Compare happisales vs FieldPulse

Summary

Happisales is an all-in-one sales management solution to manage the sales process. With a user-friendly business application, you can manage presence, goals, call records, and report customer issues. Improve sales force performance with real-time decision-making and responsive service to gain market insight. It allows sales representatives to enter their daily presence, (TASKS/DEPARTURES/MEETINGS/ TRAINING), executives define their monthly and daily goals, each customer visit will be followed with geographic locations and timestamps. In addition to these activities, it can capture notes and images. Consolidated daily reports of customer visits are sent daily to the administrator of the immediate reports. ..show more

FieldPulse is a mobile CRM software that streamlines business operations. With job scheduling, dispatching, customer records, and sales processes all in one place, it revolutionizes how businesses operate. FieldPulse reduces office workloads by eliminating manual paperwork and centralizes customer records for a personalized experience. The GPS vehicle tracking feature improves resource management and efficiency. Easy invoicing, estimation, and payment options ensure stable cash flow. Custom pricebooks and tiered pricing options streamline the sales process and build trust with clients. FieldPulse Engage allows communication within the app, maintaining a professional image. Payments can be taken securely through the mobile app or other channels. FieldPulse's Sales Suite makes the sales process faster with quick proposal creation. With FieldPulse, businesses save time and close deals efficiently. ..show more

Analytics (Workforce) Helps you track and analyse the performance of the workforce

Attendance Management Helps to manage employee attendance or workforce presence in the workplace to reduce employee downtime

Billing and Invoicing This feature helps in issuing and handling the invoice and bills.

Claims Management Helps to organize and keeping track of insurance claims and as such claims made by patients.

Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Digital Signature A facility to capture digital signature in a secure format

Document Management Ability to store and manage various information and documents in electronic format.

Inventory Management Helps in recording inventory to optimize and fulfill the requirement.

Job Scheduling Helps in allocating jobs to the right person at the right time

Offline Reporting Helps you to save the data offline and synchronize as soon the device connects to the internet

Real-time Job Tracking Allows you to view your workforce in real time and improve strategy

Reporting Sends instant status reports about the task with customer feedback

Route Optimization Determines the cost efficient route to perform the order

NA

• Quickbooks
• Zapier
• Square Point of Sale

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