Hops for sales teams
Every call briefed. Every follow-up drafted.
@Hops works your pipeline alongside every rep, with shared deal context and reps in control of what gets sent.
- Shared deal context across the deal team
- Unanswered threads and open commitments watched
- Stalled deals restarted with the next step ready
- All inside Hops, where your team and one agent work together
On the team
Every deal gets worked between calls
Four standing sales routines. No one has to rebuild the context, chase the update, or remember what was promised.
Pre-call briefs
Fifteen minutes before every external meeting, Hops assembles the last exchange, key stakeholders, open commitments, shared files, deal stage, and the outcome the rep needs from the call.
pipeline
63ChatDocs & TablesAutomations
Start meeting
Today
AGENT10:15 AM
Pre-call brief for the Northwind meeting is ready — the last thread, open promises, and shared files are in one place.
Northwind — pre-call brief
15 minutes before the external meeting
- Stage Evaluation · $95k expansion
- Promise Security answers due before Friday
- Files Mutual action plan and Q3 pricing deck
10:18 AM
Add Nina to the security promise. She is joining late and needs that context before she walks in.
APP10:19 AM
Meeting brief updated.
Northwind — security review
Meeting brief · synced just now
AttendeeTheo MarshNina Cole
Call recaps and CRM updates
When the call ends, Hops drafts the customer recap in the rep’s voice, extracts commitments and dates, and updates the CRM.
pipeline
63ChatDocs & TablesAutomations
Start meeting
AGENT7:42 AM
Follow-up check found three threads at 48 hours and one at 96. Drafts are ready for rep review; replies stop the sequence.
Follow-up queue
4 stalled sequences · no messages sent
- Meridian 48h — revised-scope angle drafted
- Northwind 96h — calendar link drafted
- 2 replies received — sequences stopped
7:49 AM
Route Northwind to Theo and hold Meridian until after his customer call. I want the manager view to keep both visible.
APP7:51 AM
Follow-up ownership updated.
Northwind — Expansion
Opportunity · synced just now
Follow-up ownerUnassignedTheo Marsh
Proposals assembler
Hops turns discovery notes, customer requirements, approved content, pricing rules, and prior proposals into a complete first draft.
pipeline
63ChatDocs & TablesAutomations
Start meeting
AGENT1:20 PM
Meridian's proposal is assembled from the deal thread and three won healthcare proposals. The 18% discount needs your approval.
Meridian proposal — draft
Exec summary, requirement map, and pricing recommendation
- Requirements 11 of 12 mapped to current capabilities
- Pricing $82k annual · 18% discount requested
- Precedent 3 won healthcare proposals cited
1:27 PM
Approve 15%, not 18. Keep the implementation requirement explicit in the executive summary.
APP1:29 PM
Proposal recommendation updated.
Meridian Health — proposal
Opportunity · synced just now
Discount18% requested15% approved
Deal rooms
Every large deal gets a shared space: stakeholders, account plan, mutual action plan, owners on both sides. Missing actions are surfaced before they stall the deal.
pipeline
63ChatDocs & TablesAutomations
Start meeting
AGENT3:05 PM
Meridian's deal room is current: stakeholders, the mutual action plan, and owners on both sides. One customer action has been idle for five days.
Meridian Health — deal room
6 stakeholders · 1 action needs attention
- Customer Rachel Voss owns the security review
- Hops Theo owns revised scope
- Idle Security questionnaire — 5 days
3:11 PM
I'll own the questionnaire nudge. Nina, keep the revised scope with you until Rachel confirms the security date.
APP3:13 PM
Mutual action plan updated.
Meridian Health — Security review
Action plan · synced just now
OwnerRachel VossTheo Marsh
Beyond chat
Not just chat. The actual work.
@Hops works in the same surfaces your team does, and leaves a trail you can audit.
Collaborative Docs
Real collaborative documents. Hops drafts, edits, and comments next to your team. Every Hops edit labeled in version history.
Collaborative Threads
Conversations that carry the work. @Hops reads along, posts what it finds, and takes the next step right in the thread, next to your team.
Personal Assistant
Describe the job in plain language. @Hops runs it with everything it already knows: your context, your tools, your rules.
Integrations
Wired into your system of work
@Hops lives where sales lives — with a 2K+ connector catalog behind it for the rest of the stack.
CRM
Salesforce or HubSpot — deals, contacts, and pipeline, read and written.
Email & Calendar
Gmail and Calendar — briefs before calls, recaps after, follow-up sequences running.
Team chat
Slack or Teams — sequences, nudges, and deal alerts where reps already work.
Docs & Drive
Drive and Docs — proposals drafted, shared, and tracked in version.
Security that's already answered
SOC 2 Type II
Audited controls for security, availability, and confidentiality.
ISO 27001
Certified information security management.
ISO 42001
Certified AI management. Governance for the agent itself.
Permissions from the space
Hops and teammates inherit access from the space and its owners. No shadow permissions.
Hops vs Lindy AI
See how Hops compares to Lindy AI for sales teams automating the follow-up grind.
- Shared workspaces
- Role-specific views
- Easy collaboration
One AI teammate for the whole team
Knows the work. Forgets nothing. Shares with everyone.