CSAT, NPS, and 5-star Surveys for Halo PSA Teams
Live in minutes
70+ Integrations
No extra tools for most setups
Up and running in under 10 minutes
Connect
Authenticate Halo PSA in Simplesat. Contacts sync on activation and refresh daily - no CSV exports.
Configure
Embed one-click surveys in closure emails or trigger on resolve. Scores sync to contacts.
See results
Ratings post back as notes and sync to fields. Negatives can trigger follow-up tickets.
Why Halo PSA teams use Simplesat
Halo PSA runs MSPs in one plan. Simplesat adds branded surveys and MSP reporting.
Surveys clients complete
One-click CSAT, NPS, and 5-star embed in closure emails - branded, mobile-ready.
Feedback where agents work
Every rating posts back to the Halo PSA ticket as a note and syncs to custom fields.
Reporting built for MSPs
Team and client satisfaction trends plus testimonials from every closed ticket.
Everything the integration does
From automatic sends and one-click surveys to note write-back, contact updates, and follow-up tickets — the full loop.
Embed a one-click CSAT, CES, NPS, or 5-star survey, or a survey link, in the notification emails your platform already sends when a ticket, case, or request closes.
Contacts sync from your platform to Simplesat automatically. Lists, segments, and reporting stay accurate with zero CSV wrangling.
Close a ticket, send a survey. Your helpdesk triggers it—either with a Simplesat survey embed in the closure email, or via an event-based email when the ticket is marked closed—so feedback collection runs itself: no agent effort, no manual exports, no missed customers.
Every survey response arrives enriched with ticket, conversation, or case context like ID, subject, priority, assignee, requester, and custom fields. Analyze satisfaction data using the attributes already tracked in your support platform, without manual tagging.
Customer feedback posts back as an internal note to the original ticket or conversation. Agents see their feedback immediately without leaving their queue, and managers get context during reviews and reports.
Feedback can be actioned immediately by creating a ticket in your helpdesk. Close the loop with unhappy customers before they churn, and make sure the positively engaged customers hear back too!
Each contact's record carries their latest CSAT, NPS, and sentiment, visible to anyone who opens it and usable in any segment, view, or automation you build on top.
All related feedback information syncs to custom fields in your helpdesk, accessible directly where the data can be made useful.
What you need
Halo PSA
plan:
All Halo PSA plans (single all-inclusive)
Simplesat plan:
Standard or higher
Permissions:
Halo PSA admin access for email templates
Setup time:
Under 10 minutes
Halo PSA is a modern professional services automation platform for MSPs and IT providers, with an all-inclusive single plan and no locked features at about £69 per agent per month. It covers ticketing, projects, assets, billing, SLAs, and client management.
The Simplesat integration embeds one-click CSAT, NPS, and 5-star surveys in Halo PSA's closure emails, with ticket attribution and ratings written back as notes and custom fields. Negatives can trigger follow-up tickets.
Works with your whole stack
Frequently asked questions
How does the Halo integration actually work?
Connect Halo and surveys send when tickets close. Contacts and custom attributes sync daily, so you can target NPS sends by VIP status, account, or any field you track. Scores write back to ticket fields, and negative feedback can create follow-up tickets automatically.
Do my agents need a Simplesat login?
No. Customer ratings land right on the ticket in your helpdesk, so agents see their feedback without logging into Simplesat at all. Only the people who build surveys, dashboards, and reports - your admins and managers - need a seat.
Can negative feedback automatically create a follow-up ticket and alert the right people?
Yes. When negative feedback arrives, Simplesat can create a follow-up ticket in your helpdesk, alert the right manager and agent instantly, and tag the original ticket, so service recovery starts in minutes.
How is Simplesat different from my helpdesk's built-in CSAT?
Built-in CSAT gives you a score. Simplesat gives you the full picture: follow-up questions with conditional logic, segmentation by team and brand, trend reporting, AI topic detection, and automated routing when scores drop. The result is higher-quality, more actionable feedback.
Can customers leave reviews on Google or Trustpilot?
Yes. Thank-you pages can invite customers to share their experience on Google, Trustpilot, or another review site you choose. You control which surveys include the invitation and how it's presented.
Do integrations or API access cost extra?
No. Integrations, API access, and webhooks are included on every plan. The one exception is Salesforce, which starts on Pro because it typically involves custom objects and deeper setup. Enterprise adds custom-built integrations from our team.
Do I need a developer to set up integrations?
No. Standard integrations are a Marketplace install and a few configuration steps. No code required. Our API is available for custom builds, but most teams never need it.
How does feedback data sync with my helpdesk?
Automatically. Ratings and comments post back to the ticket, as comments, tags, or custom fields, depending on your helpdesk. That means agents see feedback right where they work, and your existing reporting stays intact.That means agents see feedback right where they work, your existing reporting stays intact. Every response links back to its original ticket.
