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
Enhance your team's efficiency on every journey and at any location with features designed for intricate routing, territory optimization, and real-time field updates. By utilizing route optimization and automatic logging of activity data, you can save valuable hours in planning, administration, and driving time. This allows you to concentrate on high-priority nearby leads and service appointments within each field opportunity. You can effectively prioritize and scale daily customer visits by leveraging essential business data, including lead value and account type. For those requiring advanced capabilities, upgrading to Salesforce Maps Advanced provides additional features for complex geo-visualization, enhanced route optimization, and robust analytics. Effortlessly integrate vital account and user information with the territory planning and assignment process for streamlined coordination. By eliminating tedious manual planning tasks, you can efficiently explore multiple scenarios with ease and agility. Additionally, territories can be balanced automatically based on the most relevant attributes, allowing you to strategically plan daily routes according to accessibility for your teams, thereby maximizing productivity and efficiency in the field. Furthermore, this holistic approach ensures that your workforce is always equipped to tackle challenges as they arise, fostering a more responsive and adaptable operational environment.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
Yes
Collate
No
GoHighLevel
Yes
HubSpot CRM
Yes
Zapier
Yes
Integrations
Salesforce
Yes
Collate
Yes
GoHighLevel
No
HubSpot CRM
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
No
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
Yes
Mac
Yes
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
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Knockio
Founded
2024
Country
United States
Website
knockio.com
Vendor Details
Company Name
Salesforce
Founded
1999
Country
United States
Website
www.salesforce.com/sales/mapping-software/
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
Fleet Management
Dispatch Management
Yes
Employee Management
Yes
Fuel Management
Yes
GPS Tracking
Yes
Incident Reporting
Yes
Inspection Management
Yes
Inventory Management
Yes
Maintenance Management
Yes
Mileage Tracking
Yes
Motor Pool
No
Routing
No
Tire Management
No
VIN Lookup
Yes
Work Order Management
No
Location Intelligence
Behavioral Analytics
Yes
Data Visualization
Yes
Demographic Data
Yes
Geocoding
Yes
Geofencing
Yes
Location Tracking
No
Predictive Analytics
Yes
Trade Area Analysis
Yes
Route Planning
Capacity Planning
Yes
Drag & Drop Scheduling
No
Driver Management
Yes
Emergency Dispatch
No
GPS Tracking
Yes
Performance Metrics
Yes
Route Costing
Yes
Territory Management
No
Sales Acceleration
CPQ
No
Campaign Management
No
Dialer
No
Email Sequencing
No
Email Templates
No
Email Tracking
No
List Building
No
Meeting Scheduler
No
Predictive Analytics
No
Reporting
No
Sales Gamification
No
Sales Intelligence
No
Sales Workflow Management
No
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
No
Document Management
Yes
Goals / Quota Management
Yes
Lead Management
No
Meeting Management
No
Performance Management
Yes
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No
