Hoot Sales CRM
A pipeline you can forecast from.
Capture leads with their consent, work deals through pipelines you define, and see a weighted forecast and the follow-ups that are overdue.
In development Status
2 Workflows
6 Record types
16 Integrations
What it covers
CRM
The records you work with in this area.
- Leads
- Deals
- Pipelines
- Activities
- Campaigns
- Segments
How the work flows
The steps this area takes you through, from start to finish.
Quote-to-Contract / Lead-to-Cash
In development- 01 Pipeline
- 02 Contract
- 03 Subscription billing
- 04 Rental and equipment hire
- 05 Renewal
Marketing
Planned- 01 Segment
- 02 Campaign
- 03 Consented outreach
- 04 Lead
- 05 Attribution
Works with
Services and tools this area connects to, and where each one stands.
- accelo Global Planned
- activecampaign Global Planned
- affinity Global Planned
- braze Global Planned
- capsule Global Planned
- chargebee Global Planned
- close Global Planned
- copper Global Planned
- customer-io Global Planned
- hubspot Global Planned
- insightly Global Planned
- klaviyo Global Planned
- mailchimp Global Planned
- pipedrive Global Planned
- salesforce Global Planned
- stripe-billing Global Planned
Also in this suite
Configure, price, quote
Set up a product with its options and rules, guide the buyer to a valid choice and price it before it becomes a quote.
Learn more Orders & invoicingA quote becomes an order, an order becomes an invoice, and a payment closes it. Nothing is typed twice.
Learn more ContractsDraft from templates, send for signature, lock what was signed and follow renewals and obligations to their dates.
Learn more