--- title: "HappSales Software Reviews, Demo & Pricing - 2026" description: "Review of HappSales Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/account-management-crm-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Sales Force Automation Software](https://www.softwareadvice.com/crm/sales-force-automation-comparison/) / HappSales Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Alternatives](https://www.softwareadvice.com/crm/account-management-crm-profile/alternatives/) # HappSales Review Custom quote Free version Free trial 1 plan Wondering if HappSales is right for your organization? 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On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview HappSales 4.9 [(51)](https://www.softwareadvice.com/crm/account-management-crm-profile/#reviews) 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. Wondering if HappSales is right for your organization? Our Sales Force Automation Software selection experts can help you in 15 minutes or less. ## HappSales User Interface ## Popular HappSales Alternatives Main Product HappSales 4.9 [(51)](https://www.softwareadvice.com/crm/account-management-crm-profile/#reviews) Ratings Breakdown - 4.86Ease of use - 4.83Value for money - 4.98Customer support - 4.73Functionality Pricing Available upon request Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4483)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18806)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6994)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(622)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.80Customer support - 4.69Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(742)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.72Value for money - 4.49Customer support - 4.49Functionality Pricing Starting at $7.00 per year Get Price ## HappSales Pricing and Plans Starting price: Connect with an advisor for pricing 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integrations Make Integration rated undefined from -1 review Zapier Integration rated undefined from -1 review ## HappSales User Reviews ## HappSales customer ratings - Overall rating: 4.9/5 - Total reviews: 51 ### Rating distribution - 5 stars: 46 reviews (90%) - 4 stars: 4 reviews (8%) - 3 stars: 1 reviews (2%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.9/5 - Value for money: 4.8/5 - Customer support: 5.0/5 - Functionality: 4.7/5 --- Have you used HappSales and would like to share your experience with others? ### User-Friendly Happsales CRM with Useful Features - Overall rating: 5/5 - Reviewer: Grace S. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used weekly for less than 6 months - Reviewed: February 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Happsales is simple and easy interface. Adding leads, updating data, and checking reports are all simple tasks. It makes daily work less stressful. #### Cons As of now there is nothing to mention as the issue was handled smoothly. Happsales is used=r friendly, --- ### Happsales - A Sales Enablement Specialist - Overall rating: 5/5 - Reviewer: Satamitra G. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 501-1000 employees - Product usage: Used daily for less than 6 months - Reviewed: February 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Performance Review - Overall rating: 5/5 - Reviewer: Sivanandhan M. - Verified reviewer: Yes - Industry: Machinery - Company size: 501-1000 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Very good. Timely support from back end team #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros User friendly and easy to learn. Client follow up #### Cons Server issue and need updates on regular interval --- ### A Very Practical CRM Tool - HappSales - Overall rating: 5/5 - Reviewer: Sudipta S. - Verified reviewer: Yes - Industry: Computer Hardware - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2020 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Elevate Your Sales Strategy with HappSales - Overall rating: 5/5 - Reviewer: Mythili N. - Verified reviewer: Yes - Industry: E-Learning - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. HappSales effectively streamlines sales processes, making it easier for sales teams to manage leads, opportunities, and customer relationships. The automation of routine tasks allows sales professionals to focus more on engaging with customers. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros User-Friendly Interface, Comprehensive Features, Customization Options, Regular Updates #### Cons Complexity for New Users, some users find the initial setup and learning curve to be a bit steep, especially if they are not familiar with sales management tools. --- ### HappSales Review - Overall rating: 5/5 - Reviewer: Sree Latha G. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Smooth, insightful, user friendly and empowering. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Functionality: 5/5 #### Pros Streamlines operations and improves efficiency. #### Cons Requires adaptation but leads to mastery. --- ### Happsales review - Overall rating: 5/5 - Reviewer: Umesh P. - Verified reviewer: Yes - Industry: Biotechnology - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Happsales is user friendly, through the Mobile app and through the web link #### Cons Learning curve exists but boosts user proficiency. --- ### Good Application - Overall rating: 5/5 - Reviewer: Suguna T. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Good experience. Don't have too many issues with Happsales #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Happsales helped in smooth workflow which helps in smooth internal function #### Cons too many new features added which is more time consuming --- ### Happsale review - Overall rating: 5/5 - Reviewer: Stephen D. - Verified reviewer: Yes - Industry: Medical Devices - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. it was a good experience till now and hope for the future #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Happsales makes my work easy and efficient. #### Cons sometimes the workflow does not process properly --- ### Happsales Review - Overall rating: 5/5 - Reviewer: Sumant S. - Verified reviewer: Yes - Industry: E-Learning - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. it was more user freindly and Easy to use #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- Showing 1 - 10 of 51 Reviews Load More Reviews ## HappSales Popular Comparisons [HubSpot CRM vs HappSales](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/324601-account-management-crm/)[Salesforce Sales Cloud vs HappSales](https://www.softwareadvice.com/compare/2764-Salesforce/vs/324601-account-management-crm/)[Zoho CRM vs HappSales](https://www.softwareadvice.com/crm/account-management-crm-profile/vs/zoho-crm/)[Kylas Sales CRM vs HappSales](https://www.softwareadvice.com/crm/account-management-crm-profile/vs/kylas/)[Bigin by Zoho CRM vs HappSales](https://www.softwareadvice.com/crm/account-management-crm-profile/vs/bigin-by-zoho-crm/)[Ploomes CRM vs HappSales](https://www.softwareadvice.com/compare/324601-account-management-crm/vs/449937-Ploomes/)[Dynamics 365 vs HappSales](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/324601-account-management-crm/)[eWay-CRM vs HappSales](https://www.softwareadvice.com/crm/account-management-crm-profile/vs/eway/)[Nutshell vs HappSales](https://www.softwareadvice.com/crm/account-management-crm-profile/vs/nutshell/) [Compare All Alternatives](https://www.softwareadvice.com/crm/account-management-crm-profile/alternatives/) ## Other Top Recommended Sales Force Automation Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (255) Recently recommended **108** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **71** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18806) Recently recommended **67** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (506) Recently recommended **55** times Stuck Between Options? 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