Put every lead in the right hands—fast

Replace manual assignment with a transparent engine that respects ownership, honors SLAs, and keeps leaders confident in coverage.

Smarter coverage for multi-location sales

Handle complex territories, partner programs, and franchise boundaries with clarity and auditability.

Rules engine

• ZIP/radius/geo-fence, time windows, and capacity thresholds.
• Skills and certifications needed for certain product lines.
• Priority handling for enterprise or strategic accounts.

Conflict & SLA handling

Ownership Protection

Keep accounts with their owners; reroute new leads by relationship rules.

Fallbacks & Escalations

Route unworked leads to standby queues before SLAs breach.

Analytics

Compliance

Powerful. Accessible. Analytics.

View marketing, sales, and service data in one place, create customized reporting dashboards for the entire business, and keep private data secure with advanced permissions inside Hoop.

A single source of truth for all your data.

Connect CRM data to marketing, sales, and service data to build comprehensive analytics. Integrate data from your existing business apps to unite all your data and create powerful custom reports.

Create custom dashboards for your team

• Combine multiple reports into flexible dashboards.
• Build high-level views for leadership.
• Set up role-specific dashboards to track goals.

Customize the look and feel of your dashboards

Pre-built templates

Start fast with a library of dashboards for common use cases.

Drag-and-drop editor

Tailor layouts to match how your team works.

Share where work happens

Send dashboards to Slack or email directly from Hoop.

Get safe and secure data management

Build powerful custom reports

Lead with data, coach with clarity.

Arm reps with playbooks inside the record, analyze conversations to reinforce what works, and manage goals and forecasts in the same place you track pipeline.

Operational excellence for leaders.

Define your sales process, measure adherence, and coach to winning behaviors across regions and roles. Share dashboards that highlight risk and opportunity in real time.

Enable with playbooks

• Deliver battlecards and call guides at the moment of need.
• Collect structured notes for reliable handoffs and reporting.
• Keep messaging consistent across teams and territories.

Coach from real calls

Conversation insights

Spot talk ratios, topics, and objection patterns quickly.

Snippets

Share best moments to train the team continuously.

Scorecards

Evaluate calls against process and skills for targeted improvement.

Hit targets predictably

Scale with visibility

Know the business behind every lead.

Add a domain and instantly populate industry, size, location, and more—no manual research. Use trustworthy context to prioritize accounts and tailor messaging from day one.

Enrichment built in to your CRM.

Company properties refresh automatically. Admins control governance with validation rules, locked fields, and override permissions to keep quality high across teams.

Qualify faster

• Fit indicators reduce time-to-first-touch.
• Views and lists highlight high-potential accounts.
• Territory rules route by size, region, and industry.
• Feed lead/account scoring with firmographic signals.

Personalize with context

Adjust value propositions by vertical and company size. Reference relevant pains and use cases to lift reply rates, meetings set, and conversion across segments.

Maintain data quality

Measure impact

Your KPIs—on one clear dashboard.

Track pipeline, win rate, revenue, CSAT, and more with out-of-the-box reports or custom builds. Filter by rep, segment, and channel to spotlight what drives performance.

Clarity for every team.

Give leaders rollups and reps actionable views. Standardize definitions, share filters, and align decisions with transparent, role-based dashboards.

Start fast

• Templates for common go-to-market KPIs.
• Drag-and-drop editors to tailor charts, goals, and comparisons.
• Goal tracking with progress and alerts.

Drill into trends

Slice & dice

Break down results by source, rep, or campaign.

Compare periods

See MoM and YoY to contextualize change.

Spot signals

Identify leading indicators and bottlenecks early.

Prove impact

Share with confidence

Turn interactions into insight.

Customer journey analytics let you see which touchpoints attract, convert, and retain customers. Track contacts, deals, and tickets through every stage and measure conversion rates with precision.

Map and measure the customer journey.

Journey reports reveal how contacts and deals move across stages, showing where customers engage and where they drop off. Use insights to optimize touchpoints and accelerate growth.

Build reports your way

• Create journey reports from sample templates or start from scratch.
• Measure journeys across contacts, deals, or tickets.
• Add up to 15 stages and 15 steps with clear event tracking.
• Analyze up to 5 years of data and 20 million unique events.

Discover what really drives conversions

Stage Analysis

Identify which touchpoints generate the most conversions.

Top Events

Highlight the most common actions customers take at each stage.

Conversion Paths

See how leads progress from visits to meetings and deals.

Accelerate with Pathfinder (BETA)

Customize and act with confidence