Many client conversations
Prospects, active clients, revisions, and follow-ups spread across email, calls, and meetings.
For creative, marketing, development, and service agencies that need pipeline visibility and cleaner client billing.
Prospects, active clients, revisions, and follow-ups spread across email, calls, and meetings.
Teams need a cleaner path from opportunity to quote, proforma, invoice, and payment.
Agencies often mix one-time projects, recurring invoices, expenses, and payment follow-up.
These sections mention only modules confirmed in the current Happy2CRM and Happy2Invoice codebases.
Track client enquiries as leads, manage deal stages, assign tasks, schedule meetings, log calls, and review campaigns or reports where included in the plan.
Use quotes, proformas, invoices, recurring invoices, payments, expenses, credit notes, debit notes, and exports according to plan limits.
Basic fits most small agencies because it raises users, invoices, clients, exports, and includes reports, imports, recurring invoices, and payment gateway access.
Price and plan name are loaded from the central Happy2Office pricing configuration used by the website.
Yes. Happy2Invoice includes quotes and proformas, and quotes can move toward invoices.
Yes. CRM can manage agency leads and follow-ups while Invoice manages billing records.
Recurring invoices are available where the Invoice plan includes recurring invoice entitlement.
Basic is usually the first paid fit; Pro is better when accounting and custom roles become important.
Review the product pages, choose the workspace that fits your team, and start with the plan that matches your current volume.