Loupe seamlessly connects all your websites with your CRM. Leverage automation & AI, real-time customer insights, and dynamic website personalization all from within Salesforce to boost your sales conversion rates and shorten your sales cycle.
Most teams use their CRM as a filing system. Information goes in, reports come out, and the real thinking happens somewhere else. Loupe changes what your CRM does. Customer signals arrive in real time, patterns surface automatically, and your team acts from insight rather than instinct.
When all your teams work from the same live customer timeline something magical happens. The customer feels heard and understood, and inter-departmental handoffs become seamless. What marketing sees, sales inherits. What sales learns, customer success carries forward. The gaps close and the customer stops having to repeat themselves.
Most analytics tools send website data into your CRM and stop there. Loupe works both ways, connecting CRM insights back to your website experience as well. It reads what your CRM already knows about a visitor and changes what they see on your website in real time. A returning customer gets content that matches where they are in their journey. A buying group gets their own shared space, with every interaction tracked back in the CRM.
Loupe works inside your existing Salesforce CRM and websites. There are no new systems to learn, no new logins to manage, no new databases to govern. Every capability your team gains happens in the platforms they already use every day.
Every visit, every page view, every form submission, recorded in your CRM as it happens. The activity timeline gives each member of your team the full story of a customer's journey without pulling a report or switching tabs. The moment a lead comes back to your site, your team knows. No data team required. No report to pull.
Loupe turns website engagement patterns into moments your team can act on. It learns from not only whether someone visited, but what they looked at, how often they returned, and which combinations of content signals genuine intent. Sales prioritises the right conversations. Marketing sends the right message.
Most AI tools fall short because they're working from disconnected, incomplete data. Loupe solves that first. Because it captures individual website behavior directly, its agents have real context to act on like drafting the follow-up email, preparing a rep before a call, flagging a customer going quiet. They come ready to use, built for customer touchpoint data, and adaptable to you. Your team keeps the final call. The agents handle the preparation.
Loupe reads what your CRM knows about a visitor and serves content that fits where they are in their journey. A returning customer sees a different message to a first-time visitor. A contact close to renewal sees what they need to make a confident decision. It is controlled intelligently from your CRM, without reimplementing your website.
When a decision involves multiple people, Loupe gives your team a single place to bring them together. Curate the content, share it with your buyer, and track exactly who engaged and when. Every interaction is recorded in the CRM, so your team always knows where the deal actually stands.
Loupe connects engagement activity to pipeline and closed revenue, so marketing can show which campaigns genuinely moved people forward, not just which ones generated clicks. The decisions that drive spend are based on what actually happened, not on assumptions.
Loupe tracks what contacts do on your website and turns that behaviour into segments. High-frequency visits to specific pages, combinations of content consumed, engagement thresholds crossed: each of these can automatically assign contacts to a cohort and trigger the right response. A targeted campaign. A sales follow-up task. A routing rule that puts the right lead in front of the right person. Marketing stops working from assumptions. Sales stops starting cold.
Loupe identifies returning visitors using data they already shared with you, not data gathered from elsewhere. When a contact submits a form or logs in, their CRM record is matched using first-party identifiers and the details they gave you directly.
There are no third-party cookies, no cross-site tracking, and no inference from behaviour on other websites. As privacy regulation tightens, this approach becomes more durable, not less. Your customers' data stays within your own CRM environment.
Connecting systems and people since 1992.
A New Zealand–founded global tech company.
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