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Align GTM and data
to grow enterprise pipeline
Align GTM and data
to grow enterprise pipeline
Centralize ABM, campaigns, and product-ready data models so teams target the right accounts, accelerate deals, and reduce churn.

Align GTM and data
to grow enterprise pipeline
Align GTM and data
to grow enterprise pipeline
Centralize ABM, campaigns, and product-ready data models so teams target the right accounts, accelerate deals, and reduce churn.

Align GTM and data
to grow enterprise pipeline
Align GTM and data
to grow enterprise pipeline

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






























One platform
from ICP to renewals
Standardize objects and sync data across tools so every touch is personalized and measurable.
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.
Create and capture
qualified demand
Orchestrate ABM and content with a customer agent that engages visitors and books demos.


ABM Software

ABM Software

ABM Software
Focus on the accounts that matter most
Identify ideal accounts, tailor outreach to buyers, and track engagement and revenue in one view so teams stay aligned from first touch to closed-won.

Plan and execute account-based strategies together.
Define your ideal customer profile, build target lists with recommendations, and coordinate campaigns and outreach from a unified dashboard with engagement insights.

Identify and prioritize
Use ICP properties, fit criteria, and engagement signals to assemble a target list. Dashboards highlight activity, open deals, deal value, and gaps so teams focus where momentum is building.

Engage the buying committee
- Personalized email, ads, and website content for key stakeholders.
- Sales collaboration via shared notes, tasks, sequences, and timelines.
- LinkedIn tools to reach decision-makers with context from your CRM.

Coordinate with sales

Prove impact

Focus on the accounts that matter most
Identify ideal accounts, tailor outreach to buyers, and track engagement and revenue in one view so teams stay aligned from first touch to closed-won.

Plan and execute account-based strategies together.
Define your ideal customer profile, build target lists with recommendations, and coordinate campaigns and outreach from a unified dashboard with engagement insights.

Identify and prioritize
Use ICP properties, fit criteria, and engagement signals to assemble a target list. Dashboards highlight activity, open deals, deal value, and gaps so teams focus where momentum is building.

Engage the buying committee
- Personalized email, ads, and website content for key stakeholders.
- Sales collaboration via shared notes, tasks, sequences, and timelines.
- LinkedIn tools to reach decision-makers with context from your CRM.

Coordinate with sales

Prove impact


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


Customer Agent

Customer Agent

Customer Agent
Your 24/7 AI Concierge
Support every stage of your customer journey with one AI agent that works across marketing, sales, and service.

You lead. One AI agent handles the rest.
Hoop AI Agents customer agent covers your entire front office, switching seamlessly between sales, marketing, and support to match each moment. Qualify prospects and book meetings, instantly answer pricing questions, and resolve issues with empathy by tapping into complete CRM data. Teams using customer agent see 65%+ of conversations resolved automatically, 39% faster ticket resolution, and 10% higher close rates.

Drive engagement with marketing content
- Answer visitor questions and guide people to the right content.
- Promote events and campaigns in context to keep audiences moving.
- Engage prospects on first touch and capture intent for follow-up.

Convert sales opportunities faster
- Explain pricing and surface product details instantly.
- Qualify buyers automatically and book meetings without back-and-forth.
- Use CRM context so every conversation is accurate, relevant, and on-brand.
- Help buyers make decisions faster to lift pipeline velocity.

Provide remarkable service, 24/7

Set up in minutes and scale everywhere

Your 24/7 AI Concierge
Support every stage of your customer journey with one AI agent that works across marketing, sales, and service.

You lead. One AI agent handles the rest.
Hoop AI Agents customer agent covers your entire front office, switching seamlessly between sales, marketing, and support to match each moment. Qualify prospects and book meetings, instantly answer pricing questions, and resolve issues with empathy by tapping into complete CRM data. Teams using customer agent see 65%+ of conversations resolved automatically, 39% faster ticket resolution, and 10% higher close rates.

Drive engagement with marketing content
- Answer visitor questions and guide people to the right content.
- Promote events and campaigns in context to keep audiences moving.
- Engage prospects on first touch and capture intent for follow-up.

Convert sales opportunities faster
- Explain pricing and surface product details instantly.
- Qualify buyers automatically and book meetings without back-and-forth.
- Use CRM context so every conversation is accurate, relevant, and on-brand.
- Help buyers make decisions faster to lift pipeline velocity.

Provide remarkable service, 24/7

Set up in minutes and scale everywhere


AI-Powered Emails

AI-Powered Emails

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

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

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

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

Generate branded emails instantly

Maximize engagement

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

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

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

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

Generate branded emails instantly

Maximize engagement


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

Connect your data
and automate workflows
Model custom entities, enrich records, and keep systems in sync—without duct-tape.


Custom Data Model

Custom Data Model

Custom Data Model
Shape the CRM around your business.
Design a data model that reflects how you sell and support—then power automation and reporting with clean, connected records.

Flexible objects and associations.
Combine contacts, companies, deals, tickets, and custom objects with many-to-many associations to mirror real relationships.

Properties and validation
- Custom properties with field types that fit your data.
- Validation rules to prevent bad inputs.
- Calculated and formula fields for dynamic values.

Relationships that reflect reality
Multiple associations
Link records across objects to reveal context and influence.
Primary associations
Set the main link for automation and attribution.
Association labels
Clarify how records relate for better reporting.

Governance and lifecycle

Ready for analytics

Shape the CRM around your business.
Design a data model that reflects how you sell and support—then power automation and reporting with clean, connected records.

Flexible objects and associations.
Combine contacts, companies, deals, tickets, and custom objects with many-to-many associations to mirror real relationships.

Properties and validation
- Custom properties with field types that fit your data.
- Validation rules to prevent bad inputs.
- Calculated and formula fields for dynamic values.

Relationships that reflect reality
Multiple associations
Link records across objects to reveal context and influence.
Primary associations
Set the main link for automation and attribution.
Association labels
Clarify how records relate for better reporting.

Governance and lifecycle

Ready for analytics


Data Sync

Data Sync

Data Sync

Cloud Storage Integrations

Cloud Storage Integrations

Cloud Storage Integrations
Bring Drive, OneDrive, and Dropbox into Hoop
Access presentations, sheets, contracts, and shared resources without leaving your workspace. Attach relevant documents to records and conversations to reduce tab switching.

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

Set up in minutes

Bring Drive, OneDrive, and Dropbox into Hoop
Access presentations, sheets, contracts, and shared resources without leaving your workspace. Attach relevant documents to records and conversations to reduce tab switching.

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

Set up in minutes


Data Enrichment

Data Enrichment

Data Enrichment
Complete records with zero manual effort.
Fill missing fields and keep details current using trusted enrichment sources and engagement data collected across your touchpoints.

Better data, better outreach.
With accurate properties, teams segment precisely, automate confidently, and personalize at scale.

Enrich what matters
- Company size, industry, and domain.
- Location, phone, and web presence.
- Technographics and social details where available.

Always up to date
Event-driven refresh
Trigger updates on creation, form submit, or lifecycle changes.
Confidence controls
Set rules for overwriting user-entered data.
Change history
Review previous values for transparency.

Activate everywhere

Governance and privacy

Complete records with zero manual effort.
Fill missing fields and keep details current using trusted enrichment sources and engagement data collected across your touchpoints.

Better data, better outreach.
With accurate properties, teams segment precisely, automate confidently, and personalize at scale.

Enrich what matters
- Company size, industry, and domain.
- Location, phone, and web presence.
- Technographics and social details where available.

Always up to date
Event-driven refresh
Trigger updates on creation, form submit, or lifecycle changes.
Confidence controls
Set rules for overwriting user-entered data.
Change history
Review previous values for transparency.

Activate everywhere

Governance and privacy


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


Hoop Assistant

Hoop Assistant

Hoop Assistant
Work smarter with AI that knows your business.
An assistant built into your customer platform that understands your data and workflows. It helps you prep for meetings, generate content in your brand voice, summarize records, and take actions across tools so sales, marketing, and service stay productive without switching tabs.

Embedded assistance across your platform.
Access AI help wherever you work - desktop or mobile. Because it is connected to your CRM and content tools, it delivers relevant answers and suggestions in context, reducing manual effort and keeping teams aligned.

Do more in less time
- Instant meeting prep with highlights pulled from records and conversations.
- Drafts emails, pages, and posts based on your brief and company guidelines.
- Summarizes notes, tickets, and calls to speed follow-up and handoffs.

Create in your brand voice
Generate on-brand copy and adapt tone with quick edits like rewrite, shorten, expand, and clarify. Keep messaging consistent by anchoring content to approved assets and style guidance inside your workspace.

Use your CRM context everywhere

Control and safety

Work smarter with AI that knows your business.
An assistant built into your customer platform that understands your data and workflows. It helps you prep for meetings, generate content in your brand voice, summarize records, and take actions across tools so sales, marketing, and service stay productive without switching tabs.

Embedded assistance across your platform.
Access AI help wherever you work - desktop or mobile. Because it is connected to your CRM and content tools, it delivers relevant answers and suggestions in context, reducing manual effort and keeping teams aligned.

Do more in less time
- Instant meeting prep with highlights pulled from records and conversations.
- Drafts emails, pages, and posts based on your brief and company guidelines.
- Summarizes notes, tickets, and calls to speed follow-up and handoffs.

Create in your brand voice
Generate on-brand copy and adapt tone with quick edits like rewrite, shorten, expand, and clarify. Keep messaging consistent by anchoring content to approved assets and style guidance inside your workspace.

Use your CRM context everywhere

Control and safety

Accelerate revenue
and renewals
Speed quotes, contracts, and billing while protecting subscription revenue.


Deal Pipelines

Deal Pipelines

Deal Pipelines
Track every deal with real-time visibility.
Surface risks and opportunities with predictive scoring, build custom pipelines with drag-and-drop controls, and keep data accurate with automated updates so teams can drive revenue with confidence.

Use deal insights to close more sales.
Let AI analyze customer interactions to predict deal health, recommend next steps, and spotlight where attention is needed. Engagement summaries and deal insights help you understand buyer goals and maintain momentum throughout the sales cycle.

Create new deals easily
Auto-recognize new deals from contact and company records in the CRM and keep them updated without extra data entry. Get a daily list of top priorities and next steps for your most important deals.

Customize your pipeline
- Build tailored sales pipelines that match your process.
- Set stage approvals and validation steps to keep deals on track.
- Add guided actions so reps follow a proven path to close.
- Use a drag-and-drop editor to adjust stages quickly.

Track performance at every level

Surface risks with predictive deal scoring

Track every deal with real-time visibility.
Surface risks and opportunities with predictive scoring, build custom pipelines with drag-and-drop controls, and keep data accurate with automated updates so teams can drive revenue with confidence.

Use deal insights to close more sales.
Let AI analyze customer interactions to predict deal health, recommend next steps, and spotlight where attention is needed. Engagement summaries and deal insights help you understand buyer goals and maintain momentum throughout the sales cycle.

Create new deals easily
Auto-recognize new deals from contact and company records in the CRM and keep them updated without extra data entry. Get a daily list of top priorities and next steps for your most important deals.

Customize your pipeline
- Build tailored sales pipelines that match your process.
- Set stage approvals and validation steps to keep deals on track.
- Add guided actions so reps follow a proven path to close.
- Use a drag-and-drop editor to adjust stages quickly.

Track performance at every level

Surface risks with predictive deal scoring


CPQ Software

CPQ Software

CPQ Software
Close deals faster with AI-powered CPQ.
Generate quotes in minutes with smart approvals and buyer insights. Streamline quote to cash on one platform with automation and reporting that give you control and visibility.

Transform quoting from bottleneck to breakthrough.
Legacy CPQ tools slow reps with manual work and complex systems. Hoop’s streamlined editor drafts personalized quotes from deal context so your team spends time closing, not composing.

Implement fast product configuration
- Eliminate spreadsheet chaos with centralized product and pricing management.
- Create accurate, professional quotes in an intuitive interface.
- Accelerate deals when buyer interest is at its peak.

Execute smart pricing management
Flexible pricing
Support flat or tiered pricing at the line-item level.
Discounts and tax
Apply discounts and tax rates precisely where needed.
Built-in approvals
Trigger approval workflows based on pricing or discount rules to prevent delays.
Instant feedback
Alert reps when quotes violate criteria so they can adjust on the spot.

Create AI-powered quotes in minutes

Streamline quote to cash on one platform

Close deals faster with AI-powered CPQ.
Generate quotes in minutes with smart approvals and buyer insights. Streamline quote to cash on one platform with automation and reporting that give you control and visibility.

Transform quoting from bottleneck to breakthrough.
Legacy CPQ tools slow reps with manual work and complex systems. Hoop’s streamlined editor drafts personalized quotes from deal context so your team spends time closing, not composing.

Implement fast product configuration
- Eliminate spreadsheet chaos with centralized product and pricing management.
- Create accurate, professional quotes in an intuitive interface.
- Accelerate deals when buyer interest is at its peak.

Execute smart pricing management
Flexible pricing
Support flat or tiered pricing at the line-item level.
Discounts and tax
Apply discounts and tax rates precisely where needed.
Built-in approvals
Trigger approval workflows based on pricing or discount rules to prevent delays.
Instant feedback
Alert reps when quotes violate criteria so they can adjust on the spot.

Create AI-powered quotes in minutes

Streamline quote to cash on one platform


AI-Powered Quotes

AI-Powered Quotes

AI-Powered Quotes
Quotes
Create professional proposals from the CRM and include everything buyers need to say yes. Real-time activity helps reps follow up precisely and managers forecast more confidently.

Generate instantly
Draft from deal data, apply templates, and preview before sending. Remove copy-paste errors and keep terms consistent across teams.

Win with professional presentation
- Cover letter, pricing table, and files together.
- Clear terms and deliverables improve trust.
- Signature and payment on the same page.

Accelerate with approvals
Rules route review quickly, while inline feedback helps reps resolve issues without delays or email chains.

Visibility and reporting

Buyer-friendly experience

Quotes
Create professional proposals from the CRM and include everything buyers need to say yes. Real-time activity helps reps follow up precisely and managers forecast more confidently.

Generate instantly
Draft from deal data, apply templates, and preview before sending. Remove copy-paste errors and keep terms consistent across teams.

Win with professional presentation
- Cover letter, pricing table, and files together.
- Clear terms and deliverables improve trust.
- Signature and payment on the same page.

Accelerate with approvals
Rules route review quickly, while inline feedback helps reps resolve issues without delays or email chains.

Visibility and reporting

Buyer-friendly experience


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


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


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




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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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.
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