Directory
Contacts and companies — the CRM substrate that everything else hangs off.
What it is
The Directory is HAPPEE's contact and company database. Every
prospect, customer, vendor, lender, partner, investor, and applicant
lives here, with a single record per real-world entity. Conversations,
calls, emails, work items, invoices, and documents all attach to the
relevant directory record so the full history of a relationship is one
click away.
Where a traditional CRM is a sales tool, the Directory is a
relationship layer. Sales pipelines live on top of it, but so do AR
collections, vendor stretch decisions, hiring pipelines, investor
updates, and design-partner programs.
What you get
- One record per contact and company, with merge tools for duplicates
- Tags, segments, and saved views
Activity timeline pulling from channels, calls, emails, work items,
and invoicesCustom fields per contact type (prospect, customer, vendor, investor)
Bulk import from CSV, Excel, or other CRMs
Agent access — the sales agent can look up an account, the operations
agent can update a vendor record, the finance agent can pull AR
statusPrivacy and access controls — sensitive contacts (legal, HR, lender)
scoped appropriately
How agents use the directory
The sales agent researches each target account from public sources,
attaches the research to the directory record, and uses it for the
opener draft.Phone calls placed via the phone integration auto-attach transcripts
and outcomes to the contact.Alex pulls AR aging by customer from the directory + accounting
layer.The research agent files customer interviews against the contact
record so the synthesis layer can refer back to who said what.
In small businesses
A small business doesn't need three CRMs (one for sales, one for
investors, one for vendors). The Directory holds them all with role
distinctions, and the same agents work across the relationships
without switching tools.
Where the directory shows up across the business
In Outbound sales motion: target
accounts, contacts, research notes, intent signals.In Cash flow stabilization:
AR contacts for collections, AP contacts for stretch communications.In First paying customers:
every interview lives as a directory contact with tagged transcript.In New product line: charter customer
list, partner contacts.
Related
HAPPEE Telephony
Phone & Voice
Outbound calls, transcripts, captured outcomes; voice agents that hold real-time conversations.
HAPPEE Core
Channels
Persistent chat rooms shared with agents — daily briefs, councils, decisions logged.
HAPPEE Tracker
Tracker
Work items, kanban, pipelines, initiatives, objectives — any process with stages.
HAPPEE Core
Agents
The persistent AI partners that learn your business over time.