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Overview
Knockio is a premier canvassing software designed for door-to-door sales teams. While it offers limited customization for workflows and dashboards, it excels in high-quality lead generation, real-time tracking, digital proposal creation, and campaign management to streamline field operations and boost sales performance.
Knockio Specifications
- CRM for Field Sales
- CRM for Outside Sales Reps
- Sales Engagement Platforms
- Sales Acceleration Software
What Is Knockio Software?
Knockio software is a cloud-based field service and sales management software designed for businesses that rely on field sales and on-site service operations, including roofing, HVAC, solar, plumbing, pest control, landscaping, fiber internet, electrical, restoration, home security, pool service, painting, window cleaning, garage door, and junk removal. It offers a comprehensive suite of tools for lead management, territory mapping, scheduling, work orders, estimating, invoicing, and customer communication.
The platform addresses challenges associated with managing sales, field operations, and customer information across multiple systems. This provides businesses with a centralized platform to organize daily operations, improve team coordination, and manage projects from lead generation through job completion.
What Is Knockio Software Best For?
Knockio software is best for managing door-to-door sales and field service workflows in a single platform. Its core functionality connects lead generation and territory-based sales activities with downstream field operations, including appointments, estimates, work orders, and job tracking. This makes it particularly suitable for field sales and service teams that need to manage customer workflows from initial contact through job completion.
How Much Does Knockio Software Cost?
Knockio pricing starts at $25/user/month for the Prospect plan, which is designed for door-to-door sales and canvassing teams. Pricing may vary depending on team size and business requirements. Other pricing plans include:
- Organize - $35/user/month
- Growth - $60/user/month
Disclaimer: The pricing is subject to change.
Knockio Software Integrations
Knockio integrates with several business applications to streamline workflows and improve data synchronization across business operations. Supported integrations include:
- Salesforce
- HubSpot CRM Software
- Zapier Software
- Google Calendar
- HighLevel (GoHighLevel)
- QuickBooks
- Xero Accounting Solution
- EagleView
- FlowChef
- API Access
- Webhooks
Who Is Knockio Software For?
Knockio is designed for field sales organizations and service-based businesses across a wide range of industries, including:
- Roofing
- HVAC
- Solar
- Plumbing
- Pest Control
- Landscaping
- Fiber Internet
- Electrical
- Restoration
- Home Security
- Pool Service
- Painting
- Window Cleaning
- Garage Door
- Junk Removal
Is Knockio Software Right For You?
Knockio software can be an excellent choice for businesses operating in field sales and field service industries due to its comprehensive features, user-friendly interface, and reliable performance. It is scalable and cloud-based, helping businesses improve operational efficiency, strengthen customer relationships, and support business growth. With flexible workflows and mobile accessibility, Knockio enables teams to manage sales, field operations, and customer interactions from a single platform.
Still doubtful if Knockio software is the right fit for you? Connect with our customer support staff at (661) 384‑7070 for further guidance.
Knockio Features
Field Service CRM
Knockio's field service CRM centralizes customer information, leads, estimates, appointments, and communication in one place. It helps teams manage customer relationships, track sales opportunities, and stay organized throughout the entire service lifecycle.
Canvassing
This feature streamlines door-to-door operations by equipping field sales teams with powerful mobile tools to log visits, collect customer data, and track engagement in real-time. It ensures each interaction is recorded, insightful, and contributes to lead quality and conversion.
Work Orders
Knockio enables businesses to create, assign, and manage work orders from a centralized workspace. Teams can schedule jobs, track progress, manage budgets, collaborate with vendors, and keep every project moving efficiently from start to finish.
Campaigns
This feature enables seamless campaign management by allowing users to create, organize, and oversee detailed outreach plans. With performance tracking, segmentation, and status updates, it helps sales teams execute coordinated efforts with precision and consistency.
Proposals
This feature empowers field representatives to generate polished, customizable digital proposals on-site. Integrated with product catalogs and pricing tools, it enables instant quoting and document sharing, accelerating the sales cycle and reducing administrative delays.
Roles
This feature supports the creation and assignment of tailored user roles with defined access levels. It provides granular control over permissions, enabling managers to protect sensitive data, assign responsibilities clearly, and maintain a structured sales hierarchy.
Route Mapping
This feature enhances canvassing efficiency by offering intelligent route optimization based on location, time, and sales targets. Real-time GPS tracking and visual maps allow teams to reduce travel time, cover more territory, and ensure timely visits.
Territories
This feature enables administrators to define and assign geographic zones to specific sales reps, preventing territory conflicts and lead duplication. It ensures strategic coverage, balanced workload distribution, and efficient management of regional sales efforts.
Pros And Cons of Knockio
Pros
GPS‑based route planning increases efficiency
Comprehensive lead logging and appointment scheduling
Digital proposals and e‑signatures streamline sales
Advanced route optimization and territory mapping
Dedicated mobile apps for iOS and Android
Cons
Limited support for advanced data capture customization within the mobile app
The app interface can be unintuitive for first-time users, requiring additional training
Knockio Reviews
Total 1 reviews
4
All reviews are from verified customers
Rating Distribution
5
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4
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3
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Share your experience
lynn k.
Designing, 1-10 employees
Free Trial
“Stands out as the best in the industry”
Pros
Knockio's integration with popular CRM systems like HubSpot and Salesforce has been a total game changer for me. It's made updating and managing sales leads so much easier and it's really helped me follow up and close deals faster.
Cons
The subscription cost is a barrier for us, as it's too expensive for our small business.
Rating Distribution
Ease of use
6
Value for money
5
Customer Support
10
Functionality
8
Frequently Asked Questions
What other apps does Knockio integrate with?
Knockio integrates with popular business applications, including Salesforce, HubSpot, QuickBooks, Xero, Zapier, Google Calendar, EagleView, FlowChef, HighLevel (GoHighLevel), and supports API access and webhooks for custom integrations.
What types of pricing plans does Knockio software offer?
Knockio offers three subscription plans to meet different business needs: Prospect ($25/user/month), Organize ($35/user/month), and Growth ($60/user/month). Businesses with five or more users qualify for discounted pricing of $20, $30, and $50 per user/month, respectively. Custom pricing is also available for larger organizations based on their requirements.
Does Knockio offer an API?
Yes. Knockio provides API access and supports webhooks, allowing businesses to connect the platform with third-party applications, automate workflows, and build custom integrations.
What language does Knockio support?
Knockio currently supports English only.
Who are the typical users of Knockio?
Typical users include field sales representatives in roofing, HVAC, solar, plumbing, pest control, landscaping, fiber internet, electrical, restoration, home security, pool service, painting, window cleaning, garage door, and junk removal.
Does Knockio have a mobile app?
Yes, Knockio offers a mobile app compatible with both iOS and Android devices.
What level of support does Knockio offer?
Support options include email assistance, phone support, and live chat for prompt and comprehensive help.