# A field sales CRM that starts at the address

Knockdesk is field sales software, and it is a field sales CRM for teams that sell in person. The record starts at the address, not at a contact someone types in after the shift. The visit, the outcome, the conversation, and the deal stay on that pin.

## Why a desk CRM breaks in the field

A desk CRM assumes the work happens at a screen. Outside sales happens at an address, often with no signal, and the useful fact is what happened at that door. Field sales crm software that waits for an evening data entry loses the nobody-home, the gate, and the rep who never went. Those visits are the coverage.

Four things break first. The account is a person instead of an address, so two reps can sell the same house. The app needs a signal to save a visit. The outcome list was built for phone stages, not for a knock. Nobody owns the territory, so the same turf gets walked twice. Knockdesk is an outside sales CRM built the other way: address first, offline visits, outcomes you name, and a territory with an owner.

The field sales crm app the rep carries is the phone. The mobile crm for field sales that a manager uses is the web map of the same pins. One visit. Two seats.

- [Field sales app](/field-sales-app)

- [Territory management](/features/territory-management)

## From the visit to the lead to the deal

The knock can create the lead on the spot, tied to that pin and that vendor. The lead moves through the stages you teach in the field: new, contacted, qualified, interested, appointment, proposal, negotiation, won, lost, nurture, or do not contact. Qualify it and a deal can open with the value and the close window you set.

A crm for outside sales reps has to be usable between stops. Reps live in leads, deals, and tasks. Leaders see the same board and can open the source visit before they coach the deal. The mobile sales crm is not a second database they update at night.

## One opportunity per lead and vendor

One opportunity per lead and vendor. That rule is what stops a second rep from opening a second deal on a house that already bought, or on a merchant account another rep already quoted. The vendor on the turf is the vendor on the commission.

A closed deal stays closed. Forecast is the open money, not every porch conversation someone marked interested. You can still see the visit that started the opportunity.

## One timeline for the account

Follow-ups are tasks with an owner and a day. Calls, texts, meetings, and notes land on the same timeline as the knock. The next person can see what was already said without a group text.

A recorded conversation, when the rep consented, sits on that same timeline as a recap. The score does not replace the outcome the rep logged. The CRM keeps both facts: what they marked, and what the tape showed.

- [Coach](/coach)

## Import a list, and keep the rows that failed

You can bring a bought list in. Doors, leads, and reps can come from a spreadsheet or a CRM export. Knockdesk writes a file of the rows that failed so you can see what did not land, instead of guessing which addresses never became pins.

Type a door, drop a handful, or pull the addresses inside the territory. Reps only see the doors assigned to them. Tags keep one drop, such as a March list, separate from the rest of the map.

## Forecast and win rate

Forecast is the open money on deals that are still moving. A won deal stays won. Win rate, days stuck in a stage, and why deals die are questions you can ask of the visits, not of a recap someone typed later.

Kayo can bring the visits and conversations behind a number. You review them and approve the next step. The forecast does not change itself. Slice the same record by rep, team, territory, turf, stage, or hour. A rep sees their own pipeline. A manager sees their teams. An owner sees the company.

- [Kayo](/features/ai-assistant)

## Keep the CRM you have, and move lists by file

Many teams already keep a CRM for billing, contracts, or the close that happens after the appointment. Knockdesk does not replace that system with a live sync. There is no integration marketplace and no connection that updates the other CRM while you watch.

Move the list with import and export. A spreadsheet or a CRM export can become pins and leads. The rows that fail come back in a file you can fix. The field work, the turf, the offline visit, and the commission on a confirmed sale stay in Knockdesk. The other system can keep the job it already does.

## Pricing

Field sales crm software at Knockdesk is one plan. Full desk. Every person who signs in is a seat at the same price, including the mobile sales crm on the rep's phone and the desk a manager uses. There is no free plan and no second tier.

- [Pricing](/pricing)

## FAQ

### What is a field sales CRM?

A field sales CRM keeps the account, the visit, and the deal for a team that sells in person. Knockdesk is field sales software that starts that record at the address and logs the visit when it happens, including offline.

### Is Knockdesk field sales CRM software and an app?

Yes. Field sales crm software for managers is the web desk. The field sales crm app for reps is on iOS and Android. Both look at the same visit.

### What is a mobile CRM for field sales?

A mobile crm for field sales is the phone record of the stop: the pin, the outcome, the lead, and the task. Knockdesk stores that visit with no signal and syncs when the phone is online again.

### How is an outside sales CRM different from a desk CRM?

An outside sales CRM has to treat the address as the account, keep a visit that happened with no signal, use outcomes from the door, and give the territory an owner. A desk CRM usually starts from a typed contact and a phone stage.

### Is there a CRM for outside sales reps that will not double a deal?

Knockdesk allows one opportunity per lead and vendor. A second rep does not open a second deal on an account that already has one for that vendor.

### Can I import leads from the CRM we already use?

Yes. Import doors, leads, and reps from a spreadsheet or a CRM export. Rows that fail come back in a file. Knockdesk does not live-sync with another CRM.

### Does the mobile sales CRM include a forecast?

Forecast is the open money on deals that are still open. Won deals stay won. You can ask win rate and stage age from the same visits. Kayo can gather the records behind a number. It does not change the forecast on its own.

### How much does it cost?

Full desk is on the pricing page. A rep on the mobile sales crm and a manager on the web pay the same seat price. There is no free plan.