LIVE WEBINAR
ServiceTitan CRM + Convex: Find New Customers, Grow the Ones You Have
July 16th 2026
12:00 PM (PST)
Guest speakers
Leila Rookstool
Senior Industry Advisor, Commercial
Full bio
David Vroblesky
Principal Product Manager
ServiceTitan
Full bio
Most contractors treat new business and existing accounts as two different problems, run through two different tools, chased by two different teams. That split costs you deals: leads go cold while reps dig for the right software, and existing customers get called on for a repair when they are actually ready to buy a full system replacement.
ServiceTitan is closing that gap by bringing CRM and Convex together into one platform built specifically for the trades.
In this session, David Vroblesky and Leila Rookstool show how Convex surfaces new leads, while CRM flags upsell and cross-sell opportunities inside your current customer base.
You'll see how a single rep can work a cold lead and a warm renewal from the same platform, with the same data behind both.
All registrants will receive a follow-up email with a link to the recording and any relevant resources after the live event.
What you will learn:
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See how Convex identifies and prioritizes new leads.
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Spot upsell and cross-sell opportunities inside your existing customer base with CRM.
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Work new business and account growth from one connected platform.
Meet your speakers
