All the features of HOP
The complete detail of what's included in HOP: the differences between Collection and Signature, then the full set of product features, module by module.
The HOP effect
Simple ideas, sometimes unheard of, that make the CRM simpler, more powerful, and more enjoyable to use every day.
Good news
Turns everyday wins into shared moments.
Collection and SignatureOpen AI
AI embedded everywhere, never a bolted-on chatbot.
Collection and SignatureSnapshots
A pipeline with a memory, built for comparisons.
Signature onlyUniversal pipelines
A pipeline on any object.
Signature onlyUnified messaging
Email, SMS, WhatsApp, forms: one inbox, one history.
Collection and SignatureAdvanced governance
Permissions as fine-grained as your organization.
Signature onlyCompare Collection and Signature editions
| Feature | Collection | Signature |
|---|---|---|
Good newsTurns everyday wins into shared moments. | ||
Open AIAI embedded everywhere, never a bolted-on chatbot. | ||
SnapshotsA pipeline with a memory, built for comparisons. | ||
Universal pipelinesA pipeline on any object. | ||
Unified messagingEmail, SMS, WhatsApp, forms: one inbox, one history. | ||
Advanced governancePermissions as fine-grained as your organization. | ||
| Predefined pipelines (SPANCO, BANT for sales, standard workflow for support) | ||
| Custom pipelines | ||
| Pipelines on Deals and Tickets | ||
| Pipelines on any entity | ||
| Choice of displayed KPIs | ||
| Snapshots & evolution | ||
| Individual & team targets | ||
| Management of internal reps | ||
| Management of business partners | ||
| Custom entities | ||
| Unified messaging | ||
| HTML & plain-text email template editor | ||
| Message template editor (SMS, WhatsApp…) | ||
| Optimized attachment sending (download link) | ||
| Secure file sharing | ||
| Email & SMS campaigns | ||
| Campaign statistics | ||
| HTML & plain-text email template editor | ||
| Multiple providers | ||
| Automatic follow-up groups | ||
| Campaign approval workflow before sending | ||
| 1 team per user | ||
| Multiple teams per user | ||
| 1 owner (user or team) per record | ||
| Multiple owners per record | ||
| Multiple roles per user | ||
| Time-bound roles | ||
| Delegations | ||
| Simple transaction reversal | ||
| Selective transaction reversal | ||
| Field-level change audit (history) | ||
The features included in both editions
| Prospecting and qualification |
| Leads |
| Lead qualification |
| Scoring |
| Attribution |
| Conversion to customer |
| Contacts and companies |
| Opportunity tracking |
| Opportunities / Deals |
| Sales pipelines |
| Stages and probabilities |
| Amounts and expected dates |
| Owners and teams |
| Kanban and list views |
| Sales activities |
| Tasks |
| Calls |
| Meetings |
| Emails |
| Reminders |
| Calendar |
| Google and Outlook sync |
| Catalog and sales documents |
| Products and services |
| Prices and discounts |
| Quotes |
| Purchase orders |
| Sales performance |
| Targets |
| Forecasts |
| Commissions |
| Sales KPIs |
| Request management |
| Tickets |
| Priorities |
| Statuses |
| Assignments |
| Categories and tags |
| Queues |
| Ticket merging |
| Service commitments |
| SLA |
| Escalations |
| First response time |
| Resolution time |
| SLA compliance |
| Customer communication |
| Forms |
| Chat |
| Instant messaging |
| Unified history |
| Channels connected to unified messaging |
| Self-service |
| Knowledge base |
| Articles |
| FAQ |
| Search |
| Customer portal |
| Ticket creation and tracking |
| Document exchange |
| Satisfaction |
| CSAT |
| NPS |
| CES |
| 👍/👎 |
| Support productivity |
| Routing |
| Automatic replies |
| Business rules |
| Macros |
| Segmentation |
| Lists |
| Dynamic segments |
| Tags |
| Custom criteria |
| Marketing scoring |
| Campaigns |
| Email campaigns |
| SMS campaigns |
| Message editor |
| A/B testing |
| Scheduling |
| Acquisition |
| Forms |
| Sources |
| Tracking |
| Lead conversion |
| Marketing scenarios |
| Sequences |
| Triggers |
| Automatic follow-ups |
| Multichannel automation |
| Performance measurement |
| Opens |
| Clicks |
| Conversions |
| Attribution |
| ROI |
| Catalog |
| Products |
| Categories |
| Variants |
| Prices |
| Customers |
| Accounts |
| Addresses |
| History |
| Orders |
| Cart |
| Orders |
| Statuses |
| History |
| Payments |
| Payments |
| Refunds |
| Credit notes |
| Shipping |
| Shipping |
| Tracking |
| Carriers |
| Marketing |
| Abandoned cart |
| Coupons |
| Analytics |
| Revenue |
| Average basket |
| Best-selling products |
| Most profitable customers |
| Integrations |
| Shopify |
| WooCommerce |
| Prestashop |
| Magento |
| Documents |
| Quotes — tracked through the quote-to-invoice chain |
| Orders |
| Invoices |
| Credit notes |
| Deposit invoices |
| Payment |
| Collections |
| Reminders |
| Due dates |
| Partial payment |
| Catalog |
| Products — reuses the Sales catalog, with invoicing taxes and prices |
| Services |
| Taxes |
| Prices |
| Accounting |
| Accounting export |
| Journals |
| VAT |
| Numbering |
| Monitoring |
| Revenue |
| Unpaid invoices |
| Late payments |
| Margin |
| Automation |
| Automatic invoicing |
| Automatic reminders |
| Automatic sending |
| Unified messaging |
| Emails |
| SMS |
| Messenger |
| Slack |
| Forms |
| Complete history per contact |
| Creation and sending |
| HTML and plain-text email templates |
| Message templates |
| Link-based attachments |
| Secure file sharing |
| Internal collaboration |
| Comments |
| Mentions |
| Notifications |
| Information sharing |
| Good news |
| Triggers |
| Business events |
| Field changes |
| Due dates |
| User activity |
| Actions |
| Record creation and updates |
| Automatic assignment |
| Notifications |
| Message sending |
| Task creation |
| Processes |
| Workflows |
| Scenarios |
| Sequences |
| Business rules |
| Approvals |
| Sales |
| Deal summary |
| Action suggestions |
| Scoring |
| Email generation |
| Helpdesk |
| Ticket summary |
| Classification |
| Reply suggestions |
| Resolution assistance |
| Marketing |
| Content generation |
| Subject line suggestions |
| Campaign optimization |
| AI architecture |
| AI embedded in the modules |
| Choice of model |
| Choice of provider |
| Self-hosting option |
| Governance of usage and data |
| Dashboards |
| Custom dashboards |
| KPIs per module |
| Filters and scopes |
| Views by user or team |
| Reports and analysis |
| Custom reports |
| Sales analysis |
| Helpdesk analysis |
| Marketing analysis |
| Forecasts and trends |
| Sales forecast |
| Pipeline evolution |
| Snapshots |
| Period comparison |
| Data model |
| Custom entities |
| Custom fields |
| Relationships between entities |
| Custom pipelines |
| Interfaces |
| Custom views |
| Saved filters |
| Record layout |
| Custom dashboards |
| Business configuration |
| Statuses |
| Categories |
| Tags |
| Reference values |
| Document templates |
| Organization |
| Users |
| Teams |
| Roles |
| Owners |
| Access control |
| Permissions by role |
| Permissions by record |
| Permissions by field |
| Visibility scopes |
| Audit and reversibility |
| Audit log |
| Change history |
| Transaction reversibility |
| Import and export |
| Excel import |
| Excel export |
| Guided imports |
| Data export |
| Connections |
| REST API |
| Webhooks |
| External connectors |
| Google and Microsoft sync |
| Data quality and continuity |
| Deduplication |
| History |
| Traceability |
| Reversibility |
| Attachments |
| Usage |
| Global search |
| Mobile app |
| Notifications |
| Shortcuts and quick actions |
| Internationalization |
| Multilingual |
| Multi-currency |
| Local formats |
| Time zones |