HappyFox

HappyFox

Verified

HappyFox is a fully functional and sleek looking Customer Relationship Management System that is focoused on help desk and ticket systems for a variety of big name businesses as well as small. HappyFox is an SaaS-based help desk solution which eliminates traditional licences and allows any business the opportunity to implement a new help desk system without the need of a large IT department or temporary IT hire. 

HappyFox has a ton of features to enhance the functionality including priortizing tickets, assinging automatically using a round-robin algorithm, status updates, and more. The best part of HappyFox is its ability to take all your various avenue's for customers to inquire about help, e.g. Twitter, Facebook, E-mail, Website Form, and converts all of them into one pipleine within HappyFox. No customer's request for help can be missed using this efficient method. 

For those common customer support tickets, like resetting a password, HappyFox allows you to create email templates which can be customized to provide a pleasent response automatically. Every support agent will also have the ability to see a specific customer's past requests and apepar well versed and knowledged in this specific customer's needs. 


Cloud Deployment: Yes
On-Premise Deployment: No
Website: https://www.happyfox.com/

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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