Arm Your Field & Inside Sales Teams to Sell Smarter

Find the right people at the right properties at the right time

Increase Qualified Opportunities in Just a Few Clicks

Convex Atlas combines proprietary data sources into a single property-centric view, enabling teams to find qualified properties and the right decision maker, in the office or on the go.

Map-based view of your territory

Filter based on contact attributes

Filter based on property attributes

Ownership and permit history

Tenant and contact information

Map Your Own Customer Data for Cross-Sell and Upsell Insights

Target properties by contract expiration or equipment type to time upgrade discussions with existing customers. Qualify nearby properties to improve route density—and profits.

Custom data fields for your business

Map-view of existing customers

Target Competitor Footholds & Organize to Win

Build a targeted campaign and customize how you work leads. Track notes, set reminders and more so you can focus on the big stuff—like taking market share.

Targeted campaigns

Customizable boards

Maximize Productivity in the Field

Access property and contact intelligence through an iPhone. Find ideal properties, book meetings and manage sales activities on the go.

Find nearby properties

Apply intelligence on the road

Access local decision makers

How does it work?

Where does the data come from?

A proprietary combination of best-in-class machine learning and long term partnerships. Only Convex maps these different sources at the individual property level.

How often is the data refreshed?

Our data updates dynamically. The frequency depends on the data type and source, and most of it is updated daily. Virtually none of it is more than 30 days old.

How accurate is the information?

We have a full time team working on nothing but data quality reviews. Combined with machine learning models, we believe we have the most accurate data on the market.

How is this different from a CRM?

Teams use Atlas to identify and qualify opportunities. It integrates with most CRMs, including Salesforce, Pipedrive, Hubspot, and Microsoft Dynamics.

Will my team use it?

Our Customer Success team partners closely with teams to get the most out of Atlas. Our usage rates lead the industry.

Leading Teams Win With Atlas

Grow Your Pipeline

See how Haynes Mechanical grew their market share and built $370K new pipeline with Atlas.

Ramp Reps Quickly

Comfort Systems USA uses Atlas to get reps up to speed quickly and find early sales success.

Accelerate the Sales Funnel

Atlas customers share how they’ve adapted the platform to become the one-stop-shop for prospecting.

Optimize Your Sales Route

Learn how Atlas helps teams plan effective sales routes to make the most of their time on the road.


Security & Compliance at the Core

We know customers rely on Convex to make critical business decisions. We’re committed to protecting your data and ensuring that our software exceeds your expectations.

Secure by Design

Data encryption in transit and at rest.

Enterprise SSO

A secure way to access your apps.

Partitions Between Customer Accounts

We never share your data with anyone. Ever.

SOC 2 Type II Compliant

The most secure standard to safeguard your data.

See More, Sell More.

Leading commercial service providers trust Convex to uncover new leads and grow existing accounts. We’ll show you how.