CRM for Businesses

HaaCRM

A professional CRM and billing platform that keeps sales, finance, and support in sync.

Lead to CashBilling + CRMWhatsApp RemindersInventory Ready

What HaaCRM delivers

  • Unified CRM + billing workspace for sales and finance teams.
  • Lead capture, pipeline stages, and deal tracking.
  • Quotes, invoices, and payment links in seconds.
  • Recurring billing and subscription management.
  • Inventory, GST/VAT, and multi-branch billing.
  • WhatsApp/SMS/email reminders for due payments.
HaaCRM Multi-Tenant Architecture and Mobile Interface

Why HaaCRM

A CRM built for billing-first businesses

HaaCRM keeps sales, billing, and service aligned from the first call to the final payment.

Lead-to-cash clarity

HaaCRM connects lead capture, pipeline movement, and billing in one system.

Collections without chaos

Automated reminders, payment links, and aging views help teams collect faster.

Operations ready

Inventory, GST/VAT, and multi-branch controls keep finance teams in control.

HaaCRM Suite

Sales, billing, and support in one workspace

Clear modules keep every team on the same page while you scale.

Sales + CRM

Track relationships and momentum at every stage.

  • Lead capture and qualification
  • Pipeline stages and deal health
  • Tasks, follow-ups, and activity logs
  • Quotes and proposals

Billing + Finance

Invoice and collect without switching tools.

  • Invoices, subscriptions, and payment links
  • Inventory and GST/VAT ready billing
  • Aging reports and auto reminders
  • Revenue dashboards

Service + Retention

Support and renewals tied to each account.

  • Support tickets linked to accounts
  • Renewal and contract alerts
  • Customer portal access
  • Account timelines and history

Complete Features

Every HaaCRM capability at a glance

Built to cover sales, billing, service, and analytics without add-ons.

Unified CRM + billing workspace for sales and finance teams.
Lead capture, pipeline stages, and deal tracking.
Quotes, invoices, and payment links in seconds.
Recurring billing and subscription management.
Inventory, GST/VAT, and multi-branch billing.
WhatsApp/SMS/email reminders for due payments.
Customer portal for statements and ticket history.
Role-based access, approvals, and audit trails.
Custom fields, stages, and workflow rules.
Revenue, collection, and team performance dashboards.
Exports, backups, and API integrations.
Designed for SMBs, agencies, and distributors.

Automation + Insights

Smart follow-ups and real-time reporting

Keep collections moving and leadership informed without manual effort.

Automation

  • Auto-generate invoices on delivery or milestone completion.
  • Smart follow-ups for overdue payments and renewals.
  • Template-based proposals and quotations.
  • Task assignments with SLA timers and handoffs.
  • Automated renewal alerts and dunning sequences.
  • Webhook + API triggers for external systems.

Insights + Governance

  • Cohort revenue tracking and pipeline forecasting.
  • Collections aging and cashflow snapshots.
  • User activity logs and change history.
  • Permissions by branch, role, and team.
  • Custom reports exportable to Excel/CSV.
  • Data controls and backup-ready audit trails.

Core Modules

Modular building blocks you can scale

Start with the essentials and expand as your operations grow.

Lead ManagementPipelineContact 360InvoicingSubscriptionsInventoryPayment LinksWhatsApp RemindersCustomer PortalSupport TicketsAnalyticsRole Access

Built for

AgenciesDistributorsService TeamsSubscriptionsRetail and WholesaleField Sales

Implementation

Launch HaaCRM in weeks

We configure pipelines, templates, billing rules, and dashboards to match your team.

01

Capture

Bring every lead into one place from forms, calls, and referrals.

02

Qualify

Assign owners, set stages, and track next actions.

03

Bill

Generate invoices, subscriptions, and payment links instantly.

04

Support

Manage tickets, renewals, and customer success in context.

Ready to see HaaCRM?

Book a guided demo

We will map your process and show how HaaCRM fits your team.