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HappSales

Brand : HappSales Private Limited

Starting at $ 10

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HappSales is an award-winning AI-powered ‘Business Acceleration Software’ that goes beyond a transactional CRM. ...Read more

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HappSales Software Pricing, Features & Reviews

What is HappSales CRM Software?

HappSales is a Business Acceleration Software used by sales & service teams to accelerate the 3 Ps – Productivity, Performance, and predictability. It goes beyond a transactional CRM.

It is an all-in-one integrated framework used by clients to automate & transform Lead Management, Sales, Key Account Management, Order Management, Service, Receivables & Customer Success operations.

The unique voice-enabled app with digital-assistant makes data entry effortless and fun for high adoption and ease of use.

Productivity deals with aspects around team efficiency, efficient activity & task management, team empowerment, doing more in less time, etc.

Performance is about increasing your team's ability to meet their business goals consistently, better client intelligence, faster deal execution, key account management, and improved velocity in sales, service & receivables operations.

Predictability focuses on best practices around pipeline management, improved forecasting, efficient order management, and better control on overall business.

Why Choose HappSales CRM?

  • Only integrated framework for Lead Management, Sales, Key Account Management, Service, Receivables & Customer Success operations
  • Industry’s first voice-enabled mobile app with an assistant that makes data entry effortless
  • Goes beyond a transactional CRM with embedded global best practices for transformation. This is achieved through leading & lagging indicators like sales velocity, rolling 4-quarters pipeline, sales forecasting, BANT lead qualification, weighted pipeline, etc.
  • Quick deployment within a week in most cases
  • Easy to customize
  • An intuitive design that is simple, easy-to-use and fun. Drives high adoption with minimal training needs
  • Serving thousands of users across 11 industries with high domain expertise
  • ISO 27001 company with Stringent data security policies
  • Runs on world’s #1 cloud infrastructure
  • Lowest TCO (total-cost-of-ownership) with simple easy-to-understand pricing

Benefits of HappSales CRM Solution

  • Deep client intelligence through key account management framework
  • Improved sales velocity through faster deal conversions
  • High sales productivity. Users can just talk to the app to get their work done faster.
  • Better sales performance and pipeline management
  • Accurate sales forecasting
  • More qualified leads for sales through BANT framework
  • All customer data structured and unified in one place
  • Effective collaboration between teams through chat and workflows
  • Better decision-making through superior insights
  • Higher service revenue through prompt service and quick turnaround time (TAT)
  • Greater profitability through better rep utilization
  • Expedite payment collections by driving efficiency in Account Receivables (AR) operations
  • Healthier cash flows with reduced daily-sales-outstanding (DSO)
  • Measure & improve customer satisfaction
  • Greater tech adoption and usage with minimal training
  • Zero compromise on data security - ISO 27001 with world’s #1 cloud infrastructure
  • Lowest TCO (total-cost-of-ownership) with simple easy-to-understand pricing

HappSales Pricing

HappSales price starts at $10 on techjockey.com. It comes with multiple pricing plans and caters to a diverse customer base. For subscription-related details and offers on premium packages, please request a call back from our product experts.

HappSales Pricing & Plans

HappGrowth
  • Sales CRM
  • Lead Management
  • Field Service Management
  • Account Receivables Management
  • Process Automation & Workflows
  • Customer Success
    • Quantity
    • Monthly
Starting at $ 10
HappGrowth+
  • Everything in HappGrowth
  • Mobile app for Android & iOS
  • AI-powered personal-assistant
  • Voice-enabled for easy data capture
  • Business Card Scanning
  • Chat & Collaboration with the team
  • Offline app functionality
    • Quantity
    • Monthly
Starting at $ 16

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HappSales Features

Marketing Automation

  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
  • icon_check Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
  • icon_check Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Reporting & Analytics

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

  • icon_check Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
  • icon_check Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.

Collaboration Tools

  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Audit Trails Maintain a log of all user actions for accountability and security auditing.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
  • icon_check GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.

AI & Machine Learning

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).

HappSales Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Language:
  • Windows iOS Android MacOS Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs, MSMEs
  • Email
  • English

HappSales Reviews and Ratings

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HappSales Private Limited Company Details

Brand Name HappSales Private Limited
Information HappSales is a B2B software-as-a-service (SaaS) company founded by a team with 50+ years of combined industry experience; on a mission to infuse happiness into execution across Sales, Service & Receivables.
Founded Year 2018
Director/Founders Navin Nair
Company Size 1-100 Employees

HappSales FAQ

A HappSales software is compatible with Windows, macOS, Android, and iOS device systems.
A HappSales app is available for Android and iOS app users.
A Cloud subscription software-as-a-service (SaaS).
A HappSales price starts at $10.
A HappSales is designed for companies with sales and/or service operations wanting to improve productivity and business performance.
A HappSales software free trial is available.
A HappSales software pricing starts from $10.
A HappSales software can be accessed through the web or mobile. It can be downloaded from the Play store and Apple Store. It requires company-specific credentials for secured access.
A HappSales software can be accessed through web or mobile. It supports both Android and ios devices.

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