HVAC
Sales prospecting, done right
Target the right properties, connect with key decision-makers, and know when they’re ready to buy—all with the sales intelligence platform built for HVAC.
Prospecting shouldn’t be this hard.
It takes HOURS to piece together the account, contact, and property data, all from different sources.
Without the right context, and knowing who is actually in the market to buy, booking a meeting off a cold call will be nearly impossible.
You can buy generic contact data — but it’s missing the link to properties, permits, and mapping.
Streamline prospecting and schedule first meetings faster with tools built specifically for HVAC professionals
Map the data you need the most
No more Google searches or pounding the pavement: visualize all the properties in your area on a map, and filter by...
Property Type
Equipment Info
Permit History
Owner Occupied
and more
Know who needs service, and when
Make your outbound sales more efficient by spending time reaching out to people who need service and are looking to buy.
Keep key contact info in one place
Get easy access to emails, mobile, and office numbers of facility managers and other relevant contacts.
Save time prospecting with Convex.
Being able to see your actual counties and being able to identify all the customers and the vertical markets that they’re associated with can really give you a targeted approach to how you’re planning your business for that year.
Tailor-made for HVAC
AI Assistance
Save time and let AI generate the typo-free, grammatically correct first drafts.
Mobile App
Take your lead list with you in the field, research properties before you walk in, and find new prospects during downtime.
Data Ingestion
Upload your current customer base & visualize them on a map.
Reporting
Monitor and coach sales reps based on their sales activity.
Campaign Creation
Build methodical lead lists your team can work through.
Route Optimization
Plan the best route to visit multiple projects.
