Cloop for B2B SaaS

Answer buyers’ questions and give sales the context for a better demo.

Software buyers want to know whether your product fits their workflow. Cloop helps them explore your approved product information and share what they need before sales takes over.

Book a demo See how it works

Who this is forFor B2B SaaS companies with a sales-assisted buying journey, where product fit needs a conversation or demo.

A demo request tells you who. The conversation tells you why.

Buyers compare workflows, integrations and implementation needs before speaking to sales. If those questions and requirements are lost between the website and the demo, your team has to start again.

How it works

From the first question to the next sales action.

Answer product questions
Use approved documentation to explain features, integrations and the implementation information your team has published.
Understand the use case
Help buyers describe the workflow they want to improve, their current tools and the questions that matter to their evaluation.
Make the next step relevant
Give sales the conversation context in Sales Workspace, so the reply or demo can focus on the buyer’s stated needs.

For your team

Give each team a useful next step.

Sales

Prepare a demo around the buyer’s use case, current tools and unanswered questions.

Marketing

Continue the conversation started by product pages and campaigns, with optional follow-up through Marketing Automation.

Founders & revenue leaders

Start with one buying journey and agree what your team needs to know before a demo.

Build your setup

Choose the tools for your buying journey.

Sales Workspace is the core view for every Cloop user. Marketing Automation and Commerce are paid add-ons.

Website conversations

Website AI Agent

Answer questions from approved sources and understand what the visitor needs.

Explore Website AI Agent

Core view for every user

Sales Workspace

Bring customer context, sales tasks and next actions together.

Explore Sales Workspace

Paid add-on

Marketing Automation

Add email sequences and workflows. Canvas for adaptive website content is part of the same paid module.

Explore Marketing Automation

View pricing and implementation scope →

Where to start

Start with one clear use case.

Start with your main sales-assisted product, approved product documentation and one demo journey. Define the handover to sales before adding further campaigns or automations.

Review security and data handling →

Questions before you start.

Does Cloop replace our CRM?

Cloop can work alongside your CRM. Review the integrations and agreed data flow for your setup. Sales Workspace brings customer context and follow-up work together.

Can Cloop make commitments about integrations or security?

The agent should explain approved information and pass unresolved requirements to your team. Product, security and commercial commitments must stay within the scope you have approved.

Are automated follow-ups included?

Email automation and Canvas are part of the paid Marketing Automation add-on. Sales Workspace is the core view available to every Cloop user; add-on scope is agreed separately.

Let’s make it specific