Bring Drive, OneDrive, and Dropbox into Hoop

Access presentations, sheets, contracts, and shared resources without leaving your workspace. Attach relevant documents to records and conversations to reduce tab switching.

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

Set up in minutes

Your customer platform for growth.

Bring marketing, sales, and service data into one CRM with automation, reporting, and an ecosystem of integrations that scale with your business.

One place for customers, from first touch to renewal.

Unify contacts, companies, deals, tickets, and custom objects—then power every interaction with reliable, shared context.

Unified data model

• Standard and custom objects with flexible associations.
• Property governance and validation for clean data.
• Bi-directional sync with your tools.

Productive workspaces

Inbox and chat

Converse across channels from one queue.

Pipeline boards

Manage deals and tickets with drag-and-drop ease.

Tasks and sequences

Automate follow-ups and keep momentum.

Automation and AI

Reporting that drives decisions

Work smarter with AI that knows your business.

An assistant built into your customer platform that understands your data and workflows. It helps you prep for meetings, generate content in your brand voice, summarize records, and take actions across tools so sales, marketing, and service stay productive without switching tabs.

Embedded assistance across your platform.

Access AI help wherever you work - desktop or mobile. Because it is connected to your CRM and content tools, it delivers relevant answers and suggestions in context, reducing manual effort and keeping teams aligned.

Do more in less time

• Instant meeting prep with highlights pulled from records and conversations.
• Drafts emails, pages, and posts based on your brief and company guidelines.
• Summarizes notes, tickets, and calls to speed follow-up and handoffs.

Create in your brand voice

Generate on-brand copy and adapt tone with quick edits like rewrite, shorten, expand, and clarify. Keep messaging consistent by anchoring content to approved assets and style guidance inside your workspace.

Use your CRM context everywhere

Control and safety

Track every deal with real-time visibility.

Surface risks and opportunities with predictive scoring, build custom pipelines with drag-and-drop controls, and keep data accurate with automated updates so teams can drive revenue with confidence.

Use deal insights to close more sales.

Let AI analyze customer interactions to predict deal health, recommend next steps, and spotlight where attention is needed. Engagement summaries and deal insights help you understand buyer goals and maintain momentum throughout the sales cycle.

Create new deals easily

Auto-recognize new deals from contact and company records in the CRM and keep them updated without extra data entry. Get a daily list of top priorities and next steps for your most important deals.

Customize your pipeline

• Build tailored sales pipelines that match your process.
• Set stage approvals and validation steps to keep deals on track.
• Add guided actions so reps follow a proven path to close.
• Use a drag-and-drop editor to adjust stages quickly.

Track performance at every level

Surface risks with predictive deal scoring

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

Quotes

Create professional proposals from the CRM and include everything buyers need to say yes. Real-time activity helps reps follow up precisely and managers forecast more confidently.

Generate instantly

Draft from deal data, apply templates, and preview before sending. Remove copy-paste errors and keep terms consistent across teams.

Win with professional presentation

• Cover letter, pricing table, and files together.
• Clear terms and deliverables improve trust.
• Signature and payment on the same page.

Accelerate with approvals

Rules route review quickly, while inline feedback helps reps resolve issues without delays or email chains.

Visibility and reporting

Buyer-friendly experience

Subscriptions

Create plans with cadence, terms, and trials, then bill automatically using saved methods. Track MRR/ARR and renewal health alongside deals for a complete revenue picture.

Recurring billing on autopilot

Invoices or charges run on schedule with clear receipts and ledger entries. Reduce manual work and missed renewals across product lines.

Accurate, on-time payments

• Automated dunning and retries raise collection rates.
• Partial, upgrade, and downgrade handling.
• Tax and currency support for global customers.

Flexible payment options

Collect via cards or ACH and store methods securely for future cycles. Support regional wallets where available.

Unified revenue management

Lifecycle controls