--- 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 [Reviews](https://www.softwareadvice.com/crm/account-management-crm-profile/reviews/)[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? Our Sales Force Automation Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview HappSales 4.9 [(58)](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. Do you work for HappSales? [Manage this product listing](https://www.g2.com/products/happsales/claim_requests/new?auto=true) 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 [(58)](https://www.softwareadvice.com/crm/account-management-crm-profile/reviews/) Ratings Breakdown - 4.88Ease of use - 4.87Value for money - 4.98Customer support - 4.76Functionality Pricing Available upon request Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4492)](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 [(18833)](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 [(7008)](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 [(629)](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 [(745)](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 HappSales has one plan. Standard is custom-priced. Free versionFree trial Standard Contact@HappSales HappSales AI CRM & Revenue Platform is super easy to use & deploy. This simplicity applies to everything we do — including Pricing. Every business is unique. One size doesn’t fit all. Your CRM pricing shouldn’t either. Most CRMs lock you into complicated tiered pricing, hidden & unpredictable feature upgrades. We tailor every plan to your needs as every business deserves fairness & flexibility. Our approach is different — but our promise stays the same. -> Most Affordable — we guarantee lowest total cost of ownership. -> Flat Fee — no complicated tiers, full predictability, no billing surprises. -> Free Training & Support — because we believe in delivering outcomes. -> Dedicated Expert Onboarding — ensuring you succeed from day one. -> Free Trial for 15 Days — no credit card required, just result-oriented collaboration.… Standard 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. ### How does HappSales pricing compare to alternatives? Explore how HappSales's pricing and plan options compare with top alternatives below. | Product | Starting price | Free trial | Free version | Value for Money | | --- | --- | --- | --- | --- | | HappSales4.9[(58)](https://www.softwareadvice.com/crm/account-management-crm-profile/reviews/) | Free | Available | Available | 4.9 | | [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)4.5[(4,492)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) | $20.00 /user/mo | Not available | Available | 4.3 | | [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)4.4[(18,833)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) | $25.00 /user/mo | Available | Not available | 4.0 | | [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)4.3[(7,008)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) | $14.00 /user/mo | Available | Available | 4.3 | | [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/)4.8[(629)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) | $250.00 /mo | Available | Available | 4.8 | HappSales4.9[(58)](https://www.softwareadvice.com/crm/account-management-crm-profile/reviews/) * * * Starting price Free Free trial Available Free version Available Value For Money 4.9 - [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)4.5[(4,492)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) * * * Starting price $20.00 /user/mo Free trial Not available Free version Available Value For Money 4.3 - [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)4.4[(18,833)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) * * * Starting price $25.00 /user/mo Free trial Available Free version Not available Value For Money 4.0 - [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)4.3[(7,008)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) * * * Starting price $14.00 /user/mo Free trial Available Free version Available Value For Money 4.3 - [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/)4.8[(629)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) * * * Starting price $250.00 /mo Free trial Available Free version Available Value For Money 4.8 ## 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: 58 ### Rating distribution - 5 stars: 53 reviews (91%) - 4 stars: 4 reviews (7%) - 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: 4.9/5 - Customer support: 5.0/5 - Functionality: 4.8/5 --- ### Transworld Terminals Happsales Review - Overall rating: 5/5 - Reviewer: Shalini J. - Verified reviewer: Yes - Industry: Logistics and Supply Chain - Company size: 501-1000 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. Seamless, user-friendly, productive, and insightful. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Gives details analysis for each Account. Increases efficiency with task automation. #### Cons Requires monitoring but prevents data errors. #### Reasons for switching to HappSales Cost-effective and matches to company's requirement. --- ### Happsales,CRM very easy to use - Overall rating: 5/5 - Reviewer: Arvind S. - Verified reviewer: Yes - Industry: Retail - Company size: 201-500 employees - Product usage: Used weekly for more than 2 years - 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 CRM having great user interface experience, easy navigation and features are alingning with our company requirements. #### Cons Nothing as of now, its a great experience --- ### 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 --- ### Happsales CRM very convenient for Managing Customer Data - Overall rating: 5/5 - Reviewer: Shalini C. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 1001-5000 employees - Product usage: Used weekly for less than 2 years - 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 CRM very convenient for Managing Customer Data This CRM helps us keep all customer information updated and easy to access The system runs well, It improves follow-ups and communication. #### Cons Nothing as of now. This CRM helps us keep all customer information updated and easy to access The system runs well, It improves follow-ups and communication. --- ### perfectly align with our company requirements - Overall rating: 5/5 - Reviewer: vijay v. - Verified reviewer: Yes - Industry: Biotechnology - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: November 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 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It offers a seamless user experience with an intuitive interface and features that perfectly align with our company requirements --- ### Feedback Review. - Overall rating: 5/5 - Reviewer: Anand S. - Verified reviewer: Yes - Industry: Market Research - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: November 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 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Ease of Using and we can able to view most customer data on single screen, accordingly, can take call. #### Cons Few of Reporting format need to be improved and overall other seems to be ok. Also resolving on server issues should be improved from back hand team. --- ### Happsales CRM review - Overall rating: 5/5 - Reviewer: Shuvrodeb R. - Verified reviewer: Yes - Industry: Biotechnology - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: May 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 has made it easier to track leads and sales progress. The interface is very simple, and data can be Created/ updated quickly. It’s very easy navigation for daily sales work. #### Cons Not for now. --- ### great experience over all - Overall rating: 5/5 - Reviewer: Balaganesh S. - Verified reviewer: Yes - Industry: Consumer Services - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: October 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 Very easy to use software with a simple interface and smooth, intuitive user experience and great experience over all --- ### 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 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. --- Showing 1 - 10 of 58 Reviews [See All Reviews](https://www.softwareadvice.com/crm/account-management-crm-profile/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/) [Compare All Alternatives](https://www.softwareadvice.com/crm/account-management-crm-profile/alternatives/) ## Other Top Recommended Sales Force Automation Software [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** (33) Recently recommended **61** times [SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/) **4.6** (81) Recently recommended **60** times [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (256) Recently recommended **57** times [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** (167) Recently recommended **53** times Stuck Between Options? Our experts can help you compare HappSales with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice