HappySat

HappySat

Invarosoft
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+

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About

HappySat is a customer feedback platform built for MSPs that streamlines both CSAT (Customer Satisfaction) and NPS (Net Promoter Score) surveys through integration with PSA tools. It captures client feedback via a four-smiley-face CSAT system for everyday tickets, projects, and onboarding, while NPS surveys measure overall satisfaction. It provides real-time reporting and alerts, enabling MSPs to celebrate successes and promptly address negative responses. Seamless embedded survey functionality (via snippet code) works with major PSA systems, such as ConnectWise, Autotask, Kaseya BMS, Halo PSA, Syncro, and RepairShopr, making setup quick and centralizing feedback within existing workflows. HappySat can be used standalone or as part of Invarosoft’s Stack Saver bundles, offering comprehensive feedback collection and analysis in one platform.

About

Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Customer-focused MSPs and service providers who want integrated, survey-based feedback (CSAT & NPS) directly within their PSA environment to enhance service quality and client retention

Audience

vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version Not Supported
Free Trial Supported

Pricing

$60 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Invarosoft
Founded: 2017
United States
www.invarosoft.com/happysat/

Company Information

Strategy Overview
United States
www.strategyoverview.com

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Categories

Customer Feedback Supported
MSP Supported

Categories

MSP Supported

Integrations

Autotask PSA Supported
ConnectWise Automate Supported
HaloPSA Supported
Simplesat Supported
Syncro Supported
Atera Not Supported
Gravity Forms Not Supported
Kaseya BMS Not Supported
Liongard Not Supported
Microsoft 365 Not Supported
Microsoft Forms Not Supported
Microsoft Power BI Not Supported
NinjaOne Not Supported
RepairShopr Supported
Rewst Not Supported
ServiceNow Not Supported
Wise-Pay Not Supported
Zendesk Not Supported
Zendesk Chat Not Supported
Zendesk Guide Not Supported

Integrations

Autotask PSA Supported
ConnectWise Automate Supported
HaloPSA Supported
Simplesat Supported
Syncro Supported
Atera Supported
Gravity Forms Supported
Kaseya BMS Supported
Liongard Supported
Microsoft 365 Supported
Microsoft Forms Supported
Microsoft Power BI Supported
NinjaOne Supported
RepairShopr Not Supported
Rewst Supported
ServiceNow Supported
Wise-Pay Supported
Zendesk Supported
Zendesk Chat Supported
Zendesk Guide Supported
Claim HappySat and update features and information
Claim HappySat and update features and information
Claim Strategy Overview and update features and information
Claim Strategy Overview and update features and information