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Book a call with our team. We will talk through your workflow, confirm whether professional services is the right fit, and outline scope before anything is signed.
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Knack Professional Services
Build your app with
expert guidance.
You know your workflow. We know Knack. Our professional services team works alongside you to turn your requirements into a working, compliant app faster than building alone.
How Does it Work?
Sign your Knack plan
Your engagement begins at signing. Our team is available to all active plan customers from day one, not after a waiting period.
Scope the build
Tell us what you need in plain language. We confirm scope and get started. No requirements documents, no lengthy intake calls.
We deliver
Our team builds inside your account. You stay involved, review as we go, and launch when it is ready. You are never handed something you do not understand.
What we can build for you
Our team has configured Knack for organizations across industries. Here are the workflows we are asked to build most often.
Custom CRM
Manage contacts, track deals, log communications, and monitor your pipeline from a single organized system built around how your team actually works.
Project and Task Management
Centralize milestones, tasks, and deadlines in one workspace. Assign work, track progress, and give every team member a clear view of what is in flight.
Contract Management
Track agreements, renewal dates, signatories, and document versions so nothing slips through and your team always knows the current status of every contract.
Onboarding Workflows
Standardize how new clients are onboarded with structured intake forms, task checklists, and automated status updates.
Project and Task Management
Centralize milestones, tasks, and deadlines. Assign work, track progress, and give every team member a clear view of what is in flight.
Vendor and Supplier Management
Manage vendor records, purchase orders, approval workflows, and performance tracking without juggling spreadsheets across departments.
Quotes and Invoicing
Generate quotes, send invoices, track payments, and maintain a full financial record for each client engagement in one connected system.
Expense Management
Collect and approve expense submissions, route them through the right approvers, and keep a full audit trail for accounting.
Employee Portal
Onboard team members, track time and attendance, manage performance reviews, and keep HR records organized and accessible.
Built for operators, not developers.
Professional services is the right fit when you understand the workflow deeply but want someone else to handle the build.
Teams replacing spreadsheets
Your operation runs on shared sheets and manual processes. We move it into a structured app that is faster, more accurate, and easier to maintain.
Teams rebuilding from another platform
Coming from Airtable, Base44, Lovable, or a homegrown tool? We handle the migration and rebuild so you land on a scalable foundation.
Non-technical operators
You understand the workflow deeply but want a guide for the build side. You stay in control of what gets built without needing to build it yourself.
Teams with a deadline
When you need an app in weeks, not months, our guided sessions and defined delivery window keep the build on track.
What you get with professional services
Dedicated Account Manager
Your account manager oversees every step of the build, keeps the project on track, and makes sure what gets delivered matches what was agreed. No handoffs, no ambiguity.
Security and Access
Your app is built with role-based access controls, encrypted data storage, and full audit logging from the start. The right people see the right data and nothing else.
Built by Product Experts
Our in-house team has configured Knack for organizations across industries. They know the common pitfalls, the fastest configuration patterns, and the edge cases before you have to explain them.
Delivered on a Defined Timeline
Every engagement comes with a scoped delivery window. If we do not deliver at the agreed scope, you can cancel your Knack plan within the first 30 days at no cost. No negotiation required.
FAQ
What is Knack Professional Services?
It is a hands-on build program where our in-house team scopes, builds, and launches your Knack app for you. You tell us what you need, we confirm the scope, and our team does the building inside your account.
What does the engagement include?
Every engagement includes a scoping conversation, backend setup, workflow configuration, role-based access controls, and end-to-end testing before launch. Data migration is included in the scoping conversation if needed.
Do I need a Knack plan to get started?
Yes. A Knack plan is required before professional services work begins. Your subscription starts at signing and implementation support is available from day one.
How long does it take?
Most engagements are scoped for completion within a 30-day delivery window. Timeline depends on scope complexity but is confirmed before work begins.
Can you migrate my data from another tool?
Yes. If you are moving from Airtable, a spreadsheet, or another platform, we analyze your existing structure and configure Knack to mirror it before go-live.
Will I be involved during the build?
Yes. Our team builds inside your account. You review as we go and approve before launch. You are never handed something you do not understand.
What if you do not deliver at the agreed scope?
If we do not deliver at the agreed scope, you can cancel your Knack Health plan within the first 30 days at no cost.
How is this different from standard Knack support?
Standard support helps you build it yourself. Professional services means our team builds it for you, within a defined scope and timeline, with a guarantee behind it.
