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What is HappySat?

HappySat is a dedicated feedback collection platform tailored for Managed Service Providers (MSPs), streamlining the execution of both Customer Satisfaction (CSAT) and Net Promoter Score (NPS) surveys through its integration with Professional Services Automation (PSA) tools. The platform employs a user-friendly four-smiley-face scale to capture client feedback on routine tasks, projects, and onboarding experiences, while NPS surveys evaluate the overall satisfaction of clients. With features that offer real-time reporting and notifications, MSPs can promptly recognize successes and address any negative feedback that arises. The embedded survey option works seamlessly with prominent PSA systems such as ConnectWise, Autotask, Kaseya BMS, Halo PSA, Syncro, and RepairShopr, facilitating a quick setup and centralizing feedback management into existing workflows. HappySat can function as an independent solution or as a component of Invarosoft’s Stack Saver bundles, delivering a comprehensive tool for the collection and analysis of client feedback in a single platform. Additionally, this adaptability empowers MSPs to enhance their services continuously by leveraging the valuable insights gained from client feedback. By integrating client perspectives into their strategies, MSPs can foster stronger relationships with their customers and drive service improvements effectively.

What is HaloCRM?

HaloCRM is an all-in-one customer service platform tailored for teams aiming to enhance their effectiveness in managing customer interactions. This versatile solution enables teams to oversee conversations across various channels, including Twitter, Facebook, Facebook Messenger, SMS, email, chat, and phone, ensuring that no customer inquiry goes unanswered, which ultimately boosts customer satisfaction through expanded communication options. With HaloCRM, support can be delivered through multiple mediums, including email, text, voice, and chat, allowing for flexibility in addressing customer needs. For larger customer service teams with intricate workflows, HaloCRM offers robust capabilities to manage complex processes through its intuitive drag-and-drop configuration and pre-built workflows. By utilizing HaloCRM, organizations can streamline customer prioritization and maintain a cohesive help desk, complete with integrated customer context for improved tracking of conversations and interactions. With such comprehensive features, teams can adapt to the ever-evolving demands of customer service while ensuring a seamless experience for their clientele.

Media

Media

Integrations Supported

Autotask PSA
ConnectWise Automate
Amazon Seller Central
Azure AI Translator
Freshdesk
HaloPSA
Instagram
Meta Ads
Microsoft Dynamics 365 Business Central
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
Okta
PagerDuty
QuickBooks Online
Salesforce
Shopify
Simplesat
Splunk Cloud Platform
WordPress
Zapier

Integrations Supported

Autotask PSA
ConnectWise Automate
Amazon Seller Central
Azure AI Translator
Freshdesk
HaloPSA
Instagram
Meta Ads
Microsoft Dynamics 365 Business Central
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
Okta
PagerDuty
QuickBooks Online
Salesforce
Shopify
Simplesat
Splunk Cloud Platform
WordPress
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per month
Free Trial Offered?
Free Version

Pricing Information

£59 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Invarosoft

Date Founded

2017

Company Location

United States

Company Website

www.invarosoft.com/happysat/

Company Facts

Organization Name

HaloCRM

Company Location

United Kingdom

Company Website

halocrm.io

Categories and Features

Customer Feedback

Alerts / Notifications
Behavior Analytics
Bug Reports
Community Feedback Tools
Live Chat
Negative Feedback Management
Net Promoter Score (NPS)
Screenshot / Screen Capture
Surveys
User Testing Tools
Video Feedback
Visual Feedback Tools
Voice of the Customer (VoC)
Website Feedback

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

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