# HappSales Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about HappSales Software - reviews, pricing plans, popular comparisons to other Sales Force Automation products and more.

Source: https://www.capterra.com/p/213046/Account-Management-CRM

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# 

 HappSales Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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How Capterra ensures transparency

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

HappSales

## What is HappSales?

HappSales is an AI CRM & Revenue Platform for B2B companies - powered by AI Agents. It distinguishes itself from transactional CRMs through - 1. One-of-its-kind integrated platform for end-to-end revenue operations - Key Account Management, Lead Management, Sales, Service, Receivables, Field operations, Workflows, & more. This eliminates revenue leakages and enhances performance. 2. Includes Army of AI Agents for AI-powered automation, insights & nudges, and other diverse use-cases 3. Mobile-First + Voice-enabled AI Copilot – modern & intuitive app that is ease to use for high adoption 4. Embedded best-practices & metrics that removes the need to engage expensive consultants 5. Rapid deployment with massive time & effort savings - with lowest Total-Cost-of-Ownership

## What is HappSales used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)[Field Service Management](https://www.capterra.com/field-service-management-software/)[Lead Management](https://www.capterra.com/lead-management-software/)

Top alternative

Featured

Overall rating

Based on 50 user reviews

Reviews sentiment

Positive

98%

Neutral

2%

Negative

0%

Contact vendor  
for pricing

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for HappSales?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.happsales.com&name=HappSales)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### HappSales

4.9 (50)

VS.

[4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting Price

Contact vendor

Starting Price

$20

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.9 (50)

Ease Of Use

4.4 (4,352)

Value For Money

4.8 (40)

Value For Money

4.3 (3,488)

Customer Service

5.0 (49)

Customer Service

4.4 (3,496)

## HappSales alternatives

[4.4 (18,768)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

[4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Highest Rated

[4.7 (724)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

[4.5 (3,042)](https://www.capterra.com/p/132666/Pipedrive/reviews/)

Starting price

$19.00

Per User, Per Month

[View all alternatives](https://www.capterra.com/p/213046/Account-Management-CRM/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Contact Management

4.8 (25)

72.00% of 25 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Contact Database

4.8 (16)

56.25% of 16 reviewers that rated this feature as important or highly important

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Workflow Management

4.6 (16)

81.25% of 16 reviewers that rated this feature as important or highly important

Create, design and manage workflows for repetitive tasks

Sales Pipeline Management

4.9 (15)

86.67% of 15 reviewers that rated this feature as important or highly important

Pipeline view and tracking lead status

Lead Management

4.6 (14)

64.29% of 14 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

CRM

4.7 (13)

61.54% of 13 reviewers that rated this feature as important or highly important

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

HappSales 44 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Notifications/alerts for upcoming events or tasks

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Store and organize documents in a centralized system

Manage, store and organize emails within the system or via third-party apps

Pre-made examples and templates for emails

Form predictions based on past and present data/trends

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Track interaction history by documenting conversations for contacts

Automatically identify and save contact information of potential customers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Score a lead on their quality or likelihood to buy based on certain behaviors

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Access software remotely via mobile devices

Access the system via a mobile application

Track all opportunities for potential sales and convert them into recurring revenue

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Generate quotes or estimates for customers

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Group leads or contacts based on their specific characteristics

Create, manage and track all task activities and progression

Organize customer data and accounts by user or geography

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.7 (50)

4.7

Based on 50 reviews

## Pricing

Value for money

4.8 (40)

### Starting price

Contact vendor  
for pricing

Free trial  
available

Value for money

4.8 (40)

4.8

Based on 40 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (49)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (49)

5.0

Based on 49 reviews

## User reviews

Overall rating

4.9

Based on 50 reviews

Filter by rating

5(45)

4(4)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

SC

Shalini C.

Business Development Manager

Information Technology and Services

### "Happsales CRM very convenient for Managing Customer Data"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 23, 2026

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JM

John M.

Area sales head

Biotechnology

### "Nice one keep it up"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

5/10

February 23, 2026

Great overall experience have been using it from last three years in my company overall great experience

Pros

Great support from \[sensitive content hidden\] always helpful and very timely support. Had a issue with the login the support was there in 5mins

Cons

Ease of use great interface overall the best CRM I have seen till now way better than the previous version

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Ease to use from SFDC great overall ease to use

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

GS

Grace S.

Customer Success Manager

Information Technology and Services

### "User-Friendly Happsales CRM with Useful Features"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 16, 2026

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,

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AS

Arvind S.

CFS

Retail

### "Happsales,CRM very easy to use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 16, 2026

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

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AS

Anand S.

Sales Marketing

Market Research

### "Feedback Review."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

November 7, 2025

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

VV

vijay v.

ASM

Biotechnology

### " perfectly align with our company requirements"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 4, 2025

Pros

It offers a seamless user experience with an intuitive interface and features that perfectly align with our company requirements

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BS

Balaganesh S.

BDM

Consumer Services

### "great experience over all "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 17, 2025

Pros

Very easy to use software with a simple interface and smooth, intuitive user experience and great experience over all

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SL

Sree Latha G.

Sr. Manager-Operations

Information Technology and Services

### "HappSales Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

February 27, 2025

Smooth, insightful, user friendly and empowering.

Pros

Streamlines operations and improves efficiency.

Cons

Requires adaptation but leads to mastery.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

ST

Suguna T.

CRM

Marketing and Advertising

### "Good Application"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

February 27, 2025

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

Pros

Happsales helped in smooth workflow which helps in smooth internal function

Cons

too many new features added which is more time consuming

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SJ

Shalini J.

Administrator

Logistics and Supply Chain

### "Transworld Terminals Happsales Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 26, 2025

Seamless, user-friendly, productive, and insightful.

Pros

Gives details analysis for each Account. Increases efficiency with task automation.

Cons

Requires monitoring but prevents data errors.

Switched from

[CRM Analytics](https://www.capterra.com/p/140039/Salesforce-Analytics-Cloud/)

Cost-effective and matches to company's requirement.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/213046/Account-Management-CRM/reviews/)

Popular comparisons

[HubSpot CRM vs HappSales](https://www.capterra.com/compare/152373-213046/HubSpot-CRM-vs-Account-Management-CRM)

[Salesforce Sales Cloud vs HappSales](https://www.capterra.com/compare/61368-213046/Salesforce-vs-Account-Management-CRM) 

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)