Your own customizable
Sales Management help desk

Manage sales leads, prospects and seal contracts, with HappyFox Sales help desk.

Help desk software for marketing services

Sales teams, facing steep targets and crunch deadlines, require streamlined processes and efficient execution to achieve goals. From customer service to managing contacts to responding on time to sales prospects, there is a lot of areas that a sales team has to focus on.

HappyFox has brought us closer to our clients, and client loyalty is more cemented now.

Jason Armstrong,
ORD Capital

HappyFox Sales help desk lets you create tickets for all the above actions, store them in one common help desk system so that you can assign them to staff, track them and also update them with regular progress.

Industry - Finance
Leads and prospects - Contact ManagementHappyFox presents the complete customer contact management solution. Now, you can keep all your contacts in an easily accessible database, and also have them linked to cases using our CRM Integrations. Maintain the most detailed database of all your contacts so you never have to go looking for one again. Sales ManagementSales comes with insanely tight deadlines. You need to monitor your tasks, constantly follow up with leads, keep presenting options to them until you close the deal. HappyFox Sales help desk will allow you to create tickets for all your lead tracking, set deadlines and update tickets with your progress. Management will have access to reports to stay up to date on deal progress. Enable seamless communication, right from your desk. Sales staff InterfaceHappyFox was built to make the work of your sales staff easier. Assign tickets to staff, prioritize them based on criticality (importance/size of customer), view recent replies and also add private notes. The private notes feature lets you add a note for your fellow staff member that the customers cannot see. Encourage staff coordination and drives faster sales.
Quantify SalesAt the end of the day, all that matters is closing a deal. Get rid of the PowerPoint slides and Excel templates. HappyFox Reports lets you quantify the tickets that were resolved, responded to and closed correctly, so you can just take a look at the report to understand the current position of your sales. Knowledge Base and FAQShare your sales recipe with your team using the internal knowledge base. Extend this further by also giving a detailed Knowledge base and FAQ system for your customers so they know how to contact your sales team, what the procedures are etc. Never leave a customer in the dark and your sales will automatically witness a positive transformation. Alignment with other teamsGood sales experience comes from a good synergy with other functions like marketing and support. One needs to know what to pitch before actually pitching it to a customer. Use the Community Forums feature to post topics, have discussions with other team members, get information that you require for your sales pitch.
Your RFPs, your offer season and your customer management - HappyFox can manage all this and more.
Quantify sales work, view problem areas and resolve them.
Quantify sales work, view problem areas and resolve them.
Communicate and motivate sales reps and boost results.
Communicate and motivate sales reps and boost results.
Maintain easy access to information with Knowledge base.
Maintain easy access to information with Knowledge base.
Build stronger relationships with customers.
Build stronger relationships with customers.

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