Average Ratings 6 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

You can increase activity, set more appointments, and drive revenue with less effort. Spotio Mobile App helps your reps stay organized and productive in the field. This App Gives You the Visibility You Need to Improve Field Sales Performance and Get Real-Time Data. Your representatives will be able to keep track of all their appointments, tasks, routes, sales activities, lead notes, and other information. Automated data entry allows field reps to be more productive and focused in the field.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
Salesforce Yes 
Zapier Yes 
Acculynx No 
Enerflo No 
Gmail No 
GoHighLevel Yes 
Google Calendar No 
HubSpot Customer Platform No 
JobNimbus No 
Microsoft Dynamics 365 No 
Microsoft Outlook No 
NetSuite No 
Pipedrive No 
SAP ERP No 
Siro No 
Solo No 
Wufoo No 
Zoho CRM No 

Integrations

HubSpot CRM Yes 
Salesforce Yes 
Zapier Yes 
Acculynx Yes 
Enerflo Yes 
Gmail Yes 
GoHighLevel No 
Google Calendar Yes 
HubSpot Customer Platform Yes 
JobNimbus Yes 
Microsoft Dynamics 365 Yes 
Microsoft Outlook Yes 
NetSuite Yes 
Pipedrive Yes 
SAP ERP Yes 
Siro Yes 
Solo Yes 
Wufoo Yes 
Zoho CRM Yes 

Pricing Details

$25/user/month
Pro-rated Billing
No Setup fee
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

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 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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Knockio

Founded

2024

Country

United States

Website

knockio.com

Vendor Details

Company Name

SPOTIO

Founded

2014

Country

United States

Website

www.spotio.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 Yes 
CRM Yes 
Channel Management Yes 
Collaboration Tools Yes 
Controlled Access Yes 
Dashboard Management Yes 
Expense Management No 
Fast Estimates No 
Inventory Management No 
Invoices Yes 
Lead / Opportunity Management Yes 
Online Payments No 
Order Management Yes 
Quoting Yes 
Reporting / Analytics No 
Route Optimization No 
Territory Management No 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics Yes 
Quota Management Yes 
Reporting / Analytics Yes 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling Yes 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

Alternatives

Alternatives