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Win trust and wallet share
with a compliant client platform
Win trust and wallet share
with a compliant client platform
Hoop is the all-in-one customer platform for Banking and Financial Services. Run targeted acquisition, compliant onboarding, and responsive service from one secure CRM.

Win trust and wallet share
with a compliant client platform
Win trust and wallet share
with a compliant client platform
Hoop is the all-in-one customer platform for Banking and Financial Services. Run targeted acquisition, compliant onboarding, and responsive service from one secure CRM.

Win trust and wallet share
with a compliant client platform
Win trust and wallet share
with a compliant client platform

30,000+ customers in over 95 countries grow their businesses with HoopAI






























Connect origination,
advice, and service
Give relationship managers, advisors, and support teams shared context. Automate follow-ups and simplify documentation so clients get answers faster.
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 and an exclusive founder community, you can grow your business and career, all in one place.
Acquire qualified clients
and accelerate intake
Target segments, capture applications, and route calls to licensed reps with clear next steps.


ABM Software

ABM Software

ABM Software
Focus on the accounts that matter most
Identify ideal accounts, tailor outreach to buyers, and track engagement and revenue in one view so teams stay aligned from first touch to closed-won.

Plan and execute account-based strategies together.
Define your ideal customer profile, build target lists with recommendations, and coordinate campaigns and outreach from a unified dashboard with engagement insights.

Identify and prioritize
Use ICP properties, fit criteria, and engagement signals to assemble a target list. Dashboards highlight activity, open deals, deal value, and gaps so teams focus where momentum is building.

Engage the buying committee
- Personalized email, ads, and website content for key stakeholders.
- Sales collaboration via shared notes, tasks, sequences, and timelines.
- LinkedIn tools to reach decision-makers with context from your CRM.

Coordinate with sales

Prove impact

Focus on the accounts that matter most
Identify ideal accounts, tailor outreach to buyers, and track engagement and revenue in one view so teams stay aligned from first touch to closed-won.

Plan and execute account-based strategies together.
Define your ideal customer profile, build target lists with recommendations, and coordinate campaigns and outreach from a unified dashboard with engagement insights.

Identify and prioritize
Use ICP properties, fit criteria, and engagement signals to assemble a target list. Dashboards highlight activity, open deals, deal value, and gaps so teams focus where momentum is building.

Engage the buying committee
- Personalized email, ads, and website content for key stakeholders.
- Sales collaboration via shared notes, tasks, sequences, and timelines.
- LinkedIn tools to reach decision-makers with context from your CRM.

Coordinate with sales

Prove impact


Forms

Forms

Forms
Convert visitors into leads with forms that work.
Create custom forms in minutes, capture contact info directly into your CRM, and follow up with automation that drives conversions.

Create and capture leads effortlessly.
Build forms without coding, embed them on your site, and route submissions into your CRM automatically. Streamline lead capture while providing a seamless experience for your visitors.

Capture leads instantly
- Build free online forms in seconds with no coding.
- Add forms to your website or use them as standalone pages.
- All submissions route directly into Hoop's CRM for easy nurturing or sales handoff.

Design forms your way
Drag-and-drop editing
Create forms visually with no technical expertise required.
Pre-built templates
Start quickly with proven layouts for registrations, downloads, signups, and more.
Brand alignment
Ensure every form matches your company style and goals.

Automate follow-up

Boost conversions with advanced features

Convert visitors into leads with forms that work.
Create custom forms in minutes, capture contact info directly into your CRM, and follow up with automation that drives conversions.

Create and capture leads effortlessly.
Build forms without coding, embed them on your site, and route submissions into your CRM automatically. Streamline lead capture while providing a seamless experience for your visitors.

Capture leads instantly
- Build free online forms in seconds with no coding.
- Add forms to your website or use them as standalone pages.
- All submissions route directly into Hoop's CRM for easy nurturing or sales handoff.

Design forms your way
Drag-and-drop editing
Create forms visually with no technical expertise required.
Pre-built templates
Start quickly with proven layouts for registrations, downloads, signups, and more.
Brand alignment
Ensure every form matches your company style and goals.

Automate follow-up

Boost conversions with advanced features


Lead Scoring

Lead Scoring

Lead Scoring
Know which leads to work first
Combine attributes and behaviors into a clear score for every contact. Route, alert, and report based on thresholds to shorten time to revenue and increase win rates.

Score leads with data you trust.
Use positive and negative criteria, add decay, and blend firmographic fit with engagement to keep scores current and predictive. Display scores and reasons on records for transparency.

Customize your model
- Points for actions and attributes that reflect your ICP.
- Negative and decay rules to reduce stale interest.
- Multiple scores by region, product, or motion.

Act on signals
Trigger alerts, tasks, sequences, and routing when scores cross thresholds so reps follow up at the right moment with the right context.

Align teams

Improve over time

Know which leads to work first
Combine attributes and behaviors into a clear score for every contact. Route, alert, and report based on thresholds to shorten time to revenue and increase win rates.

Score leads with data you trust.
Use positive and negative criteria, add decay, and blend firmographic fit with engagement to keep scores current and predictive. Display scores and reasons on records for transparency.

Customize your model
- Points for actions and attributes that reflect your ICP.
- Negative and decay rules to reduce stale interest.
- Multiple scores by region, product, or motion.

Act on signals
Trigger alerts, tasks, sequences, and routing when scores cross thresholds so reps follow up at the right moment with the right context.

Align teams

Improve over time


Call Tracking

Call Tracking

Call Tracking
Make and track every call in Hoop.
Place and receive calls from your browser or mobile device, auto-log outcomes to your CRM, and use AI-assisted note-taking and conversation intelligence to sell and support more effectively.

Support and sell more efficiently.
Reps spend their day on the phone and can lose track of priorities. With call tracking, you can route inbound calls, start or forward calls from mobile, and capture actionable insights with AI-powered conversation intelligence—so every call advances the relationship.

Automate outbound with a power dialer
- Queue calls directly from the CRM and move through lists quickly.
- Validate numbers and connect automatically to reduce manual steps.
- Drop voicemails in one click; skip or pause as needed.
- Capture outcomes automatically with built-in logging and disposition tracking.

Transcribe and summarize with AI
Real-time transcription
Eliminate manual note-taking with live transcripts captured during the call.
Instant, editable summaries
Generate summaries with clear action items and log them to the CRM for easy access.
Embedded AI assistance
Chat with AI during or after the call to surface insights and identify next steps.

Coach smarter with conversation intelligence

Manage complex calling at scale

Make and track every call in Hoop.
Place and receive calls from your browser or mobile device, auto-log outcomes to your CRM, and use AI-assisted note-taking and conversation intelligence to sell and support more effectively.

Support and sell more efficiently.
Reps spend their day on the phone and can lose track of priorities. With call tracking, you can route inbound calls, start or forward calls from mobile, and capture actionable insights with AI-powered conversation intelligence—so every call advances the relationship.

Automate outbound with a power dialer
- Queue calls directly from the CRM and move through lists quickly.
- Validate numbers and connect automatically to reduce manual steps.
- Drop voicemails in one click; skip or pause as needed.
- Capture outcomes automatically with built-in logging and disposition tracking.

Transcribe and summarize with AI
Real-time transcription
Eliminate manual note-taking with live transcripts captured during the call.
Instant, editable summaries
Generate summaries with clear action items and log them to the CRM for easy access.
Embedded AI assistance
Chat with AI during or after the call to surface insights and identify next steps.

Coach smarter with conversation intelligence

Manage complex calling at scale

Serve securely
with compliant workflows
Centralize tickets and knowledge, manage claims, and keep conversations auditable with e-sign and shared records.
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Help Desk and Ticketing

Help Desk and Ticketing

Help Desk and Ticketing
Resolve customer requests faster
Connect your help desk to your CRM to provide personalized, AI-powered support across every channel. Streamline service with automation and integrations so reps work faster and customers get answers sooner.

Scale customer support and satisfaction.
As volume grows across email, chat, and phone, tickets slip and satisfaction drops. Hoop’s help desk centralizes requests in a single source of truth with built-in AI, multi-language support, Jira and Slack integrations, and 360-degree insights that empower reps and inform your marketing and sales teams.

Deliver excellent support at scale
Omnichannel operations without extra headcount
Run sophisticated support with conditional SLAs, intelligent ticket routing, and IVR phone trees to meet customers where they are.
Built on a unified customer platform
Every interaction syncs to Hoop’s customer platform for a complete journey view and comprehensive support analytics.
Developer-friendly extensibility
Use APIs to embed help desk capabilities into your website admin panel and create custom omni-channel solutions.

Improve rep efficiency with AI
Skills-based routing
Automatically assign tickets to the right rep based on expertise to reduce reassignment and speed first response.
Language detection
Detect customer language preferences to route and respond faster for global teams.
Assistive AI
Use reply recommendations, automated ticket summaries, and sentiment analysis so reps resolve more issues in less time.

Provide more helpful, personalized support

Offer seamless, omnichannel support

Resolve customer requests faster
Connect your help desk to your CRM to provide personalized, AI-powered support across every channel. Streamline service with automation and integrations so reps work faster and customers get answers sooner.

Scale customer support and satisfaction.
As volume grows across email, chat, and phone, tickets slip and satisfaction drops. Hoop’s help desk centralizes requests in a single source of truth with built-in AI, multi-language support, Jira and Slack integrations, and 360-degree insights that empower reps and inform your marketing and sales teams.

Deliver excellent support at scale
Omnichannel operations without extra headcount
Run sophisticated support with conditional SLAs, intelligent ticket routing, and IVR phone trees to meet customers where they are.
Built on a unified customer platform
Every interaction syncs to Hoop’s customer platform for a complete journey view and comprehensive support analytics.
Developer-friendly extensibility
Use APIs to embed help desk capabilities into your website admin panel and create custom omni-channel solutions.

Improve rep efficiency with AI
Skills-based routing
Automatically assign tickets to the right rep based on expertise to reduce reassignment and speed first response.
Language detection
Detect customer language preferences to route and respond faster for global teams.
Assistive AI
Use reply recommendations, automated ticket summaries, and sentiment analysis so reps resolve more issues in less time.

Provide more helpful, personalized support

Offer seamless, omnichannel support


Knowledge Base

Knowledge Base

Knowledge Base
Empower your customers to find the answers they need.
Give customers instant, self-serve solutions with an AI-powered knowledge base that is searchable by topic, accessible on mobile and desktop, supports multiple languages, and connects to your support tools to surface gaps and recommend new articles.

Build a unique library of help articles.
Turn frequent support questions into a comprehensive, search-optimized knowledge base. Customize the experience with CMS tools, collaborate with comments and approvals, and accelerate creation with AI assistance from Hoop AI Agents Copilot (beta).

Create and publish faster
- Generate and edit articles with AI assistance to speed up writing.
- Convert FAQs into a structured library optimized for search.
- Use CMS tools to match branding with flexible themes and styles.
- Collaborate with comments and approvals to keep content accurate.
- Manage advanced needs with multi-language articles and API-driven workflows.

Improve support team efficiency
Reduce repetitive questions and shorten time to resolution. Hoop CRM tracks which articles customers have viewed to prevent duplicate answers, while integrations with Slack and other tools keep teams informed about knowledge gaps. Multi-language support helps global teams share and reuse content.

Measure, improve, and evolve your knowledge base

Deliver a searchable, multi-language experience

Empower your customers to find the answers they need.
Give customers instant, self-serve solutions with an AI-powered knowledge base that is searchable by topic, accessible on mobile and desktop, supports multiple languages, and connects to your support tools to surface gaps and recommend new articles.

Build a unique library of help articles.
Turn frequent support questions into a comprehensive, search-optimized knowledge base. Customize the experience with CMS tools, collaborate with comments and approvals, and accelerate creation with AI assistance from Hoop AI Agents Copilot (beta).

Create and publish faster
- Generate and edit articles with AI assistance to speed up writing.
- Convert FAQs into a structured library optimized for search.
- Use CMS tools to match branding with flexible themes and styles.
- Collaborate with comments and approvals to keep content accurate.
- Manage advanced needs with multi-language articles and API-driven workflows.

Improve support team efficiency
Reduce repetitive questions and shorten time to resolution. Hoop CRM tracks which articles customers have viewed to prevent duplicate answers, while integrations with Slack and other tools keep teams informed about knowledge gaps. Multi-language support helps global teams share and reuse content.

Measure, improve, and evolve your knowledge base

Deliver a searchable, multi-language experience


FNOL & Claims

FNOL & Claims

FNOL & Claims
From first notice to resolution—without a new core
Launch claims quickly and improve cycle time. A guided intake captures the facts, triage rules assign work, and approvals keep reserves and payments controlled, all with audit-ready history.

Reframe core components you already have
Ticketing becomes the claim, workflows become triage and SLAs, document templates handle statements and authorizations, and e-sign speeds affidavits—no separate claims system to start.

Intake & triage
- Policy lookup, claimant identity, and loss details with photo/video uploads.
- Fraud indicators and catastrophe codes steer reviews and surge staffing.
- Channel-agnostic capture (web, phone, SMS) with automatic dedupe.

Adjusting & reserves
Work orchestration
Inspections, estimates, medicals, and communications tracked as tasks with due dates and SLA timers.
Reserves
Change requests require approvals with reason codes; full audit history is preserved.

Payments & documents

Reporting & leakage control

From first notice to resolution—without a new core
Launch claims quickly and improve cycle time. A guided intake captures the facts, triage rules assign work, and approvals keep reserves and payments controlled, all with audit-ready history.

Reframe core components you already have
Ticketing becomes the claim, workflows become triage and SLAs, document templates handle statements and authorizations, and e-sign speeds affidavits—no separate claims system to start.

Intake & triage
- Policy lookup, claimant identity, and loss details with photo/video uploads.
- Fraud indicators and catastrophe codes steer reviews and surge staffing.
- Channel-agnostic capture (web, phone, SMS) with automatic dedupe.

Adjusting & reserves
Work orchestration
Inspections, estimates, medicals, and communications tracked as tasks with due dates and SLA timers.
Reserves
Change requests require approvals with reason codes; full audit history is preserved.

Payments & documents

Reporting & leakage control


Integrated E-Signature

Integrated E-Signature

Integrated E-Signature
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

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


Shared Inbox

Shared Inbox

Shared Inbox
All customer conversations in one place.
Unify messages across channels into a collaborative inbox. Route by skill or priority, reply with context, and keep every thread tied to the right record.

Route the right way from the start.
Distribute conversations by team, round-robin, or rules like language, topic, or account tier. Working hours and presence prevent after-hours assignments.

Collaborate without collisions
- Agent presence and typing indicators.
- Internal comments and @mentions.
- Draft sharing and approved snippets.
- Real-time collision detection.

Resolve with context
View contact timelines, past tickets, and KB suggestions beside each thread. Insert articles or payment links in clicks, and create tasks or tickets when deeper work is needed.

Hit your SLAs

Scale support quality

All customer conversations in one place.
Unify messages across channels into a collaborative inbox. Route by skill or priority, reply with context, and keep every thread tied to the right record.

Route the right way from the start.
Distribute conversations by team, round-robin, or rules like language, topic, or account tier. Working hours and presence prevent after-hours assignments.

Collaborate without collisions
- Agent presence and typing indicators.
- Internal comments and @mentions.
- Draft sharing and approved snippets.
- Real-time collision detection.

Resolve with context
View contact timelines, past tickets, and KB suggestions beside each thread. Insert articles or payment links in clicks, and create tasks or tickets when deeper work is needed.

Hit your SLAs

Scale support quality


VoIP Software

VoIP Software

VoIP Software
Call from your CRM—and capture it all.
Provision numbers, click-to-call from records, and route inbound calls by team or round-robin. Record with consent, transcribe automatically, and analyze outcomes to coach and improve.

Built-in calling for sales and service.
Use a power dialer with voicemail drops for outbound. For inbound, ring the right people quickly with routing rules, availability checks, and escalation options.

Log, record, transcribe
- Automatic logging of duration and outcomes to the timeline.
- Recordings and transcripts stored with searchable context.
- Snippet bookmarking for quick review and coaching.

Coach with data
Conversation metrics
Talk ratios and topics reveal improvement areas.
Team comparisons
Benchmark connect rates and conversion to share best practices.

Report & optimize

Scale with control

Call from your CRM—and capture it all.
Provision numbers, click-to-call from records, and route inbound calls by team or round-robin. Record with consent, transcribe automatically, and analyze outcomes to coach and improve.

Built-in calling for sales and service.
Use a power dialer with voicemail drops for outbound. For inbound, ring the right people quickly with routing rules, availability checks, and escalation options.

Log, record, transcribe
- Automatic logging of duration and outcomes to the timeline.
- Recordings and transcripts stored with searchable context.
- Snippet bookmarking for quick review and coaching.

Coach with data
Conversation metrics
Talk ratios and topics reveal improvement areas.
Team comparisons
Benchmark connect rates and conversion to share best practices.

Report & optimize

Scale with control

Onboard & grow revenue
with clear reporting
Streamline quotes and paperwork, accept payments, sync accounting, and prevent failed renewals.


CPQ Software

CPQ Software

CPQ Software
Close deals faster with AI-powered CPQ.
Generate quotes in minutes with smart approvals and buyer insights. Streamline quote to cash on one platform with automation and reporting that give you control and visibility.

Transform quoting from bottleneck to breakthrough.
Legacy CPQ tools slow reps with manual work and complex systems. Hoop’s streamlined editor drafts personalized quotes from deal context so your team spends time closing, not composing.

Implement fast product configuration
- Eliminate spreadsheet chaos with centralized product and pricing management.
- Create accurate, professional quotes in an intuitive interface.
- Accelerate deals when buyer interest is at its peak.

Execute smart pricing management
Flexible pricing
Support flat or tiered pricing at the line-item level.
Discounts and tax
Apply discounts and tax rates precisely where needed.
Built-in approvals
Trigger approval workflows based on pricing or discount rules to prevent delays.
Instant feedback
Alert reps when quotes violate criteria so they can adjust on the spot.

Create AI-powered quotes in minutes

Streamline quote to cash on one platform

Close deals faster with AI-powered CPQ.
Generate quotes in minutes with smart approvals and buyer insights. Streamline quote to cash on one platform with automation and reporting that give you control and visibility.

Transform quoting from bottleneck to breakthrough.
Legacy CPQ tools slow reps with manual work and complex systems. Hoop’s streamlined editor drafts personalized quotes from deal context so your team spends time closing, not composing.

Implement fast product configuration
- Eliminate spreadsheet chaos with centralized product and pricing management.
- Create accurate, professional quotes in an intuitive interface.
- Accelerate deals when buyer interest is at its peak.

Execute smart pricing management
Flexible pricing
Support flat or tiered pricing at the line-item level.
Discounts and tax
Apply discounts and tax rates precisely where needed.
Built-in approvals
Trigger approval workflows based on pricing or discount rules to prevent delays.
Instant feedback
Alert reps when quotes violate criteria so they can adjust on the spot.

Create AI-powered quotes in minutes

Streamline quote to cash on one platform


AI-Powered Quotes

AI-Powered Quotes

AI-Powered Quotes
AI-Powered Quotes
Produce branded proposals in minutes without copy-paste. Buyers review, sign, and pay on a single page, compressing time from intent to revenue and improving consistency across teams.

Generate in minutes
Prebuilt templates and CRM context give AI the structure it needs to assemble quotes accurately. Reps fine-tune language while staying on brand.

Always on-brand and accurate
- Logos, colors, and legal copy applied automatically.
- Current prices and SKUs populate from the library.
- Terms blocks reused for speed and compliance.

Focus on closing
Automation removes repetitive drafting so reps spend more time on discovery, negotiation, and multi-threading with stakeholders.

Insight-driven follow-up

Quote-to-cash continuity

AI-Powered Quotes
Produce branded proposals in minutes without copy-paste. Buyers review, sign, and pay on a single page, compressing time from intent to revenue and improving consistency across teams.

Generate in minutes
Prebuilt templates and CRM context give AI the structure it needs to assemble quotes accurately. Reps fine-tune language while staying on brand.

Always on-brand and accurate
- Logos, colors, and legal copy applied automatically.
- Current prices and SKUs populate from the library.
- Terms blocks reused for speed and compliance.

Focus on closing
Automation removes repetitive drafting so reps spend more time on discovery, negotiation, and multi-threading with stakeholders.

Insight-driven follow-up

Quote-to-cash continuity


Invoices

Invoices

Invoices
Invoices
Generate branded invoices directly from quotes or deals and collect payment on the spot. Finance, sales, and success share the same status, eliminating spreadsheet chases and email threads.

Invoicing made easy
Create digital invoices in a few clicks and deliver them through trusted channels. Buyers see clear line items, taxes, and totals that reduce disputes and delays.

Automate collections
- Send reminders at set intervals.
- Record partial payments and credits.
- Trigger tasks for overdue balances.

One platform for commerce
Keep quoting, invoicing, subscriptions, and payments together so handoffs are automatic and reporting is complete.

Revenue reporting on autopilot

Operational controls

Invoices
Generate branded invoices directly from quotes or deals and collect payment on the spot. Finance, sales, and success share the same status, eliminating spreadsheet chases and email threads.

Invoicing made easy
Create digital invoices in a few clicks and deliver them through trusted channels. Buyers see clear line items, taxes, and totals that reduce disputes and delays.

Automate collections
- Send reminders at set intervals.
- Record partial payments and credits.
- Trigger tasks for overdue balances.

One platform for commerce
Keep quoting, invoicing, subscriptions, and payments together so handoffs are automatic and reporting is complete.

Revenue reporting on autopilot

Operational controls


Commerce Tools

Commerce Tools

Commerce Tools
Commerce Tools
Equip teams with AI-assisted quoting, invoicing, subscription management, and payments inside the CRM. Reduce swivel-chair work while improving governance, visibility, and speed.

AI that helps you close faster
Generate accurate quotes in seconds and standardize terms without sacrificing personalization. Workflows remove manual steps that slow cycles.

Quote smarter
- Templates for consistent, on-brand proposals.
- Inline approvals to protect margin.
- Signature and payment on the same page.

Streamline billing & payments
Create invoices, manage subscriptions, and accept payments with automatic CRM updates. Finance and sales operate from the same data.

Unlock visibility

Scale with confidence

Commerce Tools
Equip teams with AI-assisted quoting, invoicing, subscription management, and payments inside the CRM. Reduce swivel-chair work while improving governance, visibility, and speed.

AI that helps you close faster
Generate accurate quotes in seconds and standardize terms without sacrificing personalization. Workflows remove manual steps that slow cycles.

Quote smarter
- Templates for consistent, on-brand proposals.
- Inline approvals to protect margin.
- Signature and payment on the same page.

Streamline billing & payments
Create invoices, manage subscriptions, and accept payments with automatic CRM updates. Finance and sales operate from the same data.

Unlock visibility

Scale with confidence


Accounting Integrations

Accounting Integrations

Accounting Integrations
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.

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.

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.

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.


Dunning & Revenue Recovery

Dunning & Revenue Recovery

Dunning & Revenue Recovery
Recover revenue automatically—without burning trust
Keep customers, not just charges. Intelligent retries and helpful reminders fix payments fast while respecting brand tone and customer preferences.

Retention by design
Automate recovery with empathetic communications and self-serve updates; monitor cohort churn to keep finance and growth aligned.

Intelligent retries & networks
- Issuer-aware retry schedules, network tokenization, and card updater.
- ACH retry policies with NACHA-aligned rules.
- Wallet support for Apple/Google Pay where available.

Customer experience
Branded notices
Emails/SMS with secure links that land customers on a one-click update flow.
Grace & pauses
Grace windows and pause/resume rules prevent heavy-handed cancellations.

Controls & governance

Analytics & testing

Recover revenue automatically—without burning trust
Keep customers, not just charges. Intelligent retries and helpful reminders fix payments fast while respecting brand tone and customer preferences.

Retention by design
Automate recovery with empathetic communications and self-serve updates; monitor cohort churn to keep finance and growth aligned.

Intelligent retries & networks
- Issuer-aware retry schedules, network tokenization, and card updater.
- ACH retry policies with NACHA-aligned rules.
- Wallet support for Apple/Google Pay where available.

Customer experience
Branded notices
Emails/SMS with secure links that land customers on a one-click update flow.
Grace & pauses
Grace windows and pause/resume rules prevent heavy-handed cancellations.

Controls & governance

Analytics & testing




Discover how Maryon drives trial conversions by 120% with personalization
Real Estate Company Maryon uses personalized outreach to nurture customers through the trial period. The result? Increased conversions and up to 15 hours saved per week.
120%
Increase in conversion rate

"The net promoter score of HoopAI Enterprise was good. This was by far the company-favorite solution."
Pricing
Below you’ll find pricing for our platform, with emphasis on the Popular features included.

Core
- CRM
- Contact Management
- Meeting Scheduler
- Online Form Builder
- Chat Widgets
- CMS tools & Blog Software
- AI Content Writer
- AI Social Caption Generator
- AI-Powered Email
- Business Card Scanner
- App Marketplace
- Automation
- AI Summarization
- AI-Powered Quotes
- Commerce Tools
- Reputation Management
- Social Media Management

Pro
- Everything in Core
- Campaigns
- Audience Segments
- Ad Tracking and Management
- Ads Agent
- Content Agent
- Content Remix
- Content Personalization
- Content Repurposing Software
- Chatbot Builder Software
- AI Guided Selling
- CPQ Software
- Call Tracking
- Cloud Storage Integrations
- Business Insights
- Automated Customer Service
- Communities
- Courses & Certificates
- Commerce Reporting Analytics Suite

Core
- CRM
- Contact Management
- Meeting Scheduler
- Online Form Builder
- Chat Widgets
- CMS tools & Blog Software
- AI Content Writer
- AI Social Caption Generator
- AI-Powered Email
- Business Card Scanner
- App Marketplace
- Automation
- AI Summarization
- AI-Powered Quotes
- Commerce Tools
- Reputation Management
- Social Media Management

Pro
- Everything in Core
- Campaigns
- Audience Segments
- Ad Tracking and Management
- Ads Agent
- Content Agent
- Content Remix
- Content Personalization
- Content Repurposing Software
- Chatbot Builder Software
- AI Guided Selling
- CPQ Software
- Call Tracking
- Cloud Storage Integrations
- Business Insights
- Automated Customer Service
- Communities
- Courses & Certificates
- Commerce Reporting Analytics Suite

Enterprise
- Everything in Pro
- ABM Software
- Advanced Marketing Reporting
- Centralized Audit Log
- HIPAA Compliance
- Advanced Routing
- Deal Splits
- Conversational Intelligence
- Conditional SLAs
- Predictive Lead Scoring
- Custom Goals
- Journey Report
- Journey Automation
- Multi-Touch Revenue Attribution
- Lookalike Lists
- Interactive Voice Response
- Event Visualizer
- Content Sync
- Sensitive Data Protection
- Cloud Data Integrations
- Organize Teams
- Custom Objects
- Role-Based Permissions
- Multi-Account Management
For the full breakdown by plan and category, please visit our pricing page.
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24/7 Support

Onboarding

Education






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900+ app integrations
Frequently asked questions
What is a customer platform?
The HoopAI customer platform, also known as 'Hoop,' brings together all the tools your business needs to grow better. With natively-built marketing, sales, and customer service software, open APIs, and hundreds of certified integrations, Hoop is the single source of truth businesses need to provide remarkable customer experiences at every stage of growth.
Hoop covers Marketing, Sales, Service, Content, Commerce, and Operations. When you use two or morre features together, your data is automatically connected on the platform through the CRM, enabling you to easily (and powerfully) track your entire customer journey from first website visit, to closed deal, to happy customer.
Are there any overage fees?
We’re not fans of hidden fees, either. Your subscription fee will remain fixed during your current subscription term (up to renewal) unless you proactively upgrade your products or base packages, purchase additional add-ons or limit increases, or exceed certain specified limits of your subscription such as included seats, website subdomains, maximum contacts in your database, or your email send limit.
In the case where you’ve exceeded limits, we don’t charge “overage fees” per se — we’ll simply recommend bumping you up to Hoop Pro to accommodate your increased limits. For a detailed list of product features, packaging, and the limits that apply, please see our pricing.
Why should I choose Hoop Core for my business?
When you purchase Hoop Core, you get access to every core product at a discounted price. This includes Marketing, Sales, Service, Content, Commerce, and Operations features— whose systems and data are fully integrated with Hoop's CRM on the same platform.
As you’re evaluating other platform solutions, consider how your costs would accumulate with individual point solutions to cover what Hoop Core can do. With Hoop Core, your data and information will be connected, instead of spread across different tools. You also have access to educational resources meant for founders, guides built into the product to help you reach business goals, and the exclusive founder-focused community available only to Core customers.
How many users can I have with each Core plan, and how much do additional users cost?
The Core Plan is normally priced at $50/month per seat (or $40/month per seat with an annual commitment and upfront payment). But for a limited time, we’re offering new customers up to 40% off for the first year. Pay $9/mo per seat for your first year ($15/mo per seat thereafter), with upfront payment and annual commitment. Or, pay month-to-month at $15/month per seat for your first year ($20/mo per seat thereafter), with no annual commitment. This offer has no set end date and can be discontinued at any time.
Customers with a Core subscription may purchase additional Core seats at any time to add new users to their account. For more details, visit our pricing page.
Do I need to purchase onboarding services?
While onboarding is required for the Pro and Enterprise editions of our software, it is not required for the Core edition. Hoop Core includes intuitive new user onboarding that will walk you through every step and allow you to choose from tailored templates to customize your CRM for your specific industry. However, if you’re looking for additional help, inbound consulting services are available for an additional fee.
What kind of customer support can I expect?
HoopAI's award-winning customer support team is here to help with all your technical questions. Have a problem setting up your team? Can’t figure out how to launch live chat on your website? No problem. Customers of our Core editions have access to 24/7 chat and email support.
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