CRM

CRM features in Hoop

Your central source of customer intelligence — connecting data, teams, and tools in one unified system.

A clean dashboard showing customer data, team tasks, and integrated tools for a unified customer intelligence system.

Trusted by teams at the world's leading companies

Your CRM

just got smarter

Other CRMs simply store data. HoopAI's CRM understands it. Get the intelligent data foundation your teams need to take the best next action, every time.

See your customers clearly

Stop making decisions with incomplete data. HoopAI's CRM unifies structured data, unstructured conversations, and external signals — giving teams the complete context to know what matters and act on it.

A CRM dashboard displaying custom objects, AI overviews, and flexible views, with an AI assistant offering data enrichment.

Custom Objects

Add custom fields to your CRM contacts to automate workflows and dive deeper into your data.

Data Enrichment

Use AI to automatically enrich records with data from emails, calls, the web, and Hoop's dataset.

AI Overviews

Use AI to surface important info, flag issues or missing data, and share insights about critical CRM data.

Flexible CRM Views

Visualize your data any way you want with table, kanban, calendar, map, Gantt chart, or report views.

Sensitive Data

Securely store and manage sensitive customer info, like health or financial details, and personal identification.

Get your team

on the same page

Your team shouldn't waste time on data entry or figuring out who does what. Let HoopAI's CRM orchestrate work between humans and AI agents — so your team can focus on building customer relationships while AI handles the rest.

A dashboard showing project management, productivity tools, and a centralized audit log for team governance.

Centralized Audit Log

Track every action taken by humans, automations, integrations, and AI for transparency and accountability.

Team Governance

Organize your teams with granular tool and field-level permissions, and admin features like 2FA, SSO, and more.

Custom Reporting

Turn data into insights with flexible reports that track everything from deal progression to revenue attribution.

Painlessly connect

all your favorite tools

No hassles with setup or lost data from migrations — just smart connections that work. Your apps, data, and teams connect through one intelligent foundation, making everyone productive from day one. See value in weeks, not months.

A dashboard showing various apps, data, and team members connected, with clear metrics of productivity and value.

Data Sync

Automatically keep your apps and data in sync with out-of-the-box tools — no coding required.

Sandbox Test Account

Safely test various changes and functionalities in a sandbox environment before they go live.

CRM Interface Configuration

Match the layout of your CRM data to your team’s unique needs to ensure your team sees the right data at the right time.

Case studies

Pricing

Below you’ll find pricing for Hoop, with emphasis on the CRM features included with each plan.

Core

Essential marketing, sales, customer service, content, and operations software
$50
/
month
per seat
CRM
features
in Hoop Core
  • Contacts, companies, deals
  • Email sync & logging
  • Tasks, meetings & pipeline views
  • Basic dashboards & reports
  • Form capture (basic)
  • Imports & basic deduplication
  • Activity timeline & notes

Pro

Comprehensive marketing, sales, customer service, content, and operations software
$200
/
month
per seat
CRM
features
in Hoop Pro
  • Everything in Core
  • AI overviews & insights
  • Data enrichment
  • Custom properties, layouts, and views
  • Workflow automation
  • Advanced reporting & analytics
  • Validation rules & required fields
  • Team permissions (RBAC)

Enterprise

Our most powerful marketing, sales, customer service, content, & operations software
$450
/
month
per seat
CRM
features
in Hoop Enterprise
  • Everything in Pro
  • Custom objects & associations
  • Sandbox test account
  • Field-level security & audit logs
  • SSO/SCIM & governance controls
  • Data retention & residency options
  • Higher API limits & throughput
  • Record partitioning & ownership rules
Pricing

For the full breakdown by plan and category, please visit our pricing page.

Frequently asked questions

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Get your AI-powered CRM today

Unify your customer data, teams, and tech stacks with HoopAI's AI-powered CRM for personalized customer experiences at scale.