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1 · From Data Hub (opens in a new tab)

Data Hub

Clean, connected customer data for every team

Sync your warehouse, ERP and billing tools into the Smart CRM, keep records clean automatically and decide who can see and change each field.

Data Hub's syncs: 1.2M records synced at 99.8% health, beside a Data Agent suggestion to merge 38 duplicate companies.
2 · From Keep customers longer (opens in a new tab)

The retention playbook

Four steps to fewer surprise cancellations

Warning signs, owners and offers, all on the customer record.

  1. See risk early

    The Data Agent flags falling usage and rising tickets. Each flag explains its reasons.

  2. Act with the right person

    Tasks go to the account owner on their own. A plan for each kind of risk.

  3. Win them back with relevance

    Campaigns based on what each customer uses. Offers that fit their history.

  4. Renew with confidence

    Renewal dates and health on every account. Ideas for growing healthy customers.

A weekly list from the Data Agent: one account to grow, one at risk and one ready to buy, each with its reason.
3 · On 2 site pages, such as Data Hub (opens in a new tab)

What’s included

The tools in Data Hub

Connect, clean and govern customer data in one place.

  • Data syncs

    Two-way syncs with the systems you already run.

  • Custom objects

    Model products, sites, policies or anything else you track.

  • Data quality

    Find and merge duplicates, and fix formatting in bulk.

  • Field-level permissions

    Decide who can see and change each field, by role and team.

  • Data Agent

    Explains which accounts are ready to buy, at risk or ready to grow, and why.

  • Change history

    Every change logged with who made it, a person or an agent.

4 · From Keep customers longer (opens in a new tab)

What changes

Retention is a team effort

An account health card: six months of customers ready to grow and at risk, with a weekly list for the success team.

What your service team notices

Service sees the tickets, marketing sees the emails and sales sees the renewal date. On one record, everyone sees the same warning signs and knows who acts.

Customers notice the difference: help arrives before they ask, and renewal conversations start with what they’ve achieved.

Learn more about the Data Agent
5 · On 23 site pages, such as Keep customers longer (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