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Unify intake, service, and billing
for hospitals & facilities
Unify intake, service, and billing
for hospitals & facilities
Hoop is the all-in-one customer platform for hospital systems and large facilities. Orchestrate voice, chat, and portals, route by priority, and keep finance in lockstep.

Unify intake, service, and billing
for hospitals & facilities
Unify intake, service, and billing
for hospitals & facilities
Hoop is the all-in-one customer platform for hospital systems and large facilities. Orchestrate voice, chat, and portals, route by priority, and keep finance in lockstep.

Unify intake, service, and billing
for hospitals & facilities
Unify intake, service, and billing
for hospitals & facilities

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






























Coordinate complex operations
with governance & scale
Give access-controlled teams a single system for requests, communications, and payments—with auditability and SSO built in.
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.
Centralize intake
and triage by priority
Capture calls and messages across channels, route by urgency or line of service, and keep wait times down with AI-assisted responses.


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


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


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


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


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


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

Coordinate care & service
with secure access
Publish self-service answers, share updates via portal, and enforce least-privilege access with full audit trails.


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


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 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


User Management

User Management

User Management
Set users up once—get security for life.
Invite teammates, assign roles, and group by team or region. Enforce SSO and two-factor authentication, and use permissions and partitions to protect data without blocking work.

Onboard with clarity.
- Role-based permission sets for common responsibilities.
- Team inheritance for fast, consistent access.
- Seat management to control who uses paid features.

Secure by default
Require SSO and 2FA, limit exports, and use session policies. Property-level controls restrict sensitive fields to the right people.

Keep org changes clean
Bulk updates
Modify roles, teams, and owners in one pass.
Lifecycle
Suspend, reassign, and deprovision with audit trails.
Templates
Clone permission sets for new roles in minutes.

Report on access

Adapt as you grow

Set users up once—get security for life.
Invite teammates, assign roles, and group by team or region. Enforce SSO and two-factor authentication, and use permissions and partitions to protect data without blocking work.

Onboard with clarity.
- Role-based permission sets for common responsibilities.
- Team inheritance for fast, consistent access.
- Seat management to control who uses paid features.

Secure by default
Require SSO and 2FA, limit exports, and use session policies. Property-level controls restrict sensitive fields to the right people.

Keep org changes clean
Bulk updates
Modify roles, teams, and owners in one pass.
Lifecycle
Suspend, reassign, and deprovision with audit trails.
Templates
Clone permission sets for new roles in minutes.

Report on access

Adapt as you grow


Centralized Audit Log

Centralized Audit Log

Centralized Audit Log
See who changed what—instantly.
Track logins, permission changes, property edits, workflow updates, integrations, and more in a unified audit trail designed for compliance and control.

Audit made actionable.
Filter by user, event, object, or time range to investigate issues, prove compliance, and restore control after misconfigurations.

Unified visibility
- Authentication and session events.
- Role, team, and partition changes.
- Workflow, property, and pipeline edits.
- App installs, scopes, and removals.

Investigate faster
Scoped filtering
Drill into users, teams, or objects to isolate root causes.
Exportable logs
Share evidence with security, legal, or auditors in seconds.
Retention controls
Keep logs aligned with your governance policy.

Protect your environment

Designed for regulated teams

See who changed what—instantly.
Track logins, permission changes, property edits, workflow updates, integrations, and more in a unified audit trail designed for compliance and control.

Audit made actionable.
Filter by user, event, object, or time range to investigate issues, prove compliance, and restore control after misconfigurations.

Unified visibility
- Authentication and session events.
- Role, team, and partition changes.
- Workflow, property, and pipeline edits.
- App installs, scopes, and removals.

Investigate faster
Scoped filtering
Drill into users, teams, or objects to isolate root causes.
Exportable logs
Share evidence with security, legal, or auditors in seconds.
Retention controls
Keep logs aligned with your governance policy.

Protect your environment

Designed for regulated teams


Single Sign On Integration

Single Sign On Integration

Single Sign On Integration
One login. Fewer frictions.
Let users sign in with their existing provider, reduce password sprawl, and enforce policies like MFA and session limits without custom code.

Enterprise-grade access made simple.
Connect popular providers, map groups to roles, and keep an audit trail of sign-ins so protected areas remain secure.

Connect your IdP
- Support for SAML and OIDC standards.
- Works with Okta, Azure AD, and similar providers.
- Metadata exchange and test endpoints for quick setup.

Control and govern
Define who can access which sites or sections, require MFA, and set session timeouts that balance security and usability.

Improve experience

Audit and report

One login. Fewer frictions.
Let users sign in with their existing provider, reduce password sprawl, and enforce policies like MFA and session limits without custom code.

Enterprise-grade access made simple.
Connect popular providers, map groups to roles, and keep an audit trail of sign-ins so protected areas remain secure.

Connect your IdP
- Support for SAML and OIDC standards.
- Works with Okta, Azure AD, and similar providers.
- Metadata exchange and test endpoints for quick setup.

Control and govern
Define who can access which sites or sections, require MFA, and set session timeouts that balance security and usability.

Improve experience

Audit and report

Simplify billing
and authorizations
Digitize forms and signatures, send payment links, and prevent failed renewals to protect revenue.


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


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


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


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


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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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.