Knockio

Key Features

• Lead & Opportunity Management: Capture prospects, track interactions, and move leads through the sales process.

• Territory & Route Optimization: Plan routes, assign territories, and ensure reps reach the right customers.

• Live Rep Tracking: See where a field sales team is, what they’re working on, and how they’re performing in the field.

• Digital Proposals & E-Signatures: Send professional quotes and contracts instantly, speeding up approvals and payments.

• Workflow Automation: Automate repetitive tasks like follow-ups, job assignments, and notifications.
  

• Built-in Communications: Make calls, send texts, and emails directly from the platform with communication history automatically logged.

• Job & Service Appointment Management: Schedule jobs, assign service appointments, and track job progress from start to completion.

• Photo, Video & Media Management: Capture and store photos, videos, and files directly within job and customer records for easy reference.

Benefits

• Work Smarter in the Field: Reduce administrative work so reps can focus on selling and servicing customers.

• Increase Revenue: Structured workflows and real-time insights help convert more leads into sales.

• Full Visibility: Managers get instant reports and dashboards to track team performance and results.

Knockio is purpose-built for field managers and teams, giving them tools to track activity, manage territories, and streamline operations.