Loop

A lean, owned workspace for contacts, companies, opportunities, deals, consent, and daily sales work. Built to keep your customer data in a system shaped around how your team actually works.

3,735HubSpot contacts ready for clean import
$10-30target monthly operating cost
API-firstbuilt for agents, n8n, and future MCP access
Good morning, Derek
Pipeline value$0
Closed this month$0
Activities0
Win rate0%

Pipeline by stage

Add a deal or opportunity to populate configured stages.

Today's tasks

No tasks yetCreate the first follow-up after sign-in.

The MVP starts where the migration risk is highest.

The first usable surface is contact, company, and pipeline management, backed by Supabase auth and a schema that can grow into API-driven automation.

Flexible contact records

Contacts are not keyed on email. Store multiple emails and phones, contact groups, student details, assignments, notes, history, and restricted PII.

Opportunity and deal pipelines

Create separate typed pipelines for opportunities and deals, then manage them from Kanban or list views with stage age, probability, owners, and audit history.

Consent and suppression governance

Enforce opt-outs, domain suppression, message-type tagging, and export controls before email sending is introduced later.

Daily-driver workflows, not a feature museum.

Sales and marketing can search, filter, claim, segment, follow up, and track deals without waiting for the later email, AI, campaign, or reporting phases.

HubSpot import path

CSV mapping, dedupe preview, legacy ID storage, and custom property creation are represented as first-class MVP flows.

Metadata-driven setup

Contact groups, student types, lead types, associations, opt-out categories, fields, and pipeline stages are treated as configurable data.

API-ready foundation

Admin-generated API keys and REST endpoints are planned into the schema so automations can read and write the same objects users manage.

Security rules are part of the product surface.

Supabase Auth, RLS, audit logs, field-level PII visibility, and suppression checks are designed into the MVP instead of bolted on after import.