1 · From Smart CRM (opens in a new tab)
Smart CRM
The free CRM every team can work from
2 · From Close deals faster (opens in a new tab)
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.
3 · On 38 site pages, such as Close deals faster (opens in a new tab)
TRUSTED BY TEAMS IN BANKING, RETAIL, MANUFACTURING AND SOFTWARE
Illustrative customers for this demo.
4 · From Hourglass vs. legacy CRM suites (opens in a new tab)
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 |