Customer Success Programs
Explore our business growth programs, made to help you grow faster.
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Automate lead rotation and follow-up
Scale personalized sequences with AI-powered timing and content, use workflows to rotate leads and automate tasks, and save time with conversation intelligence and A/B testing that drive results.
Automate your follow-up and put time back into your day.
Reps juggle repetitive tasks that create inefficiency and missed opportunities. Create sequences of timed, personalized emails and engagements, enroll prospects based on intent signals, choose from templates and task options, and enroll contacts directly from your Hoop inbox.
Personalize automated emails
- Keep messages human by tailoring outreach with data from Hoop CRM.
- Boost engagement with dynamic sequences that adapt based on prospect activity.
- Use templates to move fast while preserving relevance at scale.
Streamline your process with workflows
Lead rotation
Automatically assign inbound leads to the right rep to speed first response.
Deal & task automation
Create deals, add tasks, and maintain momentum without manual handoffs.
Bulk data management
Update properties, copy values, and keep records clean at scale.
Action-based alerts
Trigger notifications when contacts take meaningful actions so reps follow up at the right moment.
Unlock the science of prospecting
A/B testing
Test sequence emails to refine messaging and timing.
Analytics & reports
Measure performance at every step and see which sequences generate the most revenue.
Conversation intelligence
Save time and improve coaching with insights that inform better outreach.
Connect with the apps you already use
- Works seamlessly with Gmail, Google Workspace, Outlook, and Office 365 for Windows.
- Enroll contacts in sequences right from Gmail or Outlook for desktop.
- Reduce training time by meeting reps in the tools they use every day.
Have a question for our sales team?
Give us a call and we'll walk you through it.
Frequently asked questions
Related features
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