Missing Qualified Leads? Identify and Convert Them with SPOTIO
FILL YOUR SALES PIPELINE
Identify High-Value Leads With Geographic Precision
Define precise geographic boundaries and identify ideal prospects for both B2C and B2B markets. Use SPOTIO’s Lead Machine to target homeowners with demographic filters including home market value, household income, and property type, or leverage Google Places integration to access verified business information and firmographic data. This dual-targeting approach minimizes wasted effort and maximizes opportunity discovery within your territory.
ORGANIZE LEAD DATA
Consolidate Leads into a Visual Pipeline
Import leads from multiple sources—CSV files, CRM systems, or manual entry—and organize them visually on an interactive map. Color-code leads by status, priority, or custom criteria to instantly understand your territory and plan your day strategically.
GAIN COMPLETE VISIBILITY
Monitor Team Pipeline Performance in Real-Time
Monitor lead activities, status changes, and progression in real-time through centralized dashboards. Empower managers with the visibility needed for data-driven coaching, accurate forecasting, and strategic territory management.
ACCELERATE FOLLOW-UPS
Streamline Consistent Lead Nurturing
Use SPOTIO’s AutoPlays to create follow-up sequences that reps can easily deploy based on prospect activities and status changes. Enroll prospects in structured nurturing cadences that deliver systematic reminders and next-step prompts to reps, ensuring no lead falls through the cracks while maintaining consistent execution.
Trusted by Top-Performing Field Sales Teams
Capture, Organize, and Close Opportunities Faster
From initial lead discovery to final deal closure, give your team a systematic way to manage the entire sales cycle and build a predictable pipeline.
Lead Import & Assignment
Import leads from CSV files, CRM systems, or manual entry and instantly assign them to territories and reps. Automatic time-stamping prevents duplicate entries while real-time sync ensures your entire team works with current data across all devices.
The Geographic Advantage in Lead Management
Traditional lead management ignores geography. We make it your greatest strategic advantage, transforming scattered data into a clear, map-based plan for revenue growth.
Our mobile-first, map-centric design works where your reps do—in the field, in vehicles, and even offline. Unlike traditional CRMs built for inside sales, SPOTIO thrives in real-world selling environments.
SPOTIO’s Flexible Objects let you customize fields, names, and stages to support your exact sales process—whether tracking B2B accounts or door-to-door leads. No one-size-fits-all approach here.
AutoPlays sequences deliver the right follow-up reminders at the right time, keeping deals moving with systematic consistency. Focus reps on selling while structured prompts handle pipeline maintenance.
Keep Your Lead Data
in Perfect Sync
Maintain data consistency across your entire sales operation. SPOTIO integrates bi-directionally with leading CRM platforms to eliminate information silos and ensure unified workflows.
Transform Your
Entire Field Sales Operation
Lead management is just the beginning. SPOTIO connects territory planning, route optimization, visit tracking, task automation, and pipeline management into one integrated system. Stop juggling separate tools—see how every feature works together to boost productivity, increase face-time with prospects, and accelerate revenue growth.
Customer Success Stories
If you want to know how your salespeople are doing, there’s not a better tool on the market. I truly believe that.
Read Full Testimonial
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FAQs
Find answers to common questions about sales lead management with SPOTIO and how it can benefit your team.
Import lead lists via CSV, connect your CRM for two-way sync, or use our Lead Machine feature to generate new prospects directly within the platform.
Absolutely. SPOTIO supports unlimited custom fields and filters, allowing you to segment leads by any data point relevant to your sales process.
SPOTIO offers targeted lead identification for both B2C and B2B markets within precise geographic boundaries. For homeowner prospecting, Lead Machine uses demographic filters including home market value, household income, property type, and resident age to identify qualified residential leads. For business prospecting, Google Places integration provides verified company information and firmographic data. This dual approach ensures you focus on prospects most likely to convert in your coverage area.
While CRMs excel as systems of record, SPOTIO is a system of action designed for field sales. Our map-based, mobile-first interface provides geographic intelligence and field-optimized workflows that traditional CRMs cannot match.
Yes, managers have comprehensive visibility into all leads across their team’s territories, enabling better coaching, forecasting, and strategic decision-making.
Yes, SPOTIO integrates with Google Calendar and Microsoft Outlook. Scheduled appointments can be automatically synced and factored into your route plan as fixed stops.
SPOTIO AI is a field sales assistant that provides instant access to selling strategies, messaging templates, product specifications, and pricing information. It offers step-by-step guidance on sales processes and helps managers with coaching tools—all designed specifically for field sales teams.
