The easiest way to get customer feedback through ConnectWise
Integrate CSAT (Customer Satisfaction) or CES (Customer Effort Score) feedback into your ConnectWise ticket notifications and automates quarterly email NPS (Net Promoter Score) surveys.
How Simplesat works with ConnectWise
Add CSAT or CES surveys to closed ticket emails
Embed one-click CSAT or CES surveys directly into closed status ConnectWise ticket notifications.
- Easy copy/paste process takes less than 5 minutes
- Add different surveys to different ConnectWise boards
- Including survey in existing notifications means no extra emails for your clients
Sync ConnectWise ticket details with feedback
Gain further context about feedback by retrieving ticket info through the ConnectWise API.
- Sync contacts, companies, boards, departments, ticket owners, and resources
- Link team members with ticket owners, or the member with most time entered
Add feedback to internal notes
Sync ratings with ConnectWise ticket notes to increase the visibility and transparency of your service board.
- Display ratings and comments directly in ticket notes
- Make it easy for techs to see feedback without switching tools
Update ConnectWise custom fields with feedback
Connect ratings with ticket custom fields to enable automations and detailed reporting.
- Sync ratings and comments with specific custom fields
- Can be used for ConnectWise workflows, automations, or reporting
Import and sync ConnectWise contacts
Getting your contacts into Simplesat enables automating surveys, and makes sure your records are always up to date.
- Sync contact and company attributes daily
- Ensure survey audiences are correctly targeted
- Filter reports by contact and company attributes
Automate NPS surveys
Put your quarterly customer surveys on autopilot by emailing directly from Simplesat.
- Create target audiences based on synced ConnectWise contacts
- Send branded emails from your domain
- Simplesat is a licensed Net Promoter Score vendor
Detailed client reporting
Create reports for a client, group of team members, or any other information you’re looking to present or explore.
- View survey score, stats, trends and leaderboards
- Filter by company, customer, team member, or any ConnectWise attributes synced through tickets or contacts
- Drill down to see details for any specific stat or time period
