Built for your question · 5 sections from 1 page

Back to original
1 · From Marketing Hub (opens in a new tab)

Marketing Hub

Campaigns that start from what customers actually do

Plan, launch and measure email, social and ads from the same record your sales and service teams use. The Campaign Agent drafts the first version, and your team decides what goes out.

The Marketing Hub campaign screen: the Spring wholesale launch with 12,480 recipients, a 48.2% open rate and $1.2M pipeline influenced, beside a Campaign Agent suggestion to follow up with 1,240 engaged contacts.
2 · From Marketing Hub (opens in a new tab)

What’s included

Everything marketing needs, on one record

Email, segments, journeys, forms and reporting share the record your sales and service teams already use.

  • Email campaigns

    Build sends from templates your brand team approves. Every open, click and reply is logged on the contact record.

  • Live segments

    Segments update as records change in sales and service, so your lists are never a week out of date.

  • Journeys

    Trigger the next step from what customers actually do, across email, forms and your website.

  • Forms and landing pages

    Capture leads straight onto the customer record. No exports, no syncing, no duplicates.

  • Campaign reporting

    See opens, clicks and pipeline influenced in one view, by campaign, channel or segment.

  • Handoff to sales

    Route warm leads to the right rep with the full history attached, so the first call starts in context.

3 · From Marketing Hub (opens in a new tab)

How it works

From the right audience to revenue you can trace

Every list, send and result stays tied to the customer record, so nothing gets lost between teams.

A segment card: retail buyers re-engaged by three rules, 3,412 matching contacts, a Use in campaign button and an Updated just now chip.

Segments that update themselves

Build a segment once. As sales and service update records, contacts move in and out on their own, so every send reaches the right people.

  • Rules based on any field on the record
  • Counts refresh as records change
  • Reuse one segment across email and journeys
Learn more about the Smart CRM record
A campaign performance card: six months of pipeline and revenue bars, $1.2M pipeline influenced, $486K closed revenue and a +$84K new pipeline chip.

Reporting tied to revenue

See which campaigns started conversations, opened deals and closed revenue, not just who opened an email.

  • Pipeline and revenue influenced, by campaign
  • Compare channels and segments side by side
  • Dashboards marketing and sales both trust
Learn more about Revenue Hub
4 · From Marketing Hub (opens in a new tab)

Campaign Agent

An agent that drafts. A team that decides.

The Campaign Agent researches your audience, plans the sends and writes first drafts inside the permissions you set. Nothing goes out until someone on your team approves it.

  1. Researches the audience

    Reads engagement, deal stages and service history to find who is ready to hear from you.

  2. Drafts the plan

    Proposes the segment, timing and first-draft copy for every send in the campaign.

  3. Waits for your review

    Your team edits, approves or dismisses. Every decision is logged on the record.

A campaign plan drafted by the Campaign Agent for review: retail buyers re-engaged, 3,412 contacts, and three sends on days 1, 4 and 7, with Approve plan, Edit plan and Dismiss buttons.
5 · On 23 site pages, such as Marketing Hub (opens in a new tab)

Customer stories

Remarkable results, in every industry

Banks, retailers, manufacturers and software companies grow with Hourglass.

Illustrative stories for this demo.

See customer stories

“Our relationship managers see every product, conversation and service request for a business on one record. The Data Agent tells them which owners to call this week, and why.”

Daniel Okafor

Head of Relationship Banking, Allica Bank

  • 27%

    more cross-sell conversations per relationship manager

  • 6 weeks

    from kickoff to the first team live