What’s new: Customize the platform with your own brand identity. Upload your logo, set brand colors, and configure the company name that appears throughout the interface.Why it matters: Allows agencies and businesses to present the platform as their own product to clients.How to use it: Go to Settings > Branding to upload your logo and configure brand colors.
What’s new: Two user roles are now available — Admin and Standard User. Admins have full access to all settings, billing, and user management. Standard Users have access to CRM and communication features only.Why it matters: Provides basic access control to protect sensitive account settings.How to use it: Assign roles when inviting new users under Settings > Team Management.
What’s new: View a chronological log of all account activity including contact additions, emails sent, notes created, and setting changes. Filter by user, date, and activity type.Why it matters: Provides transparency and accountability for all actions taken within the account.How to use it: Navigate to Reporting > Activity Log to review recent activity.
What’s new: A basic reporting dashboard now shows total contact count, contacts added this month, and a simple growth chart over time.Why it matters: Gives you a quick measure of database growth and acquisition trends.How to use it: Go to Reporting > Overview to view your contact metrics.
What’s new: Connect your Stripe account to the HoopAI platform. Once connected, you can track payment data and link transactions to contact records.Why it matters: Brings payment visibility into your CRM so you can see the full customer journey.How to use it: Go to Settings > Integrations > Stripe and connect your Stripe account.
What’s new: Export your contact database to a CSV file for use in external tools, backups, or reporting. Choose which fields to include in the export.Why it matters: Ensures your data is portable and accessible outside the platform.How to use it: Go to Contacts > Export and select your desired fields before downloading.
What’s new: Sign in to the HoopAI platform using your Google account. Google OAuth provides a fast, secure login option alongside email and password.Why it matters: Reduces login friction and leverages Google’s security infrastructure.How to use it: Click Sign in with Google on the login page.
What’s new: Facebook login is now available as an authentication option. Connect your Facebook account for quick access to the platform.Why it matters: Provides an additional convenient sign-in method for users.How to use it: Click Sign in with Facebook on the login page.
What’s new: Search your contact database by name, email, or phone number using the search bar at the top of the contact list.Why it matters: Makes it quick to find specific contacts as your database grows.How to use it: Type a name, email, or phone number in the search bar on the Contacts page.
What’s new: Add freeform text notes to any contact record. Notes are timestamped and displayed in chronological order on the contact profile.Why it matters: Gives your team a place to record call summaries, meeting takeaways, and important context.How to use it: Open a contact and click Add Note to write and save your note.
What’s new: View all your contacts in a paginated list with columns for name, email, phone, and date added. Click any row to open the full contact details.Why it matters: Provides the primary interface for browsing and managing your contact database.How to use it: Navigate to Contacts to see your full contact list.
What’s new: The first CRM features are now available — add contacts with name, email, and phone number. View and manage your growing contact database from a simple list interface.Why it matters: Marks the beginning of the CRM that powers all lead management and communication.How to use it: Click Add Contact from the main navigation to create your first record.
What’s new: The foundational contact database is live. Store contact names, email addresses, and phone numbers in a centralized, cloud-based system.Why it matters: Replaces spreadsheets and scattered records with a proper digital contact store.How to use it: Navigate to Contacts and start adding records.
What’s new: New users can now register for a HoopAI account with email and password. A guided onboarding flow walks you through initial setup including company name and timezone.Why it matters: Provides a smooth entry point for new users to get started on the platform.How to use it: Visit the signup page and follow the registration steps.
What’s new: The HoopAI platform is now available in beta. Early adopters can sign up, explore the initial interface, and provide feedback as we build out core features.Why it matters: Opens the platform to real users for the first time, beginning the journey toward a full-featured CRM and marketing suite.How to use it: Request beta access through the HoopAI website.
What’s new: HoopAI is officially announced. Our mission is to build an all-in-one CRM and marketing platform that helps businesses capture, nurture, and convert leads from a single tool.Why it matters: Marks the founding moment of the platform that will grow to serve businesses of all sizes.How to use it: Stay tuned for beta access coming soon.