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HappSales 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

HappSales
HappSales
4.9
(48)

Pricing

Pricing available upon request

About HappSales

HappSales is the 'Only Integrated B2B CRM with Key Account Management , powered by AI Agents', that goes beyond transactional CRMs.

What’s Unique About Us
1.Only unified platform for Key Account Management, Sales, Service, Receivables, Field operations, & more
2.Advanced technologies like voice-enabled AI Copilot & AI Agents for real-time insights
3.Embedded industry best-practices for rapid transformation

How It Benefits You
*Eliminates the need for multiple disparate systems & silos, thereby preventing revenue leakages
*Voice-enabled Copilot makes it super-easy for users; saving them a lot of time & effort in data management
*AI Agents enables smarter decision-making with with real-time insights
*Quick onboarding and lowest TCO guaranteed due to embedded best-practices

Capabilities include -

  • Account & Contact management
  • Lead management
  • Opportunity & Pipeline management
  • Sales Forecasting
  • Workflow management
  • Activity Management with Tagging
  • Quotation management & Sales Order Forms
  • Accounts Receivables management
  • Attendance management with GPS
  • Account Visit Plan
  • Expense management
  • Service management - AMC Warranty etc.

HappSales Screenshots

0
0

HappSales Pricing and Plans

Free Trial
Free Version

Standard

Pricing available upon request

Plan includes:

  • Account Managment
  • Contact Management
  • Lead Management
  • Opportunity Management
  • Activity Management
  • Notes Management
  • Sales Pipeline Managment
  • Sales Velocity Management
  • Service Management
  • Receivables Managment
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HappSales Features

  • Popular features found in Sales Force Automation
    Campaign Management
    Customer Database
    Email Marketing
    Forecasting
    Lead Capture
    Lead Management
    Opportunity Management
    Pipeline Management
    Task Management
    Territory Management
  • More features of HappSales
    Activity Dashboard
    Activity Tracking
    AI Copilot
    Alerts/Notifications
    API
    Calendar Management
    Calendar/Reminder System
    Calendar Sync
    Contact Database
    Contact Management
    CRM
    Customizable Fields
    Customizable Reports
    Customizable Templates
    Data Import/Export
    Document Storage
    Email Management
    Email Templates
    GPS
    Interaction Tracking
    Lead Generation
    Lead Qualification
    Lead Scoring
    Mobile Access
    Mobile App
    Quotes/Estimates
    Referral Tracking
    Reminders
    Reporting/Analytics
    Reporting & Statistics
    Sales Forecasting
    Sales Pipeline Management
    Sales Reports
    Sales Trend Analysis
    Segmentation
    Workflow Management

HappSales User Reviews

Overall Rating

4.9

Ratings Breakdown

5

90%

4

8%

3

2%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.9

Value for money

4.8

Customer support

5.0

Functionality

4.7

Have you used HappSales and would like to share your experience with others?

SD

Stephen D.

Verified reviewer

Medical Devices

11-50 employees

Used daily for more than 2 years

Reviewed February 2025

Happsale review

5

it was a good experience till now and hope for the future

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Happsales makes my work easy and efficient.
Cons:
sometimes the workflow does not process properly

Read More

SG

Satamitra G.

Verified reviewer

Information Technology and Services

501-1000 employees

Used daily for less than 6 months

Reviewed February 2025

Happsales - A Sales Enablement Specialist

5

It has been good overall, with adequate support and handholding to unlock the full potential of the platform and become a power user

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
The simplicity of the UI and ease of use as well as support from the team
Cons:
The TAT for customization is a tad bit long but the process is transparent

Reasons for choosing HappSales

Ease of implementation, streamlined views, sales orientation and cost

Read More

SM

Sivanandhan M.

Verified reviewer

Machinery

501-1000 employees

Used daily for less than 12 months

Reviewed February 2025

Performance Review

5

Very good. Timely support from back end team

Ratings Breakdown

5
Ease of use
4
Value for money
5
Customer support
5
Functionality
icon
Pros:
User friendly and easy to learn. Client follow up
Cons:
Server issue and need updates on regular interval

Read More

SS

Sudipta S.

Verified reviewer

Computer Hardware

11-50 employees

Used daily for less than 12 months

Reviewed December 2020

A Very Practical CRM Tool - HappSales

5

I have used other well known CRM software, at various Multi-national. HappSales is by far the most practical and Field-Uset friendly CRM.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Very User Friendly. Light weight. Good Reporting features. Voice commands.
Cons:
Not many cons that I see at this point. Only if the user can also have a Web Portal view, bulk updates would have been easier to do.

Reasons for choosing HappSales

Ease of use. Customisations were made possible by the team to accommodate certain process unique to our organisation.

Vendor Response

Dear Sudip, Thank you so much. Appreciate you taking time out for sharing your review and feedback. We will soon be releasing our new version to address your point on bulk updates.

Replied December 2020

Read More

SS

Sumant S.

Verified reviewer

E-Learning

51-200 employees

Used daily for less than 2 years

Reviewed February 2025

Happsales Review

5

it was more user freindly and Easy to use

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
its friendly interface also to fecth all the details
Cons:
Easy to operate and great features and all the required detailed report can be fetched

Read More

SB

S R B.

Verified reviewer

Machinery

201-500 employees

Used daily for more than 2 years

Reviewed February 2025

HAPP SALES REVIEW

5

Organized, efficient, and timesaving. But Good

Ratings Breakdown

5
Ease of use
5
Customer support
5
Functionality
icon
Pros:
Improves workflow and team collaboration
Cons:
Can be complex but enhances scalability.

Read More

SD

SOUMEN D.

Verified reviewer

Logistics and Supply Chain

51-200 employees

Used daily for more than 2 years

Reviewed February 2025

Happ Sales Review

5

Ratings Breakdown

4
Ease of use
5
Customer support
4
Functionality
icon
Pros:
Simplifies customer management and boosts sales.
Cons:
Requires training but improves long-term efficiency

Read More

AR

Amit R.

Verified reviewer

Hospital & Health Care

11-50 employees

Used daily for more than 2 years

Reviewed February 2025

Happsales Review

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Integrates data for better business insights.
Cons:
Initial cost is high but adds long-term value.

Read More

MS

Manish S.

Verified reviewer

Biotechnology

51-200 employees

Used daily for more than 2 years

Reviewed February 2025

Happsale review

5

Ratings Breakdown

5
Ease of use
5
Customer support
5
Functionality
icon
Pros:
Streamlines customer data and interactions.
Cons:
Initial setup takes time but ensures accuracy.

Read More

ST

Suguna T.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for less than 2 years

Reviewed February 2025

Good Application

5

Good experience. Don't have too many issues with Happsales

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
Happsales helped in smooth workflow which helps in smooth internal function
Cons:
too many new features added which is more time consuming

Read More

Showing 1 - 10 of 48 Reviews
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