Converux logoConverux

Unified work platform

Where work converges.

A single work management platform and operations management software for CRM, field operations, and project delivery. Simple to run, structured enough for serious operations.

CRMField operations softwareWork management platformProject delivery
Granular project access
Global search + exports
Discord automation
Live workspaceToday

Pipeline value

$2.48M

Closed-won velocity +14% this week.

Field tickets

42 active

Sprint health

92% on track

Product preview

A single workspace for the entire operation.

Sales context, field execution, and delivery planning live together so teams can move fast without losing accountability.

  • Unified pipeline + ops board views
  • Live activity, reminders, and audits
  • Project controls and permissions in one place

Unified hubs

Sales + Field + Dev

Automation ready

Discord + audit trail

Operational clarity

Maps, timelines, KPIs

Fast onboarding

CSV imports + templates

How it works

Three hubs, one shared record.

SalesHub captures demand, FieldHub coordinates visits, and DevHub delivers the work — all tied to the same account, timeline, and reporting.

SalesHub intake

Log accounts, contacts, deals, meetings, and next steps so your pipeline stays current.

FieldHub execution

Plan territory routes, schedule visits, and keep field ops aligned to CRM context.

DevHub delivery

Convert demand into Dev tasks with dependencies, checklists, and delivery metrics.

Platform

One system, not five tools.

Converux keeps pipeline, field execution, and delivery in the same workspace so teams stay aligned. It replaces CRM plus operations trackers with a single project and operations platform.

Unified CRM

Pipeline, accounts, meetings, and activity history in one place.

Territory + visits

Plan routes, stage visits, and keep field work tied to CRM history.

Dev delivery

Backlogs, sprint boards, dependencies, and delivery metrics.

Global intelligence

Search across CRM, ops, and dev tasks with shared audit history.

Role-based access

Project-scoped permissions built into every table and workflow.

Automation toggles

Route Discord notifications and keep teams synced instantly.

File attachments

Attach specs, photos, and docs with shared storage limits for every team.

Project signal

Leadership visibility without spreadsheet churn.

Dashboards unify CRM activity, field execution, and delivery metrics so leaders can act fast. Built for startups, small teams, and larger organizations that want predictable structure.

Open deals

128

Ops in flight

64

Sprint velocity

42 pts

Automation events

Daily

FieldHub + SalesHub in one system.

FieldHub is built for teams covering territories and planning visits. Routes, visit history, and field ops updates stay connected to the same deals and accounts your sales team manages.

Territory coverageVisit planningRoute planningField opsVisit history

What teams gain

  • Planned visits tied to open opportunities.
  • Field updates that roll into CRM history.
  • Routes that keep coverage balanced across reps.

Hubs

Designed for the way your teams operate.

SalesHub

  • Pipeline board + list with drag-and-drop updates.
  • Accounts, contacts, and activity scoring.
  • Deal details tied to Dev tasks and field tickets.
Explore SalesHub

FieldHub

  • Ops board/list with collaborators and subtasks.
  • Route planning and satellite map toggle.
  • Ops detail view with CRM context and history.
Explore FieldHub

DevHub

  • Backlog, sprint board, and workload planning.
  • Dependencies, checklists, and delivery metrics.
  • CSV imports to speed migrations.
Explore DevHub

Workflow

Move from intake to execution without handoffs.

Capture a lead, dispatch field work, and ship delivery tasks without leaving the same project. Everything stays connected to the same account and timeline.

MeetingsRemindersMapsTimeline viewsExports
01

Capture demand

Track accounts, deals, and lead owners with CRM context.

02

Execute in the field

Assign ops tickets, plan routes, and update status live.

03

Deliver with Dev

Convert work into Dev tasks with dependencies and metrics.

Foundation

The controls teams ask for on day one.

Converux includes the controls, exports, and guardrails teams need to onboard quickly without losing governance.

Team management

Assign roles, seats, and access so each hub stays scoped to the right teams.

History & exports

Version history plus CSV and org export packs keep audits and handoffs simple.

Security

Project-level isolation, audit visibility, and MFA enforcement for high-trust workspaces.

Notifications

In-app alerts, reminders, and Discord automation keep teams on pace.

Support

In-app support portal with response targets on paid plans.

Integrations

Google Maps for routes and geocoding, plus Discord for delivery signals.

Data portability

Export deals, ops, and dev work anytime. Your data stays portable.

Outcomes

Less handoff. More momentum.

Converux replaces CRM, field tools, and delivery trackers with a single system. Teams move faster because the same data follows every step of the job.

Fewer tools to manage
Fewer handoffs between teams
Faster visit planning
Cleaner delivery visibility

Pricing

Simple, predictable pricing.

Start free or unlock the hub your team needs today. Paid plans include a 7-day trial.

Starter

$0

Solo workspace essentials.

  • My Dashboard + activity log
  • Accounts + Contacts
  • Imports (accounts/contacts)
  • Limits: 3 projects · 75 accounts · 150 contacts
Start free

SalesHub

$6.99 per user / month

Pipeline + revenue workflows.

  • Deals + pipelines
  • Sales tasks + calendar
  • Sales imports + map
  • Activity reminders
Start SalesHub

FieldHub

$6.99 per user / month

Field tickets + route planning.

  • Field tickets + boards
  • Field imports
  • Field map + routes
  • Field calendar
Start FieldHub

DevHub

$6.99 per user / month

Delivery planning + execution.

  • Dev tasks + backlog
  • Sprint boards + timeline
  • Workload + calendar
  • Dev activity feed
Start DevHub

Pro

$12.99 per user / month

All hubs + shared insights.

  • SalesHub + FieldHub + DevHub
  • Shared Insights (org admins)
  • Automations + exports
  • Cross-hub reporting
Upgrade to Pro
Paid plans include a 7-day trial with a card on file. Starter is free with seat limits and no exports. Talk to sales for enterprise rollouts.

Converux FAQ

Answers for Teams Moving Fast

Can I use Converux for both sales and delivery?

Yes. CRM, field ops, and dev workflows stay connected in one project, ensuring seamless collaboration.

Do you support CSV imports?

Absolutely! Sales, field ops, and Dev backlog imports are built in to onboard quickly.

How does access control work?

Every workspace ships with role-based permissions and project-level access controls, so only the right teams can see each project.

Can we start free and upgrade later?

Yes. Starter is free for solo workspaces with seat limits. Upgrade anytime to add seats and unlock hubs.

How does FieldHub handle territories and routes?

FieldHub lets you plan visit sequences, build routes, and keep each stop tied to the CRM record so coverage stays aligned.

Is Converux usable on mobile?

Yes. The app is fully responsive so reps can manage CRM and field ops from any phone or tablet today.

What are the storage limits for attachments?

Each org has a shared storage quota tied to active seats with optional add‑on storage. You can monitor usage inside the app.

Can I export my data from Converux?

Yes. Paid plans include CSV exports and org export packs for CRM, FieldHub, and DevHub data.

How does billing work?

Billing is monthly or annual based on your seats and hubs, with a 7‑day trial on paid plans.

What integrations are available?

Google Maps powers routing and geocoding, and Discord notifications keep teams aligned on delivery.

What kind of support do you offer?

Paid plans include in‑app support via the Support portal. Starter uses self‑serve help resources.

How secure is my data with Converux?

Converux uses project‑level access controls, audit history, and MFA to protect sensitive work.

What happens to our data if we cancel?

Your data remains exportable, and you can request exports before offboarding.

Have more questions? Reach out anytime via our contact page and the team will help you fast.

Bring every team into one operational workspace.

Start free, then scale without rework. Converux keeps your sales, field, and delivery teams aligned. A modern operations management platform with pricing that stays predictable.