Know who to contact.
Know what to do next.
Sales Workspace is the core view available to every Cloop user. It brings customer context, prioritised tasks and prepared actions together, so your team can see what to do next.
A customer needs an answer.
Aino asked whether your solution works alongside HubSpot.
Illustrative product experience · example data
Start the day with a clear next action.
Customer information is useful when your team can turn it into a relevant conversation.
See the customer context.
Review what the customer asked and what they have told you about their needs.
Understand the suggested action.
See the observation and reasoning behind the next step, rather than just a priority label.
Review prepared content.
Start from a draft and keep the salesperson in control of the final message and decision.
Start with a focused use case.
Connect the customer context.
Bring the relevant conversations and agreed CRM information into the workflow.
Review the important tasks.
Use customer questions and needs to decide where your attention belongs.
Continue the conversation.
Check the prepared content, make it your own and take the next step.
Your questions, answered.
Is this a replacement for HubSpot?
Cloop can work alongside HubSpot. Keep the CRM as the agreed home for customer records and use Cloop for conversations and follow-up work.
Does Cloop decide everything automatically?
The workspace supports review and action by your team. Automation rules and responsibilities should be defined during setup.
Make the next step work too.
See how Cloop would work for your team.
Bring a real customer question or sales task. We’ll use it to make the conversation concrete.