What’s new: Track open rates, click rates, and bounce rates for every email campaign. View per-campaign analytics on a dedicated report page with visual charts.Why it matters: Gives you data-driven insight into what messaging resonates with your audience.How to use it: After sending a campaign, go to Marketing > Emails and click on the campaign name to view analytics.
What’s new: Schedule email campaigns to send at a future date and time. Set the exact delivery window and the platform handles the rest.Why it matters: Lets you prepare campaigns in advance and send at optimal times for engagement.How to use it: When composing a campaign, click Schedule instead of Send Now and pick your date and time.
What’s new: Choose from a library of pre-built email templates when creating campaigns. Templates cover common use cases like newsletters, promotions, and announcements.Why it matters: Saves time on design and ensures professional-looking emails from day one.How to use it: Click Create Campaign under Marketing > Emails and select a template from the gallery.
What’s new: The email campaign builder is live. Create rich HTML emails with a drag-and-drop editor, add images, buttons, and text blocks, and send to contact segments.Why it matters: Enables direct email marketing to your contact database without third-party tools.How to use it: Navigate to Marketing > Emails > Create Campaign to start building.
What’s new: Connect your Twilio account to send and receive SMS messages through the HoopAI platform. Configure your phone number and start texting contacts directly.Why it matters: Adds SMS as a communication channel for lead follow-up and client engagement.How to use it: Go to Settings > Integrations > Twilio and enter your Account SID and Auth Token.
What’s new: Connect your own custom domain to funnel pages. Visitors see your branded URL instead of a platform subdomain.Why it matters: Builds trust with prospects by keeping your brand front and center on landing pages.How to use it: Go to Settings > Domains > Add Domain and follow the DNS configuration steps.
What’s new: Create custom thank you pages that display after a form submission. Use the drag-and-drop builder to add messaging, next steps, or redirect links.Why it matters: Completes the funnel experience and guides prospects to the next action after opting in.How to use it: In the funnel builder, add a new step and select Thank You Page as the page type.
What’s new: Build opt-in forms with custom fields directly in the funnel builder. Captured submissions automatically create or update contact records in the CRM.Why it matters: Connects your lead capture directly to your contact database with zero manual work.How to use it: Add a form element to any funnel page and configure the fields in the editor.
What’s new: The funnel builder is now available. Create landing pages with a drag-and-drop editor featuring text, images, buttons, forms, and video elements. Publish to a platform subdomain.Why it matters: Lets you build lead capture pages without external tools or developers.How to use it: Navigate to Sites > Funnels > Create Funnel to start building your first page.
What’s new: Start with pre-designed funnel page templates for common use cases like lead magnets, webinar registrations, and service offers. Customize any template in the drag-and-drop editor.Why it matters: Gets you from idea to published page in minutes instead of hours.How to use it: When creating a funnel, browse the template gallery and select one to customize.
What’s new: Receive in-app notifications when a task is approaching its due date or becomes overdue. Notification timing is configurable per user.Why it matters: Keeps your team on top of follow-ups and prevents tasks from slipping.How to use it: Notifications are enabled by default. Adjust timing in Settings > Notifications.
What’s new: Create, assign, and track tasks within the CRM. Tasks can be linked to contacts or opportunities, assigned to team members, and given due dates.Why it matters: Centralizes your team’s to-do list alongside your contacts and deals.How to use it: Click Add Task from any contact record or from the Tasks section in the sidebar.
What’s new: Rename pipeline stages, reorder them, and add new stages to match your sales process. Delete unused stages and reassign existing opportunities.Why it matters: Makes the pipeline reflect your actual sales workflow instead of a generic template.How to use it: Go to Opportunities > Pipeline Settings to manage your stages.
What’s new: Move opportunities between pipeline stages by dragging and dropping deal cards on the Kanban board. The board updates in real time.Why it matters: Makes pipeline management intuitive and fast with a visual interface.How to use it: Open Opportunities and drag any deal card to its new stage.
What’s new: The sales pipeline is now live with a Kanban-style board view. Create opportunities, assign them to contacts, set values, and track them through customizable stages.Why it matters: Gives your team a visual way to track deals from lead to close.How to use it: Navigate to Opportunities to create your first pipeline and add deals.
What’s new: Add timestamped notes to any contact record. Notes support rich text formatting and are visible to all team members on the contact profile.Why it matters: Keeps important context about each contact accessible to your entire team.How to use it: Open a contact record and click Add Note in the notes section.
What’s new: Each contact now has a dedicated profile page showing all details — name, email, phone, address, company, and any notes. View the full picture of any contact at a glance.Why it matters: Centralizes all contact information in one place for quick reference.How to use it: Click any contact name in the contact list to open their profile.
What’s new: Import contacts in bulk by uploading a CSV file. Map CSV columns to contact fields during import and preview records before finalizing.Why it matters: Makes it easy to migrate existing contact databases into the platform.How to use it: Go to Contacts > Import and upload your CSV file to begin mapping.
What’s new: Search contacts by name, email, or phone number. Filter the contact list by date added, source, or status to quickly find the records you need.Why it matters: Saves time navigating large contact databases.How to use it: Use the search bar and filter controls at the top of the Contacts list view.
What’s new: Update contact information directly from the contact list or profile view. Edit name, email, phone, address, and company fields inline.Why it matters: Keeps your contact data current without cumbersome workflows.How to use it: Click the edit icon on any contact record to modify their details.
What’s new: Create new contact records manually by entering name, email, phone number, and other details through a simple form.Why it matters: Provides the foundational ability to build your contact database one record at a time.How to use it: Click Add Contact in the Contacts section and fill in the required fields.
What’s new: The core contact management system is now live. Store, organize, and manage all your business contacts in one centralized database with list and detail views.Why it matters: Establishes the foundation of the CRM that all other features build upon.How to use it: Navigate to Contacts in the main navigation to get started.
What’s new: Users can now update their profile information including name, email, phone number, and profile photo from the settings page.Why it matters: Keeps team member information accurate across the platform.How to use it: Click your avatar in the top right corner and select Profile Settings.
What’s new: Invite team members to your HoopAI account via email. Set their role during the invitation process and manage active users from the settings page.Why it matters: Enables team collaboration within a single account.How to use it: Go to Settings > Team Management > Invite User and enter their email address.
What’s new: The platform now features a sidebar navigation with organized sections for Contacts, Opportunities, Conversations, Marketing, and Settings.Why it matters: Establishes intuitive navigation patterns that scale as new features are added.How to use it: Use the left sidebar to navigate between platform modules.
What’s new: The platform interface has been refreshed with a cleaner design, improved typography, and a more consistent color palette across all pages.Why it matters: Creates a more professional and pleasant experience for daily use.How to use it: The new design is applied automatically across the entire platform.