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Agents that work alongside every team
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Customer Agent
Answers routine questions and hands off with the whole conversation.
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
Manufacturing
Built for complex products and long relationships
Hourglass follows an account from the first quote through years of service.
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
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
What’s included
Everything you need to run agents responsibly
Customer Agent
Answers customer questions from help content and CRM records.
Prospecting Agent
Finds accounts showing intent, researches them and drafts outreach.
Data Agent
Explains which accounts are ready to buy, at risk or ready to grow.
Campaign Agent
Plans a campaign from a goal, an audience and past results.
Permissions and approvals
Choose what each agent can read and do, and which actions need sign-off.
Activity log
Every action recorded with the data it used, and a pause switch for each agent.
One platform or a stack of tools
What changes when every team works from the same customer record.
| Feature | Hourglass | A 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 |