Knack CRM Overview

Knack-CRM is a cloud-based CRM system designed for small businesses. It offers features like contact management and sales automation.

Use Cases

Customers recommend Proposal & Quote Management, Collaboration, Lead Management, as the business use cases that they have been most satisfied with while using Knack CRM.

Other use cases:

  • Contact List Management
  • Relationship Management
  • Business Development
  • Generation Of New Leads
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Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Knack CRM.

Other priorities:

  • Enhance Customer Relationships
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Knack CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Peer review evidence (same sources as the product rating summary)

"...Accounting Quickly issue quotes, invoices and accounting reports to maximize efficiency and revenue. ..." Free CRM Software > Knack > For Business.
"...Knack's team collaboration features keep your entire company in the loop and working together to get every client. ..." Free CRM Software > Knack > For Business.
"...CRM Manage your prospects, contacts and clients in one place with a simplified CRM software . ..." Free CRM Software > Knack > For Business.

Knack CRM Customer wins, Customer success stories, Case studies

How does Knack CRM facilitate Proposal & Quote Management?

How does Knack CRM facilitate Collaboration?

 

CureTech - Healthcare

Case Study for Knack User: CureTech

CureTech has adopted Knack's platform to enhance its operations with a custom CRM and online database management system. This implementation addresses CureTech's needs in project management, financia...l management, and security compliance within the healthcare industry.

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El Camino College - Education - Medium

Case Study for Knack User: El Camino College

Torrance, USA

El Camino College has adopted Knack's no-code platform to enhance its operations with a custom CRM, online database, and inventory management solutions. This implementation addresses the college's ne...eds in project management, financial management, and compliance.

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Verified Athletics - Sports And Athletics - Medium

Case Study for Knack User: Verified Athletics

USA

Verified Athletics has adopted Knack's no-code platform to develop a custom CRM and manage their online database. This implementation aims to enhance their operations in the sports and athletics indu...stry, focusing on efficient data management and customer relationship management.

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Path Fertility - Hospital & Health Care - Small

American Fork, USA

Path Fertility used Knack Health to automate patient management and operations. The team built a HIPAA-compliant platform without developers. They replaced manual emails with over 30 automated, custo...mizable messages. The solution included patient and provider portals for real-time access to order status and results. Unlimited users and built-in compliance were key benefits for their small team.

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Guy’s and St Thomas’ Hospitals (NHS) - Hospital & Health Care - Very Large

London, UK

Knack Health helped Guy’s and St Thomas’ Hospitals in London track COVID-19 exposure among NHS healthcare workers. Dr. Danny Wong used Knack’s no-code platform to quickly build a mobile-friendly app ...for data collection. The app launched in days and was adopted by thousands of healthcare workers in over a dozen countries. It enabled fast, secure, and widespread data gathering during the pandemic. The solution became a vital tool for frontline staff and gained official support from healthcare organizations.

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Project Lifelong - Non Profit Organization Management - Small

Sacramento, USA

Project Lifelong used Knack to replace a single-user Microsoft Access database. Staff and volunteers now access member data from anywhere. The new system eliminated manual data entry and paper docume...nts. Knack's API and Make.com integration automate SMS workflows and dynamic filtering. The solution improved communication with parents, social workers, and law enforcement. Project Lifelong now manages member data securely and scales their programs easily.

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Knack CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.75/5 ★

Read Reviews (7)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.75/5 ★

Read Reviews (7)

Software Failure Risk Guidance

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for Knack CRM

Top Failure Risks for Knack CRM

Astaga, Inc. News

Product

Knack Launches MCP Server: The HIPAA-Compliant Backend for AI Builders - PR Newswire

Knack has launched the MCP Server, a HIPAA-compliant backend designed for AI builders, enabling integration with AI coding tools like Claude and ChatGPT. This server provides a secure, compliance-ready data layer without infrastructure setup, featuring role-based access controls and 700+ integrations. It is available to all users, supporting regulated environments like healthcare.

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Product

Knack's Native Scheduling App Is Now Live

Knack has launched Knack Scheduling, a native appointment booking feature integrated directly into the Knack platform. This new feature eliminates the need for third-party scheduling apps, offering real-time provider availability and seamless data integration within Knack's environment. It supports multiple appointment types and locations, and is included in most Knack Health HIPAA plans at no additional cost.

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Product

Integrate Your Workflow With Knack Flows

Knack introduces Knack Flows, enabling seamless integration of workflows across various business needs such as CRM, inventory management, and financial management. This integration supports industries like healthcare, construction, and education, enhancing operational efficiency.

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Product

Knack Announced the Launch of Knack Health

Knack has launched Knack Health, a no-code platform for healthcare organizations to build secure, HIPAA-compliant applications without coding. It offers tools for creating internal tools, patient forms, and workflows, with features like a HIPAA-compliant database, custom forms, and 500+ integrations. This product targets small to mid-sized healthcare teams needing flexibility beyond traditional EHR systems.

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Astaga, Inc. Profile

Company Name

Astaga, Inc.

Company Website

https://www.knack.com/

HQ Location

Employees

1-10

Social

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Financials

SEED