Convex, a company that operates in the HVAC industry, provides a secure platform designed specifically to leverage a powerful combination of geographic data and easy-to-use software, enabling organizations to transform into efficient, winning teams. Atlas, their flagship product, is a CRM that enables companies in the commercial services industry to improve their sales processes and close more deals.
The client was looking to develop the iOS version of their Atlas CRM, designed for sales technicians to plan their daily visiting schedules, as they are able to see the kind of HVAC equipment each building has in a specific area by using the aerial views available in the platform. Through their AI integrations, Atlas also allows users to identify the brand and model of the equipment, thus enabling them to better target their potential clients.
Upon request from the client, we handled the entire development process of the iOS app, from the UX/UI design to the app store rollout. Since they had an existing CRM, we had to plan what would be the best way to replicate the existing things while turning them into a mobile experience effectively.
By using Atlas, sales reps can maximize their productivity and engage in shorter sales cycles, thus increasing the possibility to close a larger number of deals with more qualified leads than they would be able to generate without the product. The app combines three main tools: the salesperson location; an extensive, machine learning-powered, proprietary database of HVAC equipment per building; and a powerful set of filters that allows users to view results and add tags as they please.