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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.

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.

How it works

Data your teams and agents can rely on

Agents are only as good as the records they read. Data Hub keeps those records complete and correct.

An ERP sync card: the field rules that decide which system wins, and 18,240 records synced in the last hour.

Two-way syncs, without custom code

Connect warehouses, ERPs and billing tools with ready-made syncs, map the fields once and choose which system wins when they disagree.

  • Ready-made syncs for warehouses, ERPs and billing
  • Field rules that decide which system wins
  • Read-only fields where you need them
Learn more about integrations and moving your data
A data quality card: six months of fixes, 2,410 duplicates merged and 18.6K fields fixed.

Cleanup that keeps up

Duplicate checks, formatting rules and the Data Agent’s suggested fixes keep records tidy. A person approves bulk changes before they run.

  • Duplicates found and merged
  • Formatting fixed in bulk
  • Bulk changes approved by a person
Learn more about the Data Agent

Data Agent

An agent that cleans up. A team that approves.

The Data Agent finds duplicates, gaps and formatting problems across your records, and explains each fix. Bulk changes run only after a person approves them.

  1. Checks every record

    Looks for duplicates, missing values and mismatched formats across objects.

  2. Explains each fix

    Shows the records and fields behind every suggested change.

  3. Waits for your approval

    A person approves bulk changes before they run, and every change is logged.

A cleanup plan prepared by the Data Agent: duplicate merges, phone number fixes and missing industries, with Approve changes, Edit and Dismiss buttons.

TRUSTED BY TEAMS IN BANKING, RETAIL, MANUFACTURING AND SOFTWARE

Illustrative customers for this demo.

  • Mercantile Bank
  • KeepCup
  • Suzuki
  • Arduino
  • Allica Bank
  • Panoramic Doors
  • Konica Minolta
  • Threekit
  • Alacrity Solutions
  • MVC Group
  • Viessmann
  • Eventus

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

Tell us what you’re working on, and we’ll show you how Hourglass fits