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For B2B SaaS
Built for Growth and Retention

For B2B SaaS teams, events power the entire customer lifecycle — from generating pipeline and supporting deals to keeping customers engaged.

hapily keeps every event connected inside your CRM, making it easier to manage events at scale while every interaction builds context, proves impact, and supports growth over time.

Conferences & tradeshows

Lunch & learns

Webinars

User group meetups

Roadshows

Customer dinners & happy hours

Workshops

Field marketing activations

How hapily supports B2B SaaS teams:

Intuitive Event Builder

Spin up event pages, forms, lists, and workflows directly from the CRM so every event starts organized and ready to scale.

Learn more about Event Builder

Registration & Targeted Invitations

Use CRM segmentation and native registration to invite the right audience to each event — whether that’s prospects, customers, partners, or specific lifecycle stages.

Learn more about Registration and Invites

Lead Capture & Enrichment

Capture leads at in-person events or virtual sessions and enrich them instantly with contact and company data so sales can act fast.

Learn more about AI-Powered Mobile Lead Capture

QR Code Check-In

Track who actually attended events — not just who registered — with fast, reliable check-in that keeps attendance data accurate.

Learn more about QR Code Check-In

Surveys & Feedback Collection

Collect feedback immediately after events to understand what resonated, where interest lies, and how to improve future programming.

Learn more about Post-Event Feedback

Deal Attribution & ROI Reporting

Connect event participation back to deals and pipeline so marketing and sales can see which events influence revenue.

Learn more about Attribution & Insights

Follow-Up & Ongoing Engagement

Give sales the full event picture — attendance, engagement, session data, and resources — so follow-up is relevant, timely, and helps move deals forward faster.


 Learn more about Sales Alignment

hapily blog

The latest from the hapily team:

Capture Event Conversations Faster with AI Voice Notes and Instant Actions

Capture Event Conversations Faster with AI Voice Notes and Instant Actions

Stop typing notes at events. Capture conversations with AI voice notes, organize next steps instantly, and take action without leaving your...

Capture Event Conversations Faster with AI Voice Notes and Instant Actions
Nikki Zangardi

April 10, 2026

Smarter Error Handling and Admin Control for Lead Capture

Smarter Error Handling and Admin Control for Lead Capture

Not every event lead comes through perfectly (and that's ok!) See how smarter error handling and admin lead management gives you more contr...

Smarter Error Handling and Admin Control for Lead Capture
Nikki Zangardi

April 03, 2026

Better Data In, Better Follow-Up Out: Expanded Coverage & CRM Matching in Mobile Lead Capture

Better Data In, Better Follow-Up Out: Expanded Coverage & CRM Matching in Mobile Lead Capture

What’s new in enrichment, coverage, and CRM matching within Mobile Lead Capture — and how it changes what you walk away with after every ev...

Better Data In, Better Follow-Up Out: Expanded Coverage & CRM Matching in Mobile Lead Capture
Nikki Zangardi

March 30, 2026

 

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