# Convex Software Reviews, Demo & Pricing - 2026 > Review of Convex Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/product/450539-Atlas --- [Home](https://www.softwareadvice.com/) / [Sales Force Automation Software](https://www.softwareadvice.com/crm/sales-force-automation-comparison/) / Convex Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/product/450539-Atlas/reviews/)[Alternatives](https://www.softwareadvice.com/product/450539-Atlas/alternatives/) # Convex 2026: Benefits, Features & Pricing Wondering if Convex is right for your organization? Our Sales Force Automation Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview Convex 4.6 [(19)](https://www.softwareadvice.com/product/450539-Atlas/reviews/) Pricing Pricing available upon request ### About Convex Convex is a sales intelligence and pipeline management platform that combines data sources into a single view, enabling sales teams to find qualified properties and the right decision makers. The platform caters to a range of commercial service providers, from large corporations to smaller businesses, across industries such as HVAC, security and elevators. Convex offers features to help sales teams improve productivity and grow their pipeline. The platform provides a map-based view of a user's territory, allowing them to filter properties based on attributes like ownership, permit history and tenant information. Teams can map their own customer data to uncover opportunities and build targeted campaigns. Additionally, the mobile application gives users access to property and contact intelligence on the go. Convex is designed to be intuitive and user-friendly and the platform's data is regularly updated to ensure accuracy. Additionally, the tools and insights provided aim to support sales growth, new rep onboarding and sales funnel acceleration. Wondering if Convex is right for your organization? Our Sales Force Automation Software selection experts can help you in 15 minutes or less. ## Convex User Interface ## Popular Convex Alternatives Main Product Convex 4.6 [(19)](https://www.softwareadvice.com/product/450539-Atlas/reviews/) Ratings Breakdown - 4.74Ease of use - 4.47Value for money - 4.89Customer support - 4.53Functionality Pricing Available upon request Get Price Alternative Product [Seamless](https://www.softwareadvice.com/marketing/seamless-ai-profile/) 4.5 [(555)](https://www.softwareadvice.com/marketing/seamless-ai-profile/reviews/) Ratings Breakdown - 4.55Ease of use - 4.27Value for money - 4.36Customer support - 4.47Functionality Pricing Available upon request Get Price Alternative Product [useArtemis](https://www.softwareadvice.com/customer-data-platform/useartemis-profile/) 4.7 [(171)](https://www.softwareadvice.com/customer-data-platform/useartemis-profile/reviews/) Ratings Breakdown - 4.78Ease of use - 4.86Value for money - 4.56Customer support - 4.61Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Dripify](https://www.softwareadvice.com/crm/dripify-profile/) 4.7 [(477)](https://www.softwareadvice.com/crm/dripify-profile/reviews/) Ratings Breakdown - 4.68Ease of use - 4.29Value for money - 4.62Customer support - 4.43Functionality Pricing Starting at $39.00 per month Get Price Alternative Product [Cognism](https://www.softwareadvice.com/crm/cognism-profile/) 4.7 [(259)](https://www.softwareadvice.com/crm/cognism-profile/reviews/) Ratings Breakdown - 4.76Ease of use - 4.45Value for money - 4.64Customer support - 4.64Functionality Pricing Starting at $1000.00 per month Get Price Alternative Product [ActiveCampaign](https://www.softwareadvice.com/crm/activecampaign-profile/) 4.6 [(2561)](https://www.softwareadvice.com/crm/activecampaign-profile/reviews/) Ratings Breakdown - 4.24Ease of use - 4.34Value for money - 4.39Customer support - 4.46Functionality Pricing Starting at $15.00 per month Get Price ## Convex Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Convex Pricing available upon request No plan information available Confused about pricing? 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Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Convex Features - Popular features found in Sales Force Automation Campaign Management Customer Database Email Marketing Forecasting Lead Capture Lead Management Opportunity Management Pipeline Management Task Management Territory Management - More features of Convex Activity Dashboard Activity Tracking API B2B Lead Generation Behavior Tracking Built-In Database Competitive Analysis Contact Database Contact Management Content Management CRM CRM Integration Customer Activity Tracking Customer Journey Mapping Customer Profiles Customer Segmentation Customizable Fields Customizable Reports Dashboard Data Import/Export Data Visualization Email Templates Engagement Tracking For Sales Teams/Organizations Goal Setting/Tracking Intent Data Interaction Tracking Lead Generation Lead Nurturing Lead Scoring Mobile Access Mobile App Monitoring Multi-Channel Data Collection Personalization Predictive Analytics Prospecting Tools Real-Time Analytics Real-Time Data Reporting/Analytics Sales Activity Management Sales Automation Sales Forecasting Sales Management Sales Onboarding & Training Sales Planning Search/Filter Third-Party Integration Workflow Automation ## Convex User Reviews Overall Rating 4.6 Ratings Breakdown 5 63% 4 37% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.7 Value for money 4.5 Customer support 4.9 Functionality 4.5 VR Verified Reviewer Construction 1001-5000 employees Used daily for more than 2 years Reviewed September 2023 No-brainer software for any service or construction company looking to grow 5 Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 5 Functionality Pros: The product has too many features to name that are important. I think it’s easy to overlook how simple they enable a sales rep to slice their territory down to a manageable level, connect said person to the decision makers, and increase efficiency through to the day. Cons: There could be more integrations into SFDC or outlook that could enhance the overall workflow. It would be nice to use Atlas in a module within SFDC or connect tasks and worklows with my outlook account. Read More GR Grant R. Verified reviewer Mechanical or Industrial Engineering 51-200 employees Used daily for less than 6 months Reviewed November 2024 Convex/Atlas Review from GHC/Jensen's Team \[Climatics\]–Opportunities & Recommendations (As of 3-weeks in) 4 Overall the experience has been great, inside the portal and customer service. 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. We have found that the app is best for Call Lists and calling (not for finding a ton of properties and searching, takes too long). The computer is better for searching around and adding contacts. I would recommend setting up the app so people can 1) Complete reminders/tasks (board) items quickly with phone calling and generate action/follow-up, not for advancing opportunity stages, generating campaigns, etc. It's also best for calling the Target list and running through that quickly (Your a salesperson and you have 1 hour to make a ton of calls, you are going to go to your target list and start calling quickly, not pull up the computer). If opportunity stage advancement is automated, it will make the updating easier so nothing is missed and things are updated in real-time, avoiding information integrity issues. Stephen has been phenomenal in the onboarding process. Ratings Breakdown 4 Ease of use 3 Value for money 5 Customer support 3 Functionality Pros: I like that it combines finding the buildings and finding the contacts with contact information. It's like ZoomInfo + Google Maps. It's great how the phone and app usage is now logging calls and emails as well, showing the team leaderboard. There is also minor "Gamification" built into the app, as it'll show "you're #1 on your team today". Funnel stage features are nice being able to push to the CRM as well. The entire platform seems very simple, and not over complicated (which is a good thing). Signals seems to be a great feature and would love to see that take the next level. Great. On the account view, I do like that the "Company Profile" is carried across all people in the organization so everyone can maintain consistency in email AI and automation. 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. The board tasks are nice, but I feel they need some help to integrate so people use them much more easily. Cons: Sorry in advance for being out of order and unorganized.... I feel like (areas of Improvement) might consider surrounding: Opportunity Stage Advancement Automation (we need to eliminate any data integrity issues and figure out to automate basic stages and not leave that up to someone to manually update or remember to. It's easy to do but NEEDS to be done). Also, the map view is slow to load sometimes and zooming in-out can be difficult to sort through, the campaigns can be overburdensome, Convex might consider 2 different dashboard views for the "manager" and the "user", that have different reporting and abilities to see overall performance AND the campaigns of all their reports. Also, on the dashboard, it shows "My Team's Work" for the Opportunity Pipeline stages, where for an individual, it should only show up as their personal "opportunities". In the opportunity stages, I would like to see more automation built into the stage transition as it is already a pretty manual process of assigning reps, campaigns, and advancing stages. Once a Contact is saved, I would also like to be able to see that company name get pulled to the property so we don't just see the address. It can be confusing on the Reporting/Targets side only seeing an address and a contact. On the Targets, People, and Board Lists, I feel like we should be able to add more fields/columns that can be applicable from the information (almost like a customized report). •Campaign Icons on the Map too small/hard to see–They are hard to see on this type of Map View. Make them Larger and Stand Out (they blend in a lot on the map unless you really zoom in to see the "box" surrounding the property) •Customized Icon Styles (editable to pick with the Campaign) •On-Boarding Process–Might consider creating "starter" campaigns for each salesperson and assigning them to them to practice finding contacts, and they can add them to their campaign. Right out of the box it's easier to create 1 "Master" Campaign of 50 contacts, and challenge them to start adding to it, VS creating multiple campaigns that have 500 total targets. Start small first. •Targets–It's a great tool on the computer, but not on the app. I'd like to see a tab on the App for targets so people can use that as a call list on their phone. (HINT: The "People" Tab view is better to make calls than the Target View. The target view needs the contact info, company, title, address, campaign, stage, status, due date, and make the filters available to sort by City/campaign, etc). I can elaborate more too Boards–Great tool, but can be easier on the phone. They are basically "Follow-Up Tasks" or "Reminders", so when people pull up their "Task List"/Board, they want to know who they are calling, their phone number, the last notes/message, the company name. During your start-up meeting, the Administrator should set-up Board Task categories in the initial set-up and on-boarding with the Company profile. For example, an opportunity stage is updated once the action or milestone takes place (automatically advanced). Stage 1: Target Identified ("A Target is Assigned to Sales Rep") Stage 2: Contact Identified ("Contact Saved to Property" Stage 3: Contact Attempted (A "Email or Phone Call") Stage 4: Contact Engaged ("Email is responded to or Board Task is logged") Stage 5: Qualified ("The Lead is pushed to the CRM") etc..... Features to build out in future: • Marketing Email Campaigns, can we sent out email campaigns to different campaigns, to all people on that campaign. • Reporting Simplicity and Layout (See performance of pipeline stages by week/month (like you have), and filter by by Individual (in a simple view) • Engagement/Activity Report by Sales rep (Add in by Week/Month) • Right now we cannot see week-by-week how many phone calls, emails, new contacts added, properties viewed, etc. by week, it is only in a single field and filter the timeframe. • Territories by Sales Rep (Draw out territories by sales rep, or put in geographic boundaries in advance) • INCREASE THE GAMIFICATION COMPONENT: On the sales rep home dashboard, the Gamification should be front and center to show if you are #1 or #2 for # of Contacts Called (Phone Calls), Targets Identified, New Contacts, Properties Viewed, Contacts Emailed, and Opportunities Qualified. That will increase performance and accountability. • Board Tasks on the home page: It should show on your home page How many "tasks are due today", "How many are overdue", to drive follow-up. It could be a simple quick link to the Board Tab. • Separate Dashboards for Sales Rep (Overview of individual performance and leaderboard of team engagement/activity) & Admin (overview of team and individual performance/activity) • On the Sales Rep and Admin Dashboard, show a simple scorecard that people to show comparison of the activity KPIs (Only a few: # New Targets, # Contacts Attempted, Total Phone Calls, Total Emails) that show for example: # this month v. # last month (INCREASED 7%). Reasons for switching to Convex Contact Information was associated with properties on the map, and we could access other information/filter such as building demographic size, and permitting. The Activity and Engagement Tracking was needed to do everything in one system, and help a sales rep be more productive. Read More PB Paulette B. Verified reviewer Wholesale 1001-5000 employees Used weekly for less than 2 years Reviewed May 2024 Atlas Review 4 Ratings Breakdown 4 Ease of use 3 Value for money 4 Customer support 4 Functionality Pros: I can look up locations and cold call. It helps builds relationships with the community. Cons: The contacts are not updted. I updated as I come across the incorrect contact. Read More SS Shawn S. Verified reviewer Construction 201-500 employees Used daily for less than 6 months Reviewed October 2024 Need Commercial Contacts with specificity? Convex does that, and fantastically! 5 Convex is a best in class prospect data finder. The unique twist they put on getting the exact type of data you need is super impressive. While there may be a few things that need work, you can't imagine those things not being addressed quickly as it seems everything in this product is latest and greatest aside from exporting contacts. The customer support is over the top, \[sensitive content hidden\] was there with everything we needed during a catastrophic hurricane, we got every single spreadsheet we needed with very specific contact information, allowing us to respond super quickly. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The drilling down via filters allows extraction of data and more specifically contacts at a very granular level. Convex updates it's contact data frequently and while it is not 100%, it seems to have the highest accuracy that I have experienced. I have also used Apollo and ZoomInfo. You have emails, social links, and phone numbers at your fingertips for your prospect. The AI integration with email is top notch, scraping your contact's organization for relatable information, and crafting your outreach email with a sense of knowledge about your prospect. Least but not last whatsoever is the support. The personalized support is fantastic. The CSM will stay involved as much as you need and makes certain you have everything to run Convex optimally. Cons: My one and only con is the export process related specifically to contacts. You literally need to select 40 (tops out on that page), go to the next page, select 40, and on and on. Well, you can imagine how many times you have to do that for an area that's undergone a disaster, and you have to get the info to your team on the ground. A large task if you have to create multiple exports. This lack of functionality does not match whatsoever with the rest of the best-in-class functionality of the product. Not sure how that is not a priority in their minds. Reasons for switching to Convex The data created was more relevant as it is based around Commercial organizations only. The given filters are relevant to carving out the exact prospective data we need. Read More KG Kim G. Verified reviewer Facilities Services 51-200 employees Used weekly for less than 6 months Reviewed December 2024 Penn Outdoor Services 4 Very positive. Our rep, \[sensitive content hidden\] is fantastic- knowledgeable in the product and the sales environment Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: Ease of use of the product. I appreciate the product support team. Cons: Need more filters to break down contact lists. Prefer an easier way to save lists. Reasons for switching to Convex Better product/value. Zoom Info Engage was expensive. Read More MV Michael V. Verified reviewer Facilities Services 2-10 employees Used daily for less than 12 months Reviewed May 2024 Complete Satisfaction 5 Overall it has been a great experience. It has saved me a ton of time cold calling, not to mention the savings on gas. I highly recommend this program to anyone in sales, trust me, you will be pleasantly surprised and never disappointed. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: User friendly, has a wealth of information that has been 90-95% accurate. It is awseome for lead generation, follow ups, facility information. Cons: I can't really say it's a con, but sometimes you search for an address and it's not there. It really isn't a problem cause I can always populate the information fields. Reasons for switching to Convex Diificult to work with, not user friendly at all. The information was not current or accurate Read More BE Buddy E. Verified reviewer Construction 51-200 employees Used daily for less than 6 months Reviewed December 2024 Amazing service and program that will be very helpful for prospecting 5 Excellent program and service. Taj was great to work with and very helpful! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The easy operating that it has. I like that it has a way to add follow ups to the system and can allow you to set reminders as well. Cons: I haven't used it long enough, but I would say it just takes a little time Read More RP Rakesh P. Verified reviewer Public Safety 10000+ employees Used weekly for less than 6 months Reviewed December 2024 Atlas 1st time user 5 Once you get a handle on the basics of how to use the software, it is very informative. It's going to take some time to formulate my own "template" for my individual prospecting plan; however this is a great tool for "mining". It's been a very satisfying experience thus far! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: The amount of information that is accessible for prospecting in "real" time. At the same time, the connectivity of the set campaigns populating in Salesforce is very convenient. Cons: Haven't had enough experience with the software yet to answer this. Read More JE Johnson E. Verified reviewer Facilities Services 10000+ employees Used daily for less than 6 months Reviewed August 2024 ATLAS AWESOME! 5 Overall, it is a very user friendly and a good source of information. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The integration of google maps and the campaign you can create for your target prospects. Cons: It would be great if it maintains accuracy. Read More BR Brian R. Verified reviewer Commercial Real Estate 10000+ employees Used weekly for less than 6 months Reviewed September 2024 Convex Rocks! 4 Overall, I feel the tool is excellent and a great resource for leads and information Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 Functionality Pros: The ease of navigating the software to narrow in on what information you are wanting to gather. Cons: Mirroring or replication of business names under the same site name. 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