# HappSales Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is HappSales the right Sales Force Automation solution for you? Explore 51 verified user reviews from people in industries like yours to make a confident choice.

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

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HappSales

4.9 (51)

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

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated June 29th, 2026

# Reviews of HappSales

Ease of use

4.9

Customer Service

5.0

## Pros and Cons in Reviews

AS

Arvind S

CFSRetail, 201 - 500 employeesUsed the software for: More than 2 years.

“Happsales CRM having great user interface experience, easy navigation and features are alingning with our company requirements.“

February 16, 2026

SD

Stephen D

Operation's ExecutiveMedical Devices, 11 - 50 employeesUsed the software for: More than 2 years.

“sometimes the workflow does not process properly“

February 15, 2025

MN

Mythili N

CRME-Learning, 11 - 50 employeesUsed the software for: 6-12 months.

“HappSales effectively streamlines sales processes, making it easier for sales teams to manage leads, opportunities, and customer relationships.“

February 11, 2025

HN

Hariprasad N

Director Import and Export, 51 - 200 employeesUsed the software for: Less than 6 months.

“Dose not have all the relevant information“

November 24, 2022

MN

Mythili N

CRME-Learning, 11 - 50 employeesUsed the software for: 6-12 months.

“The automation of routine tasks allows sales professionals to focus more on engaging with customers.“

February 11, 2025

BB

Bhargav B

Founder & CEOComputer & Network Security, 11 - 50 employeesUsed the software for: 6-12 months.

“Initially when we started the UI for users was not available on IOS.“

December 7, 2020

ST

Suguna T

CRMMarketing and Advertising, 11 - 50 employeesUsed the software for: 1-2 years.

“Happsales helped in smooth workflow which helps in smooth internal function“

February 27, 2025

KK

KUNAL K

CEOMedical Devices, 11 - 50 employeesUsed the software for: 6-12 months.

“customization has limitations currently.“

January 8, 2021

## Showing most helpful reviews

Showing 1-25 of 51 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Arigo A.  
Business Development Manager  
Facilities Services  
Used the software for: 6-12 months

### "User friendly and customisable"

March 25, 2024

5.0

Pros

This app is very user friendly especially with UI and UX support. Customisable based on the requirement. Quick support. highly recommended.

Cons

No objections since smooth flow with the CRM has been experienced.

Review Source

JM

John M.  
Area sales head  
Biotechnology  
Used the software for: 1-2 years

### "Nice one keep it up"

February 23, 2026

5.0

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

SR

Shuvrodeb R.  
Area Sales Manager  
Biotechnology  
Used the software for: Less than 6 months

### "Happsales CRM review"

May 30, 2026

5.0

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.

Review Source

SS

Sreepad S.  
Business Development Manager – Cyber Security  
Information Technology and Services  
Used the software for: 6-12 months

### "Good CRM"

September 26, 2022

3.0

Pros

ease of use, accessible from any where. Nice application

Cons

Reporting can be made in better way, dashboard representation and order structuring can be done in better way.

Review Source

Response from HappSales

October 28, 2022

Thank you for your valuable feedback. We shall continue to strive to exceed your expectations.

SJ

Shalini J.  
Administrator  
Logistics and Supply Chain  
Used the software for: 2+ years

### "Transworld Terminals Happsales Review"

February 26, 2025

5.0

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

SC

Shalini C.  
Business Development Manager  
Information Technology and Services  
Used the software for: 1-2 years

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

February 23, 2026

5.0

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

AS

Arvind S.  
CFS  
Retail  
Used the software for: 2+ years

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

February 16, 2026

5.0

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

vV

vijay V.  
ASM  
Biotechnology  
Used the software for: 1-2 years

### " perfectly align with our company requirements"

November 4, 2025

5.0

Pros

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

Review Source

AS

Anand S.  
Sales Marketing  
Market Research  
Used the software for: 2+ years

### "Feedback Review."

November 7, 2025

5.0

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

BS

Balaganesh S.  
BDM  
Consumer Services  
Used the software for: Less than 6 months

### "great experience over all "

October 17, 2025

5.0

Pros

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

Review Source

AKS

Akshar Kumar S.  
BDM  
Information Technology and Services  
Used the software for: Less than 6 months

### "Happsales review "

February 18, 2025

5.0

Pros

Centralizes customer data for easy access.

Cons

Needs regular updates but stays feature-rich

Review Source

sM

shivakumar M.  
Territory Sales Manager  
Medical Devices  
Used the software for: 1-2 years

### "Very Good, Appreciate "

September 26, 2022

5.0

Overall good experience. easy to update. Improve more and more. thanks to \[SENSITIVE CONTENT\] for all the time support. Superb response to person.

Pros

Easy to use. Easy to track the record . Performance data is good enough to understand from management

Cons

Make Options for change password. Work on business card capturing details

Review Source

Response from HappSales

October 28, 2022

Thank you for the wonderful feedback. We shall continue to strive to exceed your expectations.

YgY

Yeshavanth g Y.  
Product support  
Civil Engineering  
Used the software for: 1-2 years

### "Very good "

September 26, 2022

5.0

Just good software, to helpfull for business industry.

Pros

Final we get final reports as we updated.

Cons

Its vary easy to update reports, and they give very good responce and servicess for any problems appeared in happsales.CRM

Review Source

Response from HappSales

October 28, 2022

Thank you for the wonderful feedback. We shall continue to strive to exceed your expectations.

VG

Vinu G.  
VP Sales  
Information Technology and Services  
Used the software for: 2+ years

### "Features most liked"

January 5, 2021

5.0

Its a very good software for Pipeline management

Pros

Mobile interface Capture all sales stages easily Easy for field sales reps to update Composite dashboard as manager

Cons

No web interface for Field Sales Appstore dowload

Review Source

Response from HappSales

January 15, 2021

Dear Vinu, Thank you so much. Appreciate you taking time out for sharing your review and feedback. We will continue to strive to go above and beyond your expectations. App store download is getting launched by end of Feb 2021.

PK

Pratiek K.  
Key Account Manager  
Information Technology and Services  
Used the software for: 6-12 months

### "Best Account Management CRM Available"

December 10, 2020

5.0

Very user friendly

Pros

Have been using Happsales over a period of one year now, it simplifies the Job for a sales rep to keep the Data ready and managed whenever required. The Key highlight here is the Realtime updates of the data and easy accessibility for a Happy selling. Highly Recommended for sales Org. Cheers.

Cons

Features like accessing the location of sales rep is missing.

Review Source

Response from HappSales

January 5, 2021

Dear Pratiek, Thank you so much. Appreciate you taking time out for sharing your review and feedback. We shall include the feature for sales rep location as soon as we get a go ahead from your management team.

HN

Hariprasad N.  
Director  
Import and Export  
Used the software for: Less than 6 months

### "HappSales CRM"

November 24, 2022

4.0

Pros

It’s is a user friendly app. Works on all platforms.

Cons

The dashboard needs a lot of improvements. Dose not have all the relevant information

Review Source

Response from HappSales

December 15, 2022

Thank you so much for your valuable feedback and encouragement. We shall continue to strive to exceed your expectations, and assure you of our best efforts to help you grow your business. Regards, HappSales Team

AB

Anant B.  
Regional Manager  
Medical Devices  
Used the software for: 6-12 months

### "Data management at its best, sales bent is missing"

December 4, 2020

4.0

Good, for data management

Pros

Very detailed Helps me get back to check details

Cons

Heat map is missing. Prioritizing leads is missing.

Review Source

Response from HappSales

December 24, 2020

Hello Anant, Thank you so much. Appreciate you taking time out for sharing your review and feedback. We will reach out to better understand your requirement of heatmap; and plan to address it through upcoming updates.

MN

Mythili N.  
CRM  
E-Learning  
Used the software for: 6-12 months

### "Elevate Your Sales Strategy with HappSales"

February 11, 2025

5.0

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.

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.

Review Source

GS

Grace S.  
Customer Success Manager  
Information Technology and Services  
Used the software for: Less than 6 months

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

February 16, 2026

5.0

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

UP

Umesh P.  
Area Sales Manager  
Biotechnology  
Used the software for: 2+ years

### "Happsales review "

February 22, 2025

5.0

Pros

Happsales is user friendly, through the Mobile app and through the web link

Cons

Learning curve exists but boosts user proficiency.

Review Source

SLG

Sree Latha G.  
Sr. Manager-Operations  
Information Technology and Services  
Used the software for: 2+ years

### "HappSales Review"

February 27, 2025

5.0

Smooth, insightful, user friendly and empowering.

Pros

Streamlines operations and improves efficiency.

Cons

Requires adaptation but leads to mastery.

Review Source

SD

Stephen D.  
Operation's Executive  
Medical Devices  
Used the software for: 2+ years

### "Happsale review"

February 15, 2025

5.0

it was a good experience till now and hope for the future

Pros

Happsales makes my work easy and efficient.

Cons

sometimes the workflow does not process properly

Review Source

SS

Sumant S.  
Regional Head  
E-Learning  
Used the software for: 1-2 years

### "Happsales Review "

February 15, 2025

5.0

it was more user freindly and Easy to use

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

Review Source

SRB

S R B.  
DGM Sales  
Machinery  
Used the software for: 2+ years

### "HAPP SALES REVIEW"

February 17, 2025

5.0

Organized, efficient, and timesaving. But Good

Pros

Improves workflow and team collaboration

Cons

Can be complex but enhances scalability.

Review Source

SD

SOUMEN D.  
SENIOR MANAGER  
Logistics and Supply Chain  
Used the software for: 2+ years

### "Happ Sales Review"

February 18, 2025

5.0

Pros

Simplifies customer management and boosts sales.

Cons

Requires training but improves long-term efficiency

Review Source

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