Skip to content

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:

Bringing Event Communications Into Your Plan From the Beginning (Without Overthinking It)

Bringing Event Communications Into Your Plan From the Beginning (Without Overthinking It)

Event communication works better when it’s planned alongside the event itself. Here’s a look at how teams can plan as part of event setup, ...

Bringing Event Communications Into Your Plan From the Beginning (Without Overthinking It)
Nikki Zangardi

January 22, 2026

Keep Your Entire Invite Strategy Connected to Your Event with Invite Manager

Keep Your Entire Invite Strategy Connected to Your Event with Invite Manager

See how Invite Manager keeps invite lists, invite emails, and registration results tied to the event record so your invitation strategy sta...

Keep Your Entire Invite Strategy Connected to Your Event with Invite Manager
Nikki Zangardi

January 15, 2026

Why hapily Is Doubling Down on Events: A Small Change That Brings Big Focus

Why hapily Is Doubling Down on Events: A Small Change That Brings Big Focus

We’re sharpening our focus on events — what’s changing, what’s staying the same, and why this sets hapily up for what’s next.

Why hapily Is Doubling Down on Events: A Small Change That Brings Big Focus
Nikki Zangardi

January 07, 2026

 

SCHEDULE A DEMO TODAY!
Ready to
event hapily?

Women On Site with Tablet - Light Background