KrispCall x Halo PSA

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.
Instant Calling & Messaging
Automatic Note Synchronization
Fast Access to Customer Interaction History
Real-Time Alerts
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.

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
All Interactions in One Dashboard
Faster Ticket Response Times
Clear Call Insights for Better Decisions
Complete Service Management in One Place
Boosting Sales, Marketing, and Remote Work
Sales Team

Marketing Team

Remote Team

Integrate HaloPSA with KrispCall easily with our guide
Log in to KrispCall
Sign in to your KrispCall account and go to the “Settings” menu.
Go to Integrations
Under “App Settings,” click on Integrations and locate “HaloPSA” among other available options.
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.
Complete Setup
Click the “Next” button to finish the integration process. You’ll see HaloPSA listed as an active integration.
Frequently Asked Questions
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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.