KrispCall x Halo PSA

KrispCall x HaloPSA
Close Tickets. Win Deals. All-in-One Workspace

Connect KrispCall with HaloPSA to track calls, sync contacts, and close tickets faster. Fewer tabs, more clarity–for MSPs that mean business.

KrispCall x Halo PSA desktop
KrispCall x Halo PSA mobile

HaloPSA Integration Overview

HaloPSA Integration for Increased Functionality of KrispCall Call Center Software

Boost operational efficiency by bringing all your call center functions into the HaloPSA ecosystem.

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Instant Calling & Messaging

Make calls and send SMS messages directly from within HaloPSA. No need to switch between tools, just click to connect and interact instantly.
Automatic Note Updates

Automatic Note Synchronization

Any notes added during or after calls sync in real-time with the relevant ticket or contact in HaloPSA. No details are lost, no double work is done.
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Fast Access to Customer Interaction History

Find past call logs, messages, and voicemails instantly inside HaloPSA. Know exactly who you interacted with and when without searching through different databases.
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Real-Time Alerts

Get live notifications inside HaloPSA for inbound calls, voicemails, and messages. Respond quickly, reduce missed interactions, and meet your service-level agreements (SLAs) more effectively.

Resolve Tickets Faster with KrispCall + HaloPSA

Sync calls and messages to HaloPSA instantly. Cut delays, track every interaction, and deliver next-level client support with KrispCall’s HaloPSA integration.

Install KrispCall Browser Extension to enable Click to Call functionality.

Install the KrispCall browser extension to enable Click-to-Call functionality with just one click.

The extension integrates smoothly, allowing your team to make calls without leaving the platform. Save time, stay focused, and boost call efficiency in your workflow.

Install KrispCall Browser Extension to enable Click to Call functionality KrispCallxActiveCampaign img

Make Calls Directly From HaloPSA

With KrispCall integrated, you can place calls in HaloPSA with a single click. Whether you’re in a service ticket, client profile, or calendar view, just click and call. You no longer need to toggle between apps or devices, keeping your workflow smooth and hassle-free.

Each call is automatically linked to the relevant ticket or contact, keeping your call history centralized and eliminating the need for manual logging. No more struggling with phone numbers or losing track of which client you’re calling about.

Send Text Messages Instantly from HaloPSA

Send appointment reminders or quick updates with  KrsipCall’s SMS features right from HaloPSA. There’s no need to jump to another tool. You can text a client about their appointment while looking at their tickets.

All messages are synced with the client record, giving your team a complete overview of every interaction across channels. Whether someone called, tested, or emailed, you’ll see it all in one place, so your clients get consistent help no matter how they reach out.

Never Lose Track of a Conversation

KrispCall stores all call recordings and voicemails inside the HaloPSA account. Your team can replay client calls at any time, making them ideal for follow-ups, internal reviews, and training new team members.

Everything is logged automatically, so your support staff and account managers always have the full context of each interaction. You can also use them to resolve disputes or clarify client requirements and reference exact conversations months later.

Notes That Sync in Real Time

Take notes during or after a call and have them instantly synced to the associated ticket or client in HaloPSA. Your notes stay organized, searchable, and accessible to the whole team, so when the next person picks up the case, they don’t have to start from scratch.

This real-time sync ensures that critical context isn’t lost and helps your team stay aligned across shifts or departments. Everyone can contribute to the notes, building up a complete picture of what’s going on with each client over time.

Track All Inbound and Outbound Call Activity

KrispCall and HaloPSA integration provide detailed reports of incoming, outgoing, and missed calls. You can track client engagement over time, monitor team activity, and follow up quickly on missed calls to ensure nothing slips through the cracks.

Use this data to optimize workflows, identify peak call times, and identify interaction patterns that help you allocate resources more effectively. You’ll catch client needs before they become urgent issues and help managers to coach their teams early on.

Benefits of integrating HaloPSA with KrispCall

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All Interactions in One Dashboard

Handle calls, voicemails, and messages directly within HaloPSA. With KrispCall, every interaction is automatically logged, which means no need to toggle between tools and no missed updates.
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Faster Ticket Response Times

Get real-time alerts for incoming calls and voicemail. Respond to client issues faster and improve your SLA compliance with instant access to interaction history.
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Clear Call Insights for Better Decisions

Track call volume, duration, and direction across teams. Use call metrics to identify trends, optimize technical workloads, and strengthen client interaction strategies.
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Complete Service Management in One Place

Every call and message automatically links to the right ticket and contacts in HaloPSA through KrispCall’s integration, creating a complete service history that grows with your business.

Boosting Sales, Marketing, and Remote Work

Sales Team

Instantly access client details and call history for smooth follow-ups.
Every call automatically records in HaloPSA for complete conversation tracking.
Reach more prospects with KrispCall's click-to-call feature.
Get notifications for missed calls and voicemails to capture opportunities.
Review call recordings to refine sales techniques and boost results.
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Marketing Team

Use call and messaging insights to optimize marketing strategies.
Collect customer feedback efficiently to enhance campaigns.
Share call details with sales teams for better lead conversion.
Track campaign effectiveness through detailed interaction records.
Improve marketing performance by analyzing client conversations.
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Remote Team

Access unified client data remotely to keep teams synchronized.
Collaborate using shared contact numbers for consistent support.
All call logs are automatically logged for easy access and better organization.
Maintain uniform client experiences with current information.
Receive instant updates on calls, texts, and voicemails.
Boosting Sales, Marketing, and Remote Work 2

Integrate HaloPSA with KrispCall easily with our guide

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Log in to KrispCall

Sign in to your KrispCall account and go to the “Settings” menu.

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Go to Integrations

Under “App Settings,” click on Integrations and locate “HaloPSA” among other available options.

Go to Integrations
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Connect HaloPSA to KrispCall

Click the “Connect” button below HaloPSA. Enter the HaloPSA URL from your HaloPSA account in the pop-up window to authorize.

Integrate HaloPSA with KrispCall easily with our guide
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Complete Setup

Click the “Next” button to finish the integration process. You’ll see HaloPSA listed as an active integration.

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Frequently Asked Questions

Didn’t find the Answer you were looking for? Visit our Help Center or Contact Support

Yes! With KrispCall integrated, you can place calls directly from the HaloPSA interface using the Click-to-Call feature.

Absolutely. Every call, voicemail, and SMS is automatically logged and associated with the correct ticket or contact in HaloPSA for complete visibility.

Yes! You can send and receive SMS messages directly within HaloPSA, and every conversation is synced and stored under the correct client record.

Definitely, this integration is designed with Managed Service providers in mind. This makes it easier to manage client interactions, ticket updates, and service delivery, all in one place.

Yes. KrispCall syncs with HaloPSA in real-time, ensuring contact, ticket, and conversation data remain up-to-date and accurate across platforms.

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