Revenue Hub
Quote, bill and get paid from the CRM
What’s included
The tools in Revenue Hub
Quotes
Branded quotes built from your price lists.
Invoices
Invoices created from deals and sent on schedule.
Payments
Take card and bank payments online.
Subscriptions
Recurring billing, with renewals tracked on the record.
Revenue reports
Bookings, billing and renewals in one dashboard.
Accounting sync
Send invoices and payments to your accounting system.
How it works
From quote to cash, without leaving the CRM
Sales, finance and service see the same quotes, invoices and payments.
Quotes your team can send with confidence
Price lists, discount rules and approval steps keep every quote accurate, and accepted quotes become invoices on their own.
- Prices from your own price lists
- Discounts above your limits go to finance
- Accepted quotes become invoices
Revenue reporting that matches the pipeline
See bookings, billing and renewals beside the deals that created them, by team, product and region.
- Bookings, billing and renewals in one view
- By team, product and region
- Renewals due, with the deals behind them
Builds the quote
Pulls products and prices from your price lists, so every quote starts accurate.
Routes the approvals
Discounts above your limits go to finance before the quote is sent.
Bills on acceptance
An accepted quote becomes an invoice, and payments land 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
