Gain a singular view into your client’s entire business by integrating your HaloPSA with Lifecycle Manager.
Once synced, Lifecycle Manager pulls client data from HaloPSA to help you make a holistic client strategy, including:
- Contract costs and renewal dates
- Hardware asset details, which get enriched with warranty renewal and purchase dates
- Tickets and time entries also sync, unlocking Analytics in Lifecycle Manager for visibility into effort, trends, and outcomes that drive continuous improvement
- Customer satisfaction (CSAT) data, so you can understand how clients actually feel about your service
Turn service data into client insight
By combining HaloPSA data with Lifecycle Manager, you can:
- See the full client picture in one place
Bring together contracts, assets, tickets, and CSAT into a single view - Identify at-risk clients earlier
Use CSAT alongside service trends to spot dissatisfaction before it leads to churn - Connect service delivery to real outcomes
Understand whether your team’s work is improving the client experience - not just operational metrics - Track improvements over time
Monitor how changes to service delivery impact both performance and satisfaction
What data is synced?
Lifecycle Manager syncs key data from HaloPSA and HaloITSM, including:
- Contracts, costs, and renewal dates
- Hardware assets and warranty data
- Tickets and time entries
- Client-level CSAT scores
- CSAT trends over time
From insight to action
This client data unlocks a host of features that make client engagement easy, including:
- Automated roadmap planning and opportunity tracking
- The ability to build client budgets based on contract renewals, asset refresh cycles, and upcoming initiatives
And when it’s time to execute, you can create both opportunities and tickets in HaloPSA directly from Lifecycle Manager - turning QBR decisions into action without retyping a thing.
Sync back new data
Enable two-way sync in Lifecycle Manager to keep your data in HaloPSA up to date when you make changes — like if you’ve purchased a warranty through Lifecycle Manager and want to keep the new expiry date correct in both platforms.
Learn More about Lifecycle Manager’s features that make client engagement effortless.
