MSPs already have plenty of signals that suggest how a client feels—aging hardware, recurring issues, slower-than-average ticket resolution, and more. But those signals don’t tell the full story.
That’s why we’re introducing new CSAT integrations with HaloPSA, SmileBack, and Autotask. Now, you can bring customer satisfaction data directly into the ScalePad ecosystem and track how satisfaction changes as service improves.
What you get with the SmileBack, Autotask, and HaloPSA integrations
With these new integrations, Lifecycle Manager helps you:
- See client satisfaction where you work.
CSAT becomes part of your client analytics view—not a separate login or spreadsheet.
- Identify at-risk clients faster.
Spot unhappy clients early and prioritize outreach before frustration turns into churn.
- Connect service delivery to outcomes.
As Lifecycle Manager highlights service delivery levels for each client, CSAT helps validate whether changes are actually improving the client relationship.
- Track improvements over time.
Monitor CSAT trends as you make operational changes and process improvements.
Data we collect from SmileBack, Autotask, and HaloPSA
CSAT features focus on the essentials:
- Client-level CSAT score in your Client Analytics Dashboard so you can quickly understand how each client feels about your service.
- CSAT trends over time so you can track whether the changes you make to service delivery are actually improving customer satisfaction.
Why did Lifecycle Manager integrate with SmileBack, Autotask, and HaloPSA?
ScalePad is focused on helping MSPs create impactful Customer Success programs. Surfacing whether clients are satisfied with their service, directly where MSPs manage client relationships, is an important first step in building trusting, long-lasting customer relationships.
Lifecycle Manager can already highlight signals that correlate with satisfaction such as old devices or slower ticket resolution. But to confidently measure success (and to see if changes are improving scores), MSPs need to see CSAT itself—and how it fluctuates over time.
These integrations help Lifecycle Manager support MSPs in:
- Finding clients who are unhappy
- Identifying opportunities to improve service delivery
- Confirming progress by watching CSAT rise as service improves
Get started today
If you’re already using SmileBack or Autotask with Lifecycle Manager, you can enable the integration from the Integrations page and be up and running in minutes.
If you're using HaloPSA, CSAT data will begin syncing automatically once your HaloPSA integration is connected—no additional setup required beyond your existing integration.
Need detailed setup steps? See the help articles for Autotask and SmileBack.
Not using Lifecycle Manager yet? Book a demo to see how it helps MSPs automate QBRs, strategically manage accounts, and create a consistent client experience.
