Sales & revenue Hoot Sales
From first contact to cash collected.
Follow a deal from the first call to the paid invoice. The customer, the prices and the numbers carry through every step.
Part of Hoot · One sign-in, shared data across every suite
7 Areas covered
2 Workflows in development
27 Record types
36 Integrations
What's inside
Everything in Hoot Sales
7 areas, all sharing the same data as the rest of Hoot. Open one to see what it covers.
Sell
A pipeline that ends in an order.
Move deals through the stages you choose. When a customer accepts a quote, the order is already there.
- Your own pipelines and stages
- Forecast and overdue follow-ups
- Quotes customers can accept online
Hoot Sales
CRM
Configure, price, quote
Orders & invoicing
Contracts
Subscriptions
Lead
Proposal
Won
Invoices customers can pay.
Send an invoice with a payment link, get paid online, and record transfers, cash and cheques.
- Payment links and online checkout
- Credit notes for all or part of an invoice
- Automatic reminders for overdue invoices
Hoot Sales
CRM
Configure, price, quote
Orders & invoicing
Contracts
Subscriptions
Subscriptions that bill themselves.
Sell plans by the seat, renew them on schedule and charge fairly when a customer upgrades mid-month.
- Renewals, pauses and cancellations
- Plans with seats and features
- Usage-based billing
Hoot Sales
CRM
Configure, price, quote
Orders & invoicing
Contracts
Subscriptions
3.8M
+24%
68 deals
+12
42 days
−6 d
92%
62%
34%
What you get
Built in from the start.
A portal where customers see their quotes and invoices
One customer record for sales, billing and support
The price you quoted is the price you invoice
Every invoice and payment in your books automatically
Works better together
Hoot Sales works with…
Every suite shares the same data, so these connect to Hoot Sales from day one.
Hoot works with payment providers through connectors, so you can change provider without changing how you work. The integrations page shows each one and where it stands.
Yes. A quote you send carries a link the customer can accept or decline, including any optional items they choose.
Not yet. Hoot is being built area by area, and every area on this page shows whether it is in development or planned.
Sales & revenue
See Hoot Sales for yourself.
Book 30 minutes and we will walk you through Hoot Sales and what is coming next.