Can Hoop customize stages for architecture and planning projects?

Yes, Hoop offers extensive customization options for pipelines. You can configure unique stages for both pursuit management and project delivery workflows. Define your own fields, steps, and automation rules to match your firm's specific processes. This ensures maximum efficiency and alignment with your architectural and planning methodologies.

How does Hoop manage and organize project documents and files?

Hoop provides a robust document management system that includes organized folders, version history, and approval workflows. You can track all activities related to document access and modifications. The system also offers granular permissions and integrated e-signature capabilities for contracts and client approvals. This creates a secure and streamlined process for all your drawings, specifications, and project-related files.

Does Hoop integrate with BIM tools and specialized software?

Hoop is designed for flexibility and connects with existing BIM tools and other specialized architectural software. We facilitate seamless data exchange through API and file drops. We encourage a detailed review of your current technology stack to create a tailored and effective integration solution. This approach supports your firm's specific BIM workflows and software ecosystem.

How can Hoop improve client communication and collaboration?

Hoop centralizes all client communication, allowing you to share progress updates, manage approvals, and collect feedback. This is done through dedicated client portals and integrated email functionalities. Every interaction is securely logged with an audit-ready history, ensuring transparency and accountability. This feature fosters stronger client relationships by keeping all stakeholders informed and engaged.

What analytics and reporting does Hoop offer for performance?

Hoop provides comprehensive reporting and advanced analytics capabilities. These allow you to gain insights into project performance, pursuit success rates, and resource allocation. You can track key metrics, identify bottlenecks, and make data-driven decisions to optimize your processes. This improves profitability and enhances client satisfaction across all your architecture and planning endeavors.

How does Hoop support remote architecture and planning teams?

Hoop is a cloud-based platform accessible from anywhere, on any device. It enables seamless collaboration for remote or distributed teams through shared workspaces and real-time updates. The feature provides centralized document access, linked comments, and real-time status updates. This ensures all team members can stay connected, collaborate effectively, and contribute to project success.

Can Hoop standardize the proposal generation process?

Hoop offers tools to standardize your proposal generation and submission process. It uses customizable templates for go/no-go decisions, bid calendars, and submission packs. With version control and automated approval workflows, your firm maintains consistency and reduces errors. This accelerates the creation and delivery of professional and compliant proposals.

Solutions for Architecture & Planning

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From RFQ and proposals

to approvals and handover

Track pursuits, proposals, and stakeholder reviews alongside project tasks, docs, and changes.Automate approvals, reminders, and status updates窶婆eep clients informed and teams aligned.

It's Easy

Hoop is easy to set up and use, making it even easier for you to scale. Customize your CRM with intuitive onboarding, get tips for using Hoop right alongside your tools, and let Hoop automate manual tasks.

It's Fast

With Hoop, get up and running quickly so you can start getting results from day one. With powerful tools, automation, and AI built in, you'll accomplish more in less time — without increasing headcount.

It's All-In-One

With all your software on one platform, you don't have to stitch together multiple tools to get the job done. And with educational resources & an exclusive founders community, you can grow your business, all in one place.

Pursuit & proposal management

Standardize go/no-go, bid calendars, submission packs, and approvals with templates and version history.

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Quotes

Create, share, and analyze quotes to increase your revenue.

Email Template Builder

Turn your best sales emails into templates you can personalize, optimize, and share.

Document Software

Library to share sales content and see what closes deals.

Document Tracking

Build a library of sales content for your team to share and tracking which documents close deals.

Project coordination

Plan phases, assign tasks, and track decisions with linked comments, files, and timelines.

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Project Management

Streamline cross-team collaboration with AI project management. Includes segmentation, automation, and reporting.

Task Management Software

Store, track, manage, and report tasks and activities to inform relationships with customers.

Tasks and Activities

Keep track of all the to-do’s and activities that help you build customer and client relationships, right inside your CRM.

Workflows

Automate tasks and customer communications with intelligent workflows that trigger based on customer behavior.

Client communication

Share progress, collect feedback, and track approvals via email and secure portals with audit-ready history.

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Customer Portal

Empower customers to get the help they need through a secure customer portal.

Centralized Audit Log

Track every action taken by humans, automations, integrations, and AI for transparency and accountability.

Role-Based Permissions

Control who sees and changes data with roles, field-level permissions, and team scopes that mirror your organization.

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Bespoke manufacturing with AI-powered workflows

Abanus uses Hoop to capture RFQs, align design approvals, drive CPQ-to-cash, and coordinate field installation. Sales, shop, and finance now work from the same record with Workflows handling handoffs and approvals.

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