Flexible Approvals

Define thresholds for discount, margin, and deal size to trigger review automatically. Reps see issues during creation, managers approve with full context, and cycle times shrink.

Custom approval rules

Set criteria by field or formula so governance is built-in, not bolted on. Route to pools or specific approvers to match org structure.

Streamlined manager review

• Line-item deltas and rationale shown at a glance.
• Comment threads clarify decisions and next steps.
• Mobile approvals keep momentum off-desk.

Real-time rep feedback

Inline warnings highlight violations before submission. Guided fixes help reps adjust discounts or terms without guesswork.

Governance you can audit

Scale across segments

Integrated E-Signature

Deliver quotes that buyers can review and sign in one sitting. Signers complete fields securely, you get instant status, and records attach to deals automatically for full traceability.

Seamless signing experience

Combine pricing, terms, and signature on a single page to remove friction. Notifications prompt stakeholders who still need to sign.

Automatic recordkeeping

• Signed PDFs stored on deals and contacts.
• Signer identity, IP, and timestamps preserved.
• Templates standardize recurring agreements.

Security and compliance

Encryption and audit trails protect integrity and support common e-signature regulations across regions.

Accelerate time-to-sign

Insights for coaching

Flexible Payment Processing

Offer customers modern ways to pay while keeping finance and sales in sync. Hosted checkouts reduce friction for buyers and eliminate reconciliation headaches for teams.

Multiple payment methods

Support major cards, ACH bank transfer, and digital wallets on responsive, brandable pages. Reduce abandonment with clear confirmation and receipts.

Use Hoop or your processor

• Start fast with built-in payments.
• Connect Stripe when preferred or required.
• Keep existing accounting flows intact.

Secure, seamless transactions

Encryption and tokenization protect sensitive data, while events update contacts, deals, and reports the moment payments clear.

Operate globally

Revenue ops tooling

Commerce Reporting Analytics Suite

Bring bookings, billings, and cash flow together with pipeline and engagement metrics. Leaders see what’s happening, why it’s happening, and what to do next—all inside the CRM.

Unified commerce analytics

Blend object data across the lifecycle to analyze conversions from quote to paid. Standard models keep metrics consistent across teams and geographies.

Monitor key metrics

• Quotes sent vs. signed and time-to-sign trends.
• Invoice status, aging, and write-off exposure.
• MRR/ARR growth, churn, and expansion revenue.

Customizable dashboards

Start from curated boards, then add filters, cohorts, and comparisons. Save stakeholder views that mirror how each function measures success.

From insight to action

Revenue forecast support

Unify store and online in one system of record

Connect the register to your customer platform. See every purchase, link receipts to profiles, award loyalty on the spot, and make returns painless—no matter where shopping starts or finishes.

Bridge channels without re-platforming

Keep your current POS and web store while consolidating data. Our connectors normalize transactions, taxes, and identity keys so reporting, personalization, and service work the same across every location.

Sales & refund sync

• Near real-time import of ticket lines, tenders, taxes, tips, and discounts.
• Refunds and voids reconcile to the original order with reason codes and clerk IDs.
• End-of-day (X/Z) summaries post to analytics and finance exports.

Customer identity & loyalty

Linking at checkout

Attach purchases to profiles via email, phone, or loyalty ID; dedupe to avoid ghost accounts.

Preference sync

Respect opt-ins and region-specific consent so marketing stays compliant across channels.

Auto-enroll new shoppers into journeys with receipts that drive first repeat.

Inventory & operations

• Real-time on-hand updates, SKU/variant mapping, and stock adjustments from returns.
• Multi-store support with transfer workflows and safety-stock rules.
• POS health monitoring: webhook errors, queue lag, and retry dashboards.

Insights & growth

Attribute uplift from omnichannel buyers, track attachment rate by cashier, and identify cross-sell opportunities that convert in-store and online.

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Connect your cloud storage to the Hoop workspace.

Install storage apps to search, preview, and use files where your teams already work. Keep context by linking the right document to the right record every time.

Find files without switching tabs

Open and search Drive, OneDrive, or Dropbox content directly from records. Pull the latest decks, pricing sheets, or briefs while staying on the page you’re working in.

Link content to CRM and conversations

• Attach file links to contacts, companies, deals, and tickets.
• Reference documents in chats, emails, and notes for smooth handoffs.
• Keep version context by accessing source folders from within Hoop.

Stay secure with provider controls

Respect existing sharing settings, authentication, and access policies managed in Drive, OneDrive, or Dropbox while making files discoverable in workflows.

Set up in minutes

• Install from the App Marketplace.
• Authorize accounts and choose folders to expose.
• Start searching and linking files immediately.

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Quote Activity Tracking

Receive alerts when quotes are opened, forwarded, or revisited and see which sections hold attention. Prioritize follow-ups and tailor responses based on real buyer behavior.

Instant notifications

Alerts fire in real time across desktop and mobile so reps can act while the buyer is actively reviewing details.

Engagement insights

• Time on page and scroll depth by section.
• Forwarding detection to reveal new stakeholders.
• Return visits that signal renewed interest.

Targeted follow-ups

Use insights to schedule calls, clarify terms, or share alternatives. Reduce guesswork and remove obstacles before they grow.

Team-wide visibility

Improve win rates

Quote Reporting

Turn quoting into a measurable, optimizable process with dashboards that connect activity to outcomes. Identify what speeds signatures and where deals slow down.

Monitor performance

Track conversion rates, time-to-sign, and value by owner, segment, and product so coaching and enablement target the right levers.

Spot buying patterns

• Discount bands correlated with win rate.
• Terms that elongate or compress cycles.
• Products and bundles that close fastest.

Strengthen forecasts

Blend stage probability with quote status to project revenue more reliably and detect sandbagging or over-optimism early.

Optimize templates

Operational insights