How does Hoop Smart CRM fundamentally improve customer relationship management?
Hoop CRM is designed to be your central source of customer intelligence. Unlike traditional CRMs that merely store data, Hoop's AI understands it. This intelligent foundation connects data, teams, and tools into one unified system, helping your teams determine the best next action every time they engage a customer.
It is specifically built for a wide audience, including Business Owners, Sales Leaders, RevOps, and Data Analysts. The core benefit is moving beyond incomplete data by unifying structured data, unstructured conversations, and external signals. This complete context allows teams to clearly see what matters and act decisively to build stronger customer relationships.
What features are included in the different Hoop CRM pricing plans?
Hoop offers three primary pricing tiers for the Smart CRM—Core, Pro, and Enterprise—to align with varying needs for automation, governance, and extensibility.
The plans build upon one another, ensuring that as you scale, you have the necessary features to grow your business effectively using the Hoop platform.
- Core Plan includes essential functionality like contacts, companies, deals, basic dashboards, and email sync.
- Pro Plan adds significant AI capabilities such as AI overviews, data enrichment, custom properties and views, and team permissions (RBAC).
- Enterprise Plan provides the highest level of control and scalability, featuring custom objects, a sandbox test account, and advanced security options like SSO/SCIM and field-level security.
How does Hoop CRM use artificial intelligence to enhance team productivity?
AI is a core component of the Hoop CRM, transforming how your team operates. It moves beyond simple data entry by orchestrating work between human team members and AI agents. This automation frees up your staff to concentrate on high-value activities, like fostering customer relationships, while the AI handles repetitive tasks.
The system uses AI to provide actionable intelligence, which includes:
- Surfacing AI overviews and insights.
- Suggesting next-best actions for sales and service teams.
- Offering hygiene suggestions and automatically detecting duplicates.
- Assisting agents by drafting outreach and summarizing customer history for quick context.
What is the process for setting up the Hoop CRM platform?
Setting up the Hoop CRM is designed to be painless, with a focus on delivering value in weeks, not months. The system avoids the hassles often associated with complex setup and data migrations by utilizing smart connections that work immediately upon implementation.
The intelligent foundation ensures that your apps, data, and teams connect seamlessly from day one. Customers can configure their CRM interface and leverage the app marketplace to integrate tools quickly. For Enterprise clients, a sandbox test account is available to thoroughly test configurations before deploying changes to a live environment, ensuring smooth adoption and immediate productivity.
How does the Hoop platform ensure my team stays synchronized and collaborative?
Hoop CRM eliminates the common problem of team members wasting time on data entry or confusion about task ownership. It integrates tools for productivity and collaboration directly into the platform, ensuring everyone works from a single source of truth.
The system includes several features to maintain alignment and governance across teams:
- Centralized Audit Log: Provides a clear record of all system changes for accountability.
- Project Management Tools: Helps orchestrate complex tasks and workflows efficiently.
- Team Governance: Allows management to define roles, permissions (RBAC in Pro), and required fields to maintain data quality.
- Automatic Duplicate Detection: Keeps the database clean and reliable for accurate reporting.
Can the Hoop CRM connect with my existing business applications?
Yes, connecting all your favorite tools is a priority for Hoop, ensuring no data is lost and maximizing productivity. The platform offers smart, robust connections through an integrated App Marketplace. This marketplace serves as the hub for your apps, data, and teams to connect, creating one unified system.
The architecture is built for extensibility, featuring: data sync capabilities; UI extensibility options for custom front-end interfaces; and workflow extensions, which allow automation triggers and actions across different integrated applications. This intelligent foundation ensures all connections are productive from the moment they are set up.
How is data security and governance handled within the Hoop CRM?
Hoop treats data security and governance as a top priority. The platform enforces controls that evolve with the pricing tiers to ensure compliance and security.
For advanced needs, the Enterprise plan offers features critical for stringent regulatory environments:
- Field-Level Security: Controls who can view or edit specific data points.
- Audit Logs: Provides comprehensive, centralized logs of user activities.
- SSO/SCIM: Streamlines user provisioning and authentication through enterprise identity providers.
- Data Retention and Residency Options: Allows customers to meet specific geographic and compliance requirements for data storage.