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Description
HaloCSM is an integrated customer management platform built to support sales, marketing, service, and customer relationship management from a single application. Rather than requiring organizations to purchase separate modules for different departments, HaloCSM combines pipelines, campaigns, ticketing, reporting, knowledge, portals, and automation in one environment. Sales teams can capture and score new leads, automatically route prospects, manage multiple pipelines, and generate weighted forecasts. Workflow automation can trigger tasks, approvals, and follow-ups as opportunities move through different stages of the sales process. Marketing and service teams can use the same customer record to view emails, campaign activity, deals, support tickets, and other interactions throughout the relationship. AI functionality is incorporated into the platform to assist with automation, productivity, and customer-facing workflows. Administrators can configure fields, pipelines, dashboards, and automations without depending heavily on outside consultants or custom development. HaloCSM also supports integrations with email, telephony, ERP, accounting, collaboration, and other business systems through APIs, webhooks, and native connections. Security, governance, multiple deployment options, audit capabilities, and compliance features make the platform suitable for organizations that need a scalable customer management system with broad operational coverage.
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
Yes
API Access
Has API
No
Integrations
Autotask PSA
Yes
ConnectWise Automate
Yes
Active Directory
Yes
Amazon Seller Central
Yes
Device42
Yes
Facebook
Yes
Facebook Ads
Yes
Facebook Messenger
Yes
Forethought
Yes
Freshdesk
Yes
Integrations
Autotask PSA
Yes
ConnectWise Automate
Yes
Active Directory
No
Amazon Seller Central
No
Device42
No
Facebook
No
Facebook Ads
No
Facebook Messenger
No
Forethought
No
Freshdesk
No
Pricing Details
£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Price per user decreases as you grow
Free Trial
No
Free Version
No
Pricing Details
$49 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
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
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
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
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
Invarosoft
Founded
2017
Country
United States
Website
www.invarosoft.com/happysat/
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
No
Customer Service
Alerts / Escalation
Yes
Appointment Management
Yes
Call Center Management
No
Email Management
Yes
Knowledge Base
Yes
Live Chat
Yes
Performance Metrics
Yes
Queue Management
Yes
Self Service Portal
Yes
Social Media Integration
Yes
Surveys & Feedback
Yes
Virtual Assistant
Yes
Workflow Management
Yes
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
