CRM
Team Collaboration

Collaborate where the work happens

Replace scattered threads with in-context collaboration. Comment on assets, assign reviews, and keep decisions visible on the timeline for airtight handoffs.
A UI mockup showing a project pipeline with comments and reviews on assets, and decision timelines visible.

Speed up reviews

<h3 id="">Comments &amp; mentions</h3>Pull the right people into the right spot with inline context.<h3 id="">Approvals</h3>Add stage-gates for brand, legal, and regional checks.<h3 id="">Version history</h3>See what changed, by whom, and when.

Stay aligned as one team

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Share filtered views and dashboards so marketing, sales, and service see the same truth—campaign progress, pipeline impact, and open issues—without exporting.

A UI mockup showing an asset with in-context comments, approvals, and a timeline visible, illustrating seamless collaboration and efficient handoffs.

Reduce switching costs

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  • Edit, review, and publish assets inside Hoop.
  • Create tasks and tickets from comments.
  • Attach files and tie decisions to records.
A single screen showing asset editing, task creation from comments, and file attachments tied to records, all within Hoop.

Make knowledge stick

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Turn decisions into playbooks and templates, so the next project starts with best practices built in.

A clean UI showing a form to create a new project with pre-populated fields from a "best practices" template.

Secure collaboration

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  • Team-based permissions for records and docs.
  • Private notes for sensitive threads.
  • Export controls on shared content.
A dashboard showing shared docs with team permissions, private notes on sensitive threads, and export controls.

Have a question for our sales team?

Give us a call and we'll walk you through it.

Frequently asked questions

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Related features

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User Management

Control user permissions for CRM records, content, and tools so each user has access to the right assets.
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