The easiest way to get customer feedback through Halo PSA
Embed CSAT, CES, or NPS surveys directly in Halo PSA’s email templates.
How Simplesat works with Halo PSA
Add CSAT, CES, or NPS surveys to email templates
Embed one-click surveys directly into emails from Halo PSA.
- Easily create Halo PSA surveys
- Easy copy/paste process takes less than 5 minutes
- Embedded surveys mean no extra emails for your contacts
Instant emails
Keep your team on the same page with informative email notifications.
- Each Simplesat user can configure their notification preferences
- Options to receive only certain types of results (ex. only negative ratings with a comment)
- Send notifications to email groups or Microsoft Teams connectors
Detailed 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 synced Halo PSA attributes
- Drill down to see details for any specific stat or time period
