HappSales

Product: HappSales

🧑‍💼 Segment: SMB, Large Enterprise

By: HappSales Pvt.Ltd.

Our Ratings:

Product Description

HappSales is a B2B software suite aiming to inject “happiness” into sales, service, and receivables. Think user-friendly CRM powered by AI. It boasts intuitive features for managing accounts, leads, and relationships, all with an eye on sales velocity and team efficiency. HappSales goes beyond typical CRM, offering solutions for accounts receivable management, field service operations, and even customer success measurement.

Product Details

HappSales CRM is a user-friendly customer relationship management platform designed to help small and mid-sized businesses boost sales performance. With robust sales pipeline management, opportunity tracking, contact management, and predictive analytics, HappSales gives sales teams the tools they need to drive revenue growth.

Centralize your customer data for improved visibility with HappSales’ unified CRM database. Log interactions, track deal progress, assign tasks, and collaborate with team members on accounts and opportunities all in one place. Sync email to automatically capture correspondence, while smart workflows standardized best-practice selling processes for increased efficiency.

As an intuitive sales management software, HappSales enables sales leaders to spot trends, forecast more accurately, coach reps, and make data-backed strategic decisions with visual reports and insights. Optimized for mobiles, reps can update deals on-the-go.

With capabilities ranging from lead scoring to advanced segmentation and customizable analytics, HappSales focuses on conversion through superior sales force automation. Integrated marketing automation takes targeted lead nurturing to the next level.

Designed for small to midmarket B2B and B2C companies, HappSales provides enterprise-grade sales CRM capabilities tailored to your budget and needs. The platform empowers reps and managers to sell smarter, improving customer experiences driving revenue growth.

Features

💼 Contact Management
Organize all your contacts and accounts in one place with comprehensive profiles.

📊 Sales Reports & Dashboards
Visually track metrics and KPIs with charts, graphs, and custom reports.

🗺️ Territory Management
Define territories and assign accounts to reps for ownership.

📱 Mobile Optimization
Manage your sales pipeline on the go with Android & iOS apps.

📈 Opportunity Tracking
Track deals through customizable sales stages with pipeline views.

📨 Email Integration & Tracking
Sync email to automatically log communications.

🔀 Sales Workflow Automations
Create rules-based workflows to standardize the sales process.

🗓️ Calendar
Schedule meetings, log events, and view team availability at a glance.

🔮 Sales Forecasting
Make data-driven forecasts based on pipeline and historic sales.

📅 Activity Capture
Log calls, tasks, events, notes, and more through the sales process.

🔐 Role-Based Access Control
Manage access to contacts, accounts, and confidential data.

🏷️ Lead Scoring
Define lead scoring rules to automatically rank and prioritize leads.

🤝 Integrations
Connect other business apps like email marketing, accounting, and more.

⚙️ Custom Fields & Layouts
Tailor HappSales to your sales process with customized screens.

Benefits

Increase Sales Productivity
Improve Visibility
Enhance Collaboration
Grow & Retain Customers
Identify Trends & Opportunities
Boost Forecasting Accuracy
Standardize Processes
Enable Mobility
Personalize for Your Business
Promote Sales Accountability
Reduce Churn
Integrate Seamlessly
Cost-Effective Solution

Pros

Intuitive, easy to use interface
Unlimited contacts and accounts
Robust sales pipeline and opportunity management
Mobile access and apps
Affordable pricing tailored for SMBs
Custom reporting and dashboards
Email integration and tracking
Lead scoring and routing
Sales workflow automation
Great customer support

Cons

Limited built-in marketing automation
Customization requires technical skills
Mobile experience lacks some advanced features
No options for live chat or phone integrations
Analytics and reporting functionality takes time to master
Setup and migrations can be complex for larger data sets
International expansion has been slow
Integrations can be costly or technically challenging

Specifications

Category	Specifications
Contacts & Accounts	Unlimited contacts and accounts
Lead, Deal & Opportunity Management	Sales pipeline management with customizable stages, deal scoring, multiple sales processes
Contact & Account History	Activity tracking (calls, emails, meetings), notes, tasks, events, timeline view
Collaboration	Team access with roles & permissions, sales team overview, @mentions, Chatter-like feed
Reporting & Dashboards	5 pre-built reports and dashboards, report builder, filtering & segmentation options
Email Integration & Tracking	Sync emails from multiple accounts, track emails as activities on records
Calendar & Activity Planning	Shared calendar view, create & schedule meetings, log calls directly to contacts
Mobility	Android & iOS mobile apps
Customization	Custom fields & layouts, configurable tables, columns & filters
Additional Tools	Call scripts, lead & account scoring, sales battle cards, contact list management & merging
Integrations	Email marketing, marketing automation, other apps via APIs
Support Options	Phone, email, 24/7 live chat, online knowledge base & forums
Security	Encryption, backups, role-based access control, IP restrictions
Pricing	On Request

Some key capabilities making HappSales an attractive CRM option for SMBs include unlimited contacts and accounts, pipeline & opportunity management, collaboration features, mobile access, and email integration.

About Company

HappSales Pvt. Ltd.

Founded in 2018, HappSales Pvt. Ltd. is the technology company behind the popular, award-winning SaaS CRM platform HappSales. Headquartered in Bangalore with offices in Mumbai and Delhi, our mission is to empower small and mid-sized businesses across India to sell smarter through intuitive CRM software.

With over 5,000 customers across diverse industries like financial services, pharmaceuticals, real estate, and IT services, HappSales drives process efficiency and revenue growth for some of India’s most innovative companies. HappSales has earned the trust of industry leaders like ICICI Bank, Sun Pharma, Oberoi Realty, and TechData by delivering the enterprise-grade capabilities needed to manage complex sales processes.

As a Salesforce ISV Partner, HappSales meets rigorous security, availability and support benchmarks so we can deliver secure and reliable CRM software to our customers. HappSales has been recognized with awards from NASSCOM and Deloitte for our customer-centric product innovation.

With seasoned leadership from ex-managers at Oracle and SAP, as well as top engineering talent from IIT Bombay and Madras, HappSales brings Fortune 500 experience to the agile, cutting-edge world of Indian SaaS startups. We back up our platform with 24/7 customer support, market-leading 99.95% uptime, and comprehensive local data protection ensuring customers’ data security and privacy needs are met.

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