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.
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
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.
See How It WorksConvex 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.
See How It WorksThe 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.
See How It WorksConvex 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.
See How It WorksUsers 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.
See How It Works