--- 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 [(56)](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 [(56)](https://www.softwareadvice.com/crm/account-management-crm-profile/#reviews) Ratings Breakdown - 4.88Ease of use - 4.85Value for money - 4.98Customer support - 4.75Functionality Pricing Available upon request Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4491)](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 [(18813)](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 [(7005)](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 [(744)](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: 56 ### Rating distribution - 5 stars: 51 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: 4.8/5 - Customer support: 5.0/5 - Functionality: 4.8/5 --- Have you used HappSales and would like to share your experience with others? ### 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 --- ### 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 --- ### 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, --- ### 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. --- ### 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 --- Showing 1 - 10 of 56 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/)[Nutshell vs HappSales](https://www.softwareadvice.com/crm/account-management-crm-profile/vs/nutshell/)[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 [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18813) Recently recommended **76** times [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (256) Recently recommended **70** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (506) Recently recommended **51** times [SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/) **4.6** (81) Recently recommended **44** times Stuck Between Options? 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