Need help getting started? Our team is ready to help and answer questions you might have.
Win trust and wallet share
with a compliant client platform
Hoop for Banking and Financial Services helps banks, lenders, insurance, and wealth firms acquire clients, serve securely, and grow AUM—all in one platform.

Win trust and wallet share
with a compliant client platform
Hoop for Banking and Financial Services helps banks, lenders, insurance, and wealth firms acquire clients, serve securely, and grow AUM—all in one platform.

Win trust and wallet share
with a compliant client platform

Solutions implemented at leading companies

























Connect origination,
advice, and service
Give relationship managers, advisors, and support teams shared context. Automate follow-ups and simplify documentation so clients get answers faster.
It's Easy
Hoop is easy to set up and use, making it even easier for you to scale. Customize your CRM with intuitive onboarding, get tips for using Hoop right alongside your tools, and let Hoop automate manual tasks.
It's Fast
With Hoop, get up and running quickly so you can start getting results from day one. With powerful tools, automation, and AI built in, you’ll accomplish more in less time — without increasing headcount.
It's All-In-One
With all your software on one platform, you don’t have to stitch together multiple tools to get the job done. And with educational resources & an exclusive founders community, you can grow your business, all in one place.
Acquire qualified clients
and accelerate intake
Target segments, capture applications, and route calls to licensed reps with clear next steps.

ABM Software
ABM Software
ABM Software
Focus on the accounts that matter most
Identify ideal accounts, tailor outreach to buyers, and track engagement and revenue in one view so teams stay aligned from first touch to closed-won.

Plan and execute account-based strategies together.
Define your ideal customer profile, build target lists with recommendations, and coordinate campaigns and outreach from a unified dashboard with engagement insights.

Identify and prioritize
Use ICP properties, fit criteria, and engagement signals to assemble a target list. Dashboards highlight activity, open deals, deal value, and gaps so teams focus where momentum is building.

Engage the buying committee
- Personalized email, ads, and website content for key stakeholders.
- Sales collaboration via shared notes, tasks, sequences, and timelines.
- LinkedIn tools to reach decision-makers with context from your CRM.

Coordinate with sales

Prove impact

Focus on the accounts that matter most
Identify ideal accounts, tailor outreach to buyers, and track engagement and revenue in one view so teams stay aligned from first touch to closed-won.

Plan and execute account-based strategies together.
Define your ideal customer profile, build target lists with recommendations, and coordinate campaigns and outreach from a unified dashboard with engagement insights.

Identify and prioritize
Use ICP properties, fit criteria, and engagement signals to assemble a target list. Dashboards highlight activity, open deals, deal value, and gaps so teams focus where momentum is building.

Engage the buying committee
- Personalized email, ads, and website content for key stakeholders.
- Sales collaboration via shared notes, tasks, sequences, and timelines.
- LinkedIn tools to reach decision-makers with context from your CRM.

Coordinate with sales

Prove impact

Forms
Forms
Forms
Convert visitors into leads with forms that work.
Create custom forms in minutes, capture contact info directly into your CRM, and follow up with automation that drives conversions.

Create and capture leads effortlessly.
Build forms without coding, embed them on your site, and route submissions into your CRM automatically. Streamline lead capture while providing a seamless experience for your visitors.

Capture leads instantly
- Build free online forms in seconds with no coding.
- Add forms to your website or use them as standalone pages.
- All submissions route directly into Hoop's CRM for easy nurturing or sales handoff.

Design forms your way
Drag-and-drop editing
Create forms visually with no technical expertise required.
Pre-built templates
Start quickly with proven layouts for registrations, downloads, signups, and more.
Brand alignment
Ensure every form matches your company style and goals.

Automate follow-up

Boost conversions with advanced features

Convert visitors into leads with forms that work.
Create custom forms in minutes, capture contact info directly into your CRM, and follow up with automation that drives conversions.

Create and capture leads effortlessly.
Build forms without coding, embed them on your site, and route submissions into your CRM automatically. Streamline lead capture while providing a seamless experience for your visitors.

Capture leads instantly
- Build free online forms in seconds with no coding.
- Add forms to your website or use them as standalone pages.
- All submissions route directly into Hoop's CRM for easy nurturing or sales handoff.

Design forms your way
Drag-and-drop editing
Create forms visually with no technical expertise required.
Pre-built templates
Start quickly with proven layouts for registrations, downloads, signups, and more.
Brand alignment
Ensure every form matches your company style and goals.

Automate follow-up

Boost conversions with advanced features

Lead Scoring
Lead Scoring
Lead Scoring
Know which leads to work first
Combine attributes and behaviors into a clear score for every contact. Route, alert, and report based on thresholds to shorten time to revenue and increase win rates.

Score leads with data you trust.
Use positive and negative criteria, add decay, and blend firmographic fit with engagement to keep scores current and predictive. Display scores and reasons on records for transparency.

Customize your model
- Points for actions and attributes that reflect your ICP.
- Negative and decay rules to reduce stale interest.
- Multiple scores by region, product, or motion.

Act on signals
Trigger alerts, tasks, sequences, and routing when scores cross thresholds so reps follow up at the right moment with the right context.

Align teams

Improve over time

Know which leads to work first
Combine attributes and behaviors into a clear score for every contact. Route, alert, and report based on thresholds to shorten time to revenue and increase win rates.

Score leads with data you trust.
Use positive and negative criteria, add decay, and blend firmographic fit with engagement to keep scores current and predictive. Display scores and reasons on records for transparency.

Customize your model
- Points for actions and attributes that reflect your ICP.
- Negative and decay rules to reduce stale interest.
- Multiple scores by region, product, or motion.

Act on signals
Trigger alerts, tasks, sequences, and routing when scores cross thresholds so reps follow up at the right moment with the right context.

Align teams

Improve over time

Call Tracking
Call Tracking
Call Tracking
Make and track every call in Hoop.
Place and receive calls from your browser or mobile device, auto-log outcomes to your CRM, and use AI-assisted note-taking and conversation intelligence to sell and support more effectively.

Support and sell more efficiently.
Reps spend their day on the phone and can lose track of priorities. With call tracking, you can route inbound calls, start or forward calls from mobile, and capture actionable insights with AI-powered conversation intelligence—so every call advances the relationship.

Automate outbound with a power dialer
- Queue calls directly from the CRM and move through lists quickly.
- Validate numbers and connect automatically to reduce manual steps.
- Drop voicemails in one click; skip or pause as needed.
- Capture outcomes automatically with built-in logging and disposition tracking.

Transcribe and summarize with AI
Real-time transcription
Eliminate manual note-taking with live transcripts captured during the call.
Instant, editable summaries
Generate summaries with clear action items and log them to the CRM for easy access.
Embedded AI assistance
Chat with AI during or after the call to surface insights and identify next steps.

Coach smarter with conversation intelligence

Manage complex calling at scale

Make and track every call in Hoop.
Place and receive calls from your browser or mobile device, auto-log outcomes to your CRM, and use AI-assisted note-taking and conversation intelligence to sell and support more effectively.

Support and sell more efficiently.
Reps spend their day on the phone and can lose track of priorities. With call tracking, you can route inbound calls, start or forward calls from mobile, and capture actionable insights with AI-powered conversation intelligence—so every call advances the relationship.

Automate outbound with a power dialer
- Queue calls directly from the CRM and move through lists quickly.
- Validate numbers and connect automatically to reduce manual steps.
- Drop voicemails in one click; skip or pause as needed.
- Capture outcomes automatically with built-in logging and disposition tracking.

Transcribe and summarize with AI
Real-time transcription
Eliminate manual note-taking with live transcripts captured during the call.
Instant, editable summaries
Generate summaries with clear action items and log them to the CRM for easy access.
Embedded AI assistance
Chat with AI during or after the call to surface insights and identify next steps.

Coach smarter with conversation intelligence

Manage complex calling at scale

Serve securely
with compliant workflows
Centralize tickets and knowledge, manage claims, and keep conversations auditable with e-sign and shared records.
Help Desk and Ticketing
Help Desk and Ticketing
Help Desk and Ticketing
Resolve customer requests faster
Connect your help desk to your CRM to provide personalized, AI-powered support across every channel. Streamline service with automation and integrations so reps work faster and customers get answers sooner.

Scale customer support and satisfaction.
As volume grows across email, chat, and phone, tickets slip and satisfaction drops. Hoop’s help desk centralizes requests in a single source of truth with built-in AI, multi-language support, Jira and Slack integrations, and 360-degree insights that empower reps and inform your marketing and sales teams.

Deliver excellent support at scale
Omnichannel operations without extra headcount
Run sophisticated support with conditional SLAs, intelligent ticket routing, and IVR phone trees to meet customers where they are.
Built on a unified customer platform
Every interaction syncs to Hoop’s customer platform for a complete journey view and comprehensive support analytics.
Developer-friendly extensibility
Use APIs to embed help desk capabilities into your website admin panel and create custom omni-channel solutions.

Improve rep efficiency with AI
Skills-based routing
Automatically assign tickets to the right rep based on expertise to reduce reassignment and speed first response.
Language detection
Detect customer language preferences to route and respond faster for global teams.
Assistive AI
Use reply recommendations, automated ticket summaries, and sentiment analysis so reps resolve more issues in less time.

Provide more helpful, personalized support

Offer seamless, omnichannel support

Resolve customer requests faster
Connect your help desk to your CRM to provide personalized, AI-powered support across every channel. Streamline service with automation and integrations so reps work faster and customers get answers sooner.

Scale customer support and satisfaction.
As volume grows across email, chat, and phone, tickets slip and satisfaction drops. Hoop’s help desk centralizes requests in a single source of truth with built-in AI, multi-language support, Jira and Slack integrations, and 360-degree insights that empower reps and inform your marketing and sales teams.

Deliver excellent support at scale
Omnichannel operations without extra headcount
Run sophisticated support with conditional SLAs, intelligent ticket routing, and IVR phone trees to meet customers where they are.
Built on a unified customer platform
Every interaction syncs to Hoop’s customer platform for a complete journey view and comprehensive support analytics.
Developer-friendly extensibility
Use APIs to embed help desk capabilities into your website admin panel and create custom omni-channel solutions.

Improve rep efficiency with AI
Skills-based routing
Automatically assign tickets to the right rep based on expertise to reduce reassignment and speed first response.
Language detection
Detect customer language preferences to route and respond faster for global teams.
Assistive AI
Use reply recommendations, automated ticket summaries, and sentiment analysis so reps resolve more issues in less time.

Provide more helpful, personalized support

Offer seamless, omnichannel support

Knowledge Base
Knowledge Base
Knowledge Base
Empower your customers to find the answers they need.
Give customers instant, self-serve solutions with an AI-powered knowledge base that is searchable by topic, accessible on mobile and desktop, supports multiple languages, and connects to your support tools to surface gaps and recommend new articles.

Build a unique library of help articles.
Turn frequent support questions into a comprehensive, search-optimized knowledge base. Customize the experience with CMS tools, collaborate with comments and approvals, and accelerate creation with AI assistance from Hoop AI Agents Copilot (beta).

Create and publish faster
- Generate and edit articles with AI assistance to speed up writing.
- Convert FAQs into a structured library optimized for search.
- Use CMS tools to match branding with flexible themes and styles.
- Collaborate with comments and approvals to keep content accurate.
- Manage advanced needs with multi-language articles and API-driven workflows.

Improve support team efficiency
Reduce repetitive questions and shorten time to resolution. Hoop CRM tracks which articles customers have viewed to prevent duplicate answers, while integrations with Slack and other tools keep teams informed about knowledge gaps. Multi-language support helps global teams share and reuse content.

Measure, improve, and evolve your knowledge base

Deliver a searchable, multi-language experience

Empower your customers to find the answers they need.
Give customers instant, self-serve solutions with an AI-powered knowledge base that is searchable by topic, accessible on mobile and desktop, supports multiple languages, and connects to your support tools to surface gaps and recommend new articles.

Build a unique library of help articles.
Turn frequent support questions into a comprehensive, search-optimized knowledge base. Customize the experience with CMS tools, collaborate with comments and approvals, and accelerate creation with AI assistance from Hoop AI Agents Copilot (beta).

Create and publish faster
- Generate and edit articles with AI assistance to speed up writing.
- Convert FAQs into a structured library optimized for search.
- Use CMS tools to match branding with flexible themes and styles.
- Collaborate with comments and approvals to keep content accurate.
- Manage advanced needs with multi-language articles and API-driven workflows.

Improve support team efficiency
Reduce repetitive questions and shorten time to resolution. Hoop CRM tracks which articles customers have viewed to prevent duplicate answers, while integrations with Slack and other tools keep teams informed about knowledge gaps. Multi-language support helps global teams share and reuse content.

Measure, improve, and evolve your knowledge base

Deliver a searchable, multi-language experience

FNOL & Claims
FNOL & Claims
FNOL & Claims
From first notice to resolution—without a new core
Launch claims quickly and improve cycle time. A guided intake captures the facts, triage rules assign work, and approvals keep reserves and payments controlled, all with audit-ready history.

Reframe core components you already have
Ticketing becomes the claim, workflows become triage and SLAs, document templates handle statements and authorizations, and e-sign speeds affidavits—no separate claims system to start.

Intake & triage
- Policy lookup, claimant identity, and loss details with photo/video uploads.
- Fraud indicators and catastrophe codes steer reviews and surge staffing.
- Channel-agnostic capture (web, phone, SMS) with automatic dedupe.

Adjusting & reserves
Work orchestration
Inspections, estimates, medicals, and communications tracked as tasks with due dates and SLA timers.
Reserves
Change requests require approvals with reason codes; full audit history is preserved.

Payments & documents

Reporting & leakage control

From first notice to resolution—without a new core
Launch claims quickly and improve cycle time. A guided intake captures the facts, triage rules assign work, and approvals keep reserves and payments controlled, all with audit-ready history.

Reframe core components you already have
Ticketing becomes the claim, workflows become triage and SLAs, document templates handle statements and authorizations, and e-sign speeds affidavits—no separate claims system to start.

Intake & triage
- Policy lookup, claimant identity, and loss details with photo/video uploads.
- Fraud indicators and catastrophe codes steer reviews and surge staffing.
- Channel-agnostic capture (web, phone, SMS) with automatic dedupe.

Adjusting & reserves
Work orchestration
Inspections, estimates, medicals, and communications tracked as tasks with due dates and SLA timers.
Reserves
Change requests require approvals with reason codes; full audit history is preserved.

Payments & documents

Reporting & leakage control

Integrated E-Signature
Integrated E-Signature
Integrated E-Signature
Integrated E-Signature
Deliver quotes that buyers can review and sign in one sitting. Signers complete fields securely, you get instant status, and records attach to deals automatically for full traceability.

Seamless signing experience
Combine pricing, terms, and signature on a single page to remove friction. Notifications prompt stakeholders who still need to sign.

Automatic recordkeeping
- Signed PDFs stored on deals and contacts.
- Signer identity, IP, and timestamps preserved.
- Templates standardize recurring agreements.

Security and compliance
Encryption and audit trails protect integrity and support common e-signature regulations across regions.

Accelerate time-to-sign

Insights for coaching

Integrated E-Signature
Deliver quotes that buyers can review and sign in one sitting. Signers complete fields securely, you get instant status, and records attach to deals automatically for full traceability.

Seamless signing experience
Combine pricing, terms, and signature on a single page to remove friction. Notifications prompt stakeholders who still need to sign.

Automatic recordkeeping
- Signed PDFs stored on deals and contacts.
- Signer identity, IP, and timestamps preserved.
- Templates standardize recurring agreements.

Security and compliance
Encryption and audit trails protect integrity and support common e-signature regulations across regions.

Accelerate time-to-sign

Insights for coaching

Shared Inbox
Shared Inbox
Shared Inbox
All customer conversations in one place.
Unify messages across channels into a collaborative inbox. Route by skill or priority, reply with context, and keep every thread tied to the right record.

Route the right way from the start.
Distribute conversations by team, round-robin, or rules like language, topic, or account tier. Working hours and presence prevent after-hours assignments.

Collaborate without collisions
- Agent presence and typing indicators.
- Internal comments and @mentions.
- Draft sharing and approved snippets.
- Real-time collision detection.

Resolve with context
View contact timelines, past tickets, and KB suggestions beside each thread. Insert articles or payment links in clicks, and create tasks or tickets when deeper work is needed.

Hit your SLAs

Scale support quality

All customer conversations in one place.
Unify messages across channels into a collaborative inbox. Route by skill or priority, reply with context, and keep every thread tied to the right record.

Route the right way from the start.
Distribute conversations by team, round-robin, or rules like language, topic, or account tier. Working hours and presence prevent after-hours assignments.

Collaborate without collisions
- Agent presence and typing indicators.
- Internal comments and @mentions.
- Draft sharing and approved snippets.
- Real-time collision detection.

Resolve with context
View contact timelines, past tickets, and KB suggestions beside each thread. Insert articles or payment links in clicks, and create tasks or tickets when deeper work is needed.

Hit your SLAs

Scale support quality

VoIP Software
VoIP Software
VoIP Software
Call from your CRM—and capture it all.
Provision numbers, click-to-call from records, and route inbound calls by team or round-robin. Record with consent, transcribe automatically, and analyze outcomes to coach and improve.

Built-in calling for sales and service.
Use a power dialer with voicemail drops for outbound. For inbound, ring the right people quickly with routing rules, availability checks, and escalation options.

Log, record, transcribe
- Automatic logging of duration and outcomes to the timeline.
- Recordings and transcripts stored with searchable context.
- Snippet bookmarking for quick review and coaching.

Coach with data
Conversation metrics
Talk ratios and topics reveal improvement areas.
Team comparisons
Benchmark connect rates and conversion to share best practices.

Report & optimize

Scale with control

Call from your CRM—and capture it all.
Provision numbers, click-to-call from records, and route inbound calls by team or round-robin. Record with consent, transcribe automatically, and analyze outcomes to coach and improve.

Built-in calling for sales and service.
Use a power dialer with voicemail drops for outbound. For inbound, ring the right people quickly with routing rules, availability checks, and escalation options.

Log, record, transcribe
- Automatic logging of duration and outcomes to the timeline.
- Recordings and transcripts stored with searchable context.
- Snippet bookmarking for quick review and coaching.

Coach with data
Conversation metrics
Talk ratios and topics reveal improvement areas.
Team comparisons
Benchmark connect rates and conversion to share best practices.

Report & optimize

Scale with control

Onboard & grow revenue
with clear reporting
Streamline quotes and paperwork, accept payments, sync accounting, and prevent failed renewals.

CPQ Software
CPQ Software
CPQ Software
Close deals faster with AI-powered CPQ.
Generate quotes in minutes with smart approvals and buyer insights. Streamline quote to cash on one platform with automation and reporting that give you control and visibility.

Transform quoting from bottleneck to breakthrough.
Legacy CPQ tools slow reps with manual work and complex systems. Hoop’s streamlined editor drafts personalized quotes from deal context so your team spends time closing, not composing.

Implement fast product configuration
- Eliminate spreadsheet chaos with centralized product and pricing management.
- Create accurate, professional quotes in an intuitive interface.
- Accelerate deals when buyer interest is at its peak.

Execute smart pricing management
Flexible pricing
Support flat or tiered pricing at the line-item level.
Discounts and tax
Apply discounts and tax rates precisely where needed.
Built-in approvals
Trigger approval workflows based on pricing or discount rules to prevent delays.
Instant feedback
Alert reps when quotes violate criteria so they can adjust on the spot.

Create AI-powered quotes in minutes

Streamline quote to cash on one platform

Close deals faster with AI-powered CPQ.
Generate quotes in minutes with smart approvals and buyer insights. Streamline quote to cash on one platform with automation and reporting that give you control and visibility.

Transform quoting from bottleneck to breakthrough.
Legacy CPQ tools slow reps with manual work and complex systems. Hoop’s streamlined editor drafts personalized quotes from deal context so your team spends time closing, not composing.

Implement fast product configuration
- Eliminate spreadsheet chaos with centralized product and pricing management.
- Create accurate, professional quotes in an intuitive interface.
- Accelerate deals when buyer interest is at its peak.

Execute smart pricing management
Flexible pricing
Support flat or tiered pricing at the line-item level.
Discounts and tax
Apply discounts and tax rates precisely where needed.
Built-in approvals
Trigger approval workflows based on pricing or discount rules to prevent delays.
Instant feedback
Alert reps when quotes violate criteria so they can adjust on the spot.

Create AI-powered quotes in minutes

Streamline quote to cash on one platform

AI-Powered Quotes
AI-Powered Quotes
AI-Powered Quotes
AI-Powered Quotes
Produce branded proposals in minutes without copy-paste. Buyers review, sign, and pay on a single page, compressing time from intent to revenue and improving consistency across teams.

Generate in minutes
Prebuilt templates and CRM context give AI the structure it needs to assemble quotes accurately. Reps fine-tune language while staying on brand.

Always on-brand and accurate
- Logos, colors, and legal copy applied automatically.
- Current prices and SKUs populate from the library.
- Terms blocks reused for speed and compliance.

Focus on closing
Automation removes repetitive drafting so reps spend more time on discovery, negotiation, and multi-threading with stakeholders.

Insight-driven follow-up

Quote-to-cash continuity

AI-Powered Quotes
Produce branded proposals in minutes without copy-paste. Buyers review, sign, and pay on a single page, compressing time from intent to revenue and improving consistency across teams.

Generate in minutes
Prebuilt templates and CRM context give AI the structure it needs to assemble quotes accurately. Reps fine-tune language while staying on brand.

Always on-brand and accurate
- Logos, colors, and legal copy applied automatically.
- Current prices and SKUs populate from the library.
- Terms blocks reused for speed and compliance.

Focus on closing
Automation removes repetitive drafting so reps spend more time on discovery, negotiation, and multi-threading with stakeholders.

Insight-driven follow-up

Quote-to-cash continuity

Invoices
Invoices
Invoices
Invoices
Generate branded invoices directly from quotes or deals and collect payment on the spot. Finance, sales, and success share the same status, eliminating spreadsheet chases and email threads.

Invoicing made easy
Create digital invoices in a few clicks and deliver them through trusted channels. Buyers see clear line items, taxes, and totals that reduce disputes and delays.

Automate collections
- Send reminders at set intervals.
- Record partial payments and credits.
- Trigger tasks for overdue balances.

One platform for commerce
Keep quoting, invoicing, subscriptions, and payments together so handoffs are automatic and reporting is complete.

Revenue reporting on autopilot

Operational controls

Invoices
Generate branded invoices directly from quotes or deals and collect payment on the spot. Finance, sales, and success share the same status, eliminating spreadsheet chases and email threads.

Invoicing made easy
Create digital invoices in a few clicks and deliver them through trusted channels. Buyers see clear line items, taxes, and totals that reduce disputes and delays.

Automate collections
- Send reminders at set intervals.
- Record partial payments and credits.
- Trigger tasks for overdue balances.

One platform for commerce
Keep quoting, invoicing, subscriptions, and payments together so handoffs are automatic and reporting is complete.

Revenue reporting on autopilot

Operational controls

Commerce Tools
Commerce Tools
Commerce Tools
Commerce Tools
Equip teams with AI-assisted quoting, invoicing, subscription management, and payments inside the CRM. Reduce swivel-chair work while improving governance, visibility, and speed.

AI that helps you close faster
Generate accurate quotes in seconds and standardize terms without sacrificing personalization. Workflows remove manual steps that slow cycles.

Quote smarter
- Templates for consistent, on-brand proposals.
- Inline approvals to protect margin.
- Signature and payment on the same page.

Streamline billing & payments
Create invoices, manage subscriptions, and accept payments with automatic CRM updates. Finance and sales operate from the same data.

Unlock visibility

Scale with confidence

Commerce Tools
Equip teams with AI-assisted quoting, invoicing, subscription management, and payments inside the CRM. Reduce swivel-chair work while improving governance, visibility, and speed.

AI that helps you close faster
Generate accurate quotes in seconds and standardize terms without sacrificing personalization. Workflows remove manual steps that slow cycles.

Quote smarter
- Templates for consistent, on-brand proposals.
- Inline approvals to protect margin.
- Signature and payment on the same page.

Streamline billing & payments
Create invoices, manage subscriptions, and accept payments with automatic CRM updates. Finance and sales operate from the same data.

Unlock visibility

Scale with confidence

Accounting Integrations
Accounting Integrations
Accounting Integrations
Unify store and online in one system of record
Connect the register to your customer platform. See every purchase, link receipts to profiles, award loyalty on the spot, and make returns painless—no matter where shopping starts or finishes.

Bridge channels without re-platforming
Keep your current POS and web store while consolidating data. Our connectors normalize transactions, taxes, and identity keys so reporting, personalization, and service work the same across every location.

Sales & refund sync
- Near real-time import of ticket lines, tenders, taxes, tips, and discounts.
- Refunds and voids reconcile to the original order with reason codes and clerk IDs.
- End-of-day (X/Z) summaries post to analytics and finance exports.

Customer identity & loyalty
Linking at checkout
Attach purchases to profiles via email, phone, or loyalty ID; dedupe to avoid ghost accounts.
Preference sync
Respect opt-ins and region-specific consent so marketing stays compliant across channels.
Auto-enroll new shoppers into journeys with receipts that drive first repeat.

Inventory & operations
- Real-time on-hand updates, SKU/variant mapping, and stock adjustments from returns.
- Multi-store support with transfer workflows and safety-stock rules.
- POS health monitoring: webhook errors, queue lag, and retry dashboards.

Insights & growth
Attribute uplift from omnichannel buyers, track attachment rate by cashier, and identify cross-sell opportunities that convert in-store and online.

Connect your cloud storage to the Hoop workspace.
Install storage apps to search, preview, and use files where your teams already work. Keep context by linking the right document to the right record every time.

Find files without switching tabs
Open and search Drive, OneDrive, or Dropbox content directly from records. Pull the latest decks, pricing sheets, or briefs while staying on the page you’re working in.

Link content to CRM and conversations
- Attach file links to contacts, companies, deals, and tickets.
- Reference documents in chats, emails, and notes for smooth handoffs.
- Keep version context by accessing source folders from within Hoop.

Stay secure with provider controls
Respect existing sharing settings, authentication, and access policies managed in Drive, OneDrive, or Dropbox while making files discoverable in workflows.

Set up in minutes
- Install from the App Marketplace.
- Authorize accounts and choose folders to expose.
- Start searching and linking files immediately.

Unify store and online in one system of record
Connect the register to your customer platform. See every purchase, link receipts to profiles, award loyalty on the spot, and make returns painless—no matter where shopping starts or finishes.

Bridge channels without re-platforming
Keep your current POS and web store while consolidating data. Our connectors normalize transactions, taxes, and identity keys so reporting, personalization, and service work the same across every location.

Sales & refund sync
- Near real-time import of ticket lines, tenders, taxes, tips, and discounts.
- Refunds and voids reconcile to the original order with reason codes and clerk IDs.
- End-of-day (X/Z) summaries post to analytics and finance exports.

Customer identity & loyalty
Linking at checkout
Attach purchases to profiles via email, phone, or loyalty ID; dedupe to avoid ghost accounts.
Preference sync
Respect opt-ins and region-specific consent so marketing stays compliant across channels.
Auto-enroll new shoppers into journeys with receipts that drive first repeat.

Inventory & operations
- Real-time on-hand updates, SKU/variant mapping, and stock adjustments from returns.
- Multi-store support with transfer workflows and safety-stock rules.
- POS health monitoring: webhook errors, queue lag, and retry dashboards.

Insights & growth
Attribute uplift from omnichannel buyers, track attachment rate by cashier, and identify cross-sell opportunities that convert in-store and online.

Connect your cloud storage to the Hoop workspace.
Install storage apps to search, preview, and use files where your teams already work. Keep context by linking the right document to the right record every time.

Find files without switching tabs
Open and search Drive, OneDrive, or Dropbox content directly from records. Pull the latest decks, pricing sheets, or briefs while staying on the page you’re working in.

Link content to CRM and conversations
- Attach file links to contacts, companies, deals, and tickets.
- Reference documents in chats, emails, and notes for smooth handoffs.
- Keep version context by accessing source folders from within Hoop.

Stay secure with provider controls
Respect existing sharing settings, authentication, and access policies managed in Drive, OneDrive, or Dropbox while making files discoverable in workflows.

Set up in minutes
- Install from the App Marketplace.
- Authorize accounts and choose folders to expose.
- Start searching and linking files immediately.

Dunning & Revenue Recovery
Dunning & Revenue Recovery
Dunning & Revenue Recovery
Recover revenue automatically—without burning trust
Keep customers, not just charges. Intelligent retries and helpful reminders fix payments fast while respecting brand tone and customer preferences.

Retention by design
Automate recovery with empathetic communications and self-serve updates; monitor cohort churn to keep finance and growth aligned.

Intelligent retries & networks
- Issuer-aware retry schedules, network tokenization, and card updater.
- ACH retry policies with NACHA-aligned rules.
- Wallet support for Apple/Google Pay where available.

Customer experience
Branded notices
Emails/SMS with secure links that land customers on a one-click update flow.
Grace & pauses
Grace windows and pause/resume rules prevent heavy-handed cancellations.

Controls & governance

Analytics & testing

Recover revenue automatically—without burning trust
Keep customers, not just charges. Intelligent retries and helpful reminders fix payments fast while respecting brand tone and customer preferences.

Retention by design
Automate recovery with empathetic communications and self-serve updates; monitor cohort churn to keep finance and growth aligned.

Intelligent retries & networks
- Issuer-aware retry schedules, network tokenization, and card updater.
- ACH retry policies with NACHA-aligned rules.
- Wallet support for Apple/Google Pay where available.

Customer experience
Branded notices
Emails/SMS with secure links that land customers on a one-click update flow.
Grace & pauses
Grace windows and pause/resume rules prevent heavy-handed cancellations.

Controls & governance

Analytics & testing


How GIF built beyond one-time events
GIF powered its website and ticketing with Hoop, ran email and LinkedIn campaigns, and launched a private investor community and branded app with AI support.
14%
Ticket Revenue Growth

"Hoop ran our entire experience... We launched faster, grew ticket revenue, and converted a two-day event into an active investor community."
Pricing
Below you’ll find pricing for our platform, with emphasis on the Popular features included.
Core
- CRM
- Contact Management
- Meeting Scheduler
- Online Form Builder
- Chat Widgets
- CMS tools & Blog Software
- AI Content Writer
- AI Social Caption Generator
- AI-Powered Email
- Business Card Scanner
- App Marketplace
- Automation
- AI Summarization
- AI-Powered Quotes
- Commerce Tools
- Reputation Management
- Social Media Management
Pro
- Everything in Core
- Campaigns
- Audience Segments
- Ad Tracking and Management
- Ads Agent
- Content Agent
- Content Remix
- Content Personalization
- Content Repurposing Software
- Chatbot Builder Software
- AI Guided Selling
- CPQ Software
- Call Tracking
- Cloud Storage Integrations
- Business Insights
- Automated Customer Service
- Communities
- Courses & Certificates
- Commerce Reporting Analytics Suite
Core
- CRM
- Contact Management
- Meeting Scheduler
- Online Form Builder
- Chat Widgets
- CMS tools & Blog Software
- AI Content Writer
- AI Social Caption Generator
- AI-Powered Email
- Business Card Scanner
- App Marketplace
- Automation
- AI Summarization
- AI-Powered Quotes
- Commerce Tools
- Reputation Management
- Social Media Management
Pro
- Everything in Core
- Campaigns
- Audience Segments
- Ad Tracking and Management
- Ads Agent
- Content Agent
- Content Remix
- Content Personalization
- Content Repurposing Software
- Chatbot Builder Software
- AI Guided Selling
- CPQ Software
- Call Tracking
- Cloud Storage Integrations
- Business Insights
- Automated Customer Service
- Communities
- Courses & Certificates
- Commerce Reporting Analytics Suite
Enterprise
- Everything in Pro
- ABM Software
- Advanced Marketing Reporting
- Centralized Audit Log
- HIPAA Compliance
- Advanced Routing
- Deal Splits
- Conversational Intelligence
- Conditional SLAs
- Predictive Lead Scoring
- Custom Goals
- Journey Report
- Journey Automation
- Multi-Touch Revenue Attribution
- Lookalike Lists
- Interactive Voice Response
- Event Visualizer
- Content Sync
- Sensitive Data Protection
- Cloud Data Integrations
- Organize Teams
- Custom Objects
- Role-Based Permissions
- Multi-Account Management
For the full breakdown by plan and category, please visit our pricing page.
It's already easy to use. But we’re still here for you.
.webp)
24/7 Support

Onboarding

Education






Voted # 1 in 32 reports
























































.avif)
1500+ app integrations
Frequently asked questions
What is a customer platform, and how does HoopAI specifically cater to the Banking & Financial Services sector?
The HoopAI customer platform, affectionately known as 'Hoop,' is an integrated suite of tools designed to propel your business forward. For the Banking & Financial Services industry, Hoop provides a unified ecosystem encompassing natively-built marketing, sales, and customer service software. With its open APIs and a vast array of hundreds of certified integrations, Hoop serves as the singular, authoritative source of truth that financial institutions, lenders, and wealth managers need to deliver exceptional customer experiences at every touchpoint of their growth journey. This platform ensures that your marketing efforts are targeted and compliant, your sales processes are efficient and secure, and your customer service is responsive and informed.
Hoop comprehensively covers crucial operational areas including Marketing for client acquisition, Sales for deal closure, Service for ongoing client support, Content for engaging communication, Commerce for transaction management, and Operations for overall efficiency. When you strategically combine two or more of these powerful features, your data automatically interconnects within the platform through our robust CRM. This seamless integration empowers you to effortlessly and effectively track the entire customer journey, from their very first interaction with your website, through the successful closing of a deal, and ultimately to their transformation into a loyal, satisfied client. This holistic view is invaluable for understanding client behavior and optimizing your financial service offerings.
Are there any hidden fees or unexpected overages with HoopAI’s subscription plans for financial institutions?
At HoopAI, we share your aversion to hidden fees and believe in transparent pricing. Your subscription fee is designed to remain fixed throughout your current subscription term, right up until its renewal. This commitment to stability is only subject to change if you proactively choose to upgrade your products or base packages, decide to purchase additional add-ons or increase specific limits, or if you happen to exceed certain predetermined limits of your subscription. These limits might include factors such as the number of included seats for your team, the volume of website subdomains you utilize, the maximum number of contacts within your database, or your designated email send limit.
In scenarios where your usage does exceed these established limits, rest assured that we do not impose punitive “overage fees” in the traditional sense. Instead, our approach is to provide a smooth transition: we will simply recommend an upgrade to a Hoop Pro subscription. This ensures that your financial institution or lending firm is adequately equipped to accommodate your increased operational demands and continue providing uninterrupted service. For a detailed and comprehensive breakdown of all product features, packaging options, and the specific limits that apply to each tier, we encourage you to consult our dedicated pricing page.
Why is Hoop Core an ideal choice for businesses within the Banking & Financial Services sector?
When you invest in Hoop Core, your financial institution gains immediate access to every essential product within our ecosystem, all offered at a significantly discounted price. This comprehensive suite includes fully integrated Marketing, Sales, Service, Content, Commerce, and Operations features. What makes Hoop Core particularly powerful for banking and financial services is that all these systems and their associated data are seamlessly integrated with Hoop's state-of-the-art CRM, residing on a single, unified platform. This means a single source of truth for all your client data, from initial lead generation to long-term account management.
As you meticulously evaluate other platform solutions available in the market, we urge you to consider the cumulative costs and complexities that would arise from adopting multiple individual point solutions to achieve the same breadth of functionality that Hoop Core provides. With Hoop Core, all your invaluable data and critical information remain interconnected, eliminating the fragmentation and silos that often occur when relying on disparate tools. Furthermore, Hoop Core customers gain exclusive access to a wealth of educational resources specifically curated for founders and financial leaders, in-product guides meticulously designed to help you achieve your business objectives, and a thriving, founder-focused community available only to our esteemed Core customers. This holistic support system is designed to empower your financial business to not just grow, but to thrive in a competitive landscape.
What are the user allowances and costs for additional users within each Hoop Core plan for financial services teams?
The Hoop Core Plan is typically priced at an investment of $50 per month per seat, with a reduced rate of $40 per month per seat available for those who commit to an annual agreement with upfront payment. However, for a limited and exclusive period, we are extending an exceptional offer to new customers: up to a 40% discount for the entire first year. This means your financial services team can acquire additional seats for just $9 per month per seat for your initial year, with the price adjusting to $15 per month per seat thereafter, provided you opt for upfront payment and an annual commitment. Alternatively, if greater flexibility is preferred, you can choose a month-to-month payment option at $15 per month per seat for the first year, increasing to $20 per month per seat subsequently, with no annual commitment. Please note that this special offer does not have a predefined end date and may be subject to discontinuation at any time.
Customers who subscribe to a Hoop Core plan have the flexibility to purchase additional Core seats at any point. This allows you to seamlessly integrate new users into your account as your financial team expands or your operational needs evolve. For more comprehensive details regarding user allowances, pricing tiers, and any other specific terms, we encourage you to visit our dedicated pricing page, where all information is clearly outlined.
Is onboarding a mandatory service for HoopAI clients in the Banking & Financial Services industry?
While comprehensive onboarding services are a required component for clients utilizing the Pro and Enterprise editions of our software, they are not strictly mandated for the Core edition of HoopAI. We understand that financial institutions and smaller firms often appreciate flexibility. Hoop Core is designed with an exceptionally intuitive new user onboarding experience that meticulously guides you through every step of the setup process. This includes offering tailored templates, specifically designed for the financial services industry, to help you customize your CRM to perfectly align with your unique operational workflows and client management needs.
However, we also recognize that some clients, particularly those with more complex legacy systems or specific integration requirements, may seek additional personalized assistance. In such cases, if your financial institution is looking for enhanced support and guidance beyond the self-guided onboarding, specialized inbound consulting services are readily available. These services are offered for an additional fee and provide expert assistance to ensure a smooth transition and optimal utilization of the HoopAI platform within your specific banking or financial services environment.
What level of customer support can Banking & Financial Services clients expect from HoopAI?
At HoopAI, we are immensely proud of our award-winning customer support team, which stands ready to assist your banking or financial services institution with any and all technical inquiries. We understand the critical importance of uninterrupted service and efficient problem resolution in the financial sector. Whether your team is encountering challenges in setting up new users, or you're trying to integrate live chat functionalities onto your website to enhance client communication, our dedicated support specialists are here to help.
Clients subscribed to our Core editions benefit from comprehensive and reliable support, with access to our knowledgeable team available 24 hours a day, 7 days a week, via both chat and email. This ensures that no matter when an issue arises, or what technical question you may have, a solution is always within reach. Our commitment is to provide prompt, effective, and secure support, enabling your financial institution to leverage the full power of the HoopAI platform without interruption.
How does HoopAI ensure data security and compliance for sensitive financial information?
HoopAI is built with the highest standards of data security and regulatory compliance specifically for the Banking & Financial Services industry. We implement robust encryption protocols for data at rest and in transit, ensuring that all sensitive client information is protected from unauthorized access. Our platform adheres to critical industry regulations such as HIPAA Compliance (for relevant financial health data), GDPR, CCPA, and other global data privacy laws. We provide a Centralized Audit Log to track all system activities, offering full transparency and accountability. Features like Sensitive Data Protection and Cloud Data Integrations are designed to safeguard your information across all touchpoints and connected services. Our infrastructure is regularly audited and updated to counter emerging threats, providing a secure environment for managing client data, transactions, and communications.
Can HoopAI integrate with existing financial software and accounting systems?
Yes, HoopAI is designed for seamless integration with a wide array of existing financial software and accounting systems, which is crucial for the Banking & Financial Services sector. Our platform features open APIs and hundreds of certified integrations, allowing for flexible connectivity. This includes popular accounting integrations, commerce tools, and other essential software used by banks, lenders, and wealth managers. The goal is to eliminate data silos and create a unified operational environment. By integrating HoopAI, you can sync accounting data, streamline payment processing, automate invoicing, and ensure that all financial information is consistent and accessible across your various systems, enhancing efficiency and accuracy.
What specific features does HoopAI offer to help financial institutions with client acquisition and lead management?
HoopAI offers a powerful suite of features tailored to optimize client acquisition and lead management for the Banking & Financial Services industry. Our platform includes advanced ABM Software (Account-Based Marketing) to target high-value segments, sophisticated Online Form Builder tools for capturing applications and inquiries, and Predictive Lead Scoring to identify the most promising prospects. We also provide Call Tracking Service and Advanced Routing capabilities to ensure that calls are directed to the most appropriate licensed representatives, with clear next steps for follow-up. Integrated tools like Campaigns, Audience Segments, Ad Tracking and Management, and an Ads Agent help financial firms run targeted marketing initiatives. With Content Agent and Content Personalization, you can create and deliver relevant content that resonates with potential clients, accelerating intake and improving conversion rates.
How does HoopAI support compliance and auditable record-keeping for financial transactions and communications?
HoopAI is engineered to provide a robust framework for compliance and auditable record-keeping, which is paramount in the Banking & Financial Services sector. Our platform centralizes all client communications and transactions, making them easily auditable. Key features include an Integrated E-signature system for secure document signing, Shared Inbox for transparent team collaboration on client queries, and Comprehensive Help Desk and Ticketing Software to manage all client interactions. We also offer a Centralized Audit Log that records every action and change within the system, providing an immutable history for regulatory purposes. This ensures that every conversation, every document, and every transaction is securely stored and readily accessible, enabling financial institutions to meet stringent compliance requirements and maintain transparent records.
Grow your business better
Get started with the all-in-one platform that’s easy to use and fast to drive results.
