CSAT and NPS Surveys Inside Kaseya BMS
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70+ Integrations
No extra tools for most setups
Up and running in under 10 minutes
Connect
Authenticate Simplesat with Kaseya BMS. Simplesat pulls ticket details and prepares your templates.
Configure
Embed a CSAT, NPS, or 5-star survey in BMS closed-ticket emails. It fires on resolution.
See results
Responses post back as internal notes and sync to Simplesat with full ticket context.
Integrating Simplesat with
Kaseya BMS
Why Kaseya BMS teams pick us
Kaseya BMS runs your service desk. Simplesat closes the loop with automated surveys.
Surveys that run themselves
Embed a survey in BMS closed-ticket emails once - every resolved ticket triggers it.
Feedback inside the ticket
Ratings and comments post back to the BMS ticket as internal notes - no leaving the queue.
Leaderboards and trends
Dashboards break scores down by agent, team, client, and period - for reviews and QBRs.
Everything the integration does
Simplesat and Kaseya BMS close the loop — automated surveys, feedback written back to tickets, and follow-up actions.
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.
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!
What you need
Kaseya BMS
plan:
All Kaseya BMS plans
Simplesat plan:
Standard or higher
Permissions:
Kaseya BMS admin for notification emails
Setup time:
Under 10 minutes
Kaseya BMS is a cloud-based Professional Services Automation platform for managed service providers, combining service desk, CRM, project management, billing, time tracking, and inventory in one console. It's part of the Kaseya IT Complete stack.
The Simplesat integration embeds CSAT, NPS, or 5-star surveys in BMS closed-ticket emails, triggering on resolution. Responses post back as internal notes and sync to Simplesat with full ticket context.
Works with your whole stack
Frequently asked questions
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.
Can I delay surveys until an issue is really resolved, and prevent over-surveying?
Yes. Set a delay so surveys send only after the conversation is truly resolved, matched to your reopen window. Suppression rules stop anyone from being surveyed too often, and you can exclude topics, inboxes, or tags entirely.
Can customers answer with one click in the email?
Yes. The first click in the email records the rating instantly, even if the customer never opens the follow-up page. Anything they add after that, comments or extra answers, enriches the same response.
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.
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.
Can I send survey data to tools outside my helpdesk?
Yes. Simplesat pushes feedback to 100+ tools automatically: CRMs like Salesforce and HubSpot, BI platforms like Power BI, spreadsheets like Google Sheets, and communication tools like Slack. No exports, no manual work.
