Help Scout Review: Pros, Cons, Features, and Pricing
Help Scout is an IT help desk software tool that simplifies customer support through email-based communication. It best serves small to mid-sized businesses, especially in industries such as e-commerce and SaaS, where teams prioritize customer interaction across email and social media. Help Scout offers a straightforward, efficient platform for managing customer inquiries using modern support tools.
Help Scout addresses common pain points, such as communication inefficiencies and support overload for customer service teams. In this article, I'll cover Help Scout's features, pros and cons, use cases, and pricing to help you decide whether this software aligns with your customer support needs.
Help Scout Evaluation Summary
- From $25/user/month (billed annually)
- Free trial available
Why Trust Our Software Reviews
Help Scout Overview
In my opinion, Help Scout is a solid choice for small to mid-sized teams that need a user-friendly IT help desk tool. Its email-first approach and strong customer support set it apart from competitors. The onboarding process is straightforward, making it easy for your team to get started. However, Help Scout's pricing may be steep, especially considering the limited integrations. If your team values effective communication, timely notifications, and a simple interface, Help Scout could be the right fit. It's especially beneficial in industries such as e-commerce and SaaS, where successful customer interactions are key.
pros
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Onboarding is quick and easy, so you can start working right away.
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Email-based support is efficient and effective for managing customer queries, including those from social media.
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Your team will appreciate the intuitive and clean interface.
cons
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Some users feel the mobile app lacks certain functionalities compared to other support tools.
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The customization options for your workflows could be expanded.
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You might find the reporting features a bit limited.
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Our Review Methodology
How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Email Support
Help Scout makes handling customer inquiries easy with its email-based support system. Your team can manage conversations in a familiar email format, keeping communication simple and effective.
Shared Inbox
You can use the shared inbox to see all customer interactions in one place. This helps your team members collaborate efficiently and ensures no messages get missed.
Knowledge Base
Help Scout's Docs feature lets you create a self-service knowledge base for your customers. This reduces the number of support tickets and improves overall functionality.
Customer Management
Your team can use Help Scout to access detailed customer profiles. This feature helps provide personalized support by keeping track of past customer interactions and details.
Reporting
Help Scout offers basic reporting tools that give you insight into your team's performance. You can track metrics such as response times and conversation volume to improve your support.
Collision Detection
This feature alerts your team when multiple agents are viewing the same conversation. It prevents duplicate responses and ensures smooth customer support.
Ease of Use
Help Scout is a user-friendly help desk tool that makes it easy for your team to get started quickly. Its clean interface and intuitive design simplify navigation and reduce the learning curve. Users appreciate the familiar email-style layout, which helps manage customer interactions. The onboarding process is smooth, so your team can focus on providing support. Overall, it stands out for its simplicity and efficiency compared to other IT help desk solutions.
Integrations
Help Scout integrates with Shopify, Slack, Salesforce, Mailchimp, HubSpot, Zapier, Jira, Asana, Pipedrive, and Trello. Help Scout also offers an API and connects with third-party integration tools, such as Zapier, for expanded capabilities.
New Product Updates from Help Scout
Help Scout Adds Company Context to Customer Conversations
Help Scout adds Company Context to conversations, allowing users to view shared company-level information while replying to customers. This improves efficiency and response quality by reducing the need to switch tools or search for account background. Here are the details of the update:
- Company Properties: Store and surface organization-wide details like billing info and plan type directly in the inbox.
- Improved Account Context: Helps agents respond faster and more accurately to high-value or complex accounts.
Visit Help Scout's official site for more details.
Help Scout Enhances Linear Integration With Rich Issue Creation
Help Scout improves its Linear integration by adding support for richer issue creation and automatic customer linking for Customer Requests. These updates streamline task handoff and make it easier for teams to turn conversations into actionable work without leaving Help Scout. Here are the details of the update:
- Detailed Linear Issues Creation: Users can now create comprehensive Linear issues directly from Help Scout, reducing the time spent on manual data entry.
- One-Click Project Management: Easily add projects, assignees, and labels with a single click, streamlining the workflow.
- Customer Requests Setting: Automatically link conversations to customer accounts, aiding in better prioritization of tasks. This integration is available on both Plus and Pro plans.
Visit Help Scout's official site for more details.
Help Scout Specs
- Analytics
- API
- Batch Permissions & Access
- Call Integration
- Chat
- Contact Management
- Contact Sharing
- CRM Integration
- Customer Management
- Customer Service
- Dashboard
- Data Export
- Data Import
- Data Visualization
- Email Integration
- Escalation Management
- External Integrations
- Instant Chat Integration
- Knowledge Base
- Lead Management
- Lead Scoring
- Multi-User
- Notifications
- Real-time Alerts
- Scheduling
- Self-service Portal
- Social Media Integration
- Support Forum
- Third-Party Plugins/Add-Ons
- Ticket Management
- Workflow Management
