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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

The Strategy Overview is an automation platform designed for vCIOs and quarterly business reviews, created by managed service providers (MSPs) to enhance client strategic planning and facilitate digital transformation. It streamlines the quarterly business review process by automating tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting on Office 365 and asset lifecycles, utilizing a modular template engine driven by the Arya AI agent. This comprehensive system connects with various PSA/RMM tools like ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, as well as Office 365, allowing for the synchronization of essential company data like assets, user lists, tickets, warranties, and licensing information. Clients benefit from a customizable white-labeled portal that presents detailed insights into their strategy, health scores, and essential data points such as asset and user information, tickets, budgets, and roadmaps. Furthermore, the platform automatically refreshes warranty and asset data, which helps MSPs dramatically cut down on quarterly business review preparation time from several hours to mere minutes, while also standardizing processes, highlighting security and compliance insights, promoting proactive recommendations, and transforming assessments into strategic avenues for revenue growth. This innovative approach not only enhances efficiency but also empowers MSPs to deliver more value to their clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Autotask PSA Yes 
ConnectWise Automate Yes 
HaloPSA Yes 
Simplesat Yes 
Syncro Yes 
Accelo No 
Atera No 
BrightGauge No 
Calendly No 
ConnectBooster No 
HubSpot CRM No 
Jotform No 
Kaseya BMS No 
LiveChat No 
Microsoft Forms No 
Microsoft Power BI No 
NinjaOne No 
Quoter No 
Salesforce No 
tawk.to No 

Integrations

Autotask PSA Yes 
ConnectWise Automate Yes 
HaloPSA Yes 
Simplesat Yes 
Syncro Yes 
Accelo Yes 
Atera Yes 
BrightGauge Yes 
Calendly Yes 
ConnectBooster Yes 
HubSpot CRM Yes 
Jotform Yes 
Kaseya BMS Yes 
LiveChat Yes 
Microsoft Forms Yes 
Microsoft Power BI Yes 
NinjaOne Yes 
Quoter Yes 
Salesforce Yes 
tawk.to Yes 

Pricing Details

$49 per month
Free Trial Yes 
Free Version No 

Pricing Details

$60 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Invarosoft

Founded

2017

Country

United States

Website

www.invarosoft.com/happysat/

Vendor Details

Company Name

Strategy Overview

Country

United States

Website

www.strategyoverview.com

Product Features

Customer Feedback

Alerts / Notifications No 
Behavior Analytics No 
Bug Reports No 
Community Feedback Tools No 
Live Chat No 
Negative Feedback Management No 
Net Promoter Score (NPS) No 
Screenshot / Screen Capture No 
Surveys No 
User Testing Tools No 
Video Feedback No 
Visual Feedback Tools No 
Voice of the Customer (VoC) No 
Website Feedback No 

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Alternatives

Alternatives

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