HappSales logo

HappSales

by HappSales · Since 2018
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ActiveAvailable globallyCloud
Quick facts
VendorHappSales
Year launched2018
StatusActive
Location307, Crescent Business, Sakinaka, Andheri (E), Mumbai – 400072
Countries servedGlobal
Languages5
Integrations
Free tier
Free trialYES
Contact salesYES

About HappSales

HappSales is a sales management software from HappSales that provides tools for improving sales performance. It combines features such as lead management, sales analytics, and contact management so teams can effectively track and manage their sales processes. The platform enables users to analyze sales data and monitor team performance, allowing for informed decision-making. HappSales also supports integrations with various CRM systems to centralize data management. Key capabilities: lead management sales analytics contact management integration with CRM performance tracking Best for: sales teams that need to manage their sales pipeline and improve overall sales effectiveness.

HappSales stands out as an award-winning, all-in-one B2B CRM designed to revolutionize client-facing operations across sales, service, receivables, and customer success. Its core strength lies in its AI-powered features, which enable automation, smarter decision-making, and increased sales velocity. The platform emphasizes making CRM not just functional but also engaging and easy to adopt for teams, transforming it into a productivity enhancer rather than a burden. It is trusted by numerous organizations for its comprehensive capabilities, affordability, and user-centric design. The user interface of HappSales is crafted for ease of use, with a clean and intuitive layout. Its mobile app incorporates embedded AI copilots that help users perform tasks faster and smarter on the go. The system seamlessly integrates with popular tools like Outlook, Google Drive, and LinkedIn, ensuring smooth data flow and automation between platforms. As a cloud-based solution, HappSales is compatible across browsers and operating devices, supporting both desktop and mobile environments, which is crucial for field teams and remote workers.

Pros & Cons

What users like
  • +Integrated platform for CRM, Key Account Management, Sales, Service, and more
  • +Voice-enabled AI Copilot and AI Agents provide real-time insights
  • +High ease of use and quick onboarding with embedded best practices
  • +Strong customer support and high user satisfaction
  • +Excellent value for money
  • +Comprehensive features like activity dashboard, customizable reports, lead capture, and task management
  • +Reduces need for multiple systems, streamlining operations
What users flag
  • Missing common features such as document storage, email management, and sales forecasting
  • Lower rating for data import/export functionality
  • Smaller user base compared to major CRM competitors
  • Lacks calendar sync and some advanced scheduling tools

Features

Key features

Lead Management
Automates lead capture, scoring, nurturing, and conversion for higher ROI.
Sales CRM
Streamlines workflows for key account management, opportunity tracking, and sales velocity improvement.
Field Service Automation
Manages field operations, improves service turnaround times, and increases profitability.
Accounts Receivable Management
Accelerates collections, improves cash flow, and reduces outstanding receivables.
Opportunity & Pipeline Insights
Provides detailed pipeline tracking, probability forecasts, and deal stages.
AI-powered Copilot
Offers real-time suggestions, automates tasks, and enhances productivity on mobile devices.
Customer Satisfaction Monitoring
Measures engagement, loyalty, and identifies cross-sell opportunities.

Additional features

Lead Qualification & Scoring
Prioritize prospects based on a scientific BANTS methodology.
Customer 360° View
Unified insights into customer accounts, stakeholders, and competitors.
Opportunity & Deal Management
Visual pipelines with real-time updates for active deals.
Team Performance Analytics
Track productivity, collaboration, and execution metrics.
Automated Notifications & Reminders
Keeps the team aligned with critical activities.
Customer Engagement Tools
Personalized workflows for customer loyalty and retention.
Industry Best Practices
Embedded methods for quick, frugal CRM transformation.
Email & Communication Integration
Schedule, send, and analyze email campaigns and touchpoints.
Document & Note Storage
Keeps all relevant client info in a centralized repository.
Mobile App with Voice Command
Enables task completion, reporting, and insights on the go.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
5
Interface languages
10
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalian

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇲🇽MXN🇨🇭CHF

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