A page built for your question
The closing playbookKeep a clean pipeline
Deals update from emails, calls and meetings. Stalled deals flagged with the reason.
Review deals with evidence
The Data Agent explains which deals are at risk. Deal reviews start from the same facts.
Quote the same day
Quotes built from approved price lists. Approvals routed in minutes, not days.
Forecast with confidence
Forecasts built from deal stages and rep calls. Changes explained week over week.
Everything in the free Smart CRM
Contacts and companies
Every person and account, with their full history in one timeline.
Deals and pipelines
Track each deal by stage, and see what needs attention today.
Tasks and reminders
Follow-ups that land in the right person’s queue.
Shared inbox
Email and chat from customers in one place, linked to their record.
Reports
Dashboards built from the same data every team uses.
Integrations
Connect the tools you already use, from email to accounting.
Hourglass and legacy CRM suites, side by side
How the day-to-day work compares for marketing, sales and service teams.
| Feature | Hourglass | Legacy 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 |
Customer stories
How manufacturers keep sales, service and partners in step
Manufacturers use Hourglass to quote faster, fix equipment the first time and grow through dealers, installers and distributors.
Illustrative stories for this demo.
“Quotes, orders and dealer conversations used to live in three systems and a lot of inboxes. Now our sales team and our dealers work from the same account record, and quotes go out the same day.”
Grace Haddad
VP of Dealer Sales, Suzuki
34%
faster quote turnaround
3
legacy systems retired
“Our technicians see each device’s full service history before they arrive. Fewer second visits, and the customer never has to explain the problem twice.”
Marcus Bell
Service Operations Manager, Konica Minolta
41%
fewer repeat service visits
9
field teams on one ticket queue
“Our installers and distributors register deals, find product content and track their pipeline in one portal. We can finally see which partners are growing and which ones need help.”
Elena Petrova
Channel Director, Viessmann
18%
more pipeline from installer partners
64
distributors working in one portal