Founder-led selling
Leads arrive through calls, email, referrals, and social messages, so follow-ups disappear unless they are captured quickly.
For early teams that need to capture first demand, follow up fast, and send professional invoices before operations become messy.
Leads arrive through calls, email, referrals, and social messages, so follow-ups disappear unless they are captured quickly.
One or two people often handle sales, customer calls, billing, and collections at the same time.
Invoices, payments, expenses, and customer records need to be structured before volume increases.
These sections mention only modules confirmed in the current Happy2CRM and Happy2Invoice codebases.
Use leads, contacts, accounts, deals, tasks, meetings, calls, dashboards and reports to turn founder conversations into a visible early sales process.
Create clients, items, quotes, invoices, payments and expenses so first customers can move from interest to paid account without spreadsheet billing.
Start with Free while validating demand. Move to Basic when there is more than one user, recurring follow-up, and a need for higher CRM and Invoice limits.
Price and plan name are loaded from the central Happy2Office pricing configuration used by the website.
Yes. Start with CRM if lead follow-up is the biggest issue, or Invoice if billing is the immediate pain.
Yes. The products have separate workspaces, so you can add billing when customers are ready to pay.
Imports are available only on plans where the product subscription includes import access.
Basic is the better starting point once more users, invoices, clients, leads, or reports are needed.
Review the product pages, choose the workspace that fits your team, and start with the plan that matches your current volume.