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Convex Logo

Sales intelligence and pipeline management solution

Last updated: December 2024

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Table of Contents

Convex - 2025 Pricing, Features, Reviews & Alternatives

What is Convex?

Convex is a sales intelligence platform specifically designed to streamline and enhance sales and marketing efforts for businesses focused on selling into commercial buildings. Convex offers a powerful combination of data, insights, and applications purpose-built to give our partners a competitive edge from the start of their sales process.

Convex’s property intelligence software aggregates and analyzes information from various public and private sources, such as websites, public records, permit data, MLS listings, tenant and property manager information, property ownership records, and decision-maker contact data. This ensures you have comprehensive insights at your fingertips. Convex connects all data to physical properties, offering a complete view of buildings and their occupants. This enables teams to engage effectively with decision-makers, prioritize leads, and leverage property intelligence. This comprehensive market analysis also unlocks new revenue opportunities, allowing companies to focus on the most promising prospects.

With Convex, users get a suite of advanced features designed to boost your sales performance and responsiveness. Businesses have access to route planning, list building, and our intent data called “Signals.” The data syncs in real-time, keeping organizations updated with the latest information so they can adapt to any market changes. The platform’s easy-to-use interface also ensures that users can quickly and efficiently access the information they need.

Customizable dashboards and out-of-the-box CRM integration options let users track sales metrics and performance, making it a breeze to execute on informed decisions. Convex also brings predictive analytics and GenAI into the mix, helping you effortlessly write call scripts and email templates.

For those looking to boost lead generation, improve sales tracking, or enhance overall performance, Convex offers comprehensive solutions. Whether one is part of a mid-market team or a large enterprise, Convex is designed to scale with their business and elevate their sales strategy to the next level.

Convex is a complete solution crafted to help users succeed in a competitive market. With its powerful data integration, real-time insights, and advanced analytics, Convex gives sales and marketing teams everything they need to excel and thrive.

Benefits of using Convex

• Convex is a sales intelligence platform that is designed to streamline and enhance sales and marketing efforts for businesses focusing on selling into commercial buildings. The platform offers a combination of data, insights, and applications that are purpose-built to give partners a competitive edge from the beginning. It stands out for its intuitive interface, streamlining complex data visualization and interpretation, making it accessible for users at all levels. The primary benefits of leveraging Convex include real-time, up-to-date property and contact data, the ability to know when prospects are in-market to buy, and radically improving teams' ramp time and overall success.
• The platform empowers sales teams to identify the right properties and contacts, allowing them to land more appointments with ease. Convex aggregates data from various sources, including property records, permits, tenant and ownership information, contact data, geospatial imagery, utility and energy data, market trends, and comparable properties. With Convex, users get a continuously updated, complete view of both commercial properties and the prospects in those buildings, ensuring targeted and effective outreach backed by relevant data.
• The platform's intuitive search and filtering tools make it easy to find the exact properties that align with a sales strategy. Users can focus on high-potential accounts, prioritizing properties based on square footage, building type, acreage, tenant occupancy, ownership history, and more, ensuring efforts are directed toward high-reward opportunities. Additionally, it allows users to target prospects based on job title, enabling laser-focused outreach on key buyer personas with real buying power. After setting criteria and identifying ideal prospects, users can harness the power of GenAI to supercharge their sales strategy, creating personalized and relevant messaging through predictive analytics and AI-powered content.
• With Signals, the sales team can uncover prospects actively looking for commercial services before competitors do. This powerful tool analyzes intent data, identifying companies actively researching solutions like those offered, allowing for the building of a high-quality pipeline of prospects already showing interest. The user-friendly platform is built to flatten the learning curve for new sales reps, enabling faster results and a shorter ramp-up period, thus improving overall productivity and allowing teams to achieve faster results. By reducing the time spent on research and preparation, it enables reps to focus on building relationships and closing deals. Through precise, real-time data, and access to AI tools, Convex ensures sales teams can target the right prospects and connect with decision-makers at the optimal moment, resulting in stronger pipelines, enhanced outreach, and more efficient deal closures.

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Convex's key features

Most critical features, based on insights from Convex users:

Contact Management
API
Activity Dashboard
Customer Segmentation
Reporting/Analytics
Prospecting Tools

All Convex features

Features rating:

Lead Management
Lead Nurturing
Opportunity Management
Personalization
For Sales Teams/Organizations
Engagement Tracking
Customizable Reports
Customer Database
CRM
Search/Filter
Sales Activity Management
Content Management
Real-Time Data
Real-Time Analytics
Process/Workflow Automation
Predictive Analytics
Sales Automation
Sales Forecasting
Sales Management
Sales Onboarding & Training
Multi-Channel Data Collection
Monitoring
Sales Planning
Lead Generation
Lead Capture
Interaction Tracking
Intent Data
Goal Setting/Tracking
Data Import/Export
Customizable Fields
Customer Profiles
Customer Journey Mapping
Customer Activity Tracking
Contact Database
Competitive Analysis
Built-In Database
Behavior Tracking
B2B Lead Generation
Activity Tracking

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Convex integrations (1)

Integrations rated by users

We looked through 19 user reviews, to identify which products are mentioned as Convex integrations, and what is the users perception.

HubSpot CRM logo
HubSpot CRM

Integration rating: 4.0 (1)

Convex support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Convex reviews

Overall rating

4.6

/5

19

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.53/10
Rating distribution

5

4

3

2

1

12

7

0

0

0

Pros
From a benefit, the CSV upload of existing lists/customers was great and easy to do, #Thanks Stephen, and our team all signed up individually for 1:1's so #thanksStephen again.
I like to see that the features are being continuously updated, so would hope that continues to improve the user experience, visibility, and help sales people execute.
Overall it has been a great experience. It has saved me a ton of time cold calling, not to mention the savings on gas.
Cons
The phone app does not have the same features as the computer and does make it a little more difficult to save/change things when you're on the road.
One minor downside of Atlas is that there are occasional delays in building information populating, but this is a rare occurrence and does not significantly impact overall performance.
When I have found missing information or wanted to extend my map to include some of the outlying areas they are quick to make it happen.

Convex FAQs

Q. Who are the typical users of Convex?

Convex has the following typical customers:
Small Business


Q. What languages does Convex support?

Convex supports the following languages:
English


Q. Does Convex offer an API?

No, Convex does not have an API available.

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