Smart CRM
The free CRM every team can work from
Everything in the free Smart CRM
Contacts and companies
Every person and account, with their full history in one timeline.
Deals and pipelines
Track each deal by stage, and see what needs attention today.
Tasks and reminders
Follow-ups that land in the right person’s queue.
Shared inbox
Email and chat from customers in one place, linked to their record.
Reports
Dashboards built from the same data every team uses.
Integrations
Connect the tools you already use, from email to accounting.
How it works
Customer data your teams will actually keep up to date
Records update from the work people already do, so nobody has to choose between serving customers and typing.
Records that fill themselves in
Emails, meetings and calls log to the right contact and deal on their own. The Data Agent suggests missing details for a person to approve.
- Emails, meetings and calls logged for you
- Missing details suggested, never changed alone
- One timeline every team can read
Shaped around how your business works
Add custom properties, objects and pipelines without code, and give each team the views it needs on the same record.
- Custom properties, objects and stages
- A view for each team on one record
- Changes without writing code
Data AgentReads every conversation
Finds the people, companies and details mentioned in emails, meetings and calls.
Suggests the updates
Proposes new contacts, missing fields and duplicate merges, with the reason for each.
Waits for your approval
Your team approves, edits or dismisses. Every change is logged on the record.
TRUSTED BY TEAMS IN BANKING, RETAIL, MANUFACTURING AND SOFTWARE
Illustrative customers for this demo.
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
