Knockio 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

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JOpt.TourOptimizer is an enterprise optimization engine for route planning, scheduling, and resource allocation across logistics, transportation, dispatch, and field service operations. It is built for organizations that need to solve complex planning problems under real-world business constraints rather than simple consumer-grade route calculation. The platform supports vehicle routing and scheduling scenarios such as VRP, CVRP, VRPTW, pickup and delivery, multi-depot planning, heterogeneous fleets, and workforce scheduling. JOpt.TourOptimizer can model time windows, working hours, visit durations, capacities, skills and expertise levels, territories, zone governance, overnight stays, alternate destinations, and custom business rules. This makes it suitable for production deployments where feasibility, transparency, and operational reliability matter. It is designed to generate practical plans that help teams balance travel time, service commitments, workload distribution, and operational cost in demanding enterprise environments. The solution is available both as an embedded Java SDK and as a Docker-based REST API with OpenAPI and Swagger support. This allows software vendors, enterprise developers, and system integrators to embed advanced optimization into TMS, ERP, CRM, WMS, dispatch systems, customer platforms, and field service applications. With support for scalable integration and modern service architectures, JOpt.TourOptimizer helps organizations improve planning efficiency, service quality, SLA compliance, transparency, and operational resilience at scale. It also supports enterprise integration strategies that require reproducible optimization runs, structured outputs, and flexible deployment models.
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Stay informed about developments in the industry to effectively oversee your business operations. Empower your sales and field service teams to collect precisely the information you require from the field. Badger seamlessly integrates with any CRM, providing your representatives with valuable data on-site. Discover how your team can enhance sales routes and boost overall sales with Badger Maps. With personalized team pilots, you can witness firsthand how Badger contributes to improving your team's sales figures. A dedicated point of contact will ensure that everything functions according to your preferences. Our data experts will configure the optimal setup for your information within Badger. Facilitate a swift onboarding process for your team through customized training designed around your specific needs. Leveraging map-based visualization makes it straightforward to identify untapped leads and accounts that aren't being fully utilized. Managers also benefit from gaining a clearer understanding of their representatives' activities and performance, allowing for better optimization of sales territories. Furthermore, ongoing support ensures that your team remains engaged and effective in achieving sales goals.
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Pricing

Pricing Starts At:
$25/user/month
Pricing Information:
Pro-rated Billing
No Setup fee

Integrations

View Integrations

Reviews - 5 Verified Reviews

Total
ease
features
design
support
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Company Details

Company:
Knockio
Year Founded:
2024
Headquarters:
United States
Website:
knockio.com
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Media

Play Video Apponitments Financials Leads Routes Routes Tracking
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Product Details

Platforms
Web-Based
Windows
Mac
iPhone App
iPad App
Android App
Chromebook
Types of Training
Live Training (Online)
Training Videos
Customer Support
Business Hours
Online Support

Knockio Features and Options

Field Sales Software

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Lead Management Software

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Route Planning Software

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Knockio Lists

Knockio User Reviews

Write a Review
  • Name: Ayana H.
    Job Title: General Manager
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    All in one, cost effective software

    Date: Apr 22 2026

    Summary: Overall, impressed with this software. Has CRM, communication (calls, text and email) and canvassing all in one!

    Positive: Ever since I've started using Knockio, I have had so much ease with managing my team and jobs. The tracking system, communication with text, phone and email and the ability to personalize are some attributes that have made a difference for my business.

    Negative: No cons, great communication from Knockio team and very easy to use.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: GM
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Best app ever

    Date: Apr 21 2026

    Summary: As said above, all pros and no cons. I can monitor all communications, keep up with territories with canvassing, and link canvassing directly to our CRM. it’s a great app with benefits that help keep my entire team organized.

    Positive: This all in one app makes our company processes so much easier. Communications, canvassing, and crm in one place is about as good as it gets. Onboarding is easy, and teaching new reps how to use it is smooth.

    Negative: I don’t have an answer. All positive things to be said about this app.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Owner
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Knockio

    Date: Mar 05 2026

    Summary: Overall experience has been excellent on boarding was easy customers issue has been very straightforward and we’ve been very happy thus far with Knockio

    Positive: So far, it’s been fabulous. Excellent on boarding great customization. It’s nice. Merging all the apps. We need in one source. Super cost-effective we’re saving a ton of money from the past CRM we were using.

    Negative: So far there hasn’t been anything that we found not to work well and we’ve been happy with the service so far

    Read More...
  • Name: Ben L.
    Job Title: District Manager
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Knockio meets all requirements

    Date: Jan 31 2026

    Summary: 10/10. It handles everything I need while saving me money and adding new and improved features. Would recommend

    Positive: It condenses all my softwares into one clean efficient application. It is saving me money and making it easier for my company. It also has new features that set it apart, my favorite is the in app communications between my reps and our customers, that allows me to track and quality control my teams communications. I can listen to all calls between my customers and team, it allows me to track all messages and emails and read them from my office allowing me to make sure everyone is performing professionally

    Negative: Nothing so far, I don’t use all the available features but from all the features I’m using it is efficient and smoother than my other softwares

    Read More...
  • Name: Anonymous (Verified)
    Job Title: CEO
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Best Sales CRM

    Date: Dec 11 2025

    Summary: I have found Knockio is a great CRM that is good for my both businesses. I like the sales reps and technician tracking features.

    Positive: Affordability
    Customer Support
    Flexibility
    Ease of Use
    Real-Time Tracking
    Smart Routing
    Lead Focused

    Negative: Not a big CRM like GHL
    Some Limitations
    No Learning Curve

    Read More...
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