Ship projects your whole team can follow.

Organize launches, campaigns, and enablement work where your customers already live—inside Hoop. Connect tasks to contacts, deals, tickets, and assets so progress and impact stay in one place.

Plan in one connected workspace.

Translate strategy into an actionable plan with linked tasks, owners, due dates, and dependencies. Use campaigns to group assets and activities, route approvals, and see how work converts into pipeline and revenue.

Coordinate daily execution

Work from prioritized task queues that pull in email, calls, notes, and files. @mention teammates for context, attach assets, and log progress directly on the records that work will influence.

Standardize and scale

• Reusable task templates for repeatable projects.
• Approval steps for brand, legal, and compliance.
• Automations to create tasks from forms, SLAs, or stage changes.
• Campaign calendars for cross-team visibility.

Measure outcomes not output

Govern the process

Stay on top of every task.

Organize work, automate follow-ups, and keep teams aligned with shared context on every record. Prioritize what matters, see who owns what, and move faster together.

One place to plan and execute work.

Combine tasks, notes, files, email, and comments alongside customer records. Save views for today, this week, and SLA breach risk—then automate the next step.

Plan your day with clarity

• List and board views with filters, saved views, and focus mode.
• Due dates, reminders, and priorities that reflect SLAs.
• @mentions and comments to align stakeholders in context.
• Subtasks and checklists for repeatable workflows.

Automate follow-ups and handoffs

• Trigger tasks on stage changes, form submits, or ticket updates.
• Recurring tasks and templates for consistent execution.
• Auto-assign owners, set due dates, and add watchers on risk.
• SLA timers and breach alerts to protect response times.

Work where you already are

Report and improve

Orchestrate your customer journey.

Build workflows that enroll records based on triggers, branch on conditions, and execute actions that keep teams aligned and customers engaged.

Automation that scales with you.

Start with templated flows, then add branches, delays, and if/then logic to model real processes—no code required.

Powerful enrollment

• Trigger on property changes, form submits, stage moves, or events.
• Re-enrollment controls to prevent loops.
• Lists and segments to target precisely.

Actions that get work done

CRM updates

Create tasks, set owners, and modify fields.

Messaging

Send emails, posts, or handoffs to other tools.

Data ops

Copy, format, and calculate properties reliably.

Branching and timing

Testing and governance

Reduce support calls with a self-service customer portal

Launch customer portals in hours without developer resources. Connect your help desk, ticketing system, and shared inbox so customers can track ticket status, reply to updates, and find answers in your knowledge base.

Give customers visibility and control in one secure portal.

Provide efficient, transparent support by giving customers a single place to view ticket progress, reply to your team, and search your knowledge base. Your team keeps conversations moving through a shared inbox while customers get immediate answers or updates.

Improve transparency and trust

Your customer portal provides real-time visibility into the status of requests. Customers can track ticket progress, reply to your team, and search your knowledge base from one secure client portal, building confidence and loyalty.

Minimize repetitive tasks

• Shift common questions to self-service with linked knowledge base articles.
• Create workflows to handle predictable, repetitive inquiries.
• Manage access by assigning users to specific groups.
• Free your team to focus on complex issues that require expertise.

Build without code

Launch fast and connect your tools

Give the right access to the right people

Protect data while enabling collaboration. Assign roles with precise permissions so users can do their jobs without overexposing sensitive information.

Permissions built for scale

Manage access to objects, fields, and tools by role, team, and user. Apply least-privilege principles across records, assets, and exports.

Fine-grained control

• View/edit/delete by object and scope.
• Field-level read/write protections.
• Export and bulk-edit restrictions.

Operational guardrails

Use approval gates for risky actions and maintain audit logs for accountability. Enforce MFA and session policies for secure access.

Flexible without chaos

Visibility that matches org design