What Sets Relationships by HSO Apart
We designed this solution to not just store relationship data — but to make it useful.
Discover Who You Really Know: AI-Powered Relationship Intelligence for Growth
Most organizations don’t have a relationship problem — they have a visibility problem.
Think about it. Your CRM shows a few thousand contacts. But what about the email conversations, meetings, Teams chats, and introductions that never get logged? That’s your true network — and chances are, 50–70% of it is invisible.
In an environment where trust and personalization drive growth, you can’t afford to rely on incomplete data or guesswork.
Introducing Relationships by HSO
AI-powered relationship intelligence — purpose-built to help your firm connect the dots.
Relationships by HSO is more than just a contact tool. It’s a cloud-based Enterprise Relationship Management (ERM) solution that transforms how your organization uncovers, understands, and activates its relationship ecosystem.
By combining Microsoft Cloud, Power Platform, and advanced automation, we help firms of all industries gain real-time insights into their relationships — all while reducing the manual overhead.
The Hidden Cost of Incomplete Relationship Data
Even with modern CRM systems in place, most organizations face the same challenges:
- Marketing campaigns underperform due to stale or incomplete lists
- Business developers don’t know who has the strongest connection to a key account
- Cross-selling opportunities are missed because departments operate in silos
- Leadership lacks a unified view of firmwide relationships
These aren’t minor inefficiencies. They directly impact growth, retention, and your ability to compete.
- 1
Automated Contact Capture
Automatically create and enrich contact records from Outlook, Exchange, and Teams — including historical data — with no manual effort.
- 2
Relationship Scoring
Evaluate connections based on real interactions (emails, meetings, calls) to identify who has the warmest path to a decision-maker.
- 3
Actionable Intelligence
Visualize relationship networks. Prioritize outreach. Identify cross-functional engagement gaps. All in real time.
- 4
Flexible Integration
Built on Microsoft, Relationships by HSO integrates seamlessly with Dynamics 365 and the tools your teams already use — without disruption.
Becoming a Relationship-Driven Organization
Today’s top-performing firms — whether legal, consulting, tech, or AEC — don’t just track relationships. They activate them.
That means surfacing internal champions. Orchestrating warm introductions. Aligning pursuit teams based on who knows who — and how well. And doing it all with clean, centralized, secure data.
Being relationship-driven isn’t just about closing more business. It’s about building a culture where everyone understands the power of connection — and where technology does the heavy lifting.
Why It Works — And Why It’s Different
While traditional CRMs rely on user input and manual data hygiene, Relationships by HSO is fully automated. It quietly works in the background, capturing and analyzing relationship data across your organization to give you insights you’d otherwise miss.
It’s not about replacing your CRM — it’s about supercharging it.
And giving you the relationship intelligence you need to make smarter, faster decisions.
Across Every Industry, One Truth Remains: Relationships Drive Growth
Whether you're selling services, products, or ideas — business is personal. Growth doesn’t come from cold calls or static contact lists. It comes from trusted connections, warm introductions, and the ability to turn your collective network into action.
The organizations that win are the ones that understand this truth:
It’s not just about who you know — it’s about who your firm knows.
And when you can see that full picture?
You unlock opportunities you didn’t even know you had.
You’re Sitting on More Opportunity Than You Realize. Let’s Help You Unlock It.
If your CRM isn’t surfacing relationships, identifying internal champions, and powering smarter outreach — it’s holding you back.
Now’s your chance to see what’s possible when your relationship data starts working for you.
See It In Action
When you're ready, schedule a personalized demo and discover how Relationships by HSO can help you turn visibility into growth.