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Grow patient bookings
and streamline the front desk
Grow patient bookings
and streamline the front desk
Hoop is the all-in-one customer platform for clinics and wellness brands. Run local campaigns, schedule in seconds, and keep follow-ups automatic.

Grow patient bookings
and streamline the front desk
Grow patient bookings
and streamline the front desk
Hoop is the all-in-one customer platform for clinics and wellness brands. Run local campaigns, schedule in seconds, and keep follow-ups automatic.

Grow patient bookings
and streamline the front desk
Grow patient bookings
and streamline the front desk

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






























From first click
to paid visit
Replace scattered apps with one workspace for marketing, scheduling, messaging, and payments.
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.
Attract & book
more patients
Launch local ads and landing pages, capture forms, and confirm appointments via WhatsApp/SMS or phone.


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


Meeting Scheduler

Meeting Scheduler

Meeting Scheduler

Whatsapp Marketing

Whatsapp Marketing

Whatsapp Marketing
Turn WhatsApp conversations into revenue.
Build opt-in audiences, send personalized messages at scale, and run two-way conversations that convert—powered by templates, automation, and real-time analytics inside your CRM.

Reach customers where they already are.
Use WhatsApp to meet buyers in their preferred channel with timely, relevant messages. Capture consent, personalize content with CRM data, and trigger follow-ups based on behavior—all while staying compliant with WhatsApp’s policies.

Build a compliant audience fast
- Collect and store explicit opt-in from forms, chat, and landing pages.
- Manage consent states (opt-in/opt-out) with automatic suppression rules.
- Create approved message templates for promotions, alerts, and support.
- Localize templates and messages across multiple languages.
- Use short links and QR codes to grow your WhatsApp list from ads and social.

Personalize and automate at scale
Triggered journeys
Send abandoned-cart nudges, re-engagement pings, or post-purchase care based on events and segments.
Dynamic personalization
Merge CRM fields (name, product, order status) and conditional content for 1:1 relevance.
Broadcasts to segments
Schedule promotional or informational sends to targeted, compliant lists with throttling and quiet hours.
Template workflows
Auto-start conversations with approved templates and route replies to the right team.

Run two-way conversations with your team

Measure, test, and optimize outcomes

Turn WhatsApp conversations into revenue.
Build opt-in audiences, send personalized messages at scale, and run two-way conversations that convert—powered by templates, automation, and real-time analytics inside your CRM.

Reach customers where they already are.
Use WhatsApp to meet buyers in their preferred channel with timely, relevant messages. Capture consent, personalize content with CRM data, and trigger follow-ups based on behavior—all while staying compliant with WhatsApp’s policies.

Build a compliant audience fast
- Collect and store explicit opt-in from forms, chat, and landing pages.
- Manage consent states (opt-in/opt-out) with automatic suppression rules.
- Create approved message templates for promotions, alerts, and support.
- Localize templates and messages across multiple languages.
- Use short links and QR codes to grow your WhatsApp list from ads and social.

Personalize and automate at scale
Triggered journeys
Send abandoned-cart nudges, re-engagement pings, or post-purchase care based on events and segments.
Dynamic personalization
Merge CRM fields (name, product, order status) and conditional content for 1:1 relevance.
Broadcasts to segments
Schedule promotional or informational sends to targeted, compliant lists with throttling and quiet hours.
Template workflows
Auto-start conversations with approved templates and route replies to the right team.

Run two-way conversations with your team

Measure, test, and optimize outcomes


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

Delight patients
with fast responses
Keep conversations and cases organized, publish FAQs, and let patients check updates in a simple portal.


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


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


SMS Marketing

SMS Marketing

SMS Marketing
Turn texts into timely conversions
Reach customers instantly with personalized, compliant SMS. Build two-way conversations, trigger messages from real-time events, and track revenue impact in one place—no code required.

Automate, personalize, and track SMS at scale.
Replace one-off blasts with lifecycle messaging for welcomes, promotions, reminders, and recoveries. Use CRM data for targeting, AI to draft and optimize, and built-in compliance to protect deliverability and brand trust.

Build compliant programs
- Two-way SMS and MMS with keyword opt-in/out (e.g., JOIN, STOP, HELP).
- Consent capture, subscription types, and quiet hours by timezone.
- Country- and carrier-aware sending rules and rate limiting.
- Short links with click tracking and UTM support.
- Templates for alerts, promos, appointments, and order updates.

Personalize every send
Dynamic content
Swap offers, images, and CTAs based on segment, location, and lifecycle stage.
Behavioral triggers
Send on form submissions, page views, cart events, purchases, and custom events.
Audience controls
Segment with CRM fields, engagement history, and custom properties; apply frequency caps.
AI assistance
Generate concise copy, variations, and translations aligned to your brand voice.

Optimize delivery and performance

Connect SMS across the journey

Turn texts into timely conversions
Reach customers instantly with personalized, compliant SMS. Build two-way conversations, trigger messages from real-time events, and track revenue impact in one place—no code required.

Automate, personalize, and track SMS at scale.
Replace one-off blasts with lifecycle messaging for welcomes, promotions, reminders, and recoveries. Use CRM data for targeting, AI to draft and optimize, and built-in compliance to protect deliverability and brand trust.

Build compliant programs
- Two-way SMS and MMS with keyword opt-in/out (e.g., JOIN, STOP, HELP).
- Consent capture, subscription types, and quiet hours by timezone.
- Country- and carrier-aware sending rules and rate limiting.
- Short links with click tracking and UTM support.
- Templates for alerts, promos, appointments, and order updates.

Personalize every send
Dynamic content
Swap offers, images, and CTAs based on segment, location, and lifecycle stage.
Behavioral triggers
Send on form submissions, page views, cart events, purchases, and custom events.
Audience controls
Segment with CRM fields, engagement history, and custom properties; apply frequency caps.
AI assistance
Generate concise copy, variations, and translations aligned to your brand voice.

Optimize delivery and performance

Connect SMS across the journey


Patient Portal

Patient Portal

Patient Portal
Modern patient self-service
Empower patients to self-serve while your staff focuses on care. Lower call volumes, reduce no-shows, and improve satisfaction with timely, secure access.

Reframe the portal for clinical use
Combine portals, forms, and consent/audit into a HIPAA-aware experience that fits into existing clinic operations and staff workflows.

Care access
- Self-schedule by visit type and provider availability.
- Telehealth links, device checks, and reminders.
- Refill and referral requests with routing.

Results & forms
Labs
Share results with physician notes and follow-up tasks.
Intake
Collect consents, histories, and SDOH assessments with branching logic.

Secure messaging

Privacy

Modern patient self-service
Empower patients to self-serve while your staff focuses on care. Lower call volumes, reduce no-shows, and improve satisfaction with timely, secure access.

Reframe the portal for clinical use
Combine portals, forms, and consent/audit into a HIPAA-aware experience that fits into existing clinic operations and staff workflows.

Care access
- Self-schedule by visit type and provider availability.
- Telehealth links, device checks, and reminders.
- Refill and referral requests with routing.

Results & forms
Labs
Share results with physician notes and follow-up tasks.
Intake
Collect consents, histories, and SDOH assessments with branching logic.

Secure messaging

Privacy


Service Agent

Service Agent

Service Agent
Resolve support. Automatically.
An AI service agent that answers with your knowledge, performs secure actions, and hands off to humans when needed—reducing wait times, raising CSAT, and lowering costs.

Put AI at the front door of support.
Service Agent uses your help center, product docs, and CRM context to deliver accurate, brand-safe answers in seconds. It can collect details, execute workflows, and route complex issues to the right teammate—so customers get outcomes, not wait music.

Grounded knowledge that stays accurate
Knowledge sources
Connect help center articles, FAQs, product docs, and selected webpages to give the agent a single source of truth.
Answer quality controls
Use allow/deny lists and domain restrictions to keep responses on-brand and within approved content.
Freshness & updates
Sync changes automatically so the agent reflects the latest policies, pricing, and features.
Context awareness
Ground answers with CRM properties like plan, lifecycle stage, and entitlement to personalize guidance.
Channel coverage
Offer instant answers on your website, in-app widget, email autoresponders, and messaging channels.

Take action, not just answer
Workflow orchestration
Trigger automations for refunds, cancellations, order lookups, and profile updates through secure back-end workflows.
Forms & data capture
Collect required fields, validate inputs, and write details to CRM and ticket properties.
Authenticated experiences
Safely verify identity and perform account-specific tasks for logged-in users.
API actions
Call approved endpoints to fetch order status, reset passwords, or schedule appointments.
Conversation memory
Remember prior answers within the thread to avoid repetition and speed resolution.

Seamless handoff when a human is better

Train, measure, and govern

Resolve support. Automatically.
An AI service agent that answers with your knowledge, performs secure actions, and hands off to humans when needed—reducing wait times, raising CSAT, and lowering costs.

Put AI at the front door of support.
Service Agent uses your help center, product docs, and CRM context to deliver accurate, brand-safe answers in seconds. It can collect details, execute workflows, and route complex issues to the right teammate—so customers get outcomes, not wait music.

Grounded knowledge that stays accurate
Knowledge sources
Connect help center articles, FAQs, product docs, and selected webpages to give the agent a single source of truth.
Answer quality controls
Use allow/deny lists and domain restrictions to keep responses on-brand and within approved content.
Freshness & updates
Sync changes automatically so the agent reflects the latest policies, pricing, and features.
Context awareness
Ground answers with CRM properties like plan, lifecycle stage, and entitlement to personalize guidance.
Channel coverage
Offer instant answers on your website, in-app widget, email autoresponders, and messaging channels.

Take action, not just answer
Workflow orchestration
Trigger automations for refunds, cancellations, order lookups, and profile updates through secure back-end workflows.
Forms & data capture
Collect required fields, validate inputs, and write details to CRM and ticket properties.
Authenticated experiences
Safely verify identity and perform account-specific tasks for logged-in users.
API actions
Call approved endpoints to fetch order status, reset passwords, or schedule appointments.
Conversation memory
Remember prior answers within the thread to avoid repetition and speed resolution.

Seamless handoff when a human is better

Train, measure, and govern

Make checkout easy
and increase returns
Send estimates and reminders, collect online with one tap, and track satisfaction to improve outcomes.


Payment Links

Payment Links

Payment Links
Payment Links
Turn any interaction into a purchase moment by sharing links in emails, pages, forms, or meetings. Buyers pay in a few clicks, and your records update instantly across deals and contacts.

Collect payments anywhere
Use links or QR codes to launch prefilled checkouts that reduce friction and error. Flexible placement meets buyers where they already are.

Create links in seconds
- Choose product, amount, and cadence.
- Generate reusable or one-time links.
- Embed across channels with minimal effort.

Delightful checkout experience
Responsive design, multiple methods, and clear confirmations increase completion and trust for new and repeat customers alike.

Centralize commerce in CRM

Operate at scale

Payment Links
Turn any interaction into a purchase moment by sharing links in emails, pages, forms, or meetings. Buyers pay in a few clicks, and your records update instantly across deals and contacts.

Collect payments anywhere
Use links or QR codes to launch prefilled checkouts that reduce friction and error. Flexible placement meets buyers where they already are.

Create links in seconds
- Choose product, amount, and cadence.
- Generate reusable or one-time links.
- Embed across channels with minimal effort.

Delightful checkout experience
Responsive design, multiple methods, and clear confirmations increase completion and trust for new and repeat customers alike.

Centralize commerce in CRM

Operate at scale


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


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


Feedback Management

Feedback Management

Feedback Management
Resolve content questions fast.
An AI customer agent that answers with approved knowledge, captures context, performs permitted actions, and hands off to your team when needed.

Turn your content into instant help.
Connect articles, product docs, and policies so customers get precise, cited answers in seconds. The agent reduces ticket volume, increases satisfaction, and frees your team for complex work while keeping responses accurate and on brand.

Knowledge that stays accurate
Trusted sources
Use your approved knowledge base, docs, and FAQs as the single source of truth to ground every answer.
Automatic sync
New or edited content is picked up quickly so answers reflect your latest guidance, pricing, and policies.
Context awareness
Tailor guidance using plan, region, lifecycle stage, and product details stored in CRM.
Multilingual readiness
Answer in the customer’s language when localized articles are available.

From answers to actions
Workflow triggers
Kick off approved flows like returns, password resets, refunds, or appointment requests.
Structured intake
Collect required fields (account ID, device, error code) and write them to ticket properties.
Form fills and updates
Validate inputs, update CRM records, and reduce back-and-forth before any handoff.

Seamless human handoff

Measure and improve

Resolve content questions fast.
An AI customer agent that answers with approved knowledge, captures context, performs permitted actions, and hands off to your team when needed.

Turn your content into instant help.
Connect articles, product docs, and policies so customers get precise, cited answers in seconds. The agent reduces ticket volume, increases satisfaction, and frees your team for complex work while keeping responses accurate and on brand.

Knowledge that stays accurate
Trusted sources
Use your approved knowledge base, docs, and FAQs as the single source of truth to ground every answer.
Automatic sync
New or edited content is picked up quickly so answers reflect your latest guidance, pricing, and policies.
Context awareness
Tailor guidance using plan, region, lifecycle stage, and product details stored in CRM.
Multilingual readiness
Answer in the customer’s language when localized articles are available.

From answers to actions
Workflow triggers
Kick off approved flows like returns, password resets, refunds, or appointment requests.
Structured intake
Collect required fields (account ID, device, error code) and write them to ticket properties.
Form fills and updates
Validate inputs, update CRM records, and reduce back-and-forth before any handoff.

Seamless human handoff

Measure and improve


Service Analytics

Service Analytics

Service Analytics
Out-of-the-box service analytics.
Measure team performance, customer satisfaction, and support efficiency in real time with ready-made reports that help your support team resolve issues faster.

Improve your customer experience with actionable insights.
When data is scattered and reports require analysts, customer issues wait. Hoop’s service analytics provides built-in reports on rep productivity, average ticket response time, post-support survey scores, and overall support volume—so your team can focus on customers.

Stop waiting in line for critical service reports
- Everyday-user-friendly dashboards—no analyst queue required.
- Built-in, real-time visibility into support health and trends.
- Unlock insights fast to prioritize fixes and resources.
- Resolve customer problems faster with data-driven decisions.

Gain quick insight on rep productivity
Average time to close
See how long tickets take to resolve and identify process delays.
Chat response time
Monitor responsiveness on live chat to improve customer wait times.
Ticket volume
Track incoming volume and backlog to balance workload across the team.
Bottleneck detection
Spot trends that slow resolution and act before issues pile up.

Uncover customer insights with ease

Monitor interactions and efficiency

Out-of-the-box service analytics.
Measure team performance, customer satisfaction, and support efficiency in real time with ready-made reports that help your support team resolve issues faster.

Improve your customer experience with actionable insights.
When data is scattered and reports require analysts, customer issues wait. Hoop’s service analytics provides built-in reports on rep productivity, average ticket response time, post-support survey scores, and overall support volume—so your team can focus on customers.

Stop waiting in line for critical service reports
- Everyday-user-friendly dashboards—no analyst queue required.
- Built-in, real-time visibility into support health and trends.
- Unlock insights fast to prioritize fixes and resources.
- Resolve customer problems faster with data-driven decisions.

Gain quick insight on rep productivity
Average time to close
See how long tickets take to resolve and identify process delays.
Chat response time
Monitor responsiveness on live chat to improve customer wait times.
Ticket volume
Track incoming volume and backlog to balance workload across the team.
Bottleneck detection
Spot trends that slow resolution and act before issues pile up.

Uncover customer insights with ease

Monitor interactions and efficiency




Discover how BBVA drives trial conversions by 120% with personalization
Banking company BBVA 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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Onboarding

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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.
Grow your business better
Get started with the all-in-one platform that’s easy to use and fast to drive results.