Repeat customer records
Retail teams need a way to keep customer and contact data usable beyond one-off sales.
For store, distribution, and online retail teams that need customer records, item billing, GST details, and payment visibility.
Retail teams need a way to keep customer and contact data usable beyond one-off sales.
Products, GST rates, pricing, stock-related fields, and invoice records must stay consistent.
Retail often needs vendors, purchase orders, purchase bills, expenses, and payment records alongside sales.
These sections mention only modules confirmed in the current Happy2CRM and Happy2Invoice codebases.
Use contacts, accounts, calls, tasks, meetings and reports to manage repeat customers, wholesale buyers, and follow-up opportunities.
Use clients, items, invoices, payments, vendors, purchase orders, purchase bills, expenses, credit notes, debit notes, tax settings and GST dashboard endpoints.
Basic is the recommended retail starting plan because it expands invoice, client, vendor, item, payment, purchase, export, import, and report capacity.
Price and plan name are loaded from the central Happy2Office pricing configuration used by the website.
Yes. If billing and item records are the priority, Invoice can be used independently.
Yes. Happy2Invoice includes vendors and purchase-side records.
Yes. Credit notes and debit notes are implemented and plan-limited.
Use CRM when repeat buyers, wholesale leads, or customer follow-ups need a proper pipeline.
Review the product pages, choose the workspace that fits your team, and start with the plan that matches your current volume.