Harness the power of an all-in-one team collaboration platform
Tools for Team Collaboration supercharged. Shared Mailbox, Live-Chat, CRM, Team To-Dos, Email Campaigns, and Email Automation in one place.
Great shared inbox that allows for effective day to day business operations.
Liam E. (Events Specialist)
Much needed better email management with best in class customer support.
Heather W. (Real Estate)
Helpmonks helps us answer customer emails at lighting speed.
JT M. (Small Business Owner)
Our customers tell us that they love how we continuously expand the platform and how responsive we are to customer requests. Apart from that, Helpmonks contains several unique features, that you won't find in other system (or at a much higher cost).
Email management made for teams
Jump / GoTo Anywhere
Our Jump / GoTo Anywhere menu makes navigating your emails easy and convenient. Including finding emails, companies, and customers.
Send later / Schedule send
Schedule your emails in Helpmonks to be sent later at an appropriate date and time with ease.
Groups / Workgroups
Helpmonks lets you collaborate on email conversations with your team as a group. Work better together as a team and take control of your email flow.
Team To-Do App
Helpmonks comes with a powerful integrated To-Do Manager for teams that lets you collaborate with your team on any task. Assign tasks to individual members while still being in control of the email conversation.
Set who is allowed to compose or reply to conversations directly or who needs to ask for approval first. You can have as many people as required set to ask for approval. The approval process is beautifully integrated into Helpmonks.
At a glance see what is assigned to you or to other team members. Quickly switch to another mailbox or status. Pure efficiency.
Using reminders, bring email conversations back to your attention when you want. Keep track of important conversations and at the same time be on your way to Inbox Zero.
Assign Team Members
Keep your inbox organized and your customers happy. Always know who will reply by assigning emails to team members.
Control your email flow with Workflows. Automatically assign emails, set labels, create reminders or even call your external system.
Harness the power of email commands to set notes, reminders, labels and assign conversations directly in the email reply.
Every email conversation at your fingertips. Keep all your team emails archived and search-able.
Labels / Tags
Label emails to group them by common attributes. Create as many labels you like and color them, too. Emails organized.
Multiple shared inboxes
Manage your email@example.com, firstname.lastname@example.org and email@example.com in one central location. See what is going on in one glance.
Save time by using saved replies to reply to the most common inquiries quick and efficiently. Use dynamic variables to automatically fill in the recipients data.
Keep a track record of each customers conversation with built-in customer management tools.
Collaborate on customer emails with embedded notes for only you and your team to see. Additionally, create private notes for your eyes only.
Has a customer reached the wrong inbox? No problem, just move the email to the appropriate mailbox with email commands or in the Web UI.
Assign Status to Emails
Assign statuses to email conversations so you and your team know at what stage the email is.
Need an answer from someone outside the team? Simply forward the email and have Helpmonks relate the different email threads.
Built-in Customer Management features keep a history of each customer interaction providing an overview an overview by company or individual.
Create a company record and Helpmonks will automatically associate email addresses to that company by domain. You can also create workflows based on a company, or associate SLA's to a company.
Service Level Agreements (SLA)
This unique feature guarantees that all team members know of the SLA status of a conversation and give inquiry the urgency it requires. In combination with workflows, the SLA feature will satisfy any requirement of you and your customers.
Custom SMTP Settings
Use your own mail server or any of the popular SMTP services like SendGrid, MailGun, etc. for sending your emails.
Apply bulk actions to emails to update multiple emails with one click.
Keep all your email conversations archived in Helpmonks to provide a complete customer and company history. The search will guarantee that you will find everything with ease.
Use your email client
Continue working in your existing email client, be it Gmail, Outlook, etc. No change is needed. Helpmonks is not just another client!
Works with every email-server
Helpmonks sits between you and your customer. It is invisible to the customer and to your team. Also, Helpmonks works with every email service be it Google Apps, Office365, Rackspace, Yahoo, or Exchange server. No change is required.
Use any browser
Helpmonks features a beautiful and feature-rich web application to manage all aspects of your shared inbox. Furthermore, every aspect of Helpmonks is designed to be responsive, i.e., adapt to your screen size.
Helpmonks mobile (PWA)
Helpmonks works with every mobile device as it is built to be a "Progressive Web Application" (PWA). What that means, is that it works with every mobile device and supports native notifications and more for when you're on the go.
Attachments and Inline Images
Emails appear in Helpmonks just as they do in your email client. Helpmonks supports inline images and attachments. You can even share attachments with only your team using notes.
Using only emails for ticketing sometimes just won't cut it. Extend Helpmonks with one of the many ticket management plugins available (Github, Zendesk, etc.) and create a ticket from any email with one click.
Using Trello or Basecamp for project management? Grab the Trello plugin to create a card in Trello from any email within Helpmonks.
Integrate with Salesforce and other popular systems to expand the customer info in Helpmonks.
Collision detection prevents two agents from replying at the same time to an email. Within Helpmonks, see if another user is already viewing or composing a reply to an email in real-time.
Open Email Tracking
By enabling tracking you can choose to be notified when a recipient has opened your email. See both the status and viewing time from the listing view and as well as within the conversation.
2-Step Verification (Two-Factor)
Add an extra layer of security to your Helpmonks account with 2-Step verification. Use you mobile phone or a Yubikey to access your shared inboxes in Helpmonks.
Merge several emails into one to avoid having to manage the same issue over and over. Any conversations can be merged together with a simple click. Avoid redundant emails by using Helpmonks. Merge and link conversations across multiple mailboxes, too.
Linking a conversation to another is a convenient way to stay on top of your team email workflow. Any conversation can be linked to multiple others within your Helpmonks shared mailboxes. Get a complete picture of all conversations with your customers.
Use shortcuts to quickly navigate through your team emails. For example, answer an email with "shift" + "r" or leave a note with "shift" + "n" and finally save it with "shift" + "return".
Collaborate on customer emails with embedded notes for only you and your team to see. Additionally, create private notes for your eyes only.
Tag individual team-members within your note to specifically notify them of your entry. With "mentions" you can have a direct conversation with relevant team-members embedded in your email conversation, that your customer never sees.
Define what a user is allowed to do and what they are allowed to see. Assign individual users to a mailbox or provide access to several mailboxes. Users will only every see the mailboxes they are allowed to and no more.
Assign different team members to different mailboxes. Decide what actions team members can do.
Single Sign-on & SAML
Use SAML or oAuth based single-sign-on to seamlessly log into Helpmonks. Use SAML with OneLogin, Salesforce, Azure, etc. Use oAuth to build your apps around Helpmonks.
Personalize your team mailboxes by adding your own logo, login image and color for each mailbox. With the "Go further" plan you can use a custom URL and install your SSL certificate
Limit access to your Helpmonks account by IP-addresses and configure unauthorized access. Secure your Helpmonks access and only allow access on specific networks.
Developers rejoice. The Helpmonks API allows you to access all data stored in Helpmonks in your favorite environment. Read more at Helpmonks API or head right over to the Helpmonks API documentation to learn how to.
Email Marketing Software and Email Automation Tools
Intelligent Email Campaigns
Trigger more engagement with relevant messages based on how customers are using your product. Build a loyal customer base. Get more sales with intelligent email campaigns.
Event driven email campaigns are the natural extension to the Helpmonks Email Collaboration Platform and will take your shared inbox use to a new level. Be more successful with email automation.
Integrated in Helpmonks
Live-Chat and email campaigns are deeply integrated into Helpmonks making it your one-stop solution for all your customer service requirements. All-in-one customer service how it should be.
Knowledge Base Platform
Customer help center
Build a public or internal knowledge base for your customer or employees. Learn more about our Knowledge Base Platform.
Answer questions instantly
Integrate your Knowledge Base with our Live Chat widget and provide unparalleled customer support in real-time.
Push notifications on steroids
Create product announcements or promote your sales with targeted push notifications that are tuned towards your audience. See how push notifications work.
Live Chat & Trigger Notifications (Messages)
Your shared inbox includes a Live-Chat that you can install on every website you own and provide real-time support for your customers. Why use live chat for customer service.
Live-Chat real-time reports
See in real-time who is on your website and interact with them. Moreover, the sophisticated data reports lets you analyze your customer behavior. Real-time chat reports.
Use the triggered chat feature to invite specific visitors to chat with you or show marketing messages where it counts. See how triggered chat work.
Powerful email CRM capabilities
Transform emails into sales
Add context to each email thread. Add notes, deal sizes, contact and more to each deal. Helpmonks CRM intelligently summarizes all conversations with your customers. Explore powerful CRM capabilities
Opportunities in your email
Everything you need to know about your deals is available in the sidebar. This includes all your custom fields, available for each customer. Explore powerful CRM capabilities
Get deals done
As your sales tool is integrated with Helpmonks, your whole team gets notified of news, when a user didn't reply, tracking and more. Explore powerful CRM capabilities
Reporting and history retention
Quickly see the summary of activity for any mailbox. In the Usage Summary, see how many emails are sent as well as the total number of emails for each mailbox in Helpmonks
Activity over Time
Know how many emails you received for each mailbox, from both known and new emails addresses for a given time period. Easily compare your email trends in daily, weekly, or monthly units updated in real-time.
Get an overview of how many email responses your team has sent. See your team's average response and resolution times.
Team Member's Activity
See each team member's performance for a given time range providing detailed information which can be filtered by time period.
Detailed report for each user
The detailed user report, provides you with real-time performance information. Know the day with the most emails, what the average reply time is and much more.
Summary of assigned emails
Quickly see how many emails are assigned to each member of your team. Take control of your email workflow in seconds.
Report on each label
Get a detailed report of each label in the system and make an informed decision as to the next steps of your business operation.
See in detail the number of approved and rejected messages for a given user. Drill further down to see the approval/rejection details for an email conversation.
With the "Satisfaction Rating" plugin enabled, you will get a report of the satisfaction level your customers rate your service. In addition to the report you will also see the rating within each email conversation directly.
Extensions / Plugins / Integrations
Build Custom Apps
With "Custom Applications" it is easier than ever to bring in data from a third-party application into Helpmonks. You can create two kinds of applications, a dynamic app where data is pulled and pushed to your web service, or a static app using dynamic variables.
Extend your email conversations with your own fields and store information related each thread. Custom fields are both searchable and visible in your search results. Also, you can set custom fields on both customers and companies.
Use LiveChat on your website to let your agents automatically see all email conversations in Helpmonks. Additionally, all chats will appear in your mailbox and alongside customer info.
The Trello plugin lets you create cards in Trello from any email conversation within Helpmonks. From within Helpmonks update your associated Trello cards with comments.
Automate your email communication workflows with the Helpmonks Zapier plugin. Zapier helps to automate syncing data between your web apps and Helpmonks. As Zapier integrates with over 750 apps, you will surely find integrations that complement your email workflow.
Channel notification is a breeze with Helpmonks' Slack plugin. Customize notifications further by creating workflows to decide when and to which rooms notifications should be sent. The Slack Plugin is available to every Helpmonks customer.
Automatically receive chat transcripts and offline messages from Chatra in your mailboxes. With the smart filters you can even deploy Chatra to multiple websites which can be configured to link back to your Helpmonks mailboxes.
Let your customers easily share how they feel about your service directly from your sent emails. When enabled, the Customer Satisfaction plugin captures your customers's rating which is then charted over different periods of time as a report. All built within Helpmonks.
Notify any HipChat room with the HipChat Helpmonks integration. Refine notifications by leveraging the workflow and get customized notifications. The HipChat plugin is included with every Helpmonks account.
Web Hooks enable you to POST to any url every time an email arrives, or under your chosen conditions defined in your workflows. Together with the Helpmonks API you can build sophisticated interactions that integrate your system with Helpmonks.