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.
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.
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.
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Learn how CRM-powered events build trust in professional services by connecting event data with client context, ensuring seamless execution...
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Release Notes | January 2026
A quick look at new feature releases, improvements, and bug fixes.
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