Team email management software for customer service
Manage customer emails from arrival to resolution. Assign requests, prioritize work, track replies, and follow up across support, sales, and operations with unlimited users.
Microsoft partner
Microsoft Outlook and Microsoft 365. Fully supported.
Connect Outlook.com and Microsoft 365 mailboxes securely through our fully integrated Microsoft OAuth connection. Keep Microsoft-hosted email synchronized with Helpmonks while your whole team collaborates from one shared customer inbox.
Turn incoming customer emails into owned, trackable work
When several people manage support@, sales@, or billing@, every request needs a clear next step. Helpmonks gives your team one place to assign emails, check conversation status, and see which customers still need a response.
Use shared inbox software to keep the conversation together. Add labels to organize requests, route messages with workflow rules, and set tasks or reminders for follow-ups. Private notes let teammates help without forwarding the customer email.
Review response times and team activity to find bottlenecks. Customer history, live chat, and saved replies support the work around each email. Plans include unlimited users, so adding another colleague does not add another seat charge.
Manage shared email accounts in one workspace
Bring customer-facing email accounts into shared queues. Each teammate can see the conversation, its owner, and the status of the work.
Support, sales, and operations can work from the same customer history. Control which inboxes each teammate can access.
Keep customer conversations together
Keep customer emails, notes, and related activity together. Teammates with access to the inbox can review what has already happened before replying.
Managers and team leads can review assignments and queue activity to see who is handling each request.
Prioritize the work that needs attention
Use labels and inbox filters to organize requests by customer, topic, or next action. Assign the conversation to the person who can resolve it.
Set a due date or create a task when a request needs a later response. Teammates can pick up the work with its notes and history intact.
No more (email) forwards
With Helpmonks, there is no need to forward emails to your team colleagues or create an endless email thread with a zillion CC addresses. Just one simple-to-use system for everyone.
To collaborate on emails, use internal notes with your team. Notes act like emails, i.e., you can attach files, copy and paste images, and mention as many people as you like. However, a note can be searched, readily available, and pinned to the top, so everyone is notified of important information.
Email Templates
Write once, and use it forever. With email templates, aka canned responses, you can share your most used replies with your team. Additionally, we made it possible so that you can group your answers and search for them when you compose a message.
Our customers use these email replies together with embedded videos, attachments, and even a short knowledge-base article as a reply. Another customer replies to each order with a customized order confirmation.
Email Task Management
Assigning an email is great. However, what do you do if you need more tasks to be done on one message or if you need an answer from different departments?
Our solution to the above is our ToDo Manager for teams. You can create a task from any email within Helpmonks and assign it to a team member or yourself. See at any point if all the todos are done within the ToDo overview.
Real-time Reports
On top of an entire email management software, you also get a deep dive into your customers and your team’s performance.
See in real-time how many emails you received on any given day, how many emails got assigned, and how many emails received an answer within your set response times. Get a 360-view into the behavior of your customers and companies and adjust your team workforce.
Organize your emails how you like it.
Organize your emails the way you and your team like them. With Helpmonks, you have a powerful tagging/labels system that allows you to quickly tag or archive emails.
However, tags can not only be used for emails but also to organize your contacts and companies. You can then use them to send an email marketing campaign or create a workflow rule for your shared inbox.
No more duplicated replies
Two teammates can start answering the same request without realizing it. Keep reply activity visible so customers receive a coordinated response.
Collision detection shows when another teammate is viewing or replying. Coordinate the answer in private notes before sending, and use approval workflows when a response needs review.
Know your customers
Review earlier conversations and customer details before responding. A teammate taking over the request can see the context without asking the customer to repeat it.
Keep contact and company details connected with the built-in email CRM . Use that history to prepare the next response or follow-up.
Find earlier messages and answers
Connect Outlook or Microsoft 365 through Microsoft OAuth. Search synchronized messages when you need an earlier answer or an attachment.
Find earlier emails, chat transcripts, and attachments in your shared customer history. Bring the relevant details into the current conversation before replying.
Follow up with customer updates
Teammates with the appropriate access can review customer email, every chat transcript , and related customer activity before planning a follow-up.
For ongoing customer outreach, send email campaigns or create follow-up sequences from the same platform. These tools support the customer relationship around your shared inbox; plan capacity applies.
Over 15 years in business.
Self-funded. No investors. No bullshit.
More than 3,000 customers worldwide.
Bring everyone into the customer conversation.
Unlimited users. Shared inbox pricing. One place for customer context.