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 7.2
Support 5.0
Value 4.0
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
64 features confirmed across
11categories· Showing confirmed capabilities only
CRM & Sales23features
Buyer Intent DataProprietary buyer intent data (Signals)Buyer Intent SignalsBuying Intent SignalsContact Data AccessContact Data AccessCustomer Gap AnalysisCustomer Gap AnalysisData EnrichmentLead enrichment and data accuracy toolsDynamic Catchment Area AnalysisMarket area assessmentDynamic Territory ManagementSales Force & Territory DesignIntegrated Marketing CampaignsTargeted campaigns
Show 15 more
Maintenance Agreement ManagerContract expiration targetingProperty Filtering And Location SearchProperty MappingProperty IntelligenceProperty IntelligenceMarketing ToolsAdvanced Audience SegmentationCustomer SegmentationAd ManagementCampaign managementBusiness And People IdentificationCommercial Property DatabaseCustomer and Site Data Management with One-Touch SetupMap Based View Of TerritoryProperty Attribute FilteringCentralized Customer InformationProperty ownership dataLocation Intelligence and Market AnalysisProperty intelligenceLocation Intelligence and Map ViewProperty MappingMap Based Property Centric View
Platform & Customization9features
Multi-LocationAccount data partitioningSingle Sign-OnEnterprise SSODispatch Or FSM Software IntegrationServiceTitan IntegrationDocument ManagementDocument ManagementCustom FieldsData ExportData ImportKanban ViewCustomizable lead boards
Show 1 more
Custom IntegrationCustom data integration
AI & Automation8features
AI SupportAI AssistanceCampaign Brief GenerationLead list campaign creationAI Email AssistantMachine LearningAI Generated Work Order Summaries and Prioritization RecommendationsSegment PrioritizationAI Agents for Engagement, Qualification, and ConversionSales outreach and engagement toolsAI Assisted ProfilingIdeal Customer Profile (ICP) search configurationAI Field Auto-FillCRM pre-population
Reporting & Analytics5features
Goal TrackingPerformance TrackingReporting ForecastingSales ForecastingMap Based Data VisualizationCustomer data ingestion and visualization on mapCall InsightsCustomer Gap AnalysisCentralized DashboardProperty intelligence
Fleet & GPS Management4features
GPS TrackingMap-based territory viewIntegrated Address Mapping With DirectionsRoute mappingGeofencingDriving Route Planningroute mapping
Customer Communication4features
Message Read ReceiptsEmail read receiptsNotificationsRemindersUnified App for Calls, Video, Messaging, SMS, and FaxUnlimited calling minutesSMS MessagingEmail read receipts
Compliance & Safety4features
Data EncryptionData encryption in transit and at restIECC ComplianceSOC 2 Type II compliancePermit ManagementOwnership and permit history trackingAutomated Permit Status Tracking
Equipment & Asset Management3features
Equipment TrackingActivity TrackingDetailed Asset Information TrackingAsset ManagementProperty Mapping
Technician Management2features
Automated Sourcing And Nurture CampaignsCampaign CreationDesktop Activity TrackingActivity Management
Scheduling & Dispatch1feature
Email & Calendar SyncEmail read receipts
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.
