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1 · From Hourglass vs. a stack of point tools (opens in a new tab)

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Hourglass vs. a stack of point tools

An email tool here, a help desk there, a spreadsheet in between. It works until the handoffs break. Hourglass replaces the stack with one platform and one record.

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 · From Hourglass vs. a stack of point tools (opens in a new tab)

One platform or a stack of tools

What changes when every team works from the same customer record.

FeatureHourglassA stack of point tools
Customer data

One record that every tool shares

A copy in each tool, kept in step by hand or by connectors
Handoffs

Marketing, sales and service on the same timeline

Exports, imports and context lost in between
Reporting

One report from first visit to renewal

A spreadsheet stitched together from several dashboards
AI agents

Agents that read the whole customer record

Separate assistants that only see their own tool
Admin

One login and one set of permissions

Separate users, roles and bills for every tool
Cost

One price that grows with you

Several subscriptions that grow separately
3 · From Hourglass vs. a stack of point tools (opens in a new tab)

Bringing your tools together

Start with the tools that cause the most handoffs, usually email and the CRM, and connect the rest while you move.

Every tool you retire is one less login, bill and copy of your customer data, and one less handoff to break.

4 · From Hourglass for manufacturers (opens in a new tab)

Manufacturing

Built for complex products and long relationships

Hourglass follows an account from the first quote through years of service.

A quote from ERP pricing for a distributor: the price list, an 8% discount and a sales manager's approval.

Quotes from your real price lists

Build quotes from ERP pricing and discount rules, and route them for approval without long email chains.

  • Prices from your ERP
  • Discount rules with one-step approval
  • Every dealer and distributor deal on the account
Learn more about Revenue Hub
A service visits card: six months of visits for one account, most fixed on the first visit.

Service history on every ticket

Technicians see installed equipment, past visits and parts used before they arrive.

  • Installed equipment on every ticket
  • Past visits and parts used
  • The right parts on the van
Learn more about Service Hub
5 · From Quote and get paid (opens in a new tab)

The quote-to-cash playbook

Four steps between a yes and the payment

Every step is tied to the deal that started it.

  1. Build the quote

    Price lists, bundles and discount rules built in. Branded quotes in a few clicks.

  2. Approve without email chains

    Approval rules by discount and deal size. Every decision recorded.

  3. Invoice automatically

    Accepted quotes become invoices. Subscriptions bill on schedule.

  4. Collect and reconcile

    Card and bank payments online. Payments sync to your accounting system.

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.