Skip to content

Built for your question · 4 sections from 3 pages

Back to original
1 · From Smart CRM (opens in a new tab)

Smart CRM

The free CRM every team can work from

Keep contacts, companies, deals and tickets on one record that marketing, sales, service and your agents all share. Start free with your whole team, and add hubs when you need them.

Get a demoSee plans and pricing
The Smart CRM record for Bellmere Bank: 48 contacts, four open deals and $1.4M lifetime value, beside a Data Agent suggestion to add Priya Shah as a contact.
2 · On 38 site pages, such as Close deals faster (opens in a new tab)

TRUSTED BY TEAMS IN BANKING, RETAIL, MANUFACTURING AND SOFTWARE

Illustrative customers for this demo.

  • Mercantile Bank
  • KeepCup
  • Suzuki
  • Arduino
  • Allica Bank
  • Panoramic Doors
  • Konica Minolta
  • Threekit
  • Alacrity Solutions
  • MVC Group
  • Viessmann
  • Eventus
3 · From Close deals faster (opens in a new tab)

The closing playbook

Four habits of teams that close faster

Every habit runs on the deal record, so nothing waits on a spreadsheet.

Talk to our team

  1. Keep a clean pipeline

    Deals update from emails, calls and meetings. Stalled deals flagged with the reason.

  2. Review deals with evidence

    The Data Agent explains which deals are at risk. Deal reviews start from the same facts.

  3. Quote the same day

    Quotes built from approved price lists. Approvals routed in minutes, not days.

  4. Forecast with confidence

    Forecasts built from deal stages and rep calls. Changes explained week over week.

A quote approval for Corrimore Industrial: built from the price list, a discount sent to finance and an invoice on acceptance, with Approve discount, Edit and Dismiss buttons.
4 · From Hourglass vs. legacy CRM suites (opens in a new tab)

Hourglass and legacy CRM suites, side by side

How the day-to-day work compares for marketing, sales and service teams.

FeatureHourglassLegacy CRM suites
Time to go live

Weeks, with a planned, team-by-team start

Months of configuration, often with an outside consultant
Customer record

One record shared by marketing, sales and service

Separate products that need connectors to share data
AI agents

Built in, with permissions, approvals and an activity log

Sold as add-ons and set up separately for each product
Who runs it

Your own admins, with guided setup

A dedicated admin team or an outside partner
Pricing

A free CRM, then hubs and seats as you grow

Long contracts and a separate bill for each product
Upgrades

New features arrive in place, with nothing to migrate

Major upgrades planned and run as projects