Win more bids and finish on-time with a construction-ready CRM

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

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.

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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.

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