted

Helpmonks is the only vendor with a multi-deployment model

Hosted

Use our hosted shared mailbox software for your business. Everything is safe, secure and password-protected. Works with any email account and email client.

Over 2,000 organizations use Helpmonks daily on our platform. Get up and running within minutes.

See why over 2000 organizations trust us

Cloud Server

Want your own server with unlimited mailboxes? Our cloud based servers are deployed with the highest security in mind and are GDPR compliant.

Dedicated Helpmonks shared mailbox servers are the perfect companion to your team workflow.

Explore the benefit of the cloud server mailbox

Self-Hosted

Scalable and enterprise ready. The Helpmonks self-hosted edition grows with your company and has been deployed by some of the largest Fortune 500 companies with millions of emails

Secure and protected. Have full control over all data.

Check out the on-premise shared mailbox

One more thing...

Helpmonks gives you the ability tocollaborate as a groupin your shared mailbox, features aTeam To-Do App, powerfulCustomer Relationship Management (CRM)capabilities, integratedLive-Chatand Email Marketing Tools for email newsletter and automated email campaigns, collision detection, email tracking, reminders, mentions, custom fields, custom applications, customer satisfaction ratings, Single-Sign-On (SSO) & SAML authentication, Trello, Zapier, Slack, an API, and much more.

Check outthe complete feature listor sign up for afree 30-day shared inbox trial now