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Hourglass vs. a stack of point tools

An email tool here, a help desk there, a spreadsheet in between. It works until the handoffs break. Hourglass replaces the stack with one platform and one record.

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The Smart CRM record for Bellmere Bank: 48 contacts, four open deals and $1.4M lifetime value, beside a Data Agent suggestion to add Priya Shah as a contact.

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

Bringing your tools together

Start with the tools that cause the most handoffs, usually email and the CRM, and connect the rest while you move.

Every tool you retire is one less login, bill and copy of your customer data, and one less handoff to break.

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