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HappSales

Agentic AI CRM and revenue platform for B2B and B2B2C sales, service, key account and rece

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HappSales is an AI CRM and revenue platform for B2B and B2B2C teams, combining lead management, sales, service, key account management, field operations, and accounts receivable in a single system. It addresses fragmented data across separate modules, manual data entry and reporting, and opportunities that go unnoticed without automated signals.

The platform includes specialized AI agents such as AI Sales Analyst, AI Create Records, AI Manager Assist, Account IQ & Opportunity IQ, AI Smart Assist, AI Service Analyst, AI Service Report Generator, AI Smart Sell Recommendations, AI Business Card Scanner, and AI Voice Fill, alongside the voice-powered Ami copilot. Modules cover BANTS lead scoring, opportunity and quotation management, weighted pipeline, sales velocity, field service, installed-base and warranty management, and payment collections. Native Android and iOS apps support voice commands, geotracking, offline use, and field workflows, with integrations for marketing tools and third-party applications.

HappSales is aimed at B2B and B2B2C revenue teams including sales, service, key account management, field operations, and receivables. The pages indicate a demo-based evaluation process and describe pricing as predictable, though specific plan structures and editions are not detailed.

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