Hapo SMS · Sales Management System for B2B
Every promise you sell, tracked until it is paid.
One record from first contact to signed contract, delivered milestones, customer acceptance and paid invoice — built for B2B companies that sell by order or by project.
Connects with the channels and tools your team already uses
- HubSpot
- Web Forms
- Apollo
Where B2B revenue leaks between teams
Sales, delivery and finance each keep their own version of the deal. Every handoff rebuilds the record — and something gets lost.
Context disappears after the deal is won
Scope, promises and contacts live in the CRM, a spreadsheet and someone's inbox. Delivery starts by asking the customer the same questions again.
Work starts before the paperwork is ready
Orders run without a signed SOW, milestones slip without anyone noticing, and acceptance is chased by email at the end.
Finance cannot see what is ready to invoice
Invoices are built from memory, partial payments are matched by hand, and overdue amounts surface weeks too late.
How it flows
One customer record, carried through every handoff
Each team works in its own view of the same underlying records, so the commercial promise reaches delivery and finance intact.
01 · Sales
Keep the commercial story clear from first contact to signed deal
Capture leads from LinkedIn, WhatsApp, web forms and email outreach into one pipeline with owners, stages and next actions.
- Contacts, companies and activity history
- Configurable deal stages, with owners and win probability
- Pipeline and revenue reports by channel
02 · Delivery
Turn every won deal into an order the team can deliver
Each won deal becomes an order where the agreed scope is recorded as line items, with contracts, milestones and acceptance records attached to the same customer.
- Order line items with invoiced and remaining amounts
- SOW and contract approval, with alerts for unsigned work
- Milestones, schedule health and customer acceptance
03 · Revenue
Close the loop from acceptance to cash
Invoices are issued against delivered work, payments are matched to bank deposits, and overdue amounts are visible the day they slip.
- Invoices per issuing entity, bank account and currency
- Bank statement reconciliation and partial payments
- Cash flow, collections and forecast reports
Built for how B2B orders really run
The details that keep a promise visible from proposal to payment.
Contract guardrails
See which orders are running without a signed SOW and which contracts are pending approval or about to expire.
Milestone baseline and slip
Freeze a baseline, compare planned and actual dates, and catch late or at-risk milestones across every order.
Line-level invoicing
Invoice an order in parts and always know what has been invoiced and what remains for each line.
Multi-entity, multi-currency
Issue invoices from different legal entities and bank accounts in USD, JPY, SGD, VND and more, with exchange-rate history.
Acceptance records
Track drafts, documents waiting for customer signature, disputes and revenue that becomes eligible once work is signed off.
Outreach in the same record
LinkedIn, WhatsApp, email sequences and contact-form outreach feed the same contacts your delivery team will work with.
For B2B companies that sell by order or by project
If every deal becomes a commitment your team must deliver and invoice, Hapo SMS keeps it in one place.
IT services & software agencies
Fixed-price and time-and-materials projects, SOWs, UAT and maintenance — from proposal to the last invoice.
Offshore development · System integrators · Digital agencies
Consulting & professional services
Engagements with phased deliverables, customer sign-off and invoices tied to completed work.
Consulting firms · Engineering services · Training providers
Make-to-order manufacturing
Customer orders with line items, delivery milestones, acceptance and staged invoicing — the commercial side of the factory.
Precision parts · Packaging · Custom equipment
Related solutions
Solutions that commonly follow or sit beside this one. Each runs independently; links between them are built in a deployment project.
Manufacturing ERP (Hapo ERP)
Hapo ERP takes over after the sale: quotes, MRP, purchasing, production and delivery. Passing won orders from Hapo SMS into Hapo ERP is built in a project.
Smart Factory
Smart Factory shows live machine output and downtime. Comparing it with order dates in Hapo SMS needs an integration built in your project.
OKR Management (Hapo OKR)
Hapo OKR lets you set sales targets as objectives and key results with weekly check-ins.
Frequently asked questions
Is Hapo SMS a replacement for our CRM?
Yes. Hapo SMS includes core CRM features — contacts, companies, deals, pipeline and activity history — so it can replace your current CRM. If your sales team is on HubSpot, Hapo SMS syncs data from HubSpot so you can move over gradually and safely, without losing history or switching everything at once. Unlike a typical CRM, Hapo SMS keeps going after the deal is won: orders, contracts, milestones, acceptance and invoicing in the same record.
Who is Hapo SMS designed for?
B2B companies that sell by order or by project — IT services and agencies, consulting and professional services, and make-to-order manufacturers that need to follow each order from deal to payment.
Can we invoice an order in several parts?
Yes. Each order is split into line items, and Hapo SMS shows the invoiced and remaining amount for every line, so partial and milestone-based invoicing stays accurate.
Does it support multiple companies and currencies?
Yes. You can issue invoices from different legal entities and bank accounts, in multiple currencies, and review exchange-rate history against your base currency.
Can the workflow be adapted to our process?
Deal stages, sales channels and custom properties are configurable today. If your process needs more, we can discuss custom development with the Haposoft team during the demo.
Can I use Hapo SMS with Claude?
Yes. Hapo SMS has an MCP connector for Claude. After signing in, Claude can read your CRM data and create contacts, notes and tasks, always within that user's permissions. Requests are rate limited and denied requests are logged. The connector is for Claude only for now.
Haposoft connects AI assistants to business systems over MCP — Hapo SMS already has a Claude connector. How we build AI agents on MCP
See your own order flow in Hapo SMS
Tell us how your team sells and delivers today. We will walk you through Hapo SMS with a workflow close to yours.
- A walkthrough tailored to your sales and delivery process
- Advice on bringing your current sales and order data into Hapo SMS
- Guidance on configuring deal stages, sales channels and custom properties