Relationship-driven sales
Consultants sell through trust, calls, meetings, and follow-ups that need proper tracking.
For independent consultants and advisory teams that need a simple client pipeline, professional billing, and clear follow-up discipline.
Consultants sell through trust, calls, meetings, and follow-ups that need proper tracking.
The move from conversation to quote, proforma, invoice, and payment needs to feel professional.
Small teams need CRM, billing, expenses, and reports without heavy software overhead.
These sections mention only modules confirmed in the current Happy2CRM and Happy2Invoice codebases.
Use contacts, accounts, leads, deals, tasks, meetings, calls, dashboards and reports to manage advisory opportunities and follow-up history.
Use quotes, proformas, invoices, payments, expenses, clients, items, recurring invoices and reports according to the selected plan.
Basic is a strong consulting fit because it gives practical CRM capacity and, for Invoice, higher client and invoice limits with 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. Free is suitable for testing with one user and starter limits.
Recurring invoices are available on Invoice plans where recurring invoice entitlement is included.
Yes. CRM includes meetings and calls modules.
Upgrade when custom roles, workflow rules, accounting, advanced tax, or much higher usage are needed.
Review the product pages, choose the workspace that fits your team, and start with the plan that matches your current volume.