Need help getting started? Our team is ready to help and answer questions you might have.
Sign more clients
with compliant intake & billing
Sign more clients
with compliant intake & billing
Hoop is the all-in-one customer platform for Legal Services. Capture demand, run conflict-free intake, and handle e-sign and payments without juggling tools.

Sign more clients
with compliant intake & billing
Sign more clients
with compliant intake & billing
Hoop is the all-in-one customer platform for Legal Services. Capture demand, run conflict-free intake, and handle e-sign and payments without juggling tools.

Sign more clients
with compliant intake & billing
Sign more clients
with compliant intake & billing

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






























Bring marketing, intake,
and client service together
Give attorneys and staff a shared record of every inquiry, document, and conversation—so clients feel guided at every step.
It's Easy
Hoop is easy to set up and use, making it even easier for you to scale. Customize your CRM with intuitive onboarding, get tips for using Hoop right alongside your tools, and let Hoop automate manual tasks.
It's Fast
With Hoop, get up and running quickly so you can start getting results from day one. With powerful tools, automation, and AI built in, you’ll accomplish more in less time — without increasing headcount.
It's All-In-One
With all your software on one platform, you don’t have to stitch together multiple tools to get the job done. And with educational resources and an exclusive founder community, you can grow your business and career, all in one place.
Attract & capture
qualified clients
Build AEO/SEO pages, collect inquiries, track calls, and strengthen reputation to drive consultations.


SEO Management

SEO Management

SEO Management
Build authority and win search.
See which pages need attention, prioritize fixes, and organize content by topics. Track improvements so organic traffic compounds over time.

Optimize all your content for search.
Combine technical checks, on-page guidance, and topic planning to improve visibility and conversions from organic channels.

Fix critical issues
- Surface page-level problems like missing titles, thin content, or broken links.
- Get prioritized suggestions with clear next steps.
- Maintain redirects and canonicals to protect equity.

Plan topic authority
Topic clusters
Group related content to signal expertise and strengthen relevance.
Internal links
Create hub-and-spoke links that help users and crawlers discover key pages.
Search intent
Align content type and depth to what searchers expect to find.

Collaborate and govern

Measure impact

Build authority and win search.
See which pages need attention, prioritize fixes, and organize content by topics. Track improvements so organic traffic compounds over time.

Optimize all your content for search.
Combine technical checks, on-page guidance, and topic planning to improve visibility and conversions from organic channels.

Fix critical issues
- Surface page-level problems like missing titles, thin content, or broken links.
- Get prioritized suggestions with clear next steps.
- Maintain redirects and canonicals to protect equity.

Plan topic authority
Topic clusters
Group related content to signal expertise and strengthen relevance.
Internal links
Create hub-and-spoke links that help users and crawlers discover key pages.
Search intent
Align content type and depth to what searchers expect to find.

Collaborate and govern

Measure impact


Landing Pages

Landing Pages

Landing Pages
Build landing pages that convert.
Create beautiful, responsive landing pages without code. Test what works, connect forms to your CRM, and turn traffic into qualified leads.

Create and optimize landing pages in one place.
Design, publish, and iterate fast with templates, drag-and-drop editing, and integrated forms. Track performance and scale what converts.

Create without code
- Drag-and-drop editor with responsive layouts.
- Reusable sections, templates, and style controls.
- Form blocks with progressive fields and validation.
- SEO basics built in for every page.

Test and improve
- A/B tests on headlines, layouts, and CTAs.
- Page-level analytics for views, submissions, and conversion rate.
- Field-level drop-off insights to reduce friction.

Connect to your CRM

Launch and scale

Build landing pages that convert.
Create beautiful, responsive landing pages without code. Test what works, connect forms to your CRM, and turn traffic into qualified leads.

Create and optimize landing pages in one place.
Design, publish, and iterate fast with templates, drag-and-drop editing, and integrated forms. Track performance and scale what converts.

Create without code
- Drag-and-drop editor with responsive layouts.
- Reusable sections, templates, and style controls.
- Form blocks with progressive fields and validation.
- SEO basics built in for every page.

Test and improve
- A/B tests on headlines, layouts, and CTAs.
- Page-level analytics for views, submissions, and conversion rate.
- Field-level drop-off insights to reduce friction.

Connect to your CRM

Launch and scale


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


Reputation Management

Reputation Management

Reputation Management
Manage reviews and reputation in one place
Send and customize review requests, respond and dispute when needed, and showcase feedback with widgets—plus competitor insights and Google Business Profile optimization.

Tools to request, manage, and market reviews
HighLevel’s reputation suite centralizes review requests (SMS/email), response workflows, dispute guidance for Google reviews, on-site review widgets, competitor analysis, and Google Business Profile (GBP) optimization—all in one workspace.

Review Requests SMS/Email
Send review requests
Trigger requests from one place to ask customers for feedback on key sites.
Customize messages
Edit SMS and email templates so requests reflect your brand voice and include the right links.
Troubleshoot delivery
Resolve common issues when review request emails aren’t sending to keep campaigns running smoothly.

Review Management & Disputes
Dispute a Google review
Follow guided steps to submit a dispute and check its status when a review violates platform policies.
Review widget
Embed a reviews widget on your site and troubleshoot errors (e.g., “Bad request”) to keep testimonials visible.

Competitor Analysis

Google Business Profile Optimization

Manage reviews and reputation in one place
Send and customize review requests, respond and dispute when needed, and showcase feedback with widgets—plus competitor insights and Google Business Profile optimization.

Tools to request, manage, and market reviews
HighLevel’s reputation suite centralizes review requests (SMS/email), response workflows, dispute guidance for Google reviews, on-site review widgets, competitor analysis, and Google Business Profile (GBP) optimization—all in one workspace.

Review Requests SMS/Email
Send review requests
Trigger requests from one place to ask customers for feedback on key sites.
Customize messages
Edit SMS and email templates so requests reflect your brand voice and include the right links.
Troubleshoot delivery
Resolve common issues when review request emails aren’t sending to keep campaigns running smoothly.

Review Management & Disputes
Dispute a Google review
Follow guided steps to submit a dispute and check its status when a review violates platform policies.
Review widget
Embed a reviews widget on your site and troubleshoot errors (e.g., “Bad request”) to keep testimonials visible.

Competitor Analysis

Google Business Profile Optimization


Listings AI

Listings AI

Listings AI
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

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

Streamline intake
and communications
Centralize messages, automate handoffs, and keep matters organized with tasks and searchable files.


CRM

CRM

CRM
Your customer platform for growth.
Bring marketing, sales, and service data into one CRM with automation, reporting, and an ecosystem of integrations that scale with your business.

One place for customers, from first touch to renewal.
Unify contacts, companies, deals, tickets, and custom objects—then power every interaction with reliable, shared context.

Unified data model
- Standard and custom objects with flexible associations.
- Property governance and validation for clean data.
- Bi-directional sync with your tools.

Productive workspaces
Inbox and chat
Converse across channels from one queue.
Pipeline boards
Manage deals and tickets with drag-and-drop ease.
Tasks and sequences
Automate follow-ups and keep momentum.

Automation and AI

Reporting that drives decisions

Your customer platform for growth.
Bring marketing, sales, and service data into one CRM with automation, reporting, and an ecosystem of integrations that scale with your business.

One place for customers, from first touch to renewal.
Unify contacts, companies, deals, tickets, and custom objects—then power every interaction with reliable, shared context.

Unified data model
- Standard and custom objects with flexible associations.
- Property governance and validation for clean data.
- Bi-directional sync with your tools.

Productive workspaces
Inbox and chat
Converse across channels from one queue.
Pipeline boards
Manage deals and tickets with drag-and-drop ease.
Tasks and sequences
Automate follow-ups and keep momentum.

Automation and AI

Reporting that drives decisions


Contact Management

Contact Management

Contact Management
Know every contact. Act with context.
Capture new records, enrich details automatically, and see every email, call, chat, page view, and note in one place so teams build relationships faster.

All your interactions in one unified timeline.
Stop stitching data from inboxes and spreadsheets. Work from a living CRM record that updates itself as people engage.

Create and enrich records
- Form, chat, and import capture.
- Automatic enrichment for company and contact properties.
- Deduplication to prevent messy data.

Work where you view
Email, call, and log
Communicate from the record and auto-log outcomes.
Tasks and follow-ups
Create tasks, reminders, and next steps without switching tools.
Documents and notes
Attach files and capture context for the team.

Segment and personalize

Adopt with ease

Know every contact. Act with context.
Capture new records, enrich details automatically, and see every email, call, chat, page view, and note in one place so teams build relationships faster.

All your interactions in one unified timeline.
Stop stitching data from inboxes and spreadsheets. Work from a living CRM record that updates itself as people engage.

Create and enrich records
- Form, chat, and import capture.
- Automatic enrichment for company and contact properties.
- Deduplication to prevent messy data.

Work where you view
Email, call, and log
Communicate from the record and auto-log outcomes.
Tasks and follow-ups
Create tasks, reminders, and next steps without switching tools.
Documents and notes
Attach files and capture context for the team.

Segment and personalize

Adopt with ease


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


Workflows

Workflows

Workflows
Orchestrate your customer journey.
Build workflows that enroll records based on triggers, branch on conditions, and execute actions that keep teams aligned and customers engaged.

Automation that scales with you.
Start with templated flows, then add branches, delays, and if/then logic to model real processes—no code required.

Powerful enrollment
- Trigger on property changes, form submits, stage moves, or events.
- Re-enrollment controls to prevent loops.
- Lists and segments to target precisely.

Actions that get work done
CRM updates
Create tasks, set owners, and modify fields.
Messaging
Send emails, posts, or handoffs to other tools.
Data ops
Copy, format, and calculate properties reliably.

Branching and timing

Testing and governance

Orchestrate your customer journey.
Build workflows that enroll records based on triggers, branch on conditions, and execute actions that keep teams aligned and customers engaged.

Automation that scales with you.
Start with templated flows, then add branches, delays, and if/then logic to model real processes—no code required.

Powerful enrollment
- Trigger on property changes, form submits, stage moves, or events.
- Re-enrollment controls to prevent loops.
- Lists and segments to target precisely.

Actions that get work done
CRM updates
Create tasks, set owners, and modify fields.
Messaging
Send emails, posts, or handoffs to other tools.
Data ops
Copy, format, and calculate properties reliably.

Branching and timing

Testing and governance


Email Scheduling

Email Scheduling

Email Scheduling
Send at the moment that matters.
Line up one-to-one emails or sequence steps and deliver by recipient time zone. Scheduled sends track and log like any other message so you can measure impact.

Timing that boosts replies.
Schedule specific dates and times, then monitor opens and clicks to refine cadence—without being at your keyboard.

Work ahead
- Prepare a week of follow-ups in one sitting.
- Reschedule or cancel before send with a click.
- Pair with templates and tokens for relevance at scale.

Respect time zones
Send during local business hours to improve visibility and outcomes, and avoid off-hours to protect deliverability and goodwill.

Track results

Coordinate teams

Send at the moment that matters.
Line up one-to-one emails or sequence steps and deliver by recipient time zone. Scheduled sends track and log like any other message so you can measure impact.

Timing that boosts replies.
Schedule specific dates and times, then monitor opens and clicks to refine cadence—without being at your keyboard.

Work ahead
- Prepare a week of follow-ups in one sitting.
- Reschedule or cancel before send with a click.
- Pair with templates and tokens for relevance at scale.

Respect time zones
Send during local business hours to improve visibility and outcomes, and avoid off-hours to protect deliverability and goodwill.

Track results

Coordinate teams


Media Storage

Media Storage

Media Storage
One place for your media assets
Upload, organize, and reuse files across funnels, websites, email, and SMS. The Media Library keeps everything at your fingertips so teams move faster with the right, up-to-date assets.

Upload, organize, and reuse at scale
Create folders, add keywords, and replace files without breaking embeds. Keep brand assets consistent across every page and campaign.

Organize fast
Folders and search
Group assets and find what you need quickly.
Bulk upload
Bring in entire sets of images or docs in one go.
File details
View name, size, and path to manage confidently.

Use assets across funnels and sites
- Drag into pages, forms, and sections in the builder.
- Embed in emails, blogs, and automations for reuse.
- Share links when you need to reference files directly.

Collaborate safely

Stay in flow

One place for your media assets
Upload, organize, and reuse files across funnels, websites, email, and SMS. The Media Library keeps everything at your fingertips so teams move faster with the right, up-to-date assets.

Upload, organize, and reuse at scale
Create folders, add keywords, and replace files without breaking embeds. Keep brand assets consistent across every page and campaign.

Organize fast
Folders and search
Group assets and find what you need quickly.
Bulk upload
Bring in entire sets of images or docs in one go.
File details
View name, size, and path to manage confidently.

Use assets across funnels and sites
- Drag into pages, forms, and sections in the builder.
- Embed in emails, blogs, and automations for reuse.
- Share links when you need to reference files directly.

Collaborate safely

Stay in flow

Sign retainers
and get paid
Send engagement letters for e-signature, accept retainers and invoices via secure links, and offer a client portal for updates.


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


Payment Links

Payment Links

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

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

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

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

Centralize commerce in CRM

Operate at scale

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

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

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

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

Centralize commerce in CRM

Operate at scale


Invoices

Invoices

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

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

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

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

Revenue reporting on autopilot

Operational controls

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

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

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

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

Revenue reporting on autopilot

Operational controls


Commerce Tools

Commerce Tools

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

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

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

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

Unlock visibility

Scale with confidence

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

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

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

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

Unlock visibility

Scale with confidence


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


Meeting Scheduler

Meeting Scheduler

Meeting Scheduler



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.
It's already easy to use. But we’re still here for you.
.webp)
24/7 Support

Onboarding

Education






Voted # 1 in 14 reports
























































.avif)
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.