HaloPSA Integrations

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.

The Strategy Overview is an advanced automation platform tailored for vCIOs and quarterly business reviews, developed by managed service providers (MSPs) to improve client strategic planning and support digital transformation efforts. By automating crucial tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting for Office 365 and asset lifecycles, it significantly streamlines the quarterly business review process through a modular template engine powered by the Arya AI agent. This all-encompassing system integrates seamlessly with various PSA/RMM tools, including ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, alongside Office 365, facilitating the synchronization of vital company data such as assets, user lists, tickets, warranties, and licensing details. Clients enjoy the advantage of a customizable white-labeled portal that delivers in-depth insights into their strategic initiatives, health scores, and critical data points encompassing asset and user information, tickets, budgets, and roadmaps. In addition, the platform refreshes warranty and asset data automatically, enabling MSPs to reduce the preparation time for quarterly business reviews from several hours to just minutes. This not only standardizes processes but also emphasizes security and compliance insights, fosters proactive recommendations, and transforms assessments into strategic paths for revenue enhancement. Ultimately, this innovative solution not only enhances operational efficiency but also empowers MSPs to provide greater value to their clients, paving the way for a more strategic partnership. Additionally, the platform's user-friendly interface ensures that both MSPs and clients can navigate the system with ease, further elevating the collaborative experience.

Scopable is a software-as-a-service (SaaS) platform tailored to provide quoting and assessment solutions specifically for managed service providers (MSPs). It effortlessly integrates with a variety of systems that MSPs commonly use, such as ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, and IT Glue, while also gathering real-time client data that encompasses endpoints, configurations, security status, and details related to 365 tenants. By leveraging this data, Scopable performs automated assessments to evaluate each client's environment, pinpointing security and compliance weaknesses, and generating a prioritized technology roadmap that includes cost estimates. This strategic roadmap feeds into a quoting engine that crafts margin-protected proposals aligned with the MSP's pricing framework, incorporating automated labor and hardware estimates that are adaptable as project scopes change. Clients can access these proposals through a dedicated portal where they can easily provide e-signatures, while the proposals sync back to the PSA for efficient management. Moreover, the platform incorporates natural-language processing to handle client queries, preserves CRM records, monitors governance, risk, and compliance (GRC), and enhances workflow automation. Presently, Scopable is in a limited early-access stage, welcoming a select group of users to explore its innovative features. This approach not only allows for real-time feedback but also ensures that the platform can evolve to better meet user needs.

Nizlo operates as a cloud-enabled platform designed for remote monitoring and management, specifically tailored for managed service providers and internal IT departments. It integrates multiple functionalities, including customer management, site organization, endpoint inventory, system health monitoring, alert notifications, patch management, remote support processes, automation capabilities, detailed reporting, and technician performance tracking, all within a unified interface. At present, native agents support both Windows and macOS systems, with plans to extend compatibility to Linux in the near future. The Core package can be subscribed to for as low as $59 per month, encompassing unlimited RMM endpoints and access for a single technician. Both the Core and Scale packages feature a 14-day trial that doesn't require a credit card, enabling potential users to test the functionalities extensively. This platform proves to be an excellent choice for teams looking to trial an RMM solution via a well-structured pilot on selected noncritical endpoints, facilitating an effective evaluation prior to widespread deployment. By adopting this strategy, IT teams can not only simplify management tasks but also significantly boost their operational efficiency. Moreover, the ability to assess the system without financial commitment allows for more informed decision-making.

Thread is an intelligent, AI-driven Service Desk solution purpose-built for MSPs that transforms how service teams handle requests, automate tasks, and communicate with clients. Unlike traditional ticketing systems, Thread’s agentic triage engine automates intake and gathers all necessary details before a technician even starts, drastically reducing admin work. Fully integrated with PSAs like ConnectWise, Autotask, and HaloPSA, it syncs instantly—no complex setup required. The platform’s AI-powered chat interface lets teams reply, triage, escalate, and resolve tickets across Teams, Slack, and Messenger, all from a unified, no-refresh inbox. Features like automatic ticket categorization, time-entry creation, and thread scheduling save technicians up to 19 minutes per request while improving service quality and speed. MSPs deploying Thread see up to 5x faster response times and 78% improvement in resolution speed thanks to streamlined workflows and intelligent automation. With a visually optimized Planner view, technicians can prioritize work and collaborate efficiently in real time. Thread’s no-code design means onboarding takes less than 30 minutes, enabling instant productivity gains. The platform also enhances customer satisfaction by meeting clients where they already work through conversational, human-like AI interactions. Built for the modern MSP era, Thread is your AI operating system for service excellence, efficiency, and scale.

Keep a vigilant watch over your IT ecosystem—no matter which environments or platforms you employ—by leveraging System Center. Simplify the tasks of deployment, configuration, management, and monitoring for both your infrastructure and virtualized software-defined datacenter, which will lead to improvements in agility and performance. Proactively identify and rectify problems related to infrastructure, workloads, or applications to guarantee ongoing reliability and optimal performance. Manage and implement your software-defined datacenter with an all-inclusive solution that covers networking, storage, computing, and security requirements. This holistic strategy not only enhances operational efficiency but also equips your organization to respond rapidly to evolving demands, fostering a culture of resilience and adaptability. In an ever-changing technological landscape, staying ahead of potential challenges is crucial for sustained success.

Planning meetings can often feel unproductive. TimeZest offers a smooth integration with ConnectWise Manage, enhancing your activity management, calendar, and ticketing processes. By utilizing TimeZest, you can eliminate the hassle of scheduling; it efficiently manages the entire process. Designed for ConnectWise Manage, TimeZest empowers clients to effortlessly select and reserve the most convenient time slots for their needs. Decisions are made based on your team's current availability, ensuring optimal coordination. These selections are promptly confirmed with automatic calendar invitations, paired with gentle reminders to keep everyone informed. Moreover, tickets in ConnectWise Manage are automatically updated, fostering a more seamless workflow and improving the efficiency of ticket resolution. With TimeZest, your staff can easily arrange client meetings directly within ConnectWise Manage, enhancing productivity and client satisfaction. This innovative tool not only saves time but also transforms the meeting scheduling experience into a more organized and efficient process.

Streamline your workflow by utilizing a centralized dashboard that consolidates traffic visibility for all clients, eliminating the need for multiple logins. This solution facilitates rapid advanced searches, thereby improving your capacity to manage support tickets with greater efficiency. With just a couple of clicks, you can promptly eliminate threats and block malicious senders across your entire client base. Instead of handling each customer on a case-by-case basis, you can implement universal rules for all or chosen clients in seconds. Our platform equips you to detect and neutralize various email security threats, such as business email compromise, spear-phishing, and ransomware, all while being intuitive and ready for immediate use. Furthermore, Mesh guarantees the smooth synchronization of your mailboxes and licensing information from Microsoft 365, ensuring that the Mesh billing number aligns with Microsoft's billing number each month. While changing email security providers can be daunting, especially for larger Managed Service Providers, our concierge service simplifies the transition by taking care of most setup tasks for you. This streamlined assistance not only conserves valuable time but also boosts your operational efficiency, allowing you to concentrate on the core aspects of your business. Ultimately, adopting this comprehensive solution can transform your client management experience, making it more cohesive and less time-consuming.

Experience a comprehensive solution that automates discovery, documentation, password management, and the creation of network diagrams. Trust us to conduct thorough site assessments. The Network Glue collector adeptly identifies all devices across your clients' networks, no matter the manufacturer. It also reveals setups within Active Directory, providing detailed information about the AD roles assigned to each workstation and server, while effortlessly importing AD users from both on-premises and hybrid systems. Say goodbye to overlooked devices and missing user data, as our system ensures that all network devices, along with user details from Azure AD and Active Directory—whether they are cloud-based, hybrid, or on-premises—are meticulously documented and updated in IT Glue. This documentation also extends to virtual network components in Hyper-V and VMware environments. Understanding that design isn't everyone's forte, Network Glue takes the reins in generating complex network diagrams for you. With unique icons that promote a swift grasp of network configurations, these diagrams are fully integrated with IT Glue, providing instant access to pertinent information upon selecting a device icon. Additionally, our solution not only streamlines operational workflows but also empowers IT teams to redirect their attention to other pressing responsibilities while ensuring that network documentation remains precise and up-to-date. This holistic approach transforms the way organizations manage their IT infrastructure, ultimately driving productivity and reliability.

MyGlue acts as a unified platform for collaboration and intranet communication, creating a seamless route for engaging with end-users effectively. It eliminates the hazards tied to insecure email exchanges, informal conversations, and fragmented discussions. As IT professionals face the challenge of managing an ever-growing array of devices, data, and user accounts, adding a collaboration and intranet solution to your resources allows for the secure and easy distribution of IT documentation while collaborating with end-users. Packed with features reminiscent of IT Glue, MyGlue includes essential tools such as a password vault, checklists, and advanced security options like audit trails, version history, and SOC 2 compliance, ensuring that end-users have everything they need for successful password and document management. The newly introduced MyGlue help center streamlines the sharing of crucial documents, providing useful guides and tutorials at your fingertips. Discover a holistic approach to managing communication, documentation, and password handling across your organization and all teams, guaranteeing that everyone remains connected and well-informed. This integrated solution not only enhances productivity but also fosters a collaborative atmosphere within your workplace, making it an invaluable asset for any organization. With MyGlue, your team can confidently navigate the complexities of modern IT management while staying synchronized and engaged.

Quoter is a cutting-edge, cloud-based solution tailored for managed service providers (MSPs) that enhances the quote-to-cash workflow by automating over 30% of sales-related activities. It effortlessly connects with various systems including PSA, CRM, distributors, payment gateways, and accounting applications to pre-fill information regarding clients, products, and pricing. The platform supports an infinite variety of customizable line items and bundles, provides volume discounts, accommodates multi-currency pricing, and ensures precise tax and shipping calculations through integrations with tools like Avalara. Additionally, Quoter enables e-signatures and payment processing via platforms such as Stripe, PayPal, and ConnectBooster. Users can also take advantage of tailored branded templates and product configurators that feature both optional and single-select items, along with distributor pricing that reflects real-time inventory levels. To further boost efficiency, the platform includes email tracking, automated follow-up reminders, workflows for managerial approvals, and meticulous tracking of costs and margins, complemented by extensive reporting features on quotes, margins, user activity, and product performance. In addition, companies can leverage its powerful analytics to make strategic decisions, refine their sales strategies, and ultimately drive growth in a competitive market.

Support Fusion serves as a no-code integration solution tailored specifically for Managed Service Providers (MSPs) that work with enterprise clients. It efficiently synchronizes tickets across various ITSM systems such as ServiceNow, Jira, and Zendesk, while also integrating with MSP PSA tools like ConnectWise, Autotask, and HaloPSA. This application facilitates seamless bidirectional syncing of tickets, statuses, comments, and attachments, ensuring that all involved parties are kept up-to-date without the burden of repetitive tasks. By utilizing this solution, MSPs can save considerable time each week, avoid SLA breaches, and generate accurate reports with minimal manual effort. Designed for mid-to-large MSPs catering to enterprise clients, Support Fusion minimizes unnecessary work duplication and promotes growth by converting support data into actionable insights. Users can rapidly kickstart the integration process through our prebuilt connectors and straightforward setup, negating the necessity for custom scripts or extensive development, thus making it an effective option for businesses aiming to improve their service delivery. Furthermore, the platform's intuitive interface allows teams to quickly adapt to the system, enhancing overall operational efficiency and productivity. With Support Fusion, MSPs are empowered to focus more on value-added tasks rather than administrative burdens.

Kahrbon represents a cutting-edge, cloud-based solution for optimizing workplace operations, featuring an array of tools that streamline visitor management, meeting documentation, and follow-up procedures. It empowers facilities and security teams to effectively manage essential tasks such as lobby check-in, desk allocation, pre-registration, kiosk functionality through tablets and web browsers, QR code check-ins, badge creation, visitor agreements, watchlist evaluations, host alerts, occupancy monitoring, and record exportation. The platform's extensive meeting capabilities enable users to record Microsoft Teams sessions, produce transcripts with speaker identification, and generate AI-enhanced summaries, decisions, and assigned action items, along with supporting agenda formulation and follow-up tracking. Additionally, supplementary modules connect these records to crucial workflows, briefs, sales pitches, board materials, and internal communications, creating a cohesive operational framework. Tailored specifically for the demands of facilities, security, and office managers, as well as managed service provider (MSP) partners who service client environments, Kahrbon guarantees a fluid operational experience. Ultimately, Kahrbon significantly boosts workplace productivity and collaboration through its diverse range of functionalities, making it an indispensable tool for modern organizations.

PyraLink Prove is a cloud compliance evidence platform tailored for security, compliance, and cloud engineering teams as they prepare for audits. It collects configuration data via secure, read-only links to major cloud service providers like AWS, Microsoft Azure, and Google Cloud, while also checking settings for Microsoft 365 and Google Workspace. The output is in line with several compliance standards, such as ISO 27001, SOC 2, Cyber Essentials, NIS2, and DORA. The platform produces verifiable records of evidence that are digitally signed and time-stamped, facilitating independent verification and helping teams evaluate prioritized findings, recommended solutions, and necessary approvals. Moreover, it provides optional workflows that can dispatch approval requests to Microsoft Teams and synchronize findings with HaloPSA. Notably, the scanning process does not require the installation of agents or modifications to the linked cloud environments, thereby placing the onus of reviewing and implementing corrections on the customers. Typical use cases include audit preparation, regular assessments of cloud configurations, and supplying evidence to both assessors and clients. This all-encompassing solution not only promotes collaboration but also simplifies the compliance journey for teams navigating intricate cloud ecosystems, ultimately fostering a more efficient auditing process.

Salesbuildr is a cloud-based sales platform specifically designed for managed service providers (MSPs), which combines distributor catalogs and pricing with tools for creating quotes, proposals, and managing sales pipelines. Sales teams can easily generate quotes using synchronized product catalogs, establish pricing and approval processes, and send out customized online proposals that feature client selections and digital signatures. Once quotes receive approval, they can automatically sync with systems like Autotask, ConnectWise Manage, or HaloPSA, and also support CRM integration with HubSpot. The platform offers additional capabilities such as recurring contracts, leasing calculations, multi-currency quoting, and localized proposal content, alongside features for prospecting and whitespace analysis to identify service gaps in client portfolios. A unique branded storefront is also available for self-service ordering, significantly improving the user experience. Moreover, the inclusion of a public REST API and webhooks allows for tailored integrations to meet diverse business requirements. Overall, Salesbuildr is meticulously designed to empower MSP sales teams to efficiently manage products and services sourced from distributors, while also effectively handling ongoing agreements and tracking customer opportunities to drive growth. This comprehensive approach ensures that sales representatives have all the necessary tools to succeed in a competitive marketplace.

Uniportal is a cloud-based platform focused on AI operations, specifically designed for managed service providers (MSPs). This platform seamlessly connects an AI agent with the service desks and operational tools used by MSPs, such as PSA, RMM, identity management, documentation, and cloud distribution systems. The sophisticated AI agent is capable of understanding the context of support tickets and follows predefined natural-language procedures, enabling it to either recommend or carry out authorized troubleshooting and account management tasks, with tailored approval settings for various tools and actions. MSPs are provided with the option to personalize runbooks according to their clients' needs, while technicians can oversee the agent's functionality throughout the ticketing process. Moreover, there is a client portal that allows end users to submit requests and create tickets. Uniportal is specifically aimed at enhancing the efficiency of MSP helpdesk teams by effectively handling routine Level 1 and Level 2 tasks, like password resets and account adjustments. As a result, a job that usually takes a technician approximately 45 minutes can be reduced to just 2 minutes for evaluation. This remarkable streamlining not only boosts productivity but also significantly elevates the quality of service provided to clients, ultimately fostering better client relationships and satisfaction.

TechSavve RMM provides a robust solution tailored for remote monitoring and management, incorporating integrated professional services automation (PSA) specifically designed for managed service providers as well as IT departments. The software is versatile in its deployment options, able to run on a Linux server, be installed on a Windows server for smaller office configurations, or be hosted by DFWTechPros. Its agentless collector effectively manages servers, computers, networking devices, hypervisors, and cloud accounts through various protocols and APIs, thereby removing the necessity for a dedicated agent on each monitored device. This platform offers a seamless integration of features such as alerting, automated remediation, patch management, remote access, scripting, reporting, a customer portal, and a secure password vault, enhancing overall functionality. Included within its PSA features are essential functions like ticketing, service-level agreements, time tracking, and invoicing, with the added capability of tickets interfacing with other external PSA systems. Additionally, mobile applications for both iPhone and Android provide users with convenient access while on the move. Designed to cater to the needs of IT service providers and internal IT departments managing diverse customer environments or multiple sites, this software serves as a crucial tool for improving efficiency and organization. To give potential users a taste of its comprehensive features, a free 30-day trial is available, allowing them to experience the platform’s capabilities before making a commitment. Ultimately, TechSavve RMM stands out as a pivotal resource in the realm of IT management solutions.

FlexPoint revolutionizes the payment procedure, making it both simple and efficient, which significantly improves your cash flow. By streamlining your billing processes through automation, you can enhance productivity while ensuring that payments are received on time. Eliminate the hassle of repetitive manual tasks and make payment collection a breeze. The platform facilitates full automation of the reconciliation process, covering everything from invoicing to deposits. Clients benefit from secure online payment options, allowing you to maintain your brand's strong reputation. Provide an invoicing experience that mirrors the exceptional customer service you offer. This comprehensive tool is tailored to accelerate your business growth with its efficient payment solutions. Without the need for long-term contracts, you can foreseeably manage your cash flow and avoid any unforeseen financial challenges thanks to our sophisticated billing automation functionalities. You have the ability to set customized rules for automatic invoice payments, whether you choose to apply them to all clients or select specific ones. This effectively removes the tedious chore of manual payment reconciliation across different tools, fostering a more streamlined financial operation. Witness the positive shift in your billing methods and relish the advantages of improved operational transparency, ultimately leading to better financial decision-making.

Leverage our effective strategy to enhance your team's sales through up-selling and cross-selling based on their activities while keeping track of essential business metrics. BeeCastle's advanced recommendation systems, checklists, and AI-powered suggestions are informed by the analysis of over $5 billion in sales activity and more than 10 million business interactions, enabling you to manage accounts with assurance. As a versatile plug-in, BeeCastle seamlessly integrates with your existing software, allowing for automation across platforms like Microsoft Outlook, Teams, and Xero, thus streamlining your workflow and maximizing efficiency.

SuperIT is an AI-powered IT support automation platform that helps IT teams and managed service providers resolve incidents and service requests autonomously, safely, and around the clock. Unlike chatbots, ticketing tools, or simple triage systems, SuperIT is designed to diagnose and fix real IT problems end to end. The platform deploys its own specialized RMM agent across managed devices to collect live telemetry and understand the technical state of each environment. That data is combined with cloud integrations to create a digital twin that represents the current state of users, devices, systems, and configurations. SuperIT also learns the ideal state by analyzing prior tickets, documentation, knowledge bases, runbooks, and support standards to build reusable skills for resolving issues. With current state and ideal state in context, the agent can investigate problems, execute approved actions, follow up with users, document work, close tickets in the PSA, and escalate only when human judgment is required. It integrates with major PSA, RMM, security, identity, backup, cloud, endpoint, documentation, and networking tools, including ConnectWise, Autotask, HaloPSA, Microsoft 365, Intune, Entra ID, Okta, Datto, Veeam, NinjaOne, SentinelOne, CrowdStrike, Fortinet, Cisco Meraki, and many more. SuperIT includes conservative pilot modes, permission inheritance, allowlists, blocklists, approval workflows, tenant isolation, encrypted data handling, full auditability, and portable data exports to keep teams in control. The platform helps reduce level-one workload, shrink ticket queues, improve after-hours coverage, and deliver consistent white-glove support without hiring additional technicians for every new client. It also gives escalated engineers richer context, including hypotheses, evidence, commands run, recommended next steps, notes, statuses, and time entries.

Sage 300 is an all-inclusive software solution designed for comprehensive business management. With more than 40,000 users across 150 nations and various industries, it has established itself as a reliable choice. This software effectively oversees finances, operations, and inventory, offering a cost-effective alternative to traditional ERP systems. It enables management across diverse locations, languages, currencies, and regions seamlessly. You can connect, analyze, and generate reports on multiple business units, companies, subsidiaries, and countries within your organization, simplifying the handling of various entities. It centralizes processes such as accounting, operations, inventory, and distribution into a single application, enhancing efficiency. Additionally, it offers cloud-based financial tools that are top-tier for organizations operating in multiple locations and entities. The platform features a multi-currency and multi-lingual interface, allowing for flexible financial transactions. Users can manage the entire sales cycle and automate order processes directly in Sage 300. Furthermore, it facilitates the management of contractor and subcontractor expenses and time, while also allowing for the inclusion of stakeholders in the process, making it a comprehensive tool for modern businesses.

Optimize365 is a cloud-centric solution aimed at enhancing security posture management for Microsoft 365, specifically created for managed service providers (MSPs), managed security service providers (MSSPs), and IT departments overseeing multiple Microsoft 365 tenants. The platform assesses tenant configurations against predefined security benchmarks, identifies configuration discrepancies and potential risks, and enables automated correction of security settings within Microsoft 365. A centralized multi-tenant dashboard improves visibility across diverse client environments, while features such as change tracking and compliance framework mapping empower teams to efficiently monitor security status over time. In addition to generating reports for clients, it conducts assessments for AI readiness and performs audits on app registrations, ensuring thorough oversight. Optimize365 connects to Microsoft 365 using Microsoft Graph and offers integration with professional services automation (PSA) tools to facilitate the incorporation of security insights into operational workflows. Its intuitive interface further enables IT teams to manage security more efficiently and respond promptly to emerging threats, ultimately enhancing their overall security posture. Moreover, by simplifying complex security processes, Optimize365 allows organizations to focus on their core competencies while maintaining robust security measures.