Operations features in Hoop

Keep data clean, consistent, and complete

Get a single view of data health across your CRM. Surface duplicates and format errors, enrich missing details, and send proactive digests so teams can trust every field and report.

Monitor data health in one place.

See property insights, anomaly alerts, and issue trends at a glance. Drill in by object to resolve the biggest problems first and track improvements over time.

Detect and fix the common culprits

Duplicates

Identify and merge look-alike contacts and companies with confidence.

Formatting

Standardize capitalization, phone numbers, and dates for reliable filters.

Enrichment

Fill gaps by leveraging conversations and approved data sources.

Proactive alerts and digests

• Weekly data quality digest summarizing changes and issues.
• Property anomaly banners to catch out-of-range updates.
• Issue breakdowns by type to focus team effort.

Govern with rules and audits

Prove data reliability

Flexible Approvals

Define thresholds for discount, margin, and deal size to trigger review automatically. Reps see issues during creation, managers approve with full context, and cycle times shrink.

Custom approval rules

Set criteria by field or formula so governance is built-in, not bolted on. Route to pools or specific approvers to match org structure.

Streamlined manager review

• Line-item deltas and rationale shown at a glance.
• Comment threads clarify decisions and next steps.
• Mobile approvals keep momentum off-desk.

Real-time rep feedback

Inline warnings highlight violations before submission. Guided fixes help reps adjust discounts or terms without guesswork.

Governance you can audit

Scale across segments