Average Ratings 6 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Sequifi is an innovative cloud-based solution tailored for organizations that rely on commission-driven structures, merging commission management with payroll and workforce functionalities. It efficiently computes tiered commissions, splits, bonuses, manager overrides, adjustments, and clawbacks based on customizable pay rules, subsequently directing the approved amounts to payroll for both W-2 employees and 1099 contractors. The platform streamlines payroll processes with features that encompass pay-cycle preparation, reviews, approvals, deductions, and maintenance of pay records. Furthermore, it offers support for recruiting and onboarding activities, management of employee documents, organization of roles and teams, visibility into performance, and training resources. Sales representatives benefit from the ability to access projected earnings and detailed pay information via mobile applications, while managers and finance teams maintain oversight of calculations and payroll cycles to ensure accuracy. Designed specifically for field-sales and service sectors, Sequifi serves various industries, including mortgage, solar, roofing, fiber, HVAC, pest control, and home-service teams that navigate complex variable compensation structures, enhancing efficiency and transparency in their operations. By integrating these diverse functions into a single platform, Sequifi empowers organizations to optimize their workforce management and commission processes effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
Salesforce Yes 
GoHighLevel Yes 
Google Sheets No 
JobNimbus No 
Jobber No 
QuickBooks Online No 
Zapier Yes 

Integrations

HubSpot CRM Yes 
Salesforce Yes 
GoHighLevel No 
Google Sheets Yes 
JobNimbus Yes 
Jobber Yes 
QuickBooks Online Yes 
Zapier No 

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 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 Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
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 No 
Live Rep (24/7) Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Knockio

Founded

2024

Country

United States

Website

knockio.com

Vendor Details

Company Name

Sequifi

Founded

2022

Country

United States

Website

sequifi.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

Commission

Affiliate Management No 
Agency Commission No 
Commission Calculations No 
Commission Scheduling No 
Commission Tracking No 
Compliance Management No 
Flat Commissions No 
Incentive Programs No 
Multi-Tiered Commissions No 
Percentage Commissions No 
Sliding Scale Commissions No 
Split Commissions No 

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