Outside sales CRM
An outside sales CRM built around the rep's day.
Decide who to call and visit, plan the route, prepare on your phone, record what happened, and keep the next follow-up visible to the team.
14 days free · $0 today, then $60 per licensed seat/month. Payment method required; cancel before the trial ends to avoid a charge.
- Visit · Spoke with buyerTuesday
- Sample left · 2 productsTuesday
- Follow-up · Sample feedbackFridayOpen
One day, four moves.
Before the stop, at the account, after the conversation, and for the manager. All in one place.
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Morning · Plan
Before the stop
Set an account goal and mileage limit. Follow-ups, samples, reorder signals and prospects are ranked into a practical route.
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At the door · Prepare
At the account
Contacts, notes, past conversations, open follow-ups and buying cadence on your phone, not spread across texts and spreadsheets.
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Back in the car · Capture
After the conversation
Calls, visits, contacts, pricing talks, samples, orders and next steps in one activity. Type it, or review a voice draft.
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End of day · Review
For the manager
Completed follow-ups, sample conversion, reorder risk and the revenue context behind the team's activity.
Illustrative day
One shared memory of every account.
Anyone on the team can open an account and find the last conversation and the next follow-up.
- Mobile-first daily planning
- Routes inside your mileage limit
- Calls, texts, visits, samples and orders in one timeline
- Voice drafts that never save themselves
- Record activity offline
- Owner, manager and rep roles
- CSV import and export
Who it fits.
Small and growing teams that sell account to account: stores, offices, distributors, practices. Cannabis wholesale is our first vertical.
Questions
What makes an outside sales CRM different?
It starts with the rep's day: a territory, limited hours, a driving limit and accounts that don't all need attention today. Knockwell turns account history into that day's plan and keeps buyer context on the phone.
Can we bring our existing accounts?
Yes. Knockwell supports CSV account import and safe CSV export.
What do managers see?
The team's activity with its commercial context: completed follow-ups, sample conversion, reorder risk and recorded revenue.
Does Knockwell replace our POS or compliance software?
No. Knockwell is a sales CRM. It doesn't replace Metrc, inventory, POS or compliance software.
Try it on your own territory.
14 days free, $0 today, then $60 per licensed seat/month. Payment method required; cancel before the trial ends to avoid a charge. Stripe shows your exact first-charge date. Self-serve signup is available in Oklahoma, Maine and Washington.