Product Library

Build a single source of truth for products and services, then associate items to quotes, invoices, and subscriptions. Consistency improves margins, forecasting, and customer experience.

All products in one place

Organize families, attributes, and price books for efficient discovery. Permissions and approvals keep edits controlled without slowing iteration.

Fast, error-free quoting

• Insert approved line items with a click.
• Auto-calculate taxes, discounts, and totals.
• Prevent typos and pricing drift across teams.

Easy maintenance

Change a price once and let new quotes inherit automatically. Effective dates help you plan future increases without surprises.

Structured catalogs

Analytics and controls

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

Subscriptions

Create plans with cadence, terms, and trials, then bill automatically using saved methods. Track MRR/ARR and renewal health alongside deals for a complete revenue picture.

Recurring billing on autopilot

Invoices or charges run on schedule with clear receipts and ledger entries. Reduce manual work and missed renewals across product lines.

Accurate, on-time payments

• Automated dunning and retries raise collection rates.
• Partial, upgrade, and downgrade handling.
• Tax and currency support for global customers.

Flexible payment options

Collect via cards or ACH and store methods securely for future cycles. Support regional wallets where available.

Unified revenue management

Lifecycle controls

AI-powered email turns manual work into strategic value.

Forget everything you know about email creation. AI handles the heavy lifting - generating audiences, personalizing content, and optimizing delivery - while you focus on strategy. This is a new way to engage and convert customers using unified CRM data and AI-driven insights.

Intuitive tools simplify content creation.

Go from idea to inbox in minutes. Tell AI what you want to say and get complete branded email drafts, including the template, subject line, body copy, and imagery. Already have a design from another platform? AI recreates it in Hoop without rebuilding from scratch.

Personalization at scale

No coding skills needed. Move beyond basic merge tags to true 1:1 personalization using unified CRM data. Each email transforms based on the recipient, pulling contact and company properties such as demographics, industries, and other stored fields to create entirely tailored messages.

Data-driven insights that guide every send

AI predicts which contacts will engage and recommends optimal send times for each recipient to protect deliverability. After each send, instant summaries highlight anomalies, show what is working, and suggest what to change - no spreadsheet analysis required.

Generate branded emails instantly

Maximize engagement

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

AI Agents that turn your reputation into revenue

Reviews AI Agents automatically request, respond to, and market reviews to improve your brand’s reputation across every location and drive revenue growth.

AI for reputation excellence

The #1 reputation platform, now powered by agents that learn what works. Optimize review generation with A/B testing, reply in your brand voice with sentiment and image understanding, showcase top reviews on your site and social, and track reputation health across locations with reporting and competitive benchmarks.

Optimized review requests with A/B Testing

• Agents test subject lines, templates, channels, and timing to maximize open and completion rates.
• Generate reviews where they are needed most by identifying the right platforms per location.
• The Review Generation Agent finds happy customers, selects the best message and channel, and sends requests automatically.
• CRM-integrated campaigns trigger review asks at the perfect moment to grow volume and visibility.

On-brand AI replies in every language

Review Response Agent

Writes smart, personalized replies using your tone and workflow rules so nothing slips through the cracks.

Sentiment & image understanding

Analyzes photos and emotion in each review to craft thoughtful responses that build stronger customer connections.

Auto-translate

Automatically translates reviews and replies to and from English, enabling consistent, on-brand engagement across regions.

Put your best reviews to work

Insights and benchmarking