CRM
Custom Data Model

Shape the CRM around your business

Design a data model that reflects how you sell and support—then power automation and reporting with clean, connected records.
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Contact sales
A clean CRM dashboard showing customizable pipelines and reports, with flexible forms for data entry.

Flexible objects and associations.

Combine contacts, companies, deals, tickets, and custom objects with many-to-many associations to mirror real relationships.

Properties and validation

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  • Custom properties with field types that fit your data.
  • Validation rules to prevent bad inputs.
  • Calculated and formula fields for dynamic values.
A CRM form with customizable fields for contacts and companies, showing flexible data models and connected records.

Relationships that reflect reality

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Multiple associations

Link records across objects to reveal context and influence.

Primary associations

Set the main link for automation and attribution.

Association labels

Clarify how records relate for better reporting.

A dashboard or report showing connected records with clear labels illustrating diverse and primary relationships between them.

Governance and lifecycle

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Own properties, document definitions, and evolve your model safely in sandbox before production changes.

A dashboard showing model versions and a sandbox environment for safe changes before production, highlighting governance and lifecycle.

Ready for analytics

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A consistent, labeled model makes reports faster to build and easier to trust.

A clean dashboard showing various reports and metrics, with consistent labels making data easy to understand at a glance.

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Frequently asked questions

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Related features

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Custom Objects

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

CRM Customization

Customize your CRM to access essential data quickly, minimizing distractions and enhancing team efficiency for customer focus.
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API Access

Execute agents programmatically, pass inputs, and stream results so Hoop fits cleanly into your existing systems.

Flexible CRM Views

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

Data Sync

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

Automate tasks and customer communications with intelligent workflows that trigger based on customer behavior.
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