Convex

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Convex Evaluation Snapshot

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User RatingNot rated yet
Starting PriceContact Vendor
Free TrialNot available
Free VersionNot available
APINot available
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

Convex Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Convex

Convex is a sales force automation software designed to optimize the sales process by automating tasks, tracking leads, and analyzing performance metrics. With Convex, sales teams can manage their pipelines, set reminders for follow-ups, and track interactions with prospects. The platform’s AI-driven analytics tools help sales managers identify top-performing strategies and adjust tactics in real-time. Convex also integrates with CRM systems, ensuring seamless data flow between sales and marketing teams. The software’s mobile-friendly interface allows sales representatives to access client information, record interactions, and update deals on the go. By enhancing productivity and providing actionable insights, Convex empowers sales teams to close more deals and increase revenue.
Company ServiceTitan
Founded 2012
Headquarters United States
Employees NA

Support

NA

Training

NA

Licensing & Deployment

Proprietary Cloud Hosted Web-Based

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 4 industries available
Construction Facilities & Services Mechanical or Industrial Engineering Wholesale
Category-Based Capabilities

Convex Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Lead Generation Software 31 selected features Open category ↗ ⌄
Pipeline Management Lead Qualification Contact Management Email Marketing Web Forms Lead Capture Contact Database CRM Activity Tracking Event Triggered Actions Campaign Planning Lead Segmentation Lead Management Customer Segmentation Chat/Messaging Prospecting Tools Campaign Management Engagement Tracking Auto-Responders Social Media Integration Conversion Tracking Multi-Channel Marketing Lead Nurturing Email Management Campaign Analytics Drip Campaigns Landing Pages Multi-Campaign Lead Verification Forms Management Lead Scoring
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management
Buyer Intent Software 10 selected features Open category ↗ ⌄
Customer Journey Mapping Customer Profiles Lead Notifications Lead Qualification B2B Lead Generation Competitive Analysis Intent Data CRM Multi-Channel Attribution Content Marketing
Field Sales Software 15 selected features Open category ↗ ⌄
Route Optimization Sales Activity Management CRM Mobile Access GPS Contact Management Lead Capture Territory Management Dispatch Management Lead Management Customer Database Opportunity Management Reporting & Statistics Activity Dashboard Payment Collection in the Field
Sales Enablement Software 16 selected features Open category ↗ ⌄
Goal Management Contact Management Workflow Management Lead Qualification Lead Management Engagement Tracking Alerts/Notifications Meeting Management Collaboration Tools Sales Onboarding & Training Activity Tracking Performance Management Reporting & Statistics Customizable Branding Campaign Management Document Management
Sales Engagement Platform Software 13 selected features Open category ↗ ⌄
Communication Management Campaign Management Calendar Management Prospecting Tools Content Management Performance Management Workflow Management Sales Pipeline Management Business Process Automation Lead Generation Auto-Dialer Reporting/Analytics Strategic Planning
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Sales Intelligence Software 13 selected features Open category ↗ ⌄
AI/Machine Learning Alerts/Notifications Contact Management Conversation Intelligence Customer Profiles Dashboard Intent Data Lead Management Lead Scoring Data Enrichment Engagement Tracking Lead Generation Visual Analytics
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
Pricing Information

Convex Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Contact Vendor
Preferred Currency USD ($)
Free Trial Not available
Free Version Not available
Payment Frequency Not available
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Frequently Asked Questions

Convex FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Convex is a sales force automation software designed to optimize the sales process by automating tasks, tracking leads, and analyzing performance metrics. With Convex, sales teams can manage their pipelines, set reminders for follow-ups, and track interactions with prospects. The platform’s AI-driven analytics tools help sales managers identify top-performing strategies and adjust tactics in real-time. Convex also integrates with CRM systems, ensuring seamless data flow between sales and marketing teams. The software’s mobile-friendly interface allows sales representatives to access client information, record interactions, and update deals on the go. By enhancing productivity and providing actionable insights, Convex empowers sales teams to close more deals and increase revenue.

  • No, Convex does not offer a free version.

  • Yes, Convex offers a free trial.

  • No, Credit Card details are not required for the Convex trial.

  • No, Convex does not offer an API.

  • Convex supports the following languages:
    • English

  • Following are the typical users of the Convex:
    • Self-Employed , Small-Business , Midsize-Business

  • Convex supports the following deployment:
    • Cloud Hosted

  • Convex supports the following devices and operating systems:
    • Web-Based
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