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Hourglass vs. legacy CRM suites

Legacy suites can do almost anything, after months of setup and a team to run them. Hourglass gives growing companies the same reach in weeks, with agents built in.

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Hourglass admin for many business units: 14 units, 3,820 users and six brands, beside a new permission set waiting for an admin's approval.

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

Moving from a legacy suite

You can move in phases: one hub and one team first, then the rest when you’re ready. Records arrive with their history, so nothing is lost.

Custom objects and fields map across, and our onboarding team plans the move with you.

Customer stories

Teams that made the switch

They moved off separate tools and legacy systems one team at a time, and kept their history.

Illustrative stories for this demo.

See customer stories

“We were paying for seven tools that didn’t talk to each other. Moving marketing, sales and support onto Hourglass gave every team the same numbers.”

Hannah Cho

Chief Revenue Officer, Eventus

7
tools replaced by Hourglass
5 weeks
to move every team over

“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 branch and contact center teams used to switch between four systems to answer one question. Now the Customer Agent drafts the reply from the customer’s record, and our staff approve it before it goes out.”

Priya Raman

VP of Customer Experience, Mercantile Bank