ConnectWise/Halo Ticket Surveys

ConnectWise/Halo Enhanced Premium CSAT Plans

How it works

First, we integrate with your current ConnectWise/Halo account to pull some basic information such as: service tickets, engineer names, time entries, etc.

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Send Surveys

Next, we send surveys to the contacts that are attached to the ticket asking a couple questions:

  • How was the overall service of your company?
  • How well did the individual engineers do on that specific ticket?

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Collect Responses

After you collect some responses, view your personalized reports to maintain/improve your reputation. Our reports are great for:

  • Business reviews with your clients
  • Internal engineer ranking
  • Company benchmarking with other ConnectWise/Halo companies

Post them on your profile

Don't forget to post these reviews to your public profile. This way, popular search engines can index these reviews and help show off your reputation for the world to see.

ConnectWise/Halo Enhanced Premium CSAT Plan Comparison

Plans NEW!
CSAT FREE
Premium CSAT Premium CSAT + Profitability
Monthly Pricing Free Starts at $129 per month Starts at $249 per month
Onboarding Fee $95 - Optional $149 - Optional $349 - Required
CSAT Surveys & Reporting
Surveys through ConnectWise/Halo Closed Loop
Service Ticket Reporting for past 6 months
External Email Ticket/Project Sync and NPS Surveys -
CSAT reporting up to 2 years, Engineer Leaderboard, and More -
ESAT - Employee Satisfaction -
Individual Technician CSAT Scores per Ticket -
Technician & Account Manager User Level Dashboards -
Reputation Marketing
Post ALL CSAT Responses as BizRatings Online Reviews
Review Widget for your Website
Post select CSAT Responses as BizRatings Online Reviews -
Google Review Feature -
Settings & Notifications
Low Score Notifications
Notifcations for Daily Summaries, Employee Reminders and More -
Client API Access -
Multi Factor Authentication - DUO/Google -
Custom Tags for Clients and Staff -
Financial Reports
Financial Profitability Reporting - -



Pricing

ConnectWise/Halo Enhanced Premium CSAT Plan Pricing

Pricing is based on number of ConnectWise/Halo Regular and Subcontractor Licenses

Plans Up to 10 CW/Halo Licenses/Users 11 to 25 CW/Halo Licenses/Users 26 to 50 CW/Halo Licenses/Users 50+ CW/Halo Licenses/Users
Premium CSAT*
  • CW/Halo Integrated Ticket Surveys
  • CW/Halo Integrated NPS Surveys
  • CW/Halo Integrated Project Surveys
  • CW/Halo Integrated Customer Journey Surveys
  • Premium Reputation Marketing
  • Custom Email Notifications
  • Engineer Leaderboards
  • Employee Satisfaction - ESAT
  • Premium Google Review Add-On
    • - Drive traffic to your Google Business page
    • - Includes reviews for Facebook, Yelp, G2 Crowd, etc
$129
Monthly per instance
$249
Monthly per instance
$369
Monthly per instance
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*Onboarding fee for Premium CSAT - One Time fee of $149 (Optional)
**Onboarding fee for Premium CSAT + Profitability - One Time fee $349 (Required)

Have any questions?


Don't hesitate to reach out to our if you have any questions. Please feel free to contact us at sales@bizratings.com to get help from our awesome team.


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