Modern, mobile, real-time tools for today’s customer engagement teams.

Convey is a powerful connection platform that lets your sales and account management teams establish, sustain, and unlock the full value of relationships.

Create Stronger Customer Relationships

Centralize and Secure Valuable Customer Data

Increase Productivity

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Retail Customer Service

Empower your team to create a better customer experience for your customers by providing a seamless and lasting relationship with them. Connect Convey with your customer relationship management system and engage your customers from the first point of contact and beyond.

  • Modern, mobile tools for customer engagement
    • Gather customer information
    • Share salesperson information
    • Communicate through a comprehensive dashboard
    • Encourage sales between store visits
    • Connect with clients on a personal level
    • Enable and encourage repeat purchases (personalized Prime)
  • Extend client retention with live connections
  • Manage client contact information
    • Team sharing of contacts
    • Cross-department referrals
    • Contact reassignment between team members
    • Client relocation (reassigns a local representative)
  • Analyze data on every level – from the individual level to the regional level
  • Recruit new members to your team

Retail Customer Service

Empower your team to create a better customer experience for your customers by providing a seamless and lasting relationship with them. Connect Convey with your customer relationship management system and engage your customers from the first point of contact and beyond.

  • Modern, mobile tools for customer engagement
    • Gather customer information
    • Share salesperson information
    • Communicate through a comprehensive dashboard
    • Encourage sales between store visits
    • Connect with clients on a personal level
    • Enable and encourage repeat purchases (personalized Prime)
  • Extend client retention with live connections
  • Manage client contact information
    • Team sharing of contacts
    • Cross-department referrals
    • Contact reassignment between team members
    • Client relocation (reassigns a local representative)
  • Analyze data on every level – from the individual level to the regional level
  • Recruit new members to your team

Corporate and Enterprise Customer Relationships

Enable front-line sales, account-management, and service professionals while maintaining corporate brand and information standards.  Maximize your investment in existing systems.

  • Standardize brand, organizational, and employee information
  • Enable a seamless omnichannel experience
  • Analyze relationships at individual, team, location, and regional levels
  • Reduce waste, cost, and administrative overhead of business cards.
  • Streamline internal HR communications and systems
  • Integrate seamlessly with existing platforms

Corporate and Enterprise Customer Relationships

Enable front-line sales, account-management, and service professionals while maintaining corporate brand and information standards. Maximize your investment in existing systems.

  • Standardize brand, organizational, and employee information
  • Enable a seamless omnichannel experience
  • Analyze relationships at individual, team, location, and regional levels
  • Reduce waste, cost, and administrative overhead of business cards.
  • Streamline internal HR communications and systems
  • Integrate seamlessly with existing platforms

Private and Secure Customer Information

Solve the “Bring Your Own Device” problem. In a relationship-focused environment, Convey lets you capture the employee productivity of personal device use while keeping enterprise information secure and managing customer privacy.

  • Protect sensitive customer and organizational data
  • Eliminate use of personal address books and other insecure tools on personal devices
  • Gain secure, centralized, and auditable collection/ storage of customer information and PII

Private and Secure Customer Information

Solve the “Bring Your Own Device” problem. In a relationship-focused environment, Convey lets you capture the employee productivity of personal device use while keeping enterprise information secure and managing customer privacy.

  • Protect sensitive customer and organizational data
  • Eliminate use of personal address books and other insecure tools on personal devices
  • Gain secure, centralized, and auditable collection/ storage of customer information and PII

Integrated IT for a Better Customer Experience

Enhance your sales and marketing tech stack through easy integrations into your current platforms while improving your ability to keep track of your data and connections. Convey is the ultimate solution for keeping your data up-to-date and flexible enough to incorporate into whatever systems you already have in place.

  • Centralize collection of: contact information SMS/email, name, organization, and relevant notes
  • Collect and sync data into existing corporate email, CRM, BI, and custom systems
  • Reduce data decay

Integrated IT for Better Customer Experience

Enhance your sales and marketing tech stack through easy integrations into your current platforms while improving your ability to keep track of your data and connections. Convey is the ultimate solution for keeping your data up-to-date and flexible enough to incorporate into whatever systems you already have in place.

  • Centralize collection of: contact information SMS/email, name, organization, and relevant notes
  • Collect and sync data into existing corporate email, CRM, BI, and custom systems
  • Reduce data decay

Contact us today for a live demo on how we can help your organization build stronger connections and generate more sales.