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Sales Hub

More time with buyers, less time on admin

Sales Hub brings prospecting, pipeline and forecasting onto one record. The Prospecting Agent researches accounts and drafts outreach, and your reps choose what to send.

Sales Hub's Q4 new business pipeline: 86 open deals, $4.8M in pipeline and a 31% win rate, beside a Prospecting Agent suggestion to reach out to Lumenrift Software.

What’s included

The tools in Sales Hub

From the first message to the signed quote, on one record.

  • Prospecting Agent

    Finds accounts showing intent and drafts outreach for review.

  • Sequences

    Timed emails and tasks that stop when a buyer replies.

  • Meetings

    A booking link that checks your calendar and logs the meeting.

  • Pipeline

    Deal stages, next steps and stalled deals at a glance.

  • Forecasting

    Forecasts built from deal stages and your reps’ own calls.

  • Quotes

    Build and send quotes from Revenue Hub’s price lists.

How it works

A pipeline you can trust, without chasing updates

Deals update from the work your reps already do, so forecasts show what is really happening.

A deal card for Corrimore Industrial: a call logged, the proposal opened by three people and the next step due, with a Log a call button.

Close with context

Every email, call and meeting is on the deal, so whoever picks it up knows where it stands and what the buyer asked for.

  • Emails, calls and meetings logged on the deal
  • Next steps and owners at every stage
  • Service and marketing history beside each deal
Learn more about the Smart CRM record
A Q4 forecast card: monthly pipeline and closed-won bars, with $1.9M committed and $1.1M closed won.

Forecasts your team can stand behind

Forecasts come from deal stages and your reps’ own calls, so managers see where the quarter is heading and which deals will decide it.

  • Forecasts by rep, team and region
  • Commit and pipeline side by side
  • Stalled deals flagged early
Learn more about Revenue Hub

Prospecting Agent

An agent that researches. A rep who decides.

The Prospecting Agent finds accounts showing buying signals, researches them and drafts the first outreach. Nothing is sent until a rep approves it.

  1. Spots buying signals

    Watches site visits, product usage and replies for accounts that are ready to talk.

  2. Drafts the outreach

    Writes a short account brief and a sequence of emails and calls in your team’s style.

  3. Waits for your rep

    Reps edit, approve or dismiss. Every touch is logged on the account.

An outreach plan for Lumenrift Software, drafted by the Prospecting Agent: an intro email, a call and a follow-up, with Approve sequence, 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