DISCOVER THE PLATFORM

Commercial intelligence. Seven connected tools.

From analyzing your business to follow-up. You use a simple experience; Convency connects the entire strategy behind.

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EXPLORE BY STAGE

There are not seven tools that you need to configure separately. It's a connected business workflow with shared context.

01 · BUSINESS INTELLIGENCE

Business Intelligence

Your business analyzed before the first call.

With the company name and a website or Instagram, Convency gathers public information, studies the market and competitors, identifies customer profiles, pain points, objections and opportunities. From this, it builds a commercial diagnosis that feeds the agents.

COMMERCIAL CONTEXT

What Convency learns

CompanyMarketCompetitorsICPPainObjectionsStrategy
Result: strategic context to guide upcoming sales.
02 · PRE-CALL

Call Strategy

A strategy for each meeting.

Tell us who the client is, company, purpose of the call, type of conversation and everything you already know. Convency crosses this briefing with business intelligence and prepares a specific plan for discovery, demo, closing or cold contact.

MEETING PLAN
Objective: Commercial demo
Customer: Example company
Suggested focus
Validate pain, demonstrate relevant cases and align the next step.
03 · DURING THE CALL

Live Copilot

Commercial guidance at the right time.

The co-pilot follows the conversation, identifies objections and opportunities and presents short insights, contextualized by the company's strategy and the plan for that meeting.

CUSTOMER
“We need to involve finance before deciding.”
Insight: “Understand what criteria the finance company will evaluate and propose a joint conversation.”
04 · DURING THE CALL

Ask Convency

A question for the AI, without leaving the meeting.

When a question arises, ask the agent directly. The answers consider the company's context and what is happening on the call at that moment.

YOUR QUESTION
“How can I explain ROI without promising results?”
Ask Convency
“Connect the investment to the current cost of the problem and validate the success criteria with the customer.”
05 · AFTER THE CALL

Call Score

An assessment to learn from each sale.

Each call receives an evaluation in five commercial dimensions: service, conduction, sales techniques, triggers and use of insights. Track scores per meeting and your average performance.

ILLUSTRATIVE PANEL

Your calling score

4,2EXAMPLE / 5
5CRITERIA

Fictitious numbers to illustrate the interface, not real data.

06 · AFTER THE CALL

Call Review

Understand what happened and what to improve.

At the end of the meeting, review the summary, identified objections, positive points, opportunities for improvement and next steps. Learning from each call is accessible to guide your evolution.

CALL REVIEW
Summary
Client expressed interest and requested an internal evaluation.
Next step
Send material and arrange return date.
07 · AFTER THE MEETING

Follow-up Studio

Continue the conversation with context.

Generate follow-up messages for email and WhatsApp based on what was discussed, objections and defined next steps.

CUSTOMIZED FOLLOW-UP
WhatsApp
“Thank you for the conversation! As we agreed, below is the material with the points we discussed...”
Email
“Subject: Next steps in our conversation”
SHARED CONTEXT

One company, several products. Different strategies.

Each company or product can have its own strategic context. Thus, commercial guidance considers the offer you are selling — instead of treating all calls the same.

Your next call doesn't have to be out of the blue.

3 free calls for up to 7 days. Automatic registration.

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