CRM


Knockio’s CRM keeps every lead, customer, and job detail organized in one clean, easy-to-use system. Reps stay updated, managers gain visibility, and teams work faster with complete data at their fingertips. From first contact to job completion, Knockio ensures nothing is missed and every relationship is managed smoothly.

 

CRM

All lead and customer data in one place

Manage Every Relationship
From Start to Finish

1

Centralized Lead Management

All leads stay organized in one place, giving your team instant access to customer history, activity, and progress. No more scattered notes or missing details.

2

Complete Customer Profiles

Store customer information, notes, attachments, photos, and timelines. Every interaction is saved, helping your team understand each customer clearly.

3

Track Every Interaction

Reps can log calls, messages, visits, and updates directly inside the CRM. Managers see real engagement, not guesswork or scattered updates.

4

Lead-to-Job Workflow

Move leads into jobs easily while keeping all data intact. Knockio ensures everything stays connected throughout the entire customer journey.

5

Assign Reps Seamlessly

Managers can assign leads or jobs to reps instantly. Everyone knows their responsibilities, reducing confusion and boosting team accountability.

6

Follow-Up Reminders

Stay on top of every opportunity with reminders for callbacks, appointments, or tasks. Nothing slips through the cracks, even on busy days.

7

Notes & Attachments

Add internal notes, customer notes, contracts, or media. Everything stays linked to the customer profile for easy reference later.

8

Activity Timeline

See a full timeline of every action—updates, status changes, media uploads, proposals, contracts, and payments all in one clear view.

9

Built for Field Sales Teams

Perfect for solar, roofing, HVAC, pest control, and fiber teams. Knockio’s CRM is simple, mobile-friendly, and designed for fast-paced field operations.

A New Way Forward

Manage Your Door to Door Sales Process Efficiently

Say goodbye to scattered leads and inefficient processes. Use the best door to door canvassing app that helps your team generate more leads. Knockio streamlines your sales journey, supercharging lead tracking and sales intelligence.

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Testimonials

What Our Customers Say About Knockio

From small teams to enterprise sales forces, Knockio has transformed how companies approach door-to-door selling. Hear directly from the pros using Knockio to boost productivity, close more deals, and stay ahead of the competition.

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This app has made such an impact on our team. I highly recommend looking into it. Game changer for our company.

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Rich Santella

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Great app for canvasing and managing area. I'd have to say its pretty easy and also the support is pretty fast and really good if you have any questions. Ive used several canvasing apps and really like Knockio!

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Daniel Godwin

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Great software! Really helped Organized my sales pipeline

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Connor Shortell

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Amazing company, Always one call away if there is ever a issue and always eager to help!

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Steffan Dandridge

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Best program/app I’ve used for work. Really makes it easier to track my teams activity and see what/where they are having success or struggling

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Ben Loveland

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Amazing app! Definitely has helped out my team a whole lot from our previous canvassing software. They identified what we were struggling with/needed and everything has been met. Highly recommend.

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Ayana Hall

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Track leads, manage appointments, map routes, and close deals faster from anywhere. The Knockio app gives your team the power to work smarter, not harder.