Smart CRM
The free CRM every team can work from
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.
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 |
Customer stories
Remarkable results, in every industry
Banks, retailers, manufacturers and software companies grow with Hourglass.
Illustrative stories for this demo.
“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
“We build segments from what people actually bought, online or from a café that stocks our cups, not from who opened an email. The Campaign Agent drafts the whole plan, and we spend our time on the offer instead of the setup.”
Sam Whitaker
Head of Ecommerce, KeepCup
31%
more repeat orders
4x
faster campaign builds
“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