Pro Product

Convex

Consolidate proprietary data into a property-focused view to identify qualified properties and key decision-makers — helping your team plan, target, and manage opportunities for faster revenue growth.

New to Convex? Start here Jump to key workflows

Product overview

See Convex in action

A look at the Convex interface — visualize your addressable market, manage prospecting lists, and track opportunities across properties and contacts from a single workspace.

Setup

Convex consolidates proprietary data into a property-focused view, helping teams identify qualified properties and key decision-makers. Complete the steps below to configure your account and connect your tools before using the platform.

Setup checklist

Complete the initial login setup to ensure your account is configured and ready to use.

Convex navigation menu overview

Get a quick overview of the feature sections available in the navigation menu.

Customize Settings in Convex

Customize your account and manage key aspects of your workspace by configuring the settings.

Connect your email with Convex

Integrate your email with the platform to send, receive, and view emails within Convex.

Required access

Convex subscription required. Contact your Customer Success Manager to confirm access.

Once setup is complete

Visualize your market on the Map, manage prospecting in Targets and Boards, export data, and sync with your CRM.

Request a demo

Contact marketing@convexlabs.io to get more information about Convex.

Key workflows

Explore the core feature sections of Convex and find documentation for each workflow.

Dashboard feature section Map feature section Boards feature section Targets feature section Data export CRM integrations

Dashboard feature section

Monitor your and your team's performance and gain valuable insights for greater control over your business operations.

Navigating Dashboard view

Map feature section

Visualize your addressable market, view commercial properties within your territory, filter by various criteria, and zoom in on specific areas or states.

Navigating Map view

Adjust the view with Tilt Map

View properties list panel

Deep dive into the property details panel

Use Map Search

View Map filters

Create a campaign in Convex

Boards feature section

Streamline and manage the tasks you have set on properties with a visual, customizable workspace that helps you track prospecting, prioritize communication, and monitor your progress in an organized manner.

Navigating Boards view in Convex

Create Cards in Convex

Targets feature section

Targets serves as your centralized work center for prospecting, allowing you to organize and manage prospecting lists across properties, contacts, companies, and signals, streamlining them into a single, simplified workflow.

Targets Overview in Convex

Create Target Lists

Populate Leads in Convex

Contact Leads in Convex

Data export

Export data, including properties, campaigns, and contacts, into a CSV file to analyze and share with your team.

Export contact-based data in Convex

CRM integrations

Transfer data seamlessly from Convex to your CRM platform with automatic updates and duplicate prevention.

Overview of CRM integrations in Convex

Salesforce integration overview in Convex

Hubspot integration overview in Convex

Pipedrive integration overview in Convex

Aspire integration overview in Convex

FAQ

Answers to frequently asked questions about Convex.

Frequently Asked Questions

Check the most frequently asked questions about Convex.

Why can't I sign up for my account?

If you are accessing your Convex account for the first time, you need to complete the initial login process.

Step 1: Open Atlas-Convex > Click Sign Up.

Step 2: Enter the email address used to set up your account and click Continue.

Step 3: Create an eight-digit password.

Step 4: Click Continue.

After the initial setup, follow the steps to log in to your account.

Step 1: Open Atlas-Convex > Click Log In.

Step 2: Enter your email address and click Continue.

Step 3: Enter your password and click Continue.

What is people-based Export, and is it available to all users?

People-based export enables the export of contact-level data, which is particularly useful for advanced outreach and targeting needs. You can do a people-based export from the Map >View Contacts section or the Targets feature. Both functionalities can be added to your account for an additional fee.

If you're interested in enabling these features, please contact your Customer Success Manager (CSM).

Are the contacts I add visible only to the users in my account/org?

Yes. Contacts you add remain only in your account and are visible to users within your organization. Other accounts cannot see them. Our Terms of Service promise this privacy.

Why can't I change the color of the campaign?

Only the user who created the campaign can change its color.

Ready to grow with Convex?

See how Convex helps commercial services teams identify qualified properties, reach key decision-makers, and drive faster revenue growth.

Request a Demo

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