# Convex Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Convex Software - reviews, pricing plans, popular comparisons to other Buyer Intent products and more. Source: https://www.capterra.com/p/10008826/Atlas --- # Convex Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Convex ## What is Convex? Convex is a powerful sales intelligence platform designed to revolutionize how businesses target commercial properties by leveraging buyer intent data. By tapping into critical buying signals, We help teams pinpoint when prospects are actively researching solutions, allowing them to engage at the right time. The platform is a blend of data, insights, and purpose-built applications that gives sales and marketing teams a competitive edge from the start. Get a 360-degree view of the businesses and decision-makers within them. This property intelligence empowers teams to prioritize opportunities and connect with the right prospects based on their buying behavior. With real-time data integration, predictive analytics, and customizable dashboards, we enable businesses to adapt quickly to market changes and optimize performance. Ideal for sales teams looking to scale and fine-tune their strategies; Convex turns buyer intent signals into actionable insights for smarter, faster decision-making. ## What is Convex used for? [Lead Generation](https://www.capterra.com/lead-generation-software/)[Field Sales](https://www.capterra.com/field-sales-software/)[Sales Enablement](https://www.capterra.com/sales-enablement-software/) Overall rating Based on 19 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Convex alternatives Highest Rated [4.5 (6,217)](https://www.capterra.com/p/171840/HubSpot-Marketing/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.5 (484)](https://www.capterra.com/p/207295/Seamless-AI/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.4 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.5 (3,042)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/10008826/Atlas/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management 4.5 (11) 100.00% of 11 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Activity Dashboard 4.3 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities API 4.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases Sales Activity Management 4.3 (4) 125.00% of 4 reviewers that rated this feature as important or highly important Define, track, and/or automate sales activities and sales processes Customer Segmentation 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Process of dividing customers into groups based on common characteristics Lead Management 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Convex 54 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Application programming interface that allows for integration with other systems/databases Manage the process of attracting and converting business prospects into leads Track visitors'/audience's responses across web pages and other optimized content A system that allows access to a database structure without relying on an external program Evaluating strengths and weaknesses of companies with the same target audience Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Integration with third-party CRM systems A report showing what actions customers perform A collection of customer information such as contact details, demographics, previous interactions, etc. Visualize and analyze customer experience across all touchpoints and channels Record customer information, purchase history, and other notes Process of dividing customers into groups based on common characteristics Customize data fields to support various needs and use cases Alter the layout and content of reports Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Graphical representation of data Pre-made examples and templates for emails Tracks metrics that provide insight into how a user interacts with any interface or product Caters to sales teams Establish measurable goals and objectives and track their progress over a specific period of time Data results that indicate future customer interest in products Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Engage with a lead throughout the sales process by actively providing information Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Access software remotely via mobile devices Access the system via a mobile application Observe and track the demand, usage, progress or quality of a system, product, or user Collect information from multiple sources Track all opportunities for potential sales and convert them into recurring revenue Adjust communications based on previous interactions or personal preferences Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Predict future data based on historical data sets Streamlining repetitive tasks and activities through automated and predefined workflows Tools designed to streamline the process of lead generation and management for sales teams Analyze and gain insights into data in real-time Receive data and information in real time View and track pertinent metrics to find patterns and gain insights from data Define, track, and/or automate sales activities and sales processes Automate processes to manage leads, contacts, opportunities and sales activities Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance. Process of training new hires by providing them with sales tools and knowledge needed to complete the job Define sales targets and create strategies to meet goals or marketing results Search and filter data across systems to locate required information by entering keywords or certain criteria Addition of necessary external data, applications, tools, or features Get Advice We can help you find the software with the features you need. Features 4.5 (19) 4.5 Based on 19 reviews ## Pricing Value for money 4.5 (15) ### Starting price Free trial not available Value for money 4.5 (15) 4.5 Based on 15 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (18) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (18) 4.9 Based on 18 reviews ## User reviews Overall rating 4.6 Based on 19 reviews Filter by rating 5(12) 4(7) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent RP Rakesh P. Sales Public Safety ### "Atlas 1st time user" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 10, 2024 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! 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BE Buddy E. Business Development Manager Construction ### "Amazing service and program that will be very helpful for prospecting" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 3, 2024 Excellent program and service. Taj was great to work with and very helpful! 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KG Kim G. Director of Client Relations Facilities Services ### "Penn Outdoor Services" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 2, 2024 Very positive. Our rep, \[sensitive content hidden\] is fantastic- knowledgeable in the product and the sales environment 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. Switched from [Zoom Events and Webinars](https://www.capterra.com/p/157062/Zoom-Video-Webinar/) Better product/value. Zoom Info Engage was expensive. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GR Grant R. Vice President of Sales and Marketing Mechanical or Industrial Engineering ### "Convex/Atlas Review from GHC/Jensen's Team \[Climatics\]–Opportunities & Recommendations (As of 3-weeks in)" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 13, 2024 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. 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%). Switched from [ZoomInfo Sales](https://www.capterra.com/p/168264/ZoomInfo-sales/) 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SS Shawn S. Business Relations Construction ### "Need Commercial Contacts with specificity? Convex does that, and fantastically! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 21, 2024 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. 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. Switched from [Apollo.io](https://www.capterra.com/p/158696/Apollo/) 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BR Brian R. Sales Representative Commercial Real Estate ### "Convex Rocks!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 3, 2024 Overall, I feel the tool is excellent and a great resource for leads and information 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JE Johnson E. HVAC Service Sales Representative Facilities Services ### "ATLAS AWESOME!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 15, 2024 Overall, it is a very user friendly and a good source of information. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. EG Eric G. FLS Sales Executive Construction ### "Survey Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 15, 2024 Pros I enjoy the ease of use and the sheer volume of information that can be gained within your fingertips. This cuts down on a lot of research necessary to target your targets. Cons Nothing really comes to mind. I am extremely pleased with Atlas Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AS Alexa s. Smart Infrastructure Sales Intern Mechanical or Industrial Engineering ### "A great help" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 17, 2024 Overall, I enjoy using Atlas. It helps me get my work done and has a clear and helpful interface. Pros I use Atlas to help track leads and find contacts, and it is super great. It has awesome and descriptive contacts and is easy to use, save, and keep track of all of them. Cons I do not like that sometimes the contacts and properties are not up to date which disrupts research. I find myself having to crosscheck with other software regularly to confirm the information I find on Atlas. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. PB Paulette B. Property Managment Sales Wholesale ### "Atlas Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 May 21, 2024 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/10008826/Atlas/reviews/) Popular comparisons [ZoomInfo Sales vs Convex](https://www.capterra.com/compare/168264-10008826/ZoomInfo-sales-vs-Atlas)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)