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

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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

The Convex price model will depend on a business's size and requirements. Get a detailed Convex cost estimate to make a suitable decision for your organization.

Convex Integrations

The software diverse third-party integrations include:

Schedule a free Convex demo to learn more about its integration tools.

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.

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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.

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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.

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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.

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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.

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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

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Frequently Asked Questions

No, Convex does not provide API access.