What’s included in the trial
Your trial gives you full access to the plan you selected during sign-up. This includes:- All core CRM features (contacts, pipelines, calendars)
- Email and SMS marketing tools
- Workflow automation builder
- Website and funnel builder
- Conversation inbox
- Reputation management
- Reporting and analytics dashboard
- Mobile app access
Some features like dedicated sending domains, premium integrations, and AI add-ons may require additional setup or activation during your trial. These features are available but may need configuration before you can test them.
Trial limitations
While the trial includes full platform access, there are a few differences from a paid account:| Feature | Trial | Paid plan |
|---|---|---|
| Duration | 14 days | Unlimited (while subscribed) |
| Contacts | Up to 100 | Per plan limits (5K / 25K / Unlimited) |
| Emails sent | Up to 500 | Per plan limits |
| SMS/calls | Requires adding credits | Pay per use |
| Custom domain | Available to configure | Available |
| White-label | Not available | Enterprise plan only |
What happens when the trial ends
You receive reminder emails
HoopAI sends email reminders at 7 days, 3 days, and 1 day before your trial expires. Each email includes a direct link to choose a plan and add a payment method.
Trial expires
When the 14 days are up, your account enters a read-only state:
- You can still log in and view your data
- You cannot send emails, SMS, or make calls
- Workflows and automations are paused
- Websites and funnels remain published but editing is disabled
- No data is deleted at this stage
How to extend your trial
If you need more time to evaluate HoopAI:- Go to Settings → Billing
- Look for the “Need more time?” banner or link
- Request a trial extension (typically 7 additional days)
Making the most of your trial
Follow the getting started checklist
Follow the getting started checklist
Complete the account setup checklist to configure the essentials: business profile, phone number, domain, and email. This ensures you’re testing with realistic settings.
Import a small batch of contacts
Import a small batch of contacts
Import 50–100 contacts to test workflows, email campaigns, and pipeline management with real data.
Set up a workflow
Set up a workflow
Build a simple workflow (e.g., a welcome email sequence) to see the automation engine in action.
Test the mobile app
Test the mobile app
Download the HoopAI mobile app to see how your team will manage contacts and conversations on the go.
Connect a calendar
Connect a calendar
Set up a booking page to test the scheduling experience your clients will see.
Frequently asked questions
Do I need a credit card to start the trial?
Do I need a credit card to start the trial?
No. You can start your 14-day trial without entering any payment information.
Will I be charged automatically when the trial ends?
Will I be charged automatically when the trial ends?
No. You will not be charged unless you actively select a plan and add a payment method. The trial simply expires if you take no action.
Can I switch plans during the trial?
Can I switch plans during the trial?
Yes. You can change which plan you’re trialing at any time during the 14 days by going to Settings → Billing.
What happens to my data if I don't subscribe?
What happens to my data if I don't subscribe?
Your data is retained in read-only mode for 30 days after the trial expires. After that, it may be permanently deleted. Export your data before this deadline if you’re not continuing.
Is there a 30-day trial option?
Is there a 30-day trial option?
The standard trial is 14 days. If you need more time, you can request an extension. Some promotional offers may include longer trial periods — check your sign-up confirmation email for details.
Can I use the trial for multiple sub-accounts?
Can I use the trial for multiple sub-accounts?
The trial applies to your main agency account. Sub-accounts created during the trial are also included but share the trial’s contact and usage limits.