Compare HappSales and Zoho CRM 
At a Glance
Market Segments
Small-Business (60.5% of reviews)
Small-Business (61.6% of reviews)
Entry-Level Pricing
Free Trial 5 Users
Free
HappSales
Star Rating
(40)4.9 out of 5
Market Segments
Small-Business (60.5% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial 5 Users
Learn more about HappSalesZoho CRM
Star Rating
(2,894)4.1 out of 5
Market Segments
Small-Business (61.6% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Zoho CRM excels in providing a comprehensive suite of features at a competitive price, making it a strong choice for businesses looking for affordability without sacrificing functionality. Users appreciate its ability to integrate sales automation, analytics, and multichannel engagement into one platform, which supports business growth effectively.
- Users say that HappSales offers a user-friendly interface that simplifies daily tasks such as adding leads and checking reports. This ease of use is highlighted by feedback indicating that it makes managing customer data less stressful, which can be a significant advantage for teams focused on efficiency.
- Reviewers mention that Zoho CRM's implementation process is generally smooth, with many users praising its intuitive onboarding wizard. This aspect is particularly beneficial for small businesses that may not have extensive IT resources to dedicate to setup.
- According to verified reviews, HappSales shines in customer support, with users noting high satisfaction levels regarding assistance and responsiveness. This can be crucial for businesses that require ongoing support as they navigate their CRM needs.
- G2 reviewers highlight that while Zoho CRM has a broader range of features, some users feel it can be overwhelming at times, especially for those who are new to CRM systems. This feedback suggests that while it offers depth, the learning curve may be steeper compared to HappSales.
- Users report that HappSales is particularly strong in managing customer relationships, with features that enhance follow-ups and communication. This focus on relationship management can be a key differentiator for businesses prioritizing customer engagement.
Pricing
Entry-Level Pricing
HappSales
HappSales AI CRM & Revenue Platform
Free Trial
5 Users
HappSales is the 'Only Integrated AI CRM & Revenue Platform designed for B2B companies.
Powered by AI Agents, it is easy-to-use and easy to deploy.
This simplicity applies to everything we do, including pricing.
No complicated tiers. No hidden fees. No usage limits.
Only one outcome – Customer Success.
- Tailored to meet your unique business processes
- Dedicated expert onboarding for a quick start ensuring you succeed from day one
- Scales seamlessly with your business needs, ensuring you pay only for what you need
- Lowest TCO
- Account Management
- Contact Management
- Activity Management
Zoho CRM
Free Edition
Free
With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities
Free Trial
HappSales
Free Trial is available
Zoho CRM
Free Trial is available
Ratings
Meets Requirements
9.6
33
8.4
2,460
Ease of Use
9.4
34
8.3
2,479
Ease of Setup
9.7
24
8.0
1,250
Ease of Admin
10.0
11
8.0
1,019
Quality of Support
9.7
33
7.6
2,253
Has the product been a good partner in doing business?
10.0
11
8.0
995
Product Direction (% positive)
9.6
26
8.0
2,395
Features by Category
Sales Force Automation
9.8
10
8.5
1647
|
Verified
9.4
6
8.3
876
|
Verified
9.8
9
8.2
1566
|
Verified
9.6
8
8.2
1632
|
Verified
10.0
7
7.8
1186
|
Verified
10.0
6
8.4
671
|
Verified
9.7
6
7.9
1217
|
Verified
9.4
6
8.0
1209
|
Verified
9.4
6
8.2
1323
|
Verified
Marketing Automation
8.6
7
8.0
1343
|
Verified
Feature Not Available
7.9
1304
|
Verified
9.8
10
8.4
1538
|
Verified
Feature Not Available
7.9
1126
|
Verified
Customer Support
9.4
8
8.0
1201
|
Verified
Feature Not Available
7.9
1204
|
Verified
Feature Not Available
7.9
1236
|
Verified
Feature Not Available
7.8
1068
|
Verified
Feature Not Available
8.0
1113
|
Verified
Reporting & Analytics
9.4
8
8.2
1510
|
Verified
9.2
8
8.2
1559
|
Verified
9.5
7
8.1
1055
|
Verified
Mobile & Social
8.3
7
8.1
1082
|
Verified
7.3
8
8.0
1091
|
Verified
9.6
8
8.0
1201
|
Verified
Platform
9.7
10
8.1
865
|
Verified
9.6
8
8.1
838
|
Verified
9.8
9
8.4
857
|
Verified
9.4
8
8.1
647
|
Verified
8.6
6
7.8
547
|
Verified
9.0
7
8.1
718
|
Verified
9.5
10
8.4
845
|
Verified
9.0
8
8.1
661
|
Verified
Integration
9.5
7
8.3
651
|
Verified
9.0
7
8.1
640
|
Verified
9.0
7
8.0
600
|
Verified
Generative AI
Not enough data
8.2
180
Agentic AI - CRM
Not enough data
8.0
65
Not enough data
8.3
63
Not enough data
8.1
66
Not enough data
8.0
65
Not enough data
8.3
64
Not enough data
8.3
64
Not enough data
8.3
64
Configuration - cpq
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.3
60
Not enough data
8.3
56
Not enough data
8.4
61
Pricing
Not enough data
8.1
63
Not enough data
7.5
58
Not enough data
8.1
57
Not enough data
8.4
59
Not enough data
8.6
59
Not enough data
8.5
57
Quoting
Not enough data
8.4
59
Not enough data
8.3
53
Not enough data
8.4
54
Not enough data
8.4
56
Not enough data
8.6
53
Admin
Not enough data
8.2
90
Not enough data
7.7
84
Not enough data
8.3
87
Not enough data
8.3
84
Channels
Not enough data
8.1
58
Not enough data
7.7
53
Not enough data
8.0
50
Platform
Not enough data
8.4
90
Not enough data
8.2
86
Not enough data
8.0
78
Not enough data
8.5
89
Not enough data
8.4
91
Not enough data
8.6
20
Generative AI - cpq
Not enough data
7.4
15
Not enough data
7.5
16
Not enough data
7.7
16
Competition
Not enough data
8.7
58
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.5
53
|
Verified
Not enough data
8.5
55
|
Verified
Not enough data
7.9
18
Agentic AI - Sales Gamification
Not enough data
Not enough data
Integrations
Not enough data
8.9
61
|
Verified
Not enough data
8.8
59
Not enough data
8.7
45
Platform
Not enough data
8.8
65
|
Verified
Not enough data
8.9
64
|
Verified
Not enough data
8.8
58
|
Verified
Not enough data
8.8
63
|
Verified
Not enough data
8.8
63
|
Verified
Employee Features
Not enough data
8.9
66
|
Verified
Not enough data
8.8
68
|
Verified
Not enough data
8.8
68
|
Verified
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
Not enough data
8.4
72
Not enough data
8.8
73
Not enough data
8.8
73
Not enough data
8.8
73
Organization
Not enough data
8.6
74
Not enough data
8.4
73
Not enough data
8.6
73
Performance Analysis
Not enough data
Feature Not Available
Not enough data
8.6
75
Sales Analysis
Not enough data
8.4
69
Not enough data
8.4
73
Generative AI
Not enough data
8.3
27
Not enough data
8.1
27
Agentic AI - AI Sales Assistant
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrated Workflows
Not enough data
8.7
161
Not enough data
8.8
157
Not enough data
8.3
146
Not enough data
8.2
142
Not enough data
8.9
155
Not enough data
8.8
153
Not enough data
8.5
148
Repeatability and Reportability
Not enough data
8.4
145
Not enough data
8.6
150
Not enough data
8.6
143
Not enough data
8.2
139
Not enough data
7.9
121
AI and Automation
Not enough data
8.3
147
Not enough data
8.5
146
Not enough data
8.3
140
Not enough data
8.1
134
Not enough data
7.8
126
Generative AI
Not enough data
7.5
69
Agentic AI - Sales Engagement
Not enough data
7.9
28
Not enough data
7.8
26
Not enough data
8.0
27
Not enough data
7.9
26
Not enough data
7.7
27
Not enough data
8.0
27
Not enough data
8.1
26
Customer Requirements
Not enough data
8.5
52
Not enough data
8.5
51
Not enough data
8.5
53
Contracts
Not enough data
8.5
51
Not enough data
8.2
48
Not enough data
8.4
51
Revenue
Not enough data
8.5
53
Not enough data
8.5
51
Not enough data
8.4
48
Platform Basics
Not enough data
8.4
98
Not enough data
8.6
93
Not enough data
8.6
97
Not enough data
8.4
89
Not enough data
8.9
57
Agentic AI - Customer Journey Mapping
Not enough data
7.1
12
Content
Not enough data
8.9
79
Not enough data
8.6
76
Not enough data
8.5
76
Not enough data
8.7
77
Not enough data
8.6
74
Collaboration
Not enough data
8.8
76
Not enough data
8.5
78
Not enough data
9.0
80
Not enough data
9.0
83
Not enough data
8.7
78
Not enough data
8.7
75
Lead Monitoring
Not enough data
9.0
42
Not enough data
8.9
42
Not enough data
8.7
42
Agentic AI - Lead Capture
Not enough data
7.2
27
Not enough data
7.2
27
Data Capture
Not enough data
8.3
42
Not enough data
8.5
42
Not enough data
8.1
42
Not enough data
8.3
42
Analytics
Not enough data
9.1
42
Not enough data
8.8
42
Customization
Not enough data
8.7
41
Not enough data
8.6
41
Not enough data
8.7
42
Not enough data
8.7
42
Territory Mapping
Feature Not Available
Not enough data
9.2
6
Not enough data
8.6
6
Not enough data
Route Planning
9.4
6
Not enough data
8.3
6
Not enough data
8.0
5
Not enough data
Sales Performance Management
6.3
5
Not enough data
8.7
5
Not enough data
9.2
6
Not enough data
Presentation and Forms
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Before the Job
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
On the Job
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
After the Job
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Field Service Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Lead Scoring
Not enough data
6.4
12
Not enough data
6.7
13
Not enough data
6.7
12
Not enough data
6.8
12
Attribution
Not enough data
8.5
21
Not enough data
8.6
22
Not enough data
8.0
21
Discovery
Not enough data
8.6
22
Not enough data
8.3
21
Not enough data
8.3
22
Management
Not enough data
8.4
22
Not enough data
8.4
22
Platform
Not enough data
8.4
22
Not enough data
8.3
21
Agentic AI - Sales Performance Management
Not enough data
7.9
21
Not enough data
8.1
20
Not enough data
7.9
21
Incentives
Not enough data
8.2
154
|
Verified
Not enough data
8.4
161
|
Verified
Not enough data
8.0
153
|
Verified
Not enough data
8.4
162
|
Verified
Personalization
Not enough data
8.5
178
|
Verified
Not enough data
8.6
179
|
Verified
Not enough data
8.6
185
|
Verified
Not enough data
8.4
172
|
Verified
Administrative
Not enough data
8.5
170
|
Verified
Not enough data
8.5
174
|
Verified
Not enough data
8.4
162
Agentic AI - Email Tracking
Not enough data
7.7
30
Not enough data
7.5
29
Not enough data
7.6
30
Not enough data
7.0
29
Not enough data
7.0
30
Not enough data
7.4
30
Not enough data
7.6
29
Analytics
Not enough data
8.3
139
Not enough data
8.3
144
Not enough data
8.4
145
Customizations
Not enough data
8.7
149
Not enough data
8.8
146
Not enough data
8.8
147
Not enough data
8.7
143
Not enough data
8.6
148
Generative AI
Not enough data
7.6
59
Agentic AI - Sales Analytics
Not enough data
7.5
29
Not enough data
7.5
29
Not enough data
7.1
29
Not enough data
7.4
29
Not enough data
7.5
29
Data Sourcing
Not enough data
8.3
145
Not enough data
8.4
149
Not enough data
8.3
142
Not enough data
8.6
156
Not enough data
8.5
147
Predictive Analytics
Not enough data
8.5
147
Not enough data
8.3
139
Not enough data
8.0
124
Not enough data
8.2
130
Sales Management
Not enough data
8.5
154
Not enough data
8.3
131
Not enough data
8.5
145
Not enough data
8.8
152
Agentic AI - Sales Enablement
Not enough data
6.1
6
Not enough data
6.1
6
Not enough data
6.1
6
Content Management
Not enough data
8.2
10
Not enough data
8.0
10
Not enough data
8.0
10
Not enough data
8.8
10
Not enough data
8.2
10
Analytics
Not enough data
9.0
10
Not enough data
8.3
10
Not enough data
8.3
10
Not enough data
8.3
10
Learning Management - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Enablement - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Relationship Management - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
HappSales and Zoho CRM are categorized as CRM
Unique Categories
HappSales is categorized as Field Service Management and Field Sales
Zoho CRM is categorized as Client Portal, Customer Journey Mapping, Quote-to-Cash, Sales Engagement, AI Sales Assistant, Sales Analytics, Email Tracking, Sales Gamification, Sales Performance Management, CPQ, Lead Capture, Lead Scoring, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
HappSales
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Zoho CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Information Technology and Services
18.4%
Biotechnology
10.5%
Accounting
7.9%
Logistics and Supply Chain
7.9%
Manufacturing
7.9%
Other
47.4%
Information Technology and Services
16.0%
Computer Software
9.9%
Marketing and Advertising
8.8%
Financial Services
3.6%
Real Estate
3.5%
Other
58.2%
Alternatives
Discussions
What is HappSales used for?
1 Comment
Official Response from HappSales
HappSales is an award-winning CRM app with Copilot to make client operations easy & fun for teams involved in Lead Management, Sales, Service & Receivables...Read more
HappSales has no more discussions with answers
What have you found better than ZOHO
5 Comments
PC
Zoho One, with over 45 business applications, all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus...Read more
Is Zoho CRM really free?
4 Comments
AP
Zoho CRM offers a free version, but it also provides various paid plans with additional features and capabilities. The free version typically has...Read more
can we create segmentation in this
3 Comments
Official Response from Zoho CRM
Yes Lavanya,
Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell...Read more
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