Average Ratings 6 Ratings
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Description
Knockio helps field based businesses manage service crews, sales reps, jobs, leads, and customer communication from one connected platform built for real field operations. It helps companies run the full workflow from the first lead to the final invoice inside one connected platform. With Knockio, sales teams can capture leads, plan routes, manage territories, track field reps, and more. For service teams, Knockio provides tools to manage job scheduling, dispatching, work orders, estimates, invoices, change orders, customer communication, crew tracking, and job progress.
Teams can upload photos, add notes, assign tasks, manage documents, and keep every customer record organized from start to finish. Knockio also includes route optimization, live map visibility, centralized calendars, follow up reminders, performance analytics, proposal management, e-contracts, inventory tools, workflow automation, and integrations with platforms like Salesforce, HubSpot, GoHighLevel, Zapier, Flow Chef, and other business apps. Knockio is designed for roofing, solar, HVAC, pest control, plumbing, painting, fiber and internet providers, political canvassing teams, and other field based businesses that need one platform for both sales and service operations.
Key Features
Lead generation and lead management
Door to door canvassing tools
Sales territory mapping
Route planning and optimization
Real time rep and crew tracking
Pipeline and workflow management
Job scheduling and dispatching
Work orders, estimates, and invoices
Proposals and e-contracts
Customer communication tracking
Centralized calendar management
Task assignments and follow ups
Job notes, photos, and documents
Inventory and product management
Performance analytics and reporting
Workflow automations
Description
Achieve Your Sales Goals. Eliminate the hassles associated with sales processes. LeadPlotter offers a comprehensive suite of tools designed to enhance your business operations within a user-friendly interface. Continue reading to discover why it stands out as the superior choice for your company. With LeadPlotter, you have access to a Personal CRM and Account-Based Marketing (ABM) system that effortlessly organizes your leads and clients while allowing you to efficiently plan your daily activities based on your locations. It also enhances customer satisfaction, all accessible from any device at any time. Utilize LeadMapper to identify, locate, and transform potential leads in your sector into loyal clients, including medical and dental practices, firms, and various organizations. By using LeadMapper, you can close more deals and reduce time-consuming tasks throughout the sales journey. This innovative tool empowers sales representatives and technicians to maximize their efficiency and effectiveness in the field, enabling them to visualize and track potential leads and existing customers on an interactive map. In this way, LeadPlotter not only streamlines your sales efforts but also contributes to overall business growth and success.
API Access
Has API
No
API Access
Has API
No
Integrations
GoHighLevel
No
HubSpot CRM
No
Salesforce
No
Zapier
No
Pricing Details
$25/user/month
Pro-rated Billing
No Setup fee
No Setup fee
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Knockio
Founded
2024
Country
United States
Website
knockio.com
Vendor Details
Company Name
Lead Plotter
Founded
2018
Country
United States
Website
leadplotter.com
Product Features
Field Sales
Activity Tracking
Yes
CRM
Yes
Channel Management
No
Collaboration Tools
Yes
Controlled Access
Yes
Dashboard Management
Yes
Expense Management
No
Fast Estimates
Yes
Inventory Management
Yes
Invoices
Yes
Lead / Opportunity Management
Yes
Online Payments
No
Order Management
Yes
Quoting
Yes
Reporting / Analytics
Yes
Route Optimization
Yes
Territory Management
Yes
Time Tracker
Yes
Visit Scheduling
Yes
Workflow Management
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
No
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
No
Route Planning
Capacity Planning
No
Drag & Drop Scheduling
Yes
Driver Management
No
Emergency Dispatch
Yes
GPS Tracking
Yes
Performance Metrics
Yes
Route Costing
No
Territory Management
Yes
Product Features
Field Sales
Activity Tracking
No
CRM
No
Channel Management
No
Collaboration Tools
No
Controlled Access
No
Dashboard Management
No
Expense Management
No
Fast Estimates
No
Inventory Management
No
Invoices
No
Lead / Opportunity Management
No
Online Payments
No
Order Management
No
Quoting
No
Reporting / Analytics
No
Route Optimization
No
Territory Management
No
Time Tracker
No
Visit Scheduling
No
Workflow Management
No
Field Service Management
Billing & Invoicing
No
Contact Database
Yes
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
Yes
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
Yes
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
Route Planning
Capacity Planning
Yes
Drag & Drop Scheduling
No
Driver Management
No
Emergency Dispatch
No
GPS Tracking
No
Performance Metrics
No
Route Costing
No
Territory Management
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
Yes
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
Yes
Training Management
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
