Run more clients with less effort using an agency console

Unify store and online in one system of record

Connect the register to your customer platform. See every purchase, link receipts to profiles, award loyalty on the spot, and make returns painless—no matter where shopping starts or finishes.

Bridge channels without re-platforming

Keep your current POS and web store while consolidating data. Our connectors normalize transactions, taxes, and identity keys so reporting, personalization, and service work the same across every location.

Sales & refund sync

• Near real-time import of ticket lines, tenders, taxes, tips, and discounts.
• Refunds and voids reconcile to the original order with reason codes and clerk IDs.
• End-of-day (X/Z) summaries post to analytics and finance exports.

Customer identity & loyalty

Linking at checkout

Attach purchases to profiles via email, phone, or loyalty ID; dedupe to avoid ghost accounts.

Preference sync

Respect opt-ins and region-specific consent so marketing stays compliant across channels.

Auto-enroll new shoppers into journeys with receipts that drive first repeat.

Inventory & operations

• Real-time on-hand updates, SKU/variant mapping, and stock adjustments from returns.
• Multi-store support with transfer workflows and safety-stock rules.
• POS health monitoring: webhook errors, queue lag, and retry dashboards.

Insights & growth

Attribute uplift from omnichannel buyers, track attachment rate by cashier, and identify cross-sell opportunities that convert in-store and online.

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Connect your cloud storage to the Hoop workspace.

Install storage apps to search, preview, and use files where your teams already work. Keep context by linking the right document to the right record every time.

Find files without switching tabs

Open and search Drive, OneDrive, or Dropbox content directly from records. Pull the latest decks, pricing sheets, or briefs while staying on the page you’re working in.

Link content to CRM and conversations

• Attach file links to contacts, companies, deals, and tickets.
• Reference documents in chats, emails, and notes for smooth handoffs.
• Keep version context by accessing source folders from within Hoop.

Stay secure with provider controls

Respect existing sharing settings, authentication, and access policies managed in Drive, OneDrive, or Dropbox while making files discoverable in workflows.

Set up in minutes

• Install from the App Marketplace.
• Authorize accounts and choose folders to expose.
• Start searching and linking files immediately.

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Commerce Reporting Analytics Suite

Bring bookings, billings, and cash flow together with pipeline and engagement metrics. Leaders see what’s happening, why it’s happening, and what to do next—all inside the CRM.

Unified commerce analytics

Blend object data across the lifecycle to analyze conversions from quote to paid. Standard models keep metrics consistent across teams and geographies.

Monitor key metrics

• Quotes sent vs. signed and time-to-sign trends.
• Invoice status, aging, and write-off exposure.
• MRR/ARR growth, churn, and expansion revenue.

Customizable dashboards

Start from curated boards, then add filters, cohorts, and comparisons. Save stakeholder views that mirror how each function measures success.

From insight to action

Revenue forecast support