Convex logo over a photo of two colleagues reviewing data on a screen in an office

Convex

The client

Convex is a sales intelligence platform for commercial contractors: it uses property and equipment data to tell a sales team which buildings are worth a visit and why. Its product is called Atlas. CodigoDelSur built the iOS version end to end, from UX design through to App Store release, in about five months.

CodigoDelSur developed Convex Atlas CRM, enabling commercial services companies to improve sales processes and close more deals.
The Convex Atlas CRM iOS app, a CodigoDelSur creation, helps sales technicians plan daily visiting schedules using aerial views.
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The challenge

A commercial HVAC or roofing salesperson spends the day driving. The value of a sales intelligence product for that person is not the dashboard, it is knowing, while standing in front of a building, what equipment is on the roof, how old it is and who owns the property. That puts the whole product on a map and on a phone, working from a database assembled by machine learning, and quick enough to check between two appointments.

CodigoDelSur's expertise brought Convex Atlas CRM to life, with AI integrations for identifying HVAC equipment brands and models.
Convex Atlas CRM, an innovative sales tool by CodigoDelSur, maximizes sales rep productivity and shortens sales cycles.

our approach

CodigoDelSur built the iOS version of Atlas end to end: the UX design, the map-first interface where properties and their equipment records surface by location, search and filtering across the dataset, the lead and account workflows a salesperson works through, and the release to the App Store. Behind it sits Convex's machine-learning equipment database, which is what turns a building on a map into a qualified prospect. Stack: Swift, iOS.

The Convex Atlas CRM app, developed by CodigoDelSur, combines salesperson location with an extensive HVAC equipment database.
CodigoDelSur handled the entire development of Convex Atlas CRM, from UX/UI design to App Store rollout for a seamless mobile experience.

The result

The iOS version of Atlas was delivered end to end, from UX design to App Store release, in about five months. Commercial contractors get property and equipment intelligence on the phone, in the field, drawn from a machine-learning equipment database.