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Features

Lead Management System provides the following features

Lead Management & Tracking Software

Manage all your lead records in one centralized database.

Contact & Lead Management

Add company and contact records, log sales activities automatically, and easily keep records up to date. See every interaction you've had with contacts, and use this data to build campaigns that close more deals.

Pipeline Management

Add deals to your CRM with a single click, assign tasks to push deals forward, and track progress in your dashboards.

Contact & Company Insights

Get insights your sales team will actually use by automatically pulling company details from our database of over 20 million businesses.

All-in-One Lead Management Tool

PROSPECT & LEAD ENGAGEMENT

Increase the number of prospects who become customers by using tailored and automated targeted emails, SMS, calls, and follow-ups.

SALES PIPELINE & ACTIVITY TRACKING

To free up your team to concentrate on selling and exceeding quotas, track contacts, deals, sales activity, and conversations as they occur.

SALES AUTOMATION & SEQUENCES

Get rid of the monotonous work.
Create automatic cadences and reusable sales playbooks to transform your rep into a cash-generating machine.

Create a pleasant, and uplifting work culture

Happisales appreciates the work done by the field executives by acknowledging their personal achievements and notifying their respective team lead. Our software improves visibility for the field force which in turn helps them learn and perform better.

  • Recognize, and celebrate individual achievements
  • Set incentives
  • Let individuals know where they stand in the team based on targets
  • Offer personalized reports, and feedback

Make the most of your field force efforts

Be it sales, collection, order, or service, Happisales lets your field executives log data effortlessly. Our software is designed to guarantee ease of use: it not only simplifies tasks for your field force but also paves way for swift communication.

  • Track the journey of all your field executives in real-time
  • Avail push notifications based on activities and tasks performed in the field
  • Use the tool without internet access
  • Gain better customer insights

Start Your Project with Us

Whatever your goal or project size we will handel it utilize standards compliant. We hope you will be 100% satisfied.


"Our strength lies in self-development, shared ideas and giving back to the community. Explore our culture and people behind it. Know us better or just contact one of our Customer Success Guides straight away."