Average Ratings 6 Ratings
Average Ratings 0 Ratings
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
Workpex is an intelligent lead management software that transforms how sales teams handle leads by offering clear, visual sales pipelines and automated follow-up reminders. It alerts users to stagnant or overdue leads to prevent opportunities from slipping through the cracks. The software includes call tracking and recording features along with GPS capabilities, enabling teams to stay connected and informed. Comprehensive reports provide actionable insights, allowing for better sales analysis and decision-making. Workpex supports multiple integrations, making it easy to incorporate into existing business ecosystems. This platform is designed to reduce manual data entry and mundane tasks, empowering sales teams to focus on closing deals. Its user-friendly dashboard consolidates essential tools to nurture leads efficiently and accelerate sales success. Workpex is a true sales and lead management genius for businesses aiming to elevate performance.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Facebook
No
GoHighLevel
Yes
Google Ads
No
Google Maps
No
Happilee
No
HubSpot CRM
Yes
Instagram
No
Mailgun
No
Salesforce
Yes
Voxbay
No
Integrations
Facebook
Yes
GoHighLevel
No
Google Ads
Yes
Google Maps
Yes
Happilee
Yes
HubSpot CRM
No
Instagram
Yes
Mailgun
Yes
Salesforce
No
Voxbay
Yes
Pricing Details
$25/user/month
Pro-rated Billing
No Setup fee
No Setup fee
Free Trial
No
Free Version
No
Pricing Details
$16/user/month
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
No
iPad App
No
Android App
No
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)
Yes
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
Workpex
Founded
2022
Country
India
Website
www.workpex.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
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
No
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No