Convex Atlas consolidates proprietary data into a property-focused view, helping teams identify qualified properties and key decision-makers. It helps businesses plan, target, and manage their opportunities, fostering faster revenue growth through data-driven insights and efficient workflows.
Convex aims to be the key partner for digital-first commercial services businesses, offering solutions that enhance sales and customer engagement.
Setup
What you need to get started
To ensure your account is configured and ready to use, complete the initial login setup.
To get a quick overview of the feature sections, take a look at the navigation menu.
To customize your account and manage key aspects of your workspace, configure the settings.
To send, receive, and view emails within Convex, integrate your email with the platform.
Key workflows
Dashboard feature section
Monitor your and your team's performance and gain valuable insights for greater control over your business operations.
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.
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.
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.
Data export
Export data, including properties, campaigns, and contacts, into a CSV file to analyze and share with your team.
CRM integrations
Transfer data seamlessly from Convex to your CRM platform with automatic updates and duplicate prevention.
FAQ
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.
Open Atlas-Convex > Click Sign Up.
Enter the email address used to set up your account and click Continue.
Create an eight-digit password.
Click Continue.
After the initial setup, follow the steps to log in to your account.
Open Atlas-Convex > Click Log In.
Enter your email address and click Continue.
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.