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

Convey is a powerful connection platform that replaces business cards and personal address books with secure live, dynamic connections so your team can safely build stronger, more valuable connections with your customers.

Create a Better Customer Experience

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. Integrating Convey into your current customer relationship management system will ensure that your customers are engaged from the first point of contact through the sale and beyond.

  • Modern, mobile tools for customer engagement
    • Gather customer information
    • Share Salesperson information
    • Communications Dashboard
    • Encourage sales between store visits
    • Personal connection to client
    • Repeat purchase enablement (personalized Prime)
  • Extend client retention with – live connections
  • Client Contact Management
    • Team sharing of contacts
    • Cross-department referrals
    • Contact reassignment between team members
    • Client relocation (reassigns a local representative)
  • Salesperson, store, region level analytics
  • Team member recruiting

Retail Customer Service

Empower your team to create a better customer experience for your customers by providing a seamless and lasting relationship with them. Integrating Convey into your current customer relationship management system will ensure that your customers are engaged from the first point of contact through the sale and beyond.

  • Modern, mobile tools for customer engagement
    • Gather customer information
    • Share Salesperson information
    • Communications Dashboard
    • Encourage sales between store visits
    • Personal connection to client
    • Repeat purchase enablement (personalized Prime)
  • Extend client retention with – live connections
  • Client Contact Management
    • Team sharing of contacts
    • Cross-department referrals
    • Contact reassignment between team members
    • Client relocation (reassigns a local representative)
  • Salesperson, store, region level analytics
  • Team member recruiting

Corporate and Enterprise Customer Relationships

Streamline your customer’s journey down the sales funnel by creating a strong relationship with them through multiple points of contact so you are always top of mind when they need you.  With Convey, you will quickly learn that happy and connected customers often equals happy and healthy businesses (… and a happy, healthy ROI).

  • Consistency of branding and standardization of employee information 
  • Omnichannel enablement tying physical and virtual experiences into one 
  • Salesperson, store, and regional analytics 
  • Reduced waste, costs, and administrative overhead associated with Business Cards 
  • Streamline internal HR communications and systems 
  • Maximize investment of existing systems 

Corporate and Enterprise Customer Relationships

Streamline your customer’s journey down the sales funnel by creating a strong relationship with them through multiple points of contact so you are always top of mind when they need you.  With Convey, you will quickly learn that happy and connected customers often equals happy and healthy businesses (… and a happy, healthy ROI).

  • Consistency of branding and standardization of employee information 
  • Omnichannel enablement tying physical and virtual experiences into one 
  • Salesperson, store, and regional analytics 
  • Reduced waste, costs, and administrative overhead associated with Business Cards 
  • Streamline internal HR communications and systems 
  • Maximize investment of existing systems 

Private and Secure Customer Information

Manage the precarious balance that companies often face in the “Bring Your Own Device” era where companies need to balance the convenience of BYOD with the need to keep customer’s information safe and secure. Convey helps your company easily manage your customer’s security and privacy in a relationship-focused environment.

  • Protect sensitive customer and organizational data 
  • Mitigate use of personal address books, apps, and unsecure tools on personal devices 
  • Provide secure, centralized, and auditable collection/ storage of PII 

Private and Secure Customer Information

Manage the precarious balance that companies often face in the “Bring Your Own Device” era where companies need to balance the convenience of BYOD with the need to keep customer’s information safe and secure. Convey helps your company easily manage your customer’s security and privacy in a relationship-focused environment.

  • Protect sensitive customer and organizational data 
  • Mitigate use of personal address books, apps, and unsecure tools on personal devices 
  • Provide secure, centralized, and auditable collection/ storage of PII 

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.

  • Centralized 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.

  • Centralized 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 
Find out how we can help your organization build stronger connections and generate more sales.

Contact us today.