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Smart CRM
How it works
Records update from the work people already do, so nobody has to choose between serving customers and typing.
Emails, meetings and calls log to the right contact and deal on their own. The Data Agent suggests missing details for a person to approve.
Add custom properties, objects and pipelines without code, and give each team the views it needs on the same record.
Every person and account, with their full history in one timeline.
Track each deal by stage, and see what needs attention today.
Follow-ups that land in the right person’s queue.
Email and chat from customers in one place, linked to their record.
Dashboards built from the same data every team uses.
Connect the tools you already use, from email to accounting.
DocsFrom the Hourglass documentation
The site doesn't have a page for this yet, so here is the documentation, word for word.
Getting started › Importing data
Contacts are matched by email address and companies by domain. For each import you choose what happens to a match: update the existing record or skip the row.
After the import, the Data Agent suggests merges for records that look alike but didn't match exactly, such as two spellings of the same company. Nothing merges until someone accepts the suggestion.
This page has no blocks to explain.
The last 30 days of chat questions: how well the website answered them, and the gaps that keep coming back.
Open Content Intelligence ↗Pick a company, then a person, to see how each page changes for their role and industry. The companies are real; the people are fictional.
People
