Last Updated
Overview
Convex offers an intuitive solution for sales intelligence and pipeline management, equipping teams with essential data and insights to improve property intelligence, prioritize market opportunities, and build reliable connections with decision-makers. However, some users face issues with lost filters when navigating back after selecting a screen, which can affect efficiency.
Overall Rating
Based on 17 users reviews
4.6
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Convex Specifications
- Lead Management
- Sales Pipeline Management
- Contact Management
- Sales Automation
What Is Convex?
Overview
Convex software is an innovative sales intelligence platform that enhances lead management for businesses focused on commercial buildings. It integrates data, insights, and user-friendly applications to help sales teams effectively track, manage, and nurture leads throughout the sales cycle.
With features like real-time data integration, customizable dashboards, and predictive analytics, Convex allows teams to prioritize leads and respond swiftly to market dynamics, ensuring effective engagement with prospects.
Convex Pricing
Convex Integrations
The software diverse third-party integrations include:
- Salesforce
- HubSpot
- Pipedrive
- Microsoft Dynamics
Who Is Convex For?
Convex software serves various industries and sectors, including:
- HVAC
- Security & access control
- Elevators
- Facilities & janitorial
- Fire & life safety
- Electrical & lighting
- Building automation
- Waste management
Is Convex Right For You?
Whether for mid-market teams or large enterprises, Convex is designed to scale with businesses, enhancing lead generation, sales tracking, and overall performance. This robust solution enables users to thrive in a competitive market by providing powerful data integration, real-time insights, and advanced analytics.
Are you still unsure about Convex? Call our team at (661) 384-7070 for expert guidance on your questions.
Convex Features
Sales Force & Territory Design
To effectively achieve sales goals, organizations can optimize team assignments by building territories based on location, property attributes, or other criteria. This strategic approach allows for better market visualization, precise evaluation of expansion opportunities, and effective coverage.
Segment Prioritization
Convex enables users to focus their sales teams on ideal segments by utilizing detailed property data, such as type, size, and tenants. This approach personalizes outreach, accelerates the sales cycle, and enhances customer acquisition through effective building-based segmentation.
Ideal Customer Profiling
The software empowers users to qualify opportunities at scale by conducting custom searches based on property, business, or people attributes. It allows for identifying ideal customers, developing tailored campaigns, and expanding tenant footprints through comprehensive mapping of target locations.
Customer Gap Analysis
Convex enables users to unlock insights for cross-selling and upselling by connecting customer properties and contacts to accounts, identifying whitespace opportunities, uncovering additional properties for strategic expansion, and mapping existing equipment for efficient cross-selling efforts.
Activity Management
Users stay organized by utilizing purpose-built workflows to streamline prospecting tasks, track sales activities across properties, and coach teams to focus on key funnel activities. Ultimately, pipeline performance is monitored to align top-line activities with bottom-line results.
Pros And Cons of Convex
Pros
Effective for lead generation, follow-ups, and accessing facility information
Efficient territory management
The software is easy to navigate
Allows users to gather information about contacts' organizations, enhancing outreach
Cons
The mobile app lacks some features present on the desktop version
Occasional data delays
Convex Reviews
Total 17 reviews
4.6
All reviews are from verified customers
Rating Distribution
5
Stars59%
4
Stars41%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Facilities Services, 51-100 employees
Less than 6 months
“Very easy to use product”
Pros
The product is really easy to use and the product support team is fantastic.
Cons
It need more filters to better break down contact lists and I prefer an easier way to save those lists.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
10
Functionality
7
Construction, 51-100 employees
Less than 6 months
“Exceptional service and program for prospecting”
Pros
I like how easy it is to operate. The ability to add follow ups and set reminders is really helpful.
Cons
Haven't used it for long enough but I think it just takes some time to get the hang of.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Public Safety, 500+ employees
Less than 6 months
“Great tool for managing time”
Pros
The real time information available for prospecting is great and I love how the campaigns are connected and populate in Salesforce, it's super convenient.
Cons
I dont have enough experience with using it so cannot yet comment on this.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Frequently Asked Questions
Does Convex offer an API?
No, Convex does not provide API access.
What language does Convex support?
Convex supports the English language.
Does Convex offer a mobile app?
Convex offers a mobile app for iOS devices.
What other apps does Convex integrate with?
The software's diverse third-party integrations include Salesforce, HubSpot, Pipedrive, and Microsoft Dynamics.
What types of pricing plans does Convex offer?
The Convex cost is determined by each business's size and specific needs. Users are welcome to request a detailed analysis of the Convex price.
Who are the typical users of Convex?
Convex software caters to a wide range of industries and facilities, including HVAC, security and access control, elevators, facilities, and janitorial services, fire and life safety, electrical and lighting, building automation, waste management, telecommunications, roofing, solar, and grounds management.
What level of support does Convex offer?
Convex provides support through chat.