The Cloopp workspace
Features
A searchable SOP library at the center. AI, checklists, tools, your own branding — plus a separate builder for public websites — around it. Start with the documents you already have; add the rest when you need it.
01 / Document-to-SOP organization
From scattered information to structured knowledge.
Upload Word documents, readable PDFs, sheets or raw notes. Cloopp turns them into procedure drafts and proposes departments, folders and tags. Check the result before it becomes team-visible.
- Visible reading and organizing status
- Preview & edit the full SOP before approving
- Editable drafts with source traceability
- Nothing saved to the library until you approve
02 / Interactive procedures
A process your team can follow. Not just another file.
Open a procedure and work through its steps in order. Keep the source, owner and progress in the same view, so the handoff is clear and the next action is obvious.
- Step-by-step checklists with progress
- Source document and ownership visible
- Copy-ready snippets where your procedure needs them
03 / Searchable company knowledge
Find the answer. Keep the context.
Search approved procedures across departments. See the best match and its first steps, then open the complete SOP without digging through folders or guessing which document is current.
- Search titles, steps, tags and platforms
- Best-match answer with procedure context
- Jump straight to the complete SOP
04 / Ask AI
Make the workspace work your way.
Ask for a new department, a checklist, a calculator or a different look. AI prepares proposed changes for your review; you decide what gets applied.
- Describe changes in plain language
- Review changes before applying them
- Create tools, organize departments and ask about SOPs
05 / Optional dashboards & CRM
Your numbers and your processes. Together.
When you need more than a library, add editable metrics, charts, opportunity tables and working calculators. The CRM preset brings sales procedures and pipeline tools into the same workspace.
- Editable KPI cards, charts and tables
- Follow-up checklists beside sales procedures
- Working calculators with editable inputs
06 / Your brand, when you're ready
Start with your documents. Personalize after.
Keep the first step simple. Once the library is organized, choose your brand color, font and workspace layout without starting over or recreating your knowledge.
- Brand color and layout are separate choices
- Change workspace details in one place
- Save custom-domain preferences for owner-led setup
07 / Public website builder (separate from your portal)
Build and publish real websites. No code, no extra tools.
Create a complete website from a template or a one-line brief. Upload your logo and photos, link every button, edit any word inline, and ask AI to rewrite or redesign sections — then publish it live on its own address.
- Ready-made templates for agencies, SaaS, consulting and more
- AI builds or revises the whole site for 1 credit — you approve first
- Your logo, photos and brand colors throughout
- Working contact form with a leads inbox and spam protection
- One-click publish to a live public address
08 / Build from files
Drop in a messy folder. Get an organized workspace.
Start from scratch with an empty workspace, then upload a batch of documents. AI reads them, proposes the departments, tabs, widgets and SOPs they should become — and builds nothing until you say yes.
- AI proposes tabs, widgets and SOPs from your documents
- Rename or remove anything before it's created
- One click builds the organized workspace
- Undo any AI build and restore the previous layout
09 / Pay as you go
Every AI feature, with or without a subscription.
One credit runs any AI action — document-to-SOP conversion, website generation, Ask AI, the feature designer. Buy credit packs whenever you need them; they never expire and roll over month to month.
- 1 credit = 1 full AI run, any feature
- Packs from $10 — never expire, always roll over
- Reading, searching and manual editing are always free
- Works on every plan, including Free
More room to grow
One library. More ways to use it.
Company portal & department resources
Keep department knowledge, useful links and team resources in the same workspace.
Org charts & role playbooks
Add an organizational chart and connect roles with the procedures they need.
Private team & client access
Invite teammates or clients by email or invite link, and choose exactly which workspaces each person can enter. Owners and admins curate; members read.
Optional starting structures
Industry folders, SOP operating systems and the CRM preset are available when you want a head start.
Standalone website builder
A separate studio for public websites — templates, AI generation, your media, lead capture and one-click publishing.
Approval-first AI, with undo
Every AI change is previewed before it applies, and recent AI builds can be undone to restore the previous state.
Flexible credits
Monthly plan credits plus pay-as-you-go top-ups that never expire — spend them on any AI feature.
Your documents first.
Everything else, on your terms.
Build your searchable SOP library. Review what AI organizes, approve it, and give your team one place to find the next step.
Start free