Hourglass for IT and data teams
One customer record your systems can trust
Data Hub
Your data, connected and under control
Sync the systems you already run into one customer record, and decide exactly who can see and change it.
Bring every source into one record
Two-way syncs connect your warehouse, ERP, billing and support tools. Custom objects model the things your business tracks, and duplicate checks keep records clean.
- Two-way syncs with the systems you run
- Custom objects for what your business tracks
- Duplicate checks that keep records clean
Control who sees and changes what
Permissions follow roles and teams down to the field. Every change is logged with who made it, a person or an agent.
- Permissions by role, team and field
- Approval steps for what agents can do
- A log of every change, by a person or an agent
Move from your current CRM
Import contacts, companies, deals and their history from spreadsheets and other CRMs, run a test import, then move one team at a time.
- Records with their history
- A test import before anything goes live
- A rollout planned with our onboarding team
Security and control
Security and control, built into every hub
Field-level permissions
Decide who can see and edit each field, by role and team.
Audit history
Every change and agent action, with who did it and when.
Approval steps
Require a person’s sign-off before agents send or change anything you choose.
Single sign-on
Sign in with SAML or OpenID Connect, provision users with SCIM, and require two-step login.
Data region choice
Choose where your customer data is stored.
Encryption
Data encrypted in transit and at rest.
