CRM Customization

Customize your CRM your way

Customize your CRM your way

Model your data, design record layouts, and control what teams see and do. Use custom objects, properties, pipelines, and guardrails to run your process in Hoop without messy workarounds.

A customizable CRM UI with dashboards, forms, and pipelines that can be easily rearranged to fit any workflow.

CRM Customization

Customize your CRM your way

Customize your CRM your way

Model your data, design record layouts, and control what teams see and do. Use custom objects, properties, pipelines, and guardrails to run your process in Hoop without messy workarounds.

CRM Customization

Customize your CRM your way

Customize your CRM your way

Model your data, design record layouts, and control what teams see and do. Use custom objects, properties, pipelines, and guardrails to run your process in Hoop without messy workarounds.

Model data and tailor records to fit

Capture exactly what matters with custom objects and properties, while page layouts and association labels make records clear and actionable for every team.

Design your data model

Define objects, set relationships, and add calculated and conditional fields so reporting, automation, and handoffs reflect how your business actually works.

A customizable CRM interface showing flexible dashboards, tailored record layouts, and pipelines, reflecting unique business processes.

Control the record experience

Drag-and-drop sections with conditional visibility by team or stage.
Highlight key properties at the top for faster updates.
Customize association cards and labels to clarify relationships.

A drag-and-drop UI with customizable forms, association cards, and highlighted properties, showing a flexible record experience.

Enforce data quality

Validation rules

Require formats and ranges so inputs stay consistent.

Required fields

Collect essentials before deals or tickets advance.

Calculated properties

Auto-derive scores, durations, and rollups for reporting.

A form with highlighted required fields, validation rules in action, and auto-calculated scores on a dashboard.

Align pipelines and processes

Create pipelines with stage-specific fields, task automation, and SLAs so teams move work forward with clarity and consistency.

A UI showing a pipeline view with various stages, custom fields, and automated tasks, demonstrating clear and consistent workflows.

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+353 1 518 7500

Frequently asked questions

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