Crafting a better work experience

Welcome to the great business email debate—Gmail or Outlook? 

Emails are the lifeblood of many businesses. They’re how people inquire about your services, it's how you communicate with clients and vendors, and maybe it's even how you communicate internally with your team. 

We'll be doing an in-depth analysis of the two big email providers (Gmail vs Outlook). And give you the information you need to make a decision on which email service you'd like to build your communication system from.

We'll be going over:

• Individual features and functionality 
• Collaboration and team features
• Security and privacy
• Pricing

Gmail and Google Workspace 

There are two ways to create an email with Google.

You can either have a free, personal email address that ends in @gmail.com, with limited storage (15gb across your Google Suite), or you can pay for Google Workspace (Gmail for business) and create an email address with your business domain: @yourcompany.com, have more storage, and more admin/security controls over your email service.

The Google Workspace business plans vary:

• Business Starter ($6/user/month) with 30 GB of storage/user 
• Business Standard ($12/user/month) with 2 TB of storage/user 
• Business Plus ($18/user/month) with 5 TB of storage/user
• Enterprise (custom pricing) 

Whether you have a Gmail account or a Google Workspace account, your inbox will look similar. 

Features and functionality

• Labels
  • Gmail labels are incredibly flexible and meant to be the main organizational feature. 
  • You can use Gmail labels for everything from light project management (To-do, in-progress, blocked, in review) to client filing (names of each client account or project code), to topical sorting (personal, travel, etc) 
• Categories
  • Gmail can auto-detect what they think an email is about, and assign it to one of their four default categories: Primary, Social, Promotional, and Updates.
  • This default functionality was introduced in 2013 and can be changed in settings.
• Search
  • Gmail's search is fast and quite accurate at surfacing relevant results. You can filter by sender, date range, or labels. Note: Gmail's search content is primarily looking at email and attachments, and actively ignores items like calendar events and tasks. 
• Calendar
  • The default calendar app of the Google Suite offers up some helpful business tools. Outside of the standard ability to create an event and invite attendees, you can easily create scheduling links to share and it's smart enough to detect event invites in your Gmail inbox, and auto-create them in your calendar. 

Gmail's collaboration and team tools

This is where Google shines. Their real-time collaborative documents were a game changer when they launched back in 2006 and has become the preferred tools for many organizations since. 

• Google Docs, Sheets, Slides
  • Compared to Microsoft, these tools were built with real-time collaboration first. If you plan on working on documents and files with other people, Google is the way to go. 
• Google Drive—cloud file storage and sharing. 
• Google Chat—Instant messaging. 
• Gmail Shared Mailbox
  • The most common use case of a shared inbox is a businesses' info@, sales@ and support@ inboxes.
  • The shared inbox allows multiple people to login and access, without sharing passwords. 
  • Gmail's shared inbox has the exact same interface as its regular inbox. You're able to label, filter, and search in the shared inbox just as you would your personal.

Gmail's security and privacy

When looking at Gmail's security measures for Google Workspace accounts, here are two that stand out:

1. Confidential mode—it's not quite end-to-end encryption, but it does allow users to set expiration dates, revoke access, and restrict forwarding/printing of emails. 
2. Anti-phishing protection—using machine learning, Gmail will often flag suspicious attachments, links, or spam emails with a prominent orange banner. 

Gmail uses TLS for email transit and has encryption at rest and in transit. 

Common user complaints

With over 1.8 billion Gmail users worldwide, there are some very well known issues and tradeoffs within the Gmail's functionality. Here are three common ones:  

• Email size limits—Gmail truncates emails at 102 KB; requiring you to click a "view more" link to read long emails in it's entirety If you have lengthy emails to send, you'll likely get frustrated by this limitation. 
• Threaded emails—Gmail sorts related emails into a single thread, and they'll group them based on subject lines and reply sequences. That's helpful if you're receiving duplicate newsletters (you just want to see one new email for all those duplicates), but if your client is sending you different topical emails with the same subject line, Gmail will also group them together. 
• Offline mode—Gmail's offline mode works best on Chrome, and has been reported to be less reliable on other browsers or operating systems. Local storage capped at 90 days of email history, so any older emails will not be accessible until you're connected to internet again.

Outlook and Microsoft 365

Like Gmail, Outlook is Microsoft's free, personal email service; Microsoft 365 is essentially Outlook for business, equivalent to Google Workspace. 

Here's an overview of the Microsoft 365 plans (assuming an annual payment, as of April 1, 2025): 

• Business Basic ($6.30/user/month) with 50GB email storage and 1TB of OneDrive cloud storage. 
• Business Standard ($13.13/user/month) with all of the above, plus desktop versions of Microsoft Office apps (5 devices per user).  
• Business Premium ($23.10/user/month) with all of the above, plus security features like Microsoft Defender for Business and device management tools for company devices. 
• Enterprise (ranges from $36-$57/user/month) with Exchange Online email hosting, large amounts of mailbox storage (100 GB/user), and more advanced security and privacy controls. Typically Microsoft 365 enterprise plans start at 300 users.  

Features and functionality

• Outlook Folders
  • The biggest difference between labels and folders (Gmail vs Outlook), is the one-to-one relationship. One email lives in one folder at a time in Outlook, where as one email can have multiple labels attached to it in Gmail. 
  • Many users appreciate the drag and drop functionality within Microsoft Outlook, that allows you to easily move an email from one folder to another.
• Outlook Search
  • Outlook's search function goes beyond emails and attachments, pulling in contacts, calendar events and tasks. It's more comprehensive than Gmail's search, but that also impacts it's speed. It’s often slower, especially with large mailboxes.
• Outlook Calendar
  • Outlook's default calendar has a very deep integration with Microsoft Teams and Microsoft Office. So if you use Microsoft everything, keeping the Outlook Calendar will be a smoother experience. 
• Outlook Rules
  • Outlook has two main types of rules. The first will only run if your Outlook email is open (like a notification sound), and the second will run on the mail server all the time (i.e. sorting certain emails into certain folders, custom spam/junk mail removal, auto-forwarding emails when you're OOO, etc). The second set of rules is primarily for incoming emails, which depend on if/then statements and doesn't allow for more complex conditions (if/else) or preferences. 

Outlook's team collaboration tools

• Word, Excel, PowerPoint
  • The original productivity office suite focused on individual usage. There's a reason why Excel is still the market leader for those who need deep functionality. In recent years, Microsoft added collaborative features to all these tools, however they've been known to be less seamless compared to Google Workspace. 
• OneDrive—cloud storage and file sharing. 
• Microsoft Teams—team chat and video conferencing. 
• Outlook Shared Mailbox
  • It’s very similar to Gmail’s shared mailbox, but with one key difference: you can integrate an Outlook shared inbox with ticketing (Share Point) and automation (Power Automate) tools that are included in the Microsoft 365 suite. This would allow you to create and track "tickets"—particularly helpful for your support@ inbox.
  • This functionality is limited and has a heavily reliance on notifications and collaboration outside of the inbox (in Microsoft Teams). 

Outlook's security and privacy

With thousands of enterprise customers, Outlook's security and privacy are tuned for those standards. 

1. Office Message Encryption—send encrypted emails with controls on whether those emails can be forwarded, printed, or copied. 
2. Advanced Threat Protection/Microsoft Defender—essentially Microsoft's version of anti-phishing protection. It does offer real-time URL scanning through its Safe Links feature. 
3. Information Rights and Management—allows users to control forwarding/copying of email contents. 

And just like Gmail, Outlook uses TLS encryption for email in transit. And data at rest is also encrypted. 

Common user complaints

• Search Delays/Freezes—because Outlook has a more comprehensive search (looks for things beyond email and attachments), and because they support larger inboxes, it means search is often really slow or doesn't work at all. 
• Visibility Issues in Shared Inboxes—though Outlook has shared mailboxes, there is a lack of functionality around coordination or collaboration. So though multiple people can be in your sales@ inbox without privacy issues, you still don't know who's working on which email. 
• Mobile Outlook apps are missing features—you can't create rules and automations, advanced search strings aren't supported, and there are no custom views.

So which email service is better—Gmail vs Outlook?

As with most decisions in life, it depends.

Google Workspace is collaborative at its core, though its shared inbox and email automation options are more limited.

Microsoft Outlook is more robust in it's DNA overall, but can feel overly complex and lacking in modern design. 

If your business prioritizes simplicity and collaboration with clients, team members, and vendors—I would err on the side of Gmail and Google Workspace. 

If you work in a field with a lot of sensitive information (i.e. law, accounting, etc), then I would err on the side of Outlook and their very high standard for security controls. 

Whether you choose Gmail or Outlook, there are some business email hygiene factors to follow:

1. Don't share passwords to share inboxes
2. Say no to forwarding if you need to collaborate
3. Always have anti-phishing and spam protocols in place for your team. Test often. 

Which email service is best for teams?

Neither Outlook or Gmail was really designed for teams. They added on some lightweight features (shared mailboxes), but if you truly live in your inbox everyday, replying to clients, team members, and vendors—you'll want something designed specifically for team collaboration and shared inboxes. 

That would be us—Missive! 

Missive is an email client that sits on top of your chosen email service—whether that's Gmail, Outlook, Yahoo Mail, or Apple Mail.

It has all the features that are loved in Gmail and Outlook—labels, rules, snoozing, but supercharged with more functionality. Including AI powered rules that allow for auto-translation, auto-labeling, and so much more. 

But don't just take our word for it, here's Arif, a lawyer and long time Outlook user, who recently signed up for Missive: 

When I open Missive, I can hit Inbox Zero quickly. I never had that feeling with Outlook.

And here's Pat, a property manager and Gmail user, who recently signed up for Missive: 

We’ve tried so many shared inbox solutions. Missive was unexpectedly powerful. Suddenly, we weren’t scrambling over lost emails or letting days slip by.

So whether you're Team Gmail for business or Team Outlook for business—you can try Missive today and get the best collaborative email client for businesses.

Email is the medium of business. It's how requests, deals, hires, are started and made. 

Most businesses live in their inbox, whether they like it or not. And that inbox is likely an Outlook inbox — over 3.7 million companies use Microsoft Outlook for email management. 

The are two main reasons for that:

1. Outlook is the default email client for Microsoft 365 which is a suite that many businesses use—Excel, Word, and Teams. 
2. They offer enterprise-level security, compliance, and control—GDPR, HIPAA, encryption, granular user permissions—you name it.

However, like Word or Excel, Outlook was made mostly for enterprise solo use. It wasn't made for collaboration, even as the world of business and email moved towards needing more and more collaboration. 

In 2025, several tools meet the security and control standards of Outlook while offering far more powerful inbox collaboration and coordination features suited for modern businesses.

We'll cover what to look for in an Outlook email client, introduce the six most popular third-party options, and break down their key differences.

Here are the key features we looked at for Outlook email clients: 

• User interface and experience
• Security and privacy
• Customization options
• Collaboration features
• Productivity features
• AI specific features

All options have desktop and mobile email apps and support IMAP, MAPI, and POP3.

Plus, we'll cover a range of price points for the best Outlook alternatives—including ones that are free email clients.

Missive

Missive is a collaborative inbox for teams that run on email. This means it is designed with collaboration as a priority, featuring contextual in-email chat using @mentions—eliminating the need for forwarding.

You can assign or watch emails, and every action is logged—giving you visibility into emails and tracking who did what and when.

On top of that, Missive supports all email providers (Outlook, Gmail, Yahoo, Apple Mail, etc) and you can have multiple accounts (personal and business).  

Under the hood, Missive has a powerful automation engine, allowing you to do things like:

• Route emails from a specific sender to certain people/teams.
• Create a service level agreement (SLA) with notifications to ensure a high standard of service.
• Have AI read and understand the contents of an email to see if there's a deadline, label as urgent if there is, and assign it to a senior staff to reply.  
• Have AI read and understand the contents of an email to see if it's spam, and automatically trash. 

From a security perspective, Missive meets the same gold standard as Outlook. They have an SOC 2 Type II report, encryption of data at rest and in transit, and they are GDPR compliant. 

For pricing, Missive plans start at $14/user/month on an annual plan.

One thing to note, if you use folders in Outlook, they are called labels in Missive.

In the same way that some teams prefer Google Docs to Word because of their collaboration functionality (commenting, multi-player drafting, etc) — you may prefer Missive as your email app to Outlook, if you find yourself hitting reply all and forward all the time.

Thunderbird

Thunderbird stands out as the only open-source email client.

It's a community-driven, free email client, that has been around for nearly two decades. With a thriving online community and an ecosystem of 1200+ add-ons (including AI-powered ones to help you draft replies), it's considered one of the best email apps for those prioritizing a free and open sourced solution. 

If you're looking for an email client that has more collaboration functionality, Thunderbird's collaboration features come mostly from its third-party add-ons—things like mail merging and adding notes/comments to emails. Which makes collaboration possible, but likely a little unreliable given the nature of third-party connections failing from time to time. 

From an organization perspective, Thunderbird calls their version of "folders", tags. Functionally, they are the same. 

Thunderbird is a very privacy forward email app with built-in filters for phishing/spam and remote image blocking.

Though, it doesn't have the same compliance certifications (i.e. SOC or ISO) due to it's free and open-source nature. 

Mailbird

Mailbird is for those of you who have way too many email accounts. It's known for it's unified inbox, where you're able to flow multiple accounts into the same consolidated inbox view.

Mailbird doesn't offer any features related to collaboration or coordination. It's more of a productivity improvement for Outlook power users who would like to integrate a few popular apps into their email workflow and see all emails in one place.

From an AI perspective, Mailbird offers simple AI drafting through ChatGPT. 

Of all the Outlook alternatives on this list, Mailbird has the most similar user experience to Outlook—for example, their naming conversions are the same (folders are folders, and not labels or tags). 

For security and compliance, Mailbird is only GDPR compliant and does not have any external audits or certifications. 

For pricing, Mailbird has a free version as well as a premium version that's $4.99/user/month. There is also a pay once option to buy the product outright at $49.50 (standard) or $99.75 (premium). 

If you manage multiple Outlook accounts and need a unified inbox for all your emails, Mailbird might be the perfect solution.

eM Client

eM Client is a very similar email client to Mailbird. Most of their features are productivity focused for individuals—shortcuts, watch/snooze, configurable layout. 

The most unique and powerful feature for eM Client is their search. Not only does the search cover all messages in your inbox, it can also search within certain types of attached files—think PDFs, Word docs, etc. 

On the collaboration front, they don't have much beyond the ability to share folders (aka. labels), calendars, and accounts. 

Like Mailbird, eM Client offers basic AI drafting to assist with typos and tone in your replies.

On security and compliance, eM Client is GDPR compliant (though possibly outdated with 2018 references) and does not have any external audits or certifications. 

For pricing, eM Client has a sharp distinction between personal and business plans. There is a free plan for non-commercial use. The paid plans can be an annual subscription or a one-time payment. 

The personal plan (without AI features) is $39.95/year or $49.95 as a one-time payment.

The business plan (with AI features) is $49.95/year or a one-time payment of $188.95.  

Both one-time payment options do not include future feature updates. You can purchase lifetime upgrades separately at $90 per license. 

If you're looking for a slightly more productive version of Outlook and you want a free email app because you're not using it for commercial purposes—then eM Client might be a good option.

Apple Mail

If you're a Mac user and you really don't want to download another email client. Does the out-of-the-inbox (get it?) mail app from Apple work well for Outlook? 

Well, compared to Thunderbird, Mailbird, and eM Client—Apple Mail isn't going to give you any increased functionality. 

If you use Apple Mail as your Outlook email client, you won't have the integrated calendar or task management, and you'll have to remember that folders are "labels" in Apple Mail. 

The good news is that Apple Mail can support multiple accounts from multiple providers (via IMAP and SMTP standards), so if you have a Gmail account and an Outlook account that you would like to unify into one very well designed, simple inbox—Apple Mail can do that.

If you want a free email client with a cleaner design than Outlook and don’t require advanced features, Apple Mail might be your best option.

Superhuman

When Superhuman first came out, it was solely focused on Gmail and Google email users. As of May 2022, they also support Outlook users. 

From a user interface perspective, Superhuman is the most distinct of this list. It looks nothing like an Outlook inbox, so if familiarity is a requirement, this might not be a good fit. 

Superhuman offers several AI-powered features, the most notable being its ability to answer questions about your inbox.

Instead of traditional search (even as powerful as eM Client's), you can ask your inbox direct questions. Instead of needing to remember a file's name to look for a specific piece of information, you could say: What was the price that John from ACME quoted me?

On the collaboration front, Superhuman offers the ability to @mention your colleagues through Team Comments.

From a security and compliance perspective, they are compliant with SOC 2 Type II, ISO 27001, CCPA, and GDPR. 

For pricing, Superhuman is on the higher end of these email clients, starting at $25/user/month on an annual plan.

Use Cases and Scenarios

To summarize our options for the best email client for Outlook users, we sorted them into two categories: 

Individuals (You just want a better client for yourself)

• Thunderbird—you want open-source and lots of plug-in options
• Mailbird—you want Outlook, but a unified inbox
• eM Client—you want robust search
• Apple Mail—you want a better design, with less functionality
• Superhuman—you want AI and shortcuts galore

Teams (You want an email client for coordination and collaboration within a team)

• Superhuman—you just want to be able to @mention instead of forward
• Missive—you want shared inboxes, internal @mentions, shared labels, canned responses, watch/assign... basically the best email client that's collaboration-first

We hope this has been a helpful overview of the types of email clients that are out there for Outlook users. If you're interested in Missive, continue on and we'll get into some tactical information. 

Recent heavy Outlook users who made the switch to Missive:

Stephanie at Lighting Dynamics, manages 100+ email quotes a day. Her team used to use Outlook for email management:

With traditional Outlook forwarding, once an email was out of the shared inbox, there was no visibility. We never knew if it had been handled. It was chaotic.

And now, with Missive: "Missive checked all our boxes. It was a huge relief to see we could maintain the shared inbox model—without building custom software from scratch."

Or Kason, from i-SOLIDS, who grew his sales team beyond himself: 

We got to a point where we weren't providing the same level of communication, response, and service that allowed us to get to this point. We were relying on Outlook email and it was like 'are you responding to that or am I?'

And after a month with Missive, Kason recommends: "Don't think about just choosing a tool for today but this tool needs to work for scale too—that's a major decision factor."

How Missive integrates with Outlook

1. Create a free Missive account 
2. Select your email provider (either Microsoft 365 or Outlook most likely)

1. Determine how much history you would like to sync (only paid accounts have unlimited history)
   

1. Repeat for as many different email accounts (shared or personal) as you need. 
2. You have the option to sync contacts and calendar as well. 

Get a detailed walk through of how to configure Outlook to Missive, including terminology differences to get you acclimated to your new inbox.

So what's the best email client for Outlook users? 

Well like most things, it depends. If you're a team who lives in their inbox day and day out, and you're looking a collaboration-first inbox—we hope you'll give Missive a try. 

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We've all been there. You open your inbox on Monday morning and face an avalanche of messages. Some need immediate attention. Others could wait. Many should be handled by different team members. And a surprising number don't need any response at all. While Missive's rule engine has always given you the flexibility to automate your workflow exactly how you want it, today we're taking that customization power to a whole new level.

What if your inbox could sort itself? What if it could understand what each email is about and take the right action automatically—all while you maintain complete control over how it behaves? What if you could define exactly how your emails are processed, based not just on who sent them, but on what they actually contain?

Today, we're launching AI Rules in Missive - a simple way to bring the intelligence of AI to your email workflow without the complexity. It's the same flexible rule engine you love, now with the power to understand email content the way you do.

What are AI rules?

AI Rules are an extension of Missive's existing rules engine. If you've used rules before, you know they're powerful for automating repetitive tasks based on simple conditions like sender address or subject line keywords.

Now, we're adding the ability to use AI to understand what an email is actually about.

Here's how it works:

1. You create a rule with an "AI Prompt" condition
2. You write a simple instruction for the AI
3. The AI reads the email and gives an answer
4. Your rule takes action based on that answer

No training data. No complicated setup. Just plain language instructions that the AI follows.

Real examples, real time saved

Let's look at some practical ways teams are already using AI Rules during our beta:

- A ⛑️ customer service team set up a rule that using this prompt:‍

‍Is this customer angry or upset? Respond with ONLY "YES" or "NO".‍

If the AI says YES, the email gets flagged as high priority and assigned to a senior agent.

- A 📈 sales team created a rule with this prompt:

‍Is this a qualified sales lead or just a general inquiry? Respond with ONLY ONE of these exact words: "sales lead" or "general inquiry".

Leads go straight to the sales pipeline, while general questions route to the support team. Their sales reps now spend more time selling and less time triaging emails.

- A ⚖️ legal firm uses AI to detect if an email contains a deadline or time-sensitive request.‍

Does this email contain a deadline, due date, or time-sensitive request? Respond with ONLY "YES" or "NO".‍

If it does, it gets tagged "Urgent" and triggers a notification and creates tasks. They haven't missed a filing deadline since.

The best part? These teams didn't need to become AI experts. They just wrote simple instructions in plain English.

One prompt, multiple rules

One of the most powerful features of AI Rules is the ability to use the same prompt across multiple rules. This lets you create sophisticated email triage systems without duplicating your AI analysis costs.

For example, you could recreate Gmail's smart categories with more flexibility and control.

First, create a prompt that categorizes emails:‍

Analyze this email and respond with EXACTLY ONE of these categories:

"SOCIAL" - for messages from social networks, dating sites, etc.

"PROMOTIONS" - for marketing emails, offers, discounts, newsletters

"UPDATES" - for notifications, confirmations, receipts, statements

Then create separate rules, all using this exact same prompt but with different matching conditions:

The beauty of this approach is that the AI only analyzes each email once, even though you have six different rules. The result is cached and reused across all rules, making this both efficient and cost-effective.

And unlike Gmail's fixed categories, you have complete control over:

• What categories to use
• What actions to take for each category
• How to prioritize different types of messages
• When to apply these rules (you could add additional conditions)

This is just one example of how you can use AI Rules to create a customized workflow that fits exactly how you and your team want to work.

Four ways to use AI in your rules

We've built four powerful AI capabilities into Missive:

1. AI Conditions

As shown above, use AI to analyze email content and make decisions. The AI can detect sentiment, identify request types, or extract specific information that would be difficult to capture with traditional keyword rules.

For example: "Is this customer angry?" or "Does this email contain a deadline?"

2. AI-Generated Posts

Have the AI create a helpful note about an email. The AI can summarize long threads, extract key points, translate emails or provide context for your team.

e.g.

Translate the email to English.

3. AI-Generated Tasks

Let the AI identify action items in emails and automatically create tasks. No more manually creating to-dos from your messages. For example:

‍Extract any tasks or action items from this email and create a task for each one.

4. AI-Generated Drafts

Automatically create response drafts for common inquiries. The AI can craft a personalized reply based on the email content, which you can review and send with a click:‍

Create a helpful response to this customer inquiry about our pricing plans.

The above draft example could be paired with an AI condition that makes sure the email is about billing!

Simple to set up, powerful in practice

We've worked hard to make AI Rules approachable. You don't need to be a prompt engineer or AI expert to get value from day one. The system uses gpt-4o-mini, which offers an excellent balance of speed, cost-effectiveness, and quality for email processing.

Your data, your control

We understand that email contains sensitive information. That's why:

• You connect your own OpenAI account
• You control exactly which emails get processed by AI
• Email content is only sent to OpenAI at the moment of rule processing
• No data is stored by OpenAI beyond what's needed for the immediate request

The inbox you've always wanted

For years, we've been building tools to help teams manage email more efficiently. Rules have always been at the heart of that mission - letting you automate the repetitive stuff so you can focus on the work that matters.

AI Rules take that automation to a new level. Now your inbox doesn't just sort emails based on simple patterns - it understands what they're about and what needs to happen next.

This isn't about replacing human judgment. It's about removing the tedious parts of email management so your team can focus on what humans do best: building relationships, solving complex problems, and delivering value to your customers.

AI Rules are available today for all Missive users on the Productive plan and above. Give them a try, and let us know what you think.

Your inbox will thank you.

Frequently Asked Questions

Want to learn more about AI Rules? Check out these helpful resources:

• Which OpenAI model is used for the AI rules?
• How do I set up AI rules in Missive?
• What plan do I need to use AI Rules?
• How do AI conditions work?
• Can I reuse the same AI prompt across multiple rules?
• How do I write deterministic prompts for reliable rule matching?
• How do I debug AI condition results?
• What's the difference between the three AI actions?
• How many tasks can be created with the 'Create AI Tasks' action?
• Can I customize the AI-generated tasks?
• What are the content limits for AI analysis?
• Will using AI rules slow down my email processing?
• What happens if the OpenAI API is unavailable or returns an error?
• How can I optimize my AI rule usage for cost efficiency?
• Can I combine AI conditions with regular conditions?
• What are some example use cases for AI Rules?
• What are some example use cases for AI Rules?
• How is my data handled with AI Rules?
• Do I need to be an AI expert to use AI Rules
• What is the difference between standard rules and AI rules?

Our inbox is where work happens. It's where decisions get made. Where commitments are born. And let's be honest - it's what most of us use as a to do list.

We've spent 10 years at Missive transforming email from a lonely slog into a team sport. But after hundreds of conversations with customers, we realized something obvious:

Instead of fighting how people naturally work, why not make their inbox exceptional at what they're already using it for?

Let's be real - we know the whole "inbox zero" thing is a myth, and that treating your inbox as a pure to-do list has its problems. But here's the thing: people are going to use their inbox to track work, whether we like it or not. So instead of preaching about the "right way" to work, we decided to give you tools that improve the way you already work.

We're putting tasks where they belong - right inside your inbox. But we're doing it thoughtfully.

This isn't about dumping more stuff into an already full inbox. It's about giving you the tools to turn that chaos into clarity:

• The ability to create multiple tasks attached to an email thread assigned to right stakeholders
• Task views that help you step back and see the big picture, not just your inbox
• Powerful filters let you cut through the noise and focus on what matters
• Calendar integration so you can plan your work, not just react to it

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Now you can prioritize what matters, collaborate effectively, and keep your team in sync - all without leaving your inbox. No more scattered tools. No more lost context. No more wondering who's working on what.

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Your inbox is finally becoming what it should have been all along: A clear, organized command center where email and tasks blend seamlessly, exactly where you already are.

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This isn't about building another "everything app" or asking you to change how you work. It's about making your inbox better at what you're already using it for. We know that might sound contradictory, adding features while claiming simplicity, but we've been ruthless about only adding what matters.

Everything else? We left it out.

The goal isn't to make your inbox do everything. The goal is to make it do the things you're already using it for, exceptionally well.

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Now, let's walk through what's changing and how it makes your work life smoother.

A New Chapter for Tasks

We've completely re-imagined how tasks work in Missive.

You'll now find dedicated views that brings together all your tasks in one place, everything's organized in a single view. And the best part? Tasks now come with assignment, rich-text descriptions, and due dates that automatically sync to your calendar.

To keep everyone aligned, we've introduced a new 'In progress' intermediate status; watch your work progress naturally from "To do" to "In progress" to "Closed" — giving your whole team clear visibility into what's moving forward.

What happen to "Assigned to me" mailboxes?

The "Assigned to me" and "Assigned to others" mailboxes have morphed into the Task views. The new Tasks view shows everything assigned to you across all your teams and organizations, while Team Tasks gives you a focused view of what's happening in specific teams.

Want to customize your view? Use filters to zero in on exactly what you need - like seeing only tasks for specific team members or projects. You can even pin your favorite filtered views to your sidebar for quick access. And when you need to check the conversation that sparked a task, just click the conversation pill to jump right to it.

Note: If your team was previously not closing conversations, the different task views will be populated with a lot of old tasks. It's important to go through them and close them to keep your task views clean and give you a fresh start.

Teams spaces

We are also introducing teams spaces, a new way to organize your teams. Every team has now a dedicated space in the sidebar, and every member will see the right elements depending on their role in the team.

In each team space, you will find the team inbox, the team chat and the newly introduced team tasks view. You can always disable the team chat or the team inbox for a specific team in the team settings.

The team inbox, under the team space, can still be expanded to reveal the Closed, Sent and All mailboxes.

When working from a team inbox, as soon as you click reply, the conversation will be turned into an 'In progress' task, assigned to you. And when you're done with the draft, you can just hit 'Send & Close' and the task will be automatically closed.

Some companies will use these team spaces as traditional teams (support, design, etc), and others will use it as dedicated client spaces — with one team space per client. How you decide to use it is entirely up to your business.

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Checklists and Rules

If you have a checklist that your team goes through all the time, you can automate the whole thing with the new Create Task rule action. No more manual task creation.

Here's what I mean: Let's say every new client needs five things done — review their needs, check what you have in stock, work up pricing, draft a proposal, and get the thumbs up from your manager.

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Instead of creating these tasks by hand every single time, just set up a rule.

Now when an email comes in with "New Client" in the subject (or when someone drops a #newclient tag in the conversation), boom - all five tasks get created automatically, assigned to the right people, with the right due dates. Simple, automatic, and nothing gets missed.

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Conclusion

This is just the beginning. We're committed to making Missive the best place for teams to work together, and we have more exciting updates planned.

Your feedback has been invaluable in shaping these improvements, and we can't wait to hear what you think about the new tasks experience.

The best part? All these new features are available in every Missive plan. No upgrades needed.

Want to learn more about tasks in Missive? Check out our help guide for detailed information on how to make the most of these new features.

If you feel uncertain about the new tasks experience, and have any questions, we're here to help. We have 4 webinars scheduled in the next 2 weeks, and we'll be covering everything you need to know about tasks in Missive. Book a seat now using this link and we'll see you there!

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Oh, one more thing, we gave Missive a fresh coat of paint too! We hope you like it.✨

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Discover how agencies, firms, and service companies can manage client emails with ease using Missive. This guide offers practical tips to streamline communication, organize shared inboxes, and improve collaboration. Perfect for teams looking to eliminate email chaos and deliver exceptional client service.

It's the start of another week, and your email inbox looks like it exploded overnight. Messages from clients are piling up – a mix of red-flag emergencies, projects stuck in limbo waiting for your team to weigh in, and threads that are probably scattered across your coworkers' accounts too. Does this hit close to home? Most professionals know exactly what this email overwhelm feels like.

The Challenge Every Client-Centric Business Faces

Traditional email wasn't built for modern client service. Whether you're a law firm juggling complex cases, a marketing agency coordinating campaign approvals, or a bookkeeping firm handling time-sensitive financial documents, you know the struggle. Your team is brilliant at what they do, but email chaos can make even the most organized professional feel overwhelmed.

That's where Missive comes in – not just as another email tool, but as your team's command center for client communication.

What Makes Missive Different? (Hint: It's Built for Teams Like Yours)

Think of Missive as your email client on steroids. But instead of just making email faster, it makes it smarter. Here's what I mean:

• Ever wished you could see what your colleague already told the client? With shared inboxes, you can.
• Frustrated by clients CCing half your team hoping to find the right person? In Missive, everyone sees and can chat inside the same thread.
• Tired of having multiple threads about the same service or case? Our merge conversations feature has got your back.
• Need to draft an email live with a colleague like in a Google doc? With collaborative drafting you can.
• Need to loop in your designer on a client conversation? One-click assignments make it seamless.

Best Practices for Configuring Missive for Client-Centric Communication

1. Set Up Shared Inboxes

The first step in managing client cases is to consolidate relevant communication into shared inboxes. This ensures your team has access to the conversations they need to collaborate effectively.

• Set up team-specific inboxes (e.g., marketing@yourcompany.com) to direct emails to the appropriate departments.
• Drag-and-drop emails received in personal accounts to appropriate Team Inboxes. Or create rules to automate this process.

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Pro tip Easily stay on top of every message by accessing your team’s shared inbox and filtering by specific criteria like “Assigned to...” Whether you’re monitoring progress or ensuring nothing slips through the cracks, Missive’s filtering options make it simple to keep your communication organized and easy to find.

2. Organize Emails by Client or Project

Use Labels to categorize client communication:

• Create labels for each client or project (e.g., “Client: Johnson & Co.” or “Project: Website Redesign”).
• Add labels to differentiate tasks or stages (e.g., “Proposal Sent,” “Awaiting Feedback”).

Missive’s Rules can automate this organization by applying labels or tags based on email content or sender.

3. Assign Conversations to Team Members: Flexibility for Complex Mandates

Client work often revolves around mandates or projects requiring input from multiple experts or teams. Missive’s assignments feature helps you manage this complexity with ease.

Assign Conversations to Individuals or Teams: Direct emails to the appropriate team member or Team Inbox. For example:

• A law firm might assign a contract review email to a paralegal before it goes to an attorney.
• A marketing agency might assign initial project emails to an account manager before involving designers or strategists.

Reassign as Projects Evolve: Projects often require input from different specialists at various stages. Missive allows you to change the assignee as needed. For instance:

• A bookkeeping firm might transfer a case from a junior bookkeeper to a senior accountant for tax filing.

• A legal case might move from a general attorney to a compliance expert.

Use Comments for Smooth Handoffs: Add internal comments to provide context when reassigning tasks, ensuring no details are lost in transition.

This flexibility makes Missive an ideal tool for handling non-linear workflows, ensuring accountability while supporting seamless collaboration.

4. Use Canned Responses for Common Emails

Save time by creating templates for frequently sent emails, such as:

• Client onboarding emails
• Progress updates
• Invoice reminders

5. Integrate Your Favourite Tools

Missive integrates with popular CRMs, task managers, and other platforms. Alternatively, you can also create your own custom integration to let you access critical client information directly from your inbox.

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6. Track Deadlines and Tasks

Missive’s Tasks feature lets you stay on top of deadlines and deliverables:

• Convert emails into tasks to track follow-ups or required actions.
• Assign tasks to team members.

Pair this feature with Labels to track tasks by client or project.

7. Collaborate in Live Drafts

Some emails require input from multiple team members before they’re sent to clients. Use Missive’s Collaborative Writing feature to work together on sensitive or detailed communications.

• Write your email draft and tag other members of your Missive organization.
• Team members can review, edit, and comment in real-time.

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This is particularly valuable for legal teams drafting contracts or marketing agencies working on creative proposals.

8. Search for Quick Access

Missive’s search functionality allows you to quickly find emails, attachments, or notes related to a client or project. Use search operators (Outlook or Gmail) to filter searches by:

• Keywords
• Labels or tags
• Specific attachments
• Much more

Pin frequent searches to the sidebar to make your workflow even more efficient.

Ready to Transform Your Client-Centric Communication?

If you're tired of email chaos and ready for a more organized, collaborative approach to client communication, Missive might be exactly what you need. Start with these basics, then customize as you go – your future self (and your clients) will thank you.

No more lost emails, no more communication silos, just smooth, efficient client service.

While Intercom is probably the most well-known customer support platform, it comes with a major drawback for any small to medium-sized business (SMB)—the price!

Intercom pricing is somewhat like the Coke recipe, it's a well-kept secret. They only advertise their Starter plan priced at $89 per month for 2 seats or $74 per month if you opt for a 1-year contract.

To get the other pricing options for the Pro and Premium plans which include team inbox, rules, ticketing, role-based permissions, and analytics you need to sign up for a demo to get a custom quote depending on the number of seats and the number of people reached per month.

While most Intercom alternatives may not have all the features of Intercom, they are in general much more affordable.

In this guide, we narrowed down the top Intercom alternatives, from Zoho Desk to Hubspot, that are worth considering and will keep your budget intact.

Let's get started!

16 Affordable Intercom Alternatives for 2025

As a small business owner or decision-maker, you are likely facing the difficult reality of having a limited budget. You may have realized that as great as Intercom is, its hefty monthly price tag is likely too expensive for the features you really need.

In your search for an alternative, you have likely come across Drift, a great and close Intercom competitor. The problem is that, at a whopping $2,500 per month, you were probably looking at a more expensive alternative.

Here's a curated list of the best Intercom alternatives for small businesses that want to provide exceptional support and improve customer engagement without going bankrupt.

1. Missive

Missive is a communication tool that offers a variety of features for businesses, including a shared inbox, live chat, SMS, WhatsApp, social media DMs, calls, and more communication channels.

Pricing starts at $0 per user per month. More advanced plans start at $18 per user per month. You can view all pricing details here.

Shared Inbox

Missive's shared inbox feature allows you to share shared aliases or shared accounts with multiple team members so they can access and manage them directly from their accounts. It allows you and your support team to be more efficient when communicating and collaborating.

With a chat available in each conversation, you can discuss with colleagues for help and send files privately. You can also add anyone to a conversation by tagging them in the chat.

Collaboration goes a step further with real-time draft collaboration with team members. Best of all, you can also manage your personal account directly inside the Missive app and benefit from the same features.

Additionally, Missive offers shared contact, shared labels, and shared canned responses to help manage customer interactions. Another feature is the auto follow-up, which allows team members to schedule follow-up messages to customers.

Live Chat

Missive's live chat feature allows your business to connect with your customers in real-time through your website or mobile app. The chat can be customized to fit your brand and translate into any language you’d like.

Additionally, you can set a schedule to display an online/offline status based on your support team's presence. And best of all, they can be easily received in a Team Inbox to benefit from all the advantages of a shared inbox.

Integrations

Missive offers integrations with OpenAI, Hubspot, Shopify, Zapier, and more. You can also build custom integrations from scratch or by using Retool.

This lets you connect Missive with other apps like Pipedrive, a CRM, to make your work easier. It can be really useful if you are already using software and don’t want all of the hassles of migrating to a new solution.

It's integration with OpenAI lets you use AI to reply to your customers using quickly by generating a customized reply based on your canned responses. This feature allows your team to alsways send accurate replies.

Team and assignment

Missive's team and assignment feature allows you or any team member to assign specific people to specific conversations, so it’s easy to know who is responsible for handling them.

The feature also makes it easy to ping someone from the sales team, for example, to get some help. Missive also offers rules to automate workflow, such as round-robin assignments to only online members, SLA rules, auto follow-up, and more.

Missive has lots of the same features as Intercom, but it costs less money.

2. Zendesk

Zendesk is a customer service and support platform that offers a variety of features, including live chat, help desk ticketing, and knowledge management. Its pricing starts at $25 per agent per month for its basic support plan. They also offer various more expensive pricing plans to fit the needs of different businesses.

It sounds pretty similar to Intercom. But is Intercom like Zendesk?

First of all, Zendesk is built with customer service and ticket management in mind while Intercom is built more around sales with a built-in CRM. Zendesk is a better solution for strictly customer support, with self-service features like help desks, but it lacks some of the sales and automated marketing features of Intercom.

Zendesk provides a wide range of customer support features, and its pricing is more affordable compared to Intercom. However, it may not have all the advanced marketing features offered by Intercom.

3. Help Scout

Help Scout is another customer service platform that offers features such as email and live chat support, shared inboxes, a knowledge base, and reporting.

Its pricing starts at $25 per user per month and scales based on the number of users and features you need. Much like Missive, Help Scout uses shared inboxes to help your team work together. It also offers assignments, private notes (which act like chats), saved replies, and tagging.

Help Scout provides a more affordable option compared to Intercom, but it doesn’t have all the advanced sales and marketing features offered by Intercom.

4. Freshdesk

Freshdesk is a helpdesk platform that offers features such as a support desk, contact center, and customer feedback management. It offers a free option with basic features. The paid plan starts at $18 per person per month and increases rapidly based on the number of agents and features needed.

However, if you want to get access to a live chat software, you’ll also need to subscribe to their Freshchat tool.

Freshdesk works similarly to Intercom. Unlike Missive and Help Scout, the platform uses a ticketing system for every customer inquiry to help your team prioritize, categorize, and assign tickets.

While Freshdesk’s pricing is more affordable than Intercom, to access all the features that are offered in the latter you’ll need to subscribe to their different platforms tools which can rapidly add up and eat up your budget.

5. Helpwise

Helpwise is a shared inbox platform that allows teams to manage customer service, emails, knowledge base, and live chat in one place. Its pricing starts at $15 per user per month.

Much like Missive and Help Scout, Helpwise is organized like an email client and organizes customer inquiries in inboxes.

It is more affordable than Intercom and is designed specifically for managing shared inboxes. While Intercom also has shared inbox features, it is a more comprehensive platform that includes sales and marketing tools.

Helpwise focuses on shared inbox management can be attractive for your startup. However, you should also consider that Helpwise may not have all the advanced sales and marketing features offered by Intercom.

6. Crisp

Crisp is a messaging platform that offers a range of features, including shared inbox, live chat, CRM, and email marketing campaigns. While they offer a free plan, its features are really limited and don’t support emails or social media.

The paid plans start at $25 per month per workspace for up to 4 users, with additional pricing options available.

If you're familiar with Intercom, you'll notice that Crisp provides many of the same features, but at a more budget-friendly price point. However, it's important to keep in mind that it may not have all the advanced features of Intercom.

7. LiveChat

LiveChat is a customer service platform mainly focused on live chat. in addition to its chat widget, it provides features like a ticketing system, teams, and analytics.

Its pricing starts at $24 per agent per month and scales based on the number of team members and features you need. LiveChat also supports emails, SMS, iMessage, WhatsApp, and Facebook Messenger so you can easily connect with your customers. They also offer integrations with Salesforce, Shopify, HubSpot, and Pipedrive.

LiveChat offers a more affordable option compared to Intercom, but not all the sales and marketing features offered by Intercom.

8. Groove

Groove describes itself as a Zendesk alternative. The helpdesk software offers features for customer service with features like shared inbox, live chat, and analytic reporting. Its pricing starts at $25 per user per month.

Groove is similar to Missive, Help Scout, and Helpwise in the sense that it presents itself as an email client and works in the same fashion. You can also assign the conversation to a team member, leave notes in a conversation and mention someone in the conversation just like Missive. However, it doesn’t offer features for sales and marketing that are offered by Intercom.

Groove is more affordable than Intercom, however, you should also consider that Groove may not have all the features offered by Intercom. Additionally, you should verify the ease of use, integrations with other tools, and customer support when comparing Groove and Intercom.

9. HelpCrunch

HelpCrunch is a customer communication platform that combines live chat, email marketing, shared inbox, mobile app support, and other tools for support, marketing, and customer experience. It offers a free trial and its pricing starts at $29 per user per month with 1 000 emails.

HelpCrunch is an affordable alternative to Intercom that offers similar features for support, marketing, and sales. It provides a knowledge base, transparent pricing, and a shared inbox for multi-channel.

The live chat feature allows you to send files, knowledge base articles, or canned responses to website visitors offering a self-service option.

HelpCrunch is organized like an email client and organizes customer inquiries in inboxes, much like Helpwise and Missive. However, HelpCrunch doesn't yet offers AI to reply to email and chatbot.

To sum up, HelpCrunch is a more affordable alternative to Intercom that offers a wide range of features for customer support, marketing, and sales.

10. HubSpot

HubSpot is a cloud-based customer relationship management (CRM) platform that offers sales, customer service, marketing, and content management software to help businesses grow better. Its pricing starts at $30 per month for its CRM Suite. It also offers a free plan with basic features

HubSpot’s CRM is a powerful tool that provides businesses with a complete view of their customer interactions and data using their analytics.

They also offer AI-powered Smart CRM, to use generative AI to reply to customer issues more easily. HubSpot also offers tools that sync between service, sales, and marketing teams.

In conclusion, HubSpot is a powerful and complete CRM platform that offers a wide range of features for customer service, but also sales, marketing, and even a CMS. Its pricing is more expensive than other solution on the list, but it provides a complete view of your customers.

11. Customerly

Customerly is a customer communication platform that offers a live chat tool, email marketing, and other features for customer support and marketing experience. Its pricing starts at $9 per month for the most basic plan.

It's another affordable alternative to Intercom that offers similar features for support, marketing, and sales at a reasonable price. However, pricing depends on your usage unlike other solutions.

Their live chat features AI with customizable workflows to automate discussions with your website's visitors. With the Premium Plan, you can also have up to five separate widgets, which is helpful if you need to have separate inboxes.

Customerly’s outbound email messages can be created with rules, which will allow you to target certain segments of customers. They also offer analytics to help you understand your messages performance.

Customerly is organized like an email client and organizes customer inquiries in inboxes, much like Helpwise and Missive.

12. Tidio

Tidio is a live chathelp desk software. It offers a free plan with basic features and its pricing starts at $25 per month.

It's main features are:- Live chat that allows you to communicate with your customers in real-time.- Chatbots to automate your conversations, sales, and processes- Lyro AI to provides personalized support without training.- Ticketing system to manage customer inquiries in an inbox.

Tidio is organized like an email client and organizes customer inquiries in inboxes, much like Helpwise and Missive.

Tidio is easier to use, has a better rating for support, is easier to setup, and more affordable than Intercom. However, Intercom provides more advanced features and is more customizable.

13. ClickDesk

ClickDesk is a live chat platform that offers voice, and video support. It offers a free plan and paid plans start at $14.99 per user per month.

While it's a fairly simple solution compared to Intercom and only offers a live chat you can still integrate in with other helpdesk.

14. Olark

Olark is a cloud-based chatbot and live chat solution that lets you interact with your customers through your website.

While tt's not as features packed as Intercom, it's a great alternative if you're looking for a live chat solution to connect with your customers.

And with its pricing starts at $29 per user per month, it's also more affordable than the Intercom.

Olark provides you with analytics, team management features and searchable scripts.

15. Zoho Desk

Zoho Desk is an omnichannel help desk software. It's a comprhensive solution that can compete with Intercom on many level.

It offers feature like ticket management, instant messaging, multi-brand help center, shared inbox, a call center, social media integrations, live chat, and knowledge base.

It also offers an AI feature called Zia, that can help you team pick the best knowlegde base entry for an inquiry or send it directly to a customer. It can also auto-tag conversations.

Its pricing starts at $20 per month per user.

16. LiveAgent

LiveAgent is a help desk software that includes live chat, ticketing, and customer service features.

It has features like live chat with AI chatbots, a service hub for customer interactions, and help desk tools for managing support tickets.

The platform includes chat monitoring, ticket distribution, and reporting features for support teams.

Its pricing starts at $15 per agent per month.

Factors to Consider When Choosing an Alternative to Intercom

Aside from the price, it's important to consider various factors when choosing a cheaper alternative to Intercom for your needs. Here are some key aspects to keep in mind:

Features and Functionality

Make a list of the features and functionalities you need in a customer support tool. This can include things like live chat, shared inbox, auto follow-ups, and more. Ensure that the alternative you choose provides all the necessary features that you need to effectively support your customers.

Integration with Other Tools

Consider the integration options available with other tools and software you use in your business. A good customer service software should easily integrate with your existing tools and workflows, allowing you to streamline your processes.

Ease of Use and User Interface

Choose a customer support tool that is user-friendly and easy to navigate. The tool should be intuitive, so your team can start using it quickly without having to spend too much time on training or adaptation.

Level of Customer Support

The level of customer support offered by the alternative should be considered. Choose a tool that provides excellent customer support and resources to help you resolve any issues that may arise.

For example, Intercom rates 8.7 for the quality of their support on G2, while Missive rates 9.7.

Potential for Scalability

As your business grows, so will your customer support needs. Choose a customer support tool that is scalable, so you can continue to use it as your business expands.

By considering these factors, you can find a more affordable alternative to Intercom that meets your business needs and helps you effectively support your customers.

Conclusion

In conclusion, when it comes to finding a more affordable alternative to Intercom, there are many great options available for small businesses. These options offer similar features and functionality to Intercom, at a more budget-friendly price.

When considering which alternative is right for your business, it's important to think about factors such as the features and functionality you need, the ease of use and user interface, the level of customer support, and the potential for scalability.

Each of these alternatives has its strengths and weaknesses, and by taking the time to consider your specific needs and goals, you can find the perfect solution for your business.

In the end, it's all about finding the right balance between cost and value. With the right tool in place, you can improve customer satisfaction, increase efficiency, and grow your business more effectively. So why not give one of these alternatives a try today?

At its core, email was designed to be addressed to a single individual, just like regular mail.

But with more and more businesses starting to increase their online presence, catch-all email addresses (info@, sales@, support@) began to increase. And with no way to efficiently distribute the workload of these catch-all addresses, email quickly became a burden. To resolve the problem, it wasn't uncommon to see people use the oldest hack in the book:

Sharing individual account passwords.

It might have worked very early on when online security was not a big thing for most organizations. But email providers, like Gmail, quickly started dissuading this practice by temporarily locking people's accounts when detecting multiple sign-ins to the same account. As an alternative, Google offers Google Groups and its Collaborative Inbox.

But what is it exactly? And is it the solution you’re looking for? Let's find out!

What is Google Collaborative Inbox?

Google Collaborative Inbox is a free feature of Google Groups available to businesses using Google Workspace (also known as G Suite). It can be used by teams to manage shared email accounts that are meant to be shared mailboxes, such as support@ or info@.

While not a complete shared inbox software solution, it offers more robust features than Gmail when it comes to email collaboration.

To simplify things, Google Collaborative Inbox is a shared email folder that members of a group can access through their own accounts.

The idea is that group members can access a shared email address securely. All members can email everyone in the group and can also allow external emails. They can assign conversations to different group members, mark the progress, create labels, and filter them.

It’s the simple evolution of a distribution list, allowing teams to somewhat collaborate around a shared mailbox.

What Are the Benefits of Collaborative Inbox?

Google Collaborative Inbox allows teams using Google Workspace to access a basic shared mailbox without the need of other software.

It can be used to manage email addresses that need to be accessed by a group of people. The benefits of using Collaborative Inbox come mostly from the collaborative nature of the feature and not the tool itself.

Here are the benefits of a having a shared mailbox with collaboration functionalities:

1. Better collaboration: Teams can access and respond to emails form a shared alias without the need to share credentials.
2. Free for Google Workspace users: Collaborative Inbox is a free feature for business using Gmail to manage their emails.
3. Assigning conversations: Collaborative Inbox enables group members to assign a conversation to a specific person simplifying team workflow.

What Are the Disadvantages of Collaborative Inbox in Google Groups?

Google Collaborative Inbox sounds great, but according to its users, the solution is complex to use yet limited in its features.

Your customer support and sales teams will certainly be the most impacted. Here are the most important ones:

1. Not Integrated Into Gmail

The UI is unfamiliar and doesn’t integrate into the Gmail inbox. So your team will have to shuffle between the two apps. It also means that you can't manage all your email from one place.

2. No True Team Collaboration

You cannot easily discuss an issue with a coworker in the context of an email. Nor can emails truly be delegated. You need to either forward emails, which will generate more emails, or use the built-in chat, but you will need to describe the problem since your message won't be in context.

3. Inadequate Accountability

Replies to customers are sent from the individual's account, not the group email address, so you always need to remember also to send them to the group address. Otherwise, teammates will no longer see that email. And if the customer forgets to "reply-all", the email will never show up in the group's inbox. Emails can easily fall through the cracks.

4. Ineffective Delegating & Visibility

If an email has been assigned to someone, other people won't see if others are already working on it, not until the reply is sent. This may lead to double responses, wasted time for your team, slower response time, and customers getting a negative impression of your organization.

5. Hard to Manage

There's no simple way for a manager to monitor emails from their team. Filtering is also a bit rudimentary, so important things might get easily overlooked.

You also need to switch between Gmail and the Google Groups UI to be on top of things. This also means that emails sent to the group address can't be read on mobile devices, because they cannot be accessed through a Gmail account or any other app.

6. No Automation

Creating automation rules that help your team triage emails faster is impossible. Everything needs to be done manually, which can lead to mistakes.

7. Zero Integrations

You can't centralize your team's communications. As we all know, customers nowadays contact organizations through various channels, like, Messenger, Instagram, SMS, etc.

To wrap things up, we could say that using Google's Collaborative Inbox is far from the right tool for the job. Lost emails, unclear ownership, unintuitive UI... Here's where Missive might prove to be an excellent weapon to keep in your arsenal.

How to Create a Google Group Collaborative Inbox?

You want to give Google Group Collaborative Inbox a shot?

Here’s how to (relatively) easily turn on the collaborative inbox features in Google Groups:

1. If you don’t already have one, you’ll need to create a group, select the group email you want, and add the members you want in that specific team.
2. Once you have a group and are the admin, click on the Group in which you want to add the Collaborative Inbox
3. On the left, click Group settings.
4. In the Enable additional Google Groups features section, select Collaborative Inbox.
5. Give at least one of the following permissions to the group members in order for them to access the collaborative inbox:
   • Moderate metadata: Take a conversation, assign or unassign a conversation, mark a conversation as completed
   • Moderate content: mark a conversation as duplicate, mark a conversation as no action needed

How to Manage a Collaborative Inbox in Google Groups?

Managing the workflow of a Collaborative Inbox inside Google Groups can be done in a few different ways. Depending on the permissions you gave to each team member they can use Google Groups features to manage the shared folder of email.

Assigning a Conversation

You can assign a conversation to any group member including yourself to manage messages and responsibilities. Conversations can be sorted based on their assignment status.

Resolving a Conversation

You can mark a conversation as complete, no action required, or as a duplicate. Right next to the subject will be the status of the conversation.

Categorizing a Conversation

You can organize your Collaborative Inbox by using labels on related conversations. Labels can be used in conversations no matter their assignment and resolution status.

What Are Your Alternatives?

Your best option when looking for an alternative to Google Groups’ Collaborative Inbox is dedicated email collaboration software for business.

While you have multiple options (refer to our top shared inbox software), we believe that this short list of alternatives are the ones that will check all the boxes to make your team love shared email.

1. Missive

Missive is a real collaborative inbox. It features team inboxes and chats that empower teams to collaborate not only around email but other channels of communication like SMS, WhatsApp, Messenger, Instagram, and live chat.

Missive was built with collaboration in mind.

The Team Inbox lets you collaborate with team members and assign them to conversation. It is useful for teams who want a "triage" step that will clean up messages for all coworkers at once.

It lets you communicate with coworkers right inside an email thread. You can also @mention a colleague and start a conversation, all without leaving the email in question.

With Missive, you can create sets of rules that automate actions; these can save time and spare support employees from doing repetitive tasks. For example, all refund-related emails can be automatically assigned to the Finance team or a specific employee.

Price: Price: Free for up to 2 shared accounts. Starting at $15/month for more.

2. Gmelius

Gmelius is a good alternative for users that want to keep on using Gmail. Gmelius is a Gmail add-on that brings shared inboxes directly to the web app. It comes with features like chats with your coworkers in an email thread, adding labels, and assigning team members to an email.

Gmelius also offer Kanban-style board for project management directly in Gmail.

Price: Start at $15/month

3. Hiver

Hiver is another solutions that is used on top of Gmail. This Chrome extension enables you to collaborate and manage your shared inbox in your existing Gmail account. It offers the standard shared mailbox functionalities such as assigning people to a conversation and tagging emails and comments privately in a discussion.

Hiver also comes with features like task automation and analytics.

Price: Starting at $19/month.

4. Helpwise

Helpwise is a good alternative to Google Group Collaborative Inbox. It offers a shared inbox similar to Missive, with a way collaborate on a shared alias with a focus on shared accounts like SMS, social media, and live chat.

It also lets you add an assignee to a conversation, tag emails, and chat with your coworkers.

Price: Free for 1 shared account. Starting at $15/month for more.

5. Help Scout

Help Scout is primarily a helpdesk software, but it can double a good shared inbox solution with features like live chat, and a knowledge base.

With it, you can manage shared emails, group emails together using labels, assign people to a conversation, chat with teammates, and tag conversations.

Price: Starting at $25/month.

Don't get me wrong. Gmail is a great email client for individuals. But when it comes to shared inboxes and team collaboration, Missive helps your team keep their eyes on the ball and move toward inbox zero.

FAQ

What Is a Collaborative Inbox?

Google Collaborative Inbox is a free feature of Google Groups that lets businesses using Google Workspace manage shared email addresses like support@ or info@ as a team.

What Is the Difference Between a Collaborative Inbox and a Shared Inbox?

A Collaborative Inbox is a feature of Google Groups that enables teams to collaborate on shared emails like info@. It acts as a shared folder where all emails from a shared alias go. It offers bare bones and basic shared inbox features.

Shared inboxes allow multiple coworkers to access email simultaneously. While each user maintains a personal account, their shared mailboxes can be accessed and managed by all.

1.8 billion users.

121 billion emails — per day.

Gmail dwarfs most popular email clients.

Still, reading emails in a browser tab feels… clunky?

Don’t get me wrong: I’ve been a Gmail user for years and I love it.

But I’ve found dedicated desktop email apps offer far more email productivity & customization.

Despite its dominance, Google hasn’t released an official desktop version of its email service. So users like you and I keep asking:

What are the best email apps for Gmail?

When I wrote the first version of this article, years ago, my mission was simple:

👉 Find the best email client to supercharge my personal productivity and facilitate team collaboration.

I needed something to simplify my email workflows AND give my team better tools — for clear communication and project management.The search led me to try dozens of apps, judging them on criteria like ease of use, customizability, collaboration, and productivity.

I've kept that original mission in mind while thoroughly re-evaluating and testing the latest offerings.This updated comparison includes a wide range of email clients. Some excel at personal email triage, others at conversational experience. Many boast team collaboration features.Let’s dig in and find your optimal email client for Gmail.

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The 9 Best Email Clients for Your Gmail Account

My evaluation focused on key criteria that savvy users care about, based on personal usage and discussions in online communities like Reddit.

These factors included:

 
• Intuitive UI design
• Robust email management
• Useful productivity features (like snoozing and scheduling)
• Collaboration tools
• Customization options
• Optimized multi-email accounts experience

I prioritized email apps with clear signs of ongoing development. All the Gmail email clients on the list support OAuth, as it’s the recommended way to connect your Gmail account to an email client according to Google. It will be the only supported way starting in Fall 2024.

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Best Email Client for Mac Users

For macOS, the top contenders are Apple's stock Mail app and the Gmail optimizer, Mimestream.

Apple Mail

I know, most of you are probably screaming at your screen that Apple Mail made the cut, but hear me out — it has an incredible number of useful features for Gmail users.

Apple Mail offers robust custom filters, smart mailbox views, and notification control. It also provides AI-powered search assist, automated unsubscribe detection, send later scheduling, and built-in privacy tools. The user-friendly interface, system-level integration, and regular updates keep it feeling fresh. Best of all, it comes pre-installed with all Mac, so no need to download or update new software.

Price

Free.

Mimestream

Mail lacks true integration with the Gmail platform. Mimestream shines as a purpose-built native app using the official Gmail API under the hood. This direct API connection allows Mimestream to mirror Gmail's interfaces, features, and real label structures in a way Apple's IMAP implementation can't.

Mimestream optimizes viewing and triaging the Gmail inbox with features like nested labels, calendar invites, and support for Gmail's latest search functionality and more. Mimestream provides an optimized experience that makes viewing and triaging your Gmail inbox faster and more efficient — with the added benefits of a native macOS app, not a browser window. The only core Gmail functionality it lacks is scheduled email sending.

Price

$4.99 per user per month.

Best Email Client for Windows Users

Outlook

For Windows, Microsoft Outlook has long been the standard for email due to its ease of use, powerful search capabilities, and tight Office integration. And it’s still on top for the same reasons (especially with a Microsoft 365 account). There's also a full-fledged integrated calendar, eliminating the need to switch between windows to manage your day.

And if you're not an Apple user, Outlook is probably one of the best Android email clients out there.

Unfortunately, the latest Outlook release has been controversial. Microsoft has removed functionality like import/export tools and system tray access that power users loved in previous versions by shifting to essentially becoming a desktop clone of the web app. Shared mailbox management and capabilities like viewing favorite folders have also suffered. Some Reddit users find the web version performs better, but the general consensus is that the new desktop Outlook feels like a downgrade.

Price

Free with ads, or starting at $1.99 per month for the ad-free version.

Best Email Client for Businesses & Collaboration

Missive

Email clients designed with teams and productivity in mind offer major advantages over individual email management tools — especially for businesses.

Based on my latest research, core business needs around email are:

 
• Workflow configuration
 
• Real-time editing collaboration
• Chat and comments
• Task assignments
• Security & compliance standards
 
• Mobile management
 
• Calendar integration
 
• Third-party integrations (like OpenAI or HubSpot
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No other email client meets those needs better than Missive.

Missive has been a game-changer for my team's productivity and communication. It’s a unified inbox that combines all our accounts into one app, while also offering shared inboxes — the multiplayer mode for email. The collaboration features like shared draft editing with @mentions, internal chat, and one-click assignments.

Shared labels, advanced rules, mobile apps, calendar sync, and a growing library of integrations make Missive a powerful software to consume your business’ Gmail accounts. Management tools like email templates, send later scheduling, snoozing, and follow-up reminders help each of us personally optimize our individual email processes. Missive also excels at email delegation with team members or virtual assistants.

However, according to some Reddit users — Missive is not perfect.

People have shared a learning curve, lack some granular customization, no email tracking, and advanced collaboration features locked behind paid tiers. But in my experience, no other client matches Missive's intuitive yet powerful blend of personal email management and team communication.

Price

Missive’s pricing is competitive compared to other Gmail email clients—especially for small businesses that want to collaborate around emails.

Free plan available and starting at $18 per month per user for advanced features.

Best Open-Sourced Email Client

Thunderbird

For those seeking a free, open-source, and community-driven email client, Thunderbird has made a name for itself. This cross-platform app has evolved a lot over the years with great features like tabbed email viewing, robust custom search tools, and built-in phishing/spam filtering.

Starting is easy with simplified account setup wizards and friendly reminders. Then, customization begins with custom themes, smart foldering, advanced filtering, and extending functionality through add-ons.

Thunderbird's uniqueness lies in its built-in privacy tools like remote image blocking and organization of emails into dedicated "Message Archive" locations outside your inbox. No complex rules needed. The tabbed interface with quick filters also makes email triage fast compared to a standard chronological view.

An open-sourced, Outlook alternative, for those looking for an Android email app.

Price

Free.

Best Email Client for Customization

eM Client

If customization is your #1 priority in an email client, eM Client should be at the top of your list to test. This app takes a unique approach by bundling standard email/calendar/tasks management with note-taking.

eM Client lets you tweak things like instantaneous translation of messages, watchlist notifications for contact interactions, advanced attachment search filters, and a library of templates/text snippets.

You can also customize the toolbar layout. For enterprise users, eM Client includes admin deployment tools and integrations.

The flexibility can be both an advantage and a disadvantage, as eM Client can feel overwhelming with so much to configure, especially if you’re coming from a simpler app.

But if you love customizing apps, eM Client is worth considering.

Price

Free for non-commercial use and starting at $59.95 for commercial use.

Best Email Client for Chat-Like Experience

Spike

While the other clients on the list all use the traditional inbox management concepts to varying degrees, Spike goes a step further by completely reinventing email for individual productivity and team collaboration.

While not for everyone, it’s taking its inspiration from chat apps and social media to transform email into an infinitely scrolling feed of conversational "channels". These are organized around contacts and teams instead of the typical chrono-threaded approach.

This different experience lets you chat and share assets like notes, documents, and voice clips in your inbox. It includes features like automating message tone, video calls, and AI prioritization based on relationship context instead of subject lines and sender aliases.

Spike maintains core functions like account unification and calendar support. But its conversation-centric design can be hard to get used to.

Price

Free plan available, starting at $5 per month per user for advanced features.

Best Email Client for Individual Productivity

Superhuman

In the personal productivity front, Superhuman takes a traditional approach with an email interface optimized for speed and efficiency. It adds depth through an AI engine that powers automated split inboxes for VIPs and service emails, intelligent follow-up reminders, social insights about contacts, and error correction.

Superhuman isn't cheap at $30/month, but the premium delivers an unmatched experience that feels like a personal productivity force multiplier.

Price

Starting at $30 per month.

Best Email Client for Mobile Devices

Canary Mail

For those who live on their mobile devices and want an extra AI-powered assist for email management on mobile devices. It automatically prioritizes messages, provides AI-written summaries, and generates email drafts based on voice prompts or sentiment reactions.

These AI integrations improve mobile email management, bridging the context and functionality gap compared to desktop experiences.

Its freemium model with premium tiers offers a compelling way to enhance mobile email through intelligent optimization and AI assistance.

Price

Free plan available, starting at $49 per year for advanced features.

Finding the Right Inbox Fit

Desktop simplicity, intelligent mobile assistance, effective team communication, smart spam filtering, hyper-customized productivity…Whatever your use case, there’s a third-party Gmail client for you.

The key is finding the right fit based on your priorities.

For me, Missive's collaboration-focused experience has been a game-changer for team communication without compromising individual productivity.

But what about you? Maybe you'll prefer Thunderbird's community-driven open-source approach. Or the AI-enhanced efficiency of Superhuman for power users!

No matter the app, upgrading from Gmail's web interface can optimize email and get you closer to inbox zero.

It’s time to take control of your inbox.

Help Scout is a powerful help desk software designed to streamline customer communication and support. But as with most software, it has downsides that lead people to look for alternative solutions.

Here are the most common reasons users look for a Help Scout competitor:

• Limited customization options: While Help Scout offers a range of features, it is not always possible to customize the platform to meet the unique needs of your business. As an example, their self-service knowledge base is less customizable as others in the market and they only have 50 integration partners compared to Zendesk's 949 integration partners.
• High costs: While Help Scout can be a great Intercom alternative, it can also be expensive compared to other solutions on the market, making it less accessible for smaller businesses with tight budgets.
• Lack of versatility: Help Scout is exclusively designed for customer support, specifically for ticket management. It cannot be used for any other purpose. Customer service, however, often requires input from multiple people in the company. With Help Scout, it can be hard to streamline your workflow and make customer support processes more efficient.
• Lacks key features: Help Scout lacks some basic features to act as a full-fledged email client for your customer support team, with functionalities like CC missing.

In this article, we narrowed down the best alternatives to Help Scout ensure customer satisfaction. Some are traditional customer service software options, and others are more flexible tools. Keep reading to discover their key features and pricing.

9 Best Help Scout Alternatives

The Best Help Scout Alternatives

• 1. Missive
• 2. Zendesk
• 3. HubSpot
• 4. Zoho Desk
• 5. Freshdesk
• 6. Front
• 7. Helpwise
• 8. Hiver
• 9. LiveAgent

1. Missive

Missive and Help Scout are customer support tools with shared inboxes, live chat, reply templates, and integrations with tools like CRMs. It also offers analytics to get an insight into your team’s performance metrics.

While Help Scout has a help center, it is limited in custom domains support, language support, and customization options. Missive offers more integrations, like with Grammarly, CMS, and can even be AI-powered with OpenAI, and is a more versatile platform for businesses. Missive is the better alternative to Help Scout for teams who value collaboration.

Ticket Management

Missive and Help Scout both offer email and communication management with label/tag options to create a organized ticketing system. Missive offers more advanced search and filtering options and a traditional email client interface, making it easy to manage conversations and find what you're looking for. Missive also allows you to add labels to the sidebar to quickly access communications depending on their status.

Email Management

Missive is a robust email management tool compared to Help Scout, offering a variety of features such as collaboration on email replies, email delegation, and management of multiple email addresses from one Gmail account. It is ideal for startups needing to efficiently manage their email communications. Help Scout, on the other hand, only offers shared inboxes for collaborative service emails, lacking advanced email management capabilities.

Assign Conversations to More Than One Coworker or a Team

Missive offers more flexibility in communication management than Help Scout, with the ability to assign conversations to a whole team, a specific person, or multiple people. Missive also has a Team Inbox feature for team collaboration that is not available in Help Scout.

Native App for All Communications

Help Scout is limited to a web app and a mobile app for iOS and Android with limited features. Missive, on the other hand, offers a native app on multiple platforms with a unified experience for all communications, allowing you to efficiently manage conversations in one place. With Missive, you won’t have to switch between different apps to handle different types of communications.

More Than Just Emails

Missive offers broader support for communication channels, including email, live chat, SMS, WhatsApp, Messenger, Instagram, and more, while Help Scout almost only supports emails and live chat. With Missive, you can connect through integrations with your phone app, so you can handle all your communications in one place without having to switch between apps.

Automation With Fine-Grained Control

Missive offers Rules to automate your workflows and routing for incoming/outgoing messages and user actions. Rules can also be a great way to respect your SLAs. This feature allows for a more personalized and customizable automation experience compared to Help Scout, which applies rules to all emails equally and does not work on other channels of communication.

Aliases

Help Scout does not support multiple aliases per inbox, while Missive allows the management of aliases in a traditional email client fashion and supports multiple domain addresses from a single Gmail account.

Draft Collaboration

Missive offers live draft editing for collaboration with team members, while Help Scout does not have the option for collaborative replies.

Chat with Team Members

Missive offers a direct chat feature within any conversation for collaboration and communication between team members, whereas Help Scout only offers the ability to add notes to support emails.

Pricing

Missive pricing is a lot more affordable, with its top-tier yearly plan being 45% more affordable than Help Scout's Pro yearly plan.

2. Zendesk

Zendesk is another alternative to Help Scout for small to medium businesses looking for a support and customer service platform.

Here's why Zendesk is worth considering:

• Offers a wide range of channels for customer communication, including email, phone, chatbots, and social media.
• Comes equipped with a robust set of tools for customer service and support, such as a knowledge base, a self-service portal, and a ticketing system.
• Provides detailed analytics and reporting to help businesses understand customer behavior and team performances.
• Offers a variety of integrations with other popular business tools, making it easy to integrate Zendesk into your existing workflow and automate repetitive tasks.

Overall, Zendesk is a good omnichannel support platform that offers businesses everything they need to provide customer service.

Pricing

Pricing starts at $25 per user, per month for their basic plan. For more features their other plan starts at $69 per user, per month.

3. HubSpot

HubSpot is an all-in-one inbound marketing, sales, and service software that offers a complete help desk solution. It's a great tool for companies looking for one software to do it all. It's cloud-based solution offers features like a ticketing system, a live chat, a chat bot builder, a customer portal so customers can access and search help articles, submit tickets, check statuses, through self-service customer portals.

It also offers analytics, an integration with their CRM, and email support. Compared to Help Scout, HubSpot may be a better alternative for companies already using their sales and marketing software who want to add a customer support software.

Pricing

Pricing starts at $30 per user, per month for the starter plan. They also offer a free plan for basic functionnalities.

4. Zoho Desk

Zoho Desk is a help desk and customer support platform offered by Zoho, a suite of web-based tools for businesses. Like Help Scout, it provides functionalities for customer support, knowledge bases, help desk ticketing, and live chat support.

It offers integrations with their other tools like thir sales, marketing, and project management software.

Using their ticket management tool, support agents can view, manage, assign, and resolve support tickets using a simple UI. Tickets can be tagged, prioritized, and automatically routed based on rules.

Zoho Desk provides a full-featured help desk and customer support solution comparable to Help Scout at competitive pricing plan. However, its high level of configurability makes it a good alternative for companies looking for a more customizable support software.

Pricing

Pricing for Zoho Desk starts at $20 per agent/month for their standard plan.

5. Freshdesk

Freshdesk is a help desk software for small businesses that offers a range of tools to manage their customer support needs. It’s a cloud-based platform that provides a seamless experience for businesses to handle customer queries via various channels, like email, phone, chat, and social media.

Here are some of the key features of Freshdesk that make it a good alternative to Help Scout:

• Multi-channel support: With Freshdesk, businesses can manage their customer support inquiries through multiple channels, including email, phone, chat, and social media, all from a single inbox.
• Automation: Freshdesk’s automation features help businesses streamline their support operations and save time.
• Collaboration: Freshdesk enables team members to collaborate on support tickets, with options for assigning, commenting, and resolving tickets efficiently.

Freshdesk provides small businesses with a user-friendly, self-service knowledge base solution.

Pricing

Pricing starts at $18 per user, per month for the Growth plan. They also offer a free plan for basic functionnalities.

6. Front

Front is a customer communication platform that offers an alternative to Help Scout. It combines all of your company's communication channels into one place, making it easier to manage customer interactions. Being a less traditional option, it does lack a few customer support features like an out-of-the-box knowledge base.

Here are some key features:

• Multichannel support: Front supports all popular communication channels, including email, live chat, social media, and SMS.
• Team collaboration: Front allows teams to work together more efficiently by providing real-time collaboration and commenting capabilities.
• Customizable inboxes: Front offers customizable inboxes that can be tailored to meet your specific needs.
• Automation capabilities: Front offers a wide range of automation capabilities, including rules and macros, that can be used to streamline your customer support processes.

Front offers a modern platform for customer communication and support.

Pricing

Pricing starts at $19 per user, per month for up to 10 users with a contact of one year.

7. Helpwise

Helpwise is a helpdesk solution that is a good alternative to Help Scout. Here are the key features:

• Shared Inbox: The shared inbox feature allows team collaboration on support requests.
• Collaboration: In addition to the shared inbox feature, Helpwise also has a built-in commenting system.
• Efficient Email Management: Helpwise has an email management system that helps keep track of all support requests, prioritize them, and respond to them.

Overall, Helpwise is a helpdesk solution that offers a set of tools to manage support effectively.

Pricing

Pricing starts at $15 per user, per month for up to 10 users.

8. Hiver

Hiver is one of the more lightweight alternatives to Help Scout.

• Familiar interface: Hiver is built right into the Gmail interface which minimizes any changes to existing email workflows.
• A little bit of everything: Multi-channel support, chatbots, and internal email threads are all features that come with Hiver. Their features don't have a lot of depth or customization, but the suite covers a few core bases.

If you're looking to stay in your Gmail interface, and you don't need a lot of customization or automation, Hiver might be a good option.

Pricing

They have a free plan and their paid plans start at $19 per user, per month.

9. LiveAgent

LiveAgent is the last alternative to Help Scout on the list. It offers a help desk solution for businesses. Here's what you need to know:

• Multi-channel support: LiveAgent supports multiple channels of communication such as email, live chat, social media, phone, and more.
• Advanced reporting: LiveAgent provides advanced reporting and analytics to help you understand your customer interactions and make data-driven decisions.

Overall, if you're looking for a flexible help desk solution, LiveAgent is worth considering.

Pricing

Pricing starts at $15 per user, per month.

Conclusion

In conclusion, Help Scout is a well-established customer support software for support teams. However, there are alternative solutions like Missive, Hiver, Freshdesk, Front, Helpwise, and LiveAgent that offer similar or even better capabilities at a lower cost.

In the end, the best customer support software is the one that fits your business's needs and goals to help you deliver an outstanding customer experience.

FAQ

Is Help Scout a CRM Tool?

Help Scout isn't a CRM tool, but it offers plugins with many CRM tools so you can manage your customer directly into their help desk solution.

What is Help Scout Used For?

Help Scout is a customer service software made for support teams looking to manage customer interactions in one platform while enabling collaboration between team members.

Is Help Scout Free?

Help Scout isn't free. Its pricing options start at $25/month per user. However, they do offer a free trial for 15 days.

The role of executive support has evolved a lot. Whether you're a Chief of Staff, Executive Assistant, or Team Lead, managing someone else's communication is no longer just about forwarding emails and sending basic responses. Today's email delegation requires strategic thinking, careful prioritization, and the right tools to make it all work seamlessly.

Modern Email Delegation

Gone are the days of sharing passwords or setting up complicated email forwarding rules. Modern email delegation is about creating efficient workflows while maintaining security and accountability. Here's what that looks like in practice:

Executive Assistants

• Managing multiple executive inboxes
• Drafting responses for review
• Triaging urgent matters
• Coordinating cross-department communication
• Maintaining relationship management through timely responses

Chiefs of Staff

• Overseeing strategic communications
• Coordinating between executive team members
• Handling sensitive information with discretion
• Aligning communication with company objectives

Team Leads

• Distributing customer inquiries
• Managing shared department inboxes
• Coordinating project communications
• Training new team members
• Maintaining communication standards

3 Missive Configurations for Email Delegation

Missive offers powerful workflows designed for modern email delegation:

Out-of-the-Box Delegation (aka @mentions)

Basic delegation requires no setup. Team members can mention @coworkers in the chat bar or use assignments to collaborate. No more forwarding endless email threads—everything stays in Missive for easy tracking and reference.

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Other settings, such as sharing aliases, can be used to allow a team member to send emails from another team member's address. With this configuration, a team member can reply on your behalf but won't have access to all incoming emails unless they're being shared.

You will always have access to all emails sent by a delegated user.

Full Delegation with Team Inboxes

For roles that need full access to another’s inbox, such as an executive assistant needing a CEO’s inbox, Missive offers a Team Inbox solution. By connecting an email account to a Team Inbox, all communications can be managed in a dedicated space, organized, and even scaled as the organization grows.

With team inboxes, there’s no need to mix shared emails with personal inboxes, and multiple team members can work together seamlessly, which is especially helpful for distributed teams.

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Assistants can be made members of the team, and owners can be observers, these don't get notified of new emails, but they can keep an eye on everything at all times.

The assistant can reply as the owner of the account (ceo@acme.com). Also, a custom signature can be created.

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Assistants can also triage emails by creating color-coded shared labels.

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Automated, Privacy-First Delegation

If an account contains private messages, Missive allows you to set up rules to filter these from the assistant’s view. For example, family, friends, or finance-related emails can be hidden, ensuring personal information stays private. This setup balances delegation with privacy, providing peace of mind while maintaining workflow efficiency.

In this case, the owner imports a private account. Here, email sharing is done automatically through rules. This configuration of delegation is essential when the content of some emails is private and can’t be seen by the assistant.

The owner (ceo@acme.com) can create rules to share only some emails with the assistant (assistant@acme.com) and keep the rest private.

In the next example, a rule is set to keep all family/friends/finance related emails from going to the assistant's inbox.

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Actions such as removing a conversation from the owner's inbox can also be achieved with rules. For instance, when the assistant labels an email as "Non-essential", the rule will close the conversation, removing it from the owner's inbox, keeping it tidy.

Creating a Delegation System That Works

The key to successful email delegation isn't just about tools – it's about creating a system that works for both the delegate and the owner. Here's how to build one:

1. Clear Access Levels

Different roles require different levels of access. Consider creating tiers:

• Full access for trusted executive assistants
• Filtered access for department managers
• Specific thread access for project coordinators

2. Communication Rules

Establish clear guidelines for:

• Which emails need executive review
• Standard response templates
• Urgency levels and response times
• Internal communication protocols
• Signature and formatting standards

3. Privacy Protocols

Set up boundaries for:

• Personal vs. professional communication
• Confidential information handling
• Internal sensitive matters
• Financial or legal correspondence

Best Practices for Modern Email Delegation

For Assistants

Mastering Triage:

• Create clear labeling systems
• Establish urgent vs. important criteria
• Document recurring patterns

Communication Management:

• Draft responses in your executive's voice
• Maintain relationship continuity
• Track important conversations
• Manage calendar integration
• Keep contextual notes

For Executives

Delegation Success:

• Provide clear preferences and guidelines
• Establish regular review times
• Give feedback on responses
• Share context for important relationships
• Trust your delegate's judgment

For Teams

Collaborative Efficiency:

• Set up shared response canned responses
• Create Team Inbox protocols
• Establish assignment rules
• Maintain consistent communication standards
• Track team performance metrics

Making It Work for You

The key to successful email delegation is finding the right balance between:

• Access and privacy
• Efficiency and accuracy
• Speed and thoughtfulness
• Automation and personal touch
• Standardization and flexibility

Remember, effective email delegation isn't just about managing messages – it's about facilitating communication that moves your organization forward.

Whether you're just starting with email delegation or looking to improve your existing system, the most important thing is creating a framework that works for your specific situation. Start with the basics, refine as you go, and always keep security and efficiency in balance.

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