Convex
by Convex (ServiceTitan)
Last updated Mar 29, 2026 · 1 revision
AI-powered commercial HVAC sales intelligence platform for finding and qualifying building leads
Highlights
Capabilities
Media
www.convex.com
Convex HVAC sales software feature overview for service providers
About This Product
Convex is a sales intelligence and pipeline management platform built for commercial HVAC and mechanical contractors. It aggregates building data, permit histories, property ownership, and market signals to help sales teams prioritize high-value commercial accounts. Acquired by ServiceTitan in 2024, it continues to operate as a standalone product with native ServiceTitan integration.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- No
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 6.5
Features 7.1
Support 5.0
Value 4.0
Integrations 7.0
AI Capabilities 1.5
Customer Reviews
Features
50 features confirmed across
11categories· Showing confirmed capabilities only
CRM & Sales21features
Marketing ToolsTargeted campaign creationBuyer Intent SignalsAd ManagementCampaign managementBusiness And People IdentificationBuyer Intent DataCommercial Property DatabaseContact Data AccessCustomer and Site Data Management with One-Touch Setup
Show 13 more
Customer Gap AnalysisData EnrichmentDynamic Catchment Area AnalysisDynamic Territory ManagementIntegrated Marketing CampaignsLocation Intelligence and Map ViewMap Based View Of TerritoryProperty Attribute FilteringLead ManagementLead enrichment and data accuracy toolsSales AutomationCustom outreach email generationAI Lead ScreeningBuyer Intent DataMap Based Property Centric ViewProperty Filtering And Location Search
Platform & Customization6features
Data ImportData IngestionMulti-LocationAccount data partitioningSingle Sign-OnEnterprise SSOData ExportThird-Party IntegrationEquipment Asset Data IntegrationCustom FieldsCustom field mapping
AI & Automation5features
AI SupportAI AssistanceAI Assisted ProfilingCampaign Brief GenerationMachine LearningAI Email AssistantGenerative AI for personalized email and script drafting
Fleet & GPS Management4features
GPS TrackingEmail TrackingGeofencingIntegrated Address Mapping With DirectionsGIS RoutingMap-based property-centric view
Customer Communication4features
NotificationsRemindersEmail IntegrationMessage Read ReceiptsUnified App for Calls, Video, Messaging, SMS, and Fax
Reporting & Analytics3features
ReportingReportingAnalyticsMachine learning data analysisCall InsightsPersona intelligence
Technician Management2features
Automated Sourcing And Nurture CampaignsDesktop Activity Tracking
Compliance & Safety2features
Automated Permit Status TrackingData Encryption
Scheduling & Dispatch1feature
Scheduling Optimization
Equipment & Asset Management1feature
Detailed Asset Information Tracking
Training & Education1feature
Sales & Customer RelationsProperty-based account matching
Integrations 5 across 2 categories
CRM 4
HubSpot
Hubspot
Microsoft Dynamics 365
Microsoft Dynamics
Pipedrive
Pipedrive
Salesforce
Salesforce
Field Service 1
ServiceTitan
ServiceTitan
Pricing
- Model
- Custom
- Starting at
- Contact for pricing
- Notes
- No public pricing — custom quotes based on business size and needs. Sales intelligence platform for commercial services teams. Covers 5.9M+ properties. Industries: HVAC, security, elevators, facilities/janitorial, fire/life safety, electrical/lighting, building automation, waste management, telecom, roofing, solar, grounds management. Now part of ServiceTitan ecosystem.
