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Win subscribers & meet SLAs
with a utility-ready CRM
Win subscribers & meet SLAs
with a utility-ready CRM
Hoop is the all-in-one customer platform for Energy & Utilities. Acquire and onboard customers, resolve issues quickly, and run billing that just works.

Win subscribers & meet SLAs
with a utility-ready CRM
Win subscribers & meet SLAs
with a utility-ready CRM
Hoop is the all-in-one customer platform for Energy & Utilities. Acquire and onboard customers, resolve issues quickly, and run billing that just works.

Win subscribers & meet SLAs
with a utility-ready CRM
Win subscribers & meet SLAs
with a utility-ready CRM

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






























Coordinate sales, service,
and back-office
Provide care teams and field crews a shared system for cases, appointments, and communications while finance runs accurate invoicing and renewals.
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 & onboard
the right customers
Target households and businesses by service area, capture requests, and route calls to fast-moving sales queues.


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


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


Inbound Voice AI

Inbound Voice AI

Inbound Voice AI
Never miss an inbound call again
An AI phone agent greets callers, understands intent, qualifies, routes, books, and logs every conversation—freeing staff to focus on high-value work while keeping response times instant.

AI call handling built into your phone system.
Configure inbound call flows so the agent answers first, only on missed calls, or as a fallback. Adjust timeouts to avoid local voicemail capturing the call.

Natural conversations that get work done
Understands context
Converses naturally and follows intent rather than rigid menus.
Speech recognition
Transcribes and interprets speech for accurate actions and records.
Always on
Provide consistent 24/7 coverage for inquiries and lead capture.
These capabilities reduce wait times and increase conversion on first contact.

Flexible call flows
- Answer all inbound calls with AI.
- Answer only missed or after-hours calls.
- Forward to humans when needed.
- Lower inbound call timeout so calls do not hit local voicemail.
Choose the flow that matches your staffing and SLAs.

Book and route without hold music

Everything captured in CRM

Never miss an inbound call again
An AI phone agent greets callers, understands intent, qualifies, routes, books, and logs every conversation—freeing staff to focus on high-value work while keeping response times instant.

AI call handling built into your phone system.
Configure inbound call flows so the agent answers first, only on missed calls, or as a fallback. Adjust timeouts to avoid local voicemail capturing the call.

Natural conversations that get work done
Understands context
Converses naturally and follows intent rather than rigid menus.
Speech recognition
Transcribes and interprets speech for accurate actions and records.
Always on
Provide consistent 24/7 coverage for inquiries and lead capture.
These capabilities reduce wait times and increase conversion on first contact.

Flexible call flows
- Answer all inbound calls with AI.
- Answer only missed or after-hours calls.
- Forward to humans when needed.
- Lower inbound call timeout so calls do not hit local voicemail.
Choose the flow that matches your staffing and SLAs.

Book and route without hold music

Everything captured in CRM


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

Resolve issues fast
and coordinate field work
Keep SLAs on track with omnichannel support, automated routing, and integrated field updates—so agents and crews stay in lockstep.


Omnichannel Communication

Omnichannel Communication

Omnichannel Communication
Turn customer interactions into growth opportunities by providing personalized support across every channel.
Meet customers where they are and move effortlessly between channels in one workspace. Centralize conversations, use AI to speed resolution, and connect any messaging or voice platform through channel APIs to deliver consistent, personalized support.

Scale the support that delights customers across every channel.
Give agents complete context and AI assistance in a unified help desk. Consolidate channels and keep history intact as conversations shift, so every interaction feels connected and drives retention and growth.

Meet customers where they are with unified support
- Respond on the channel customers are using and keep context as they switch.
- Toggle between channels within the same ticket without losing history.
- Connect any messaging platform via APIs, from WhatsApp to Slack to custom channels.
- Use AI help desk tools for reply recommendations and next steps in one click.

Turn every interaction into a personalized experience
Shared context
CRM integration gives agents the full customer picture across teams and channels.
Seamless handoffs
Sales, marketing, and service work from the same record for consistent responses.
AI summaries
Automatic call and ticket summaries keep everyone aligned without manual notes.

Unify your ecosystem for consistent experiences

Resolve faster with AI-powered assistance

Turn customer interactions into growth opportunities by providing personalized support across every channel.
Meet customers where they are and move effortlessly between channels in one workspace. Centralize conversations, use AI to speed resolution, and connect any messaging or voice platform through channel APIs to deliver consistent, personalized support.

Scale the support that delights customers across every channel.
Give agents complete context and AI assistance in a unified help desk. Consolidate channels and keep history intact as conversations shift, so every interaction feels connected and drives retention and growth.

Meet customers where they are with unified support
- Respond on the channel customers are using and keep context as they switch.
- Toggle between channels within the same ticket without losing history.
- Connect any messaging platform via APIs, from WhatsApp to Slack to custom channels.
- Use AI help desk tools for reply recommendations and next steps in one click.

Turn every interaction into a personalized experience
Shared context
CRM integration gives agents the full customer picture across teams and channels.
Seamless handoffs
Sales, marketing, and service work from the same record for consistent responses.
AI summaries
Automatic call and ticket summaries keep everyone aligned without manual notes.

Unify your ecosystem for consistent experiences

Resolve faster with AI-powered assistance


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


Field Service Management (Integration)

Field Service Management (Integration)

Field Service Management (Integration)
Bring field work into your customer platform
Unify dispatch, technicians, and customers. Create jobs from quotes, track status on the timeline, and trigger updates and invoices automatically—even if your crews stay on their existing FSM mobile apps.

Integrate the field stack you already use
Two-way sync for work orders, appointments, labor, and materials ensures what techs do on-site appears in CRM instantly—no rekeying, no missed handoffs.

Scheduling & dispatch
- Create jobs from leads or quotes; attach SLAs and priority.
- Two-way status sync (scheduled → en-route → on-site → done).
- Technician calendars, skills, and region constraints inform assignment.
- Automated ETA notifications and rescheduling flows.

On-site execution
Mobile artifacts
Photos, notes, checklists, and customer signatures sync back to the job record.
Parts & van stock
Usage decrements inventory; replenishment suggestions trigger purchase or transfer.
Time & materials log to support approval and billing.

Quote-to-cash

Customer experience

Bring field work into your customer platform
Unify dispatch, technicians, and customers. Create jobs from quotes, track status on the timeline, and trigger updates and invoices automatically—even if your crews stay on their existing FSM mobile apps.

Integrate the field stack you already use
Two-way sync for work orders, appointments, labor, and materials ensures what techs do on-site appears in CRM instantly—no rekeying, no missed handoffs.

Scheduling & dispatch
- Create jobs from leads or quotes; attach SLAs and priority.
- Two-way status sync (scheduled → en-route → on-site → done).
- Technician calendars, skills, and region constraints inform assignment.
- Automated ETA notifications and rescheduling flows.

On-site execution
Mobile artifacts
Photos, notes, checklists, and customer signatures sync back to the job record.
Parts & van stock
Usage decrements inventory; replenishment suggestions trigger purchase or transfer.
Time & materials log to support approval and billing.

Quote-to-cash

Customer experience


SLA Management

SLA Management

SLA Management
Provide transparency for customers and clarity for reps.
Set working hours, automate response and resolution targets, and report on attainment so your team always knows what to prioritize—and your customers always know what to expect.

Set clear expectations with automated SLAs.
Avoid lost tickets and unclear goals. Define response and resolution commitments, add automation to enforce them, and measure performance so you can meet and exceed customer expectations.

Create SLAs based on ticket properties
- Establish “time to first response” and “time to close” for predictable customer experiences.
- Apply different targets by ticket priority, channel, or other properties.
- Give customers visibility into timelines while guiding reps on what’s most urgent.

Triage and prioritize unresolved issues
- Use a visual, real-time indicator to see time remaining before an SLA breach.
- Spot at-risk tickets instantly so reps can act before deadlines are missed.
- Keep queues manageable and prevent burnout by surfacing the next best action.

Improve SLA metrics with automation and reporting

Operationalize in weeks with clear working hours

Provide transparency for customers and clarity for reps.
Set working hours, automate response and resolution targets, and report on attainment so your team always knows what to prioritize—and your customers always know what to expect.

Set clear expectations with automated SLAs.
Avoid lost tickets and unclear goals. Define response and resolution commitments, add automation to enforce them, and measure performance so you can meet and exceed customer expectations.

Create SLAs based on ticket properties
- Establish “time to first response” and “time to close” for predictable customer experiences.
- Apply different targets by ticket priority, channel, or other properties.
- Give customers visibility into timelines while guiding reps on what’s most urgent.

Triage and prioritize unresolved issues
- Use a visual, real-time indicator to see time remaining before an SLA breach.
- Spot at-risk tickets instantly so reps can act before deadlines are missed.
- Keep queues manageable and prevent burnout by surfacing the next best action.

Improve SLA metrics with automation and reporting

Operationalize in weeks with clear working hours


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


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

Bill accurately
and retain subscribers
Automate renewals, prevent failed payments, and give customers a self-service portal for usage, invoices, and alerts.


Subscriptions

Subscriptions

Subscriptions
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

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


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


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


Customer Portal

Customer Portal

Customer Portal
Reduce support calls with a self-service customer portal
Launch customer portals in hours without developer resources. Connect your help desk, ticketing system, and shared inbox so customers can track ticket status, reply to updates, and find answers in your knowledge base.

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

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

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

Build without code

Launch fast and connect your tools

Reduce support calls with a self-service customer portal
Launch customer portals in hours without developer resources. Connect your help desk, ticketing system, and shared inbox so customers can track ticket status, reply to updates, and find answers in your knowledge base.

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

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

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

Build without code

Launch fast and connect your tools


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




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