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
Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution.
Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales.
Perenso Field Sales is a sales execution platform that is suitable for corporate to enterprise-size wholesalers, manufacturers, or distributors selling to retail businesses.
Bulk data import and export capabilities. Bulk content upload and auto-matching capabilities. Intuitive user interface for content search. You can email content directly from the app. You can create multiple calls in the diary at once. Interface for intuitive diary management. Repeat bulk scheduled calls. Access product content within an order To meet business needs, you can configure an order screen. Capture photos and make notes, then consolidate and combine reports on competitors. You can view progress and target goals at any time within the application. In-application, set targets for a wide variety of items.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Salesforce
Yes
DEAR Inventory
No
GoHighLevel
Yes
HubSpot CRM
Yes
MYOB
No
Microsoft Dynamics 365
No
NetSuite
No
SAGE
No
SAP ERP
No
Tableau
No
Integrations
Salesforce
Yes
DEAR Inventory
Yes
GoHighLevel
No
HubSpot CRM
No
MYOB
Yes
Microsoft Dynamics 365
Yes
NetSuite
Yes
SAGE
Yes
SAP ERP
Yes
Tableau
Yes
Pricing Details
$25/user/month
Pro-rated Billing
No Setup fee
No Setup fee
Free Trial
No
Free Version
No
Pricing Details
Monthly Subscription - Pricing varies
Free Trial
No
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
No
On-Premises
No
iPhone App
No
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
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
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Knockio
Founded
2024
Country
United States
Website
knockio.com
Vendor Details
Company Name
Perenso
Founded
1994
Country
Australia
Website
www.perenso.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
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Field Sales
Activity Tracking
Yes
CRM
Yes
Channel Management
No
Collaboration Tools
Yes
Controlled Access
Yes
Dashboard Management
Yes
Expense Management
No
Fast Estimates
No
Inventory Management
Yes
Invoices
No
Lead / Opportunity Management
No
Online Payments
No
Order Management
Yes
Quoting
No
Reporting / Analytics
Yes
Route Optimization
Yes
Territory Management
Yes
Time Tracker
No
Visit Scheduling
Yes
Workflow Management
Yes
Order Entry
Back Order Management
No
Customer Database
Yes
Inventory Management
Yes
Order Fulfillment
No
Order Management
Yes
Real Time Order Entry
Yes
Remote Order Entry
Yes
Shipping Management
No
Warehouse Management
No
Order Management
Back Order Management
No
Catalog Management
Yes
Inventory Management
Yes
Order Entry
Yes
Order Fulfillment
No
Order Tracking
Yes
Recurring Orders
Yes
Returns Management
No
Shipping Management
No
Special Order Management
No
Route Planning
Capacity Planning
No
Drag & Drop Scheduling
Yes
Driver Management
No
Emergency Dispatch
No
GPS Tracking
Yes
Performance Metrics
Yes
Route Costing
No
Territory Management
Yes
Sales Content Management
Audio / Video Recording
No
Audio File Management
No
Branded Sales Content
Yes
Centralized Sales Content Repository
Yes
Collaboration Tools
No
Content Recommendations
No
Email Management
Yes
Engagement Analytics
No
Interaction Tracking
No
Personalization
Yes
Sales Partner Management
No
Sales Training / Onboarding
Yes
Video File Management
Yes
Sales Enablement
Collaboration
No
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Goals / Quota Management
Yes
Lead Management
No
Meeting Management
No
Performance Management
Yes
Presentation Management
Yes
Proposal Management
No
Territory Management
Yes
Training Management
No
Sales Force Automation
Call Management
Yes
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
Yes
Customer Database
Yes
Email Marketing
No
Field Sales Management
Yes
Lead Management
No
Opportunity Management
No
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
Yes
Sales Performance Management
Incentive Compensation Management (ICM)
No
Predictive Sales Analytics
No
Quota Management
No
Reporting / Analytics
No
Sales Coaching Analysis
No
Sales Gamification
No
Sales Performance Tracking
No
Sales Planning & Forecasting
No
Territory Management
No
