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Description
HaloCRM, an omnichannel customer service solution, is designed for teams that want to improve their efficiency when dealing with customer inquiries. HaloCRM provides a platform that allows teams who interact with customers to manage conversations in any channel. The platform will ingest conversations from Twitter and Facebook, Facebook Messenger and other channels such as SMS, email, chat, phone, and more. This eliminates the possibility of missing inquiries and improves customer satisfaction by opening up more channels of communication. HaloCRM allows you to provide support anywhere. You can keep customers happy by using email, text, voice, chat and more. Big customer service team? Many complex processes? HaloCRM is able to handle all of your complex processes with its powerful workflows that are ready-to-use and drag-and drop configuration. HaloCRM makes it easier to prioritize customers and respond with one unified help desk, complete with built-in customer context to facilitate better conversation tracking.
Description
HappySat is a feedback collection platform designed specifically for Managed Service Providers (MSPs), effectively simplifying the process of conducting both Customer Satisfaction (CSAT) and Net Promoter Score (NPS) surveys through seamless integration with Professional Services Automation (PSA) tools. The system utilizes a four-smiley-face scale to gather client feedback for everyday tasks, projects, and onboarding processes, while NPS surveys assess overall client satisfaction levels. With real-time reporting and notifications, MSPs can easily celebrate achievements and quickly respond to any negative feedback received. The platform features an embedded survey option that integrates smoothly with leading PSA systems like ConnectWise, Autotask, Kaseya BMS, Halo PSA, Syncro, and RepairShopr, ensuring a rapid setup process and centralizing feedback management within current workflows. HappySat can be employed either as a standalone solution or as part of Invarosoft’s Stack Saver bundles, providing a comprehensive tool for collecting and analyzing client feedback in one convenient platform. Furthermore, this versatility enhances the ability of MSPs to improve their services continually based on the insights gained from client responses.
API Access
Has API
API Access
Has API
Integrations
Autotask PSA
ConnectWise Automate
AnyDesk
ChatGPT
Facebook
Facebook Messenger
Forethought
Freshdesk
Google
HaloPSA
Integrations
Autotask PSA
ConnectWise Automate
AnyDesk
ChatGPT
Facebook
Facebook Messenger
Forethought
Freshdesk
Google
HaloPSA
Pricing Details
£59 per user per month
Free Trial
Free Version
Pricing Details
$49 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
HaloCRM
Country
United Kingdom
Website
halocrm.io
Vendor Details
Company Name
Invarosoft
Founded
2017
Country
United States
Website
www.invarosoft.com/happysat/
Product 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
Product 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
