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SMARTER PROSPECTING. BIGGER WINS.

Sales Prospecting: Quality Prospects, More Deals

SPOTIO’s map-first platform helps your field sales team uncover and qualify new leads, filter prospects by neighborhood or deal stage, and create winning routes—helping you build a steady pipeline and close more opportunities in every territory.

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Tired of Clunky Tools and Stale Lists? Fill Your Pipeline with High-Quality Prospects

FILL YOUR SALES PIPELINE

Bring In a Steady Stream of High-Value Prospects

No more sifting through outdated contacts or buying lists. Find and add fresh, qualified prospects—business or residential—to your territory map. Build a pipeline that keeps every rep focused on real opportunities instead of wasted effort.

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BOOST SALES REP PRODUCTIVITY

Spend Less Time Researching, More Time Connecting

Arm your team with accurate, real-time info—contact details, business data, and neighborhood insights—so every sales call, visit, or conversation is targeted and productive. Whether you’re working B2B accounts or residential doors, your reps stay prepared and out in the field.

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IMPROVE TARGETING PRECISION

Focus on the Prospects That Matter Most

Use advanced filters and color-coded maps to easily spot and prioritize your best opportunities. Whether you’re chasing key decision-makers or high-potential households, your team will always know where to go for the greatest impact.

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DRIVE TEAM PERFORMANCE

See Prospecting Activity Across Every Territory

Ditch the spreadsheets—use map-based, real-time views to track prospecting coverage and progress for your whole team. Turn concrete activity data into smarter coaching and pipeline growth, backed by full visibility into each rep’s field activity.

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Trusted by Top-Performing Field Sales Teams

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Find, Target, and Close More Prospects – Faster

 SPOTIO gives field sales teams a decisive advantage: combine robust lead generation, real-time prospect data, and intuitive map management to help your team identify, qualify, and work the best prospects in every territory.

Lead Import & Capture

Easily import leads and prospects from your CRM, spreadsheets, or lead lists. Add new contacts on the fly or capture them as you canvass—so you never miss a sales opportunity.

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SPOTIO: Your Sales Prospecting Advantage

Traditional tools leave geography out of the sales game. We put it at the heart of your strategy—turning prospect data into an easy, map-based playbook to help your team win more deals.

Visualize prospects, customers, and opportunities in their true locations—plan smart routes, cluster outreach, and work your day with pinpoint accuracy.

SPOTIO’s Flexible Objects give you the power to customize fields, labels, and sales stages to match your unique process—whether you’re tracking complex B2B accounts or managing door-to-door prospecting. Skip the one-size-fits-all tools and make your workflow truly your own.

Equip your reps to update pipelines, log activities, and access vital info from anywhere—so nothing slows down your team’s field momentum.

Stay on top of every prospect, visit, and follow-up. SPOTIO records activity in real time—tracking progress, updating statuses, and giving managers a clear view of field performance. No more manual updates or missed steps.

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Keep Your Prospect Data
in Perfect Sync

Easily sync leads, prospects, and sales activity between SPOTIO and your CRM or other essential tools. Two-way integrations keep data fresh and give your entire team real-time visibility—whether you use Salesforce, HubSpot, Microsoft Dynamics, Zoho, or NetSuite.

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Connect Prospecting to
Every Step of Your Sales Process

SPOTIO links all of your field sales activities—so you can move every prospect from first contact to closed deal, with full visibility at every step.

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Mobile App

Boost sales productivity in the field

Use a central hub for leads, routes, and activity capture – built for field reps.

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Activity Tracking

Capture sales interactions in real-time

Complete field activity capture with location verification and one-tap logging.

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Lead Management

Identify and convert high-value prospects

Qualify, prioritize, and track leads throughout your sales process.

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Territory Management

Allocate coverage for maximum revenue

Create boundaries, assign reps, and control lead access by territory.

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Route Optimization

Optimize routes to maximize selling time

Maximize daily visits while minimizing travel time and fuel costs.

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Pipeline Management

Track deal progression through close

Visualize opportunities from first contact through final sale.

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Task Automation

Streamline repetitive admin work

Complete data entry, follow-ups, and updates from the field.

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SPOTIO AI

Guidance from your field sales co-pilot

Access intelligent guidance for how-to questions and your sales process.

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Sales Intelligence

Transform data into revenue insights

Analyze performance patterns and identify growth opportunities.

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Data-driven Insights

Track the KPIs that drive revenue growth

Connect daily activities to sales outcomes using the metrics that matter most to you.

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Sales Coaching

Empower every rep to be a top performer

Use performance data to guide training and skill development.

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Sales Leaderboards

Foster success with healthy competition

Motivate reps with real-time performance rankings and visible goals.

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Integrations

Connect with your existing tech stack

Sync seamlessly with CRMs, calendars, and other sales tools.

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Power Up Your Prospecting

Give your team the smart prospecting tools and real-time insights they need to uncover better opportunities, book more meetings, and win more deals in the field.

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Customer Success Stories

Want to skyrocket sales productivity, improve customer experience, and make smarter choices? SPOTIO’s the answer. Trust me, it’s a game-changer!

View Full Testimonial
Zane S.
Sales Development Rep

Forget clunky sales tools, SPOTIO’s my secret weapon! It keeps me organized, tracks leads like a pro (even offline!), and helps me personalize each interaction with customer data in one click. But the real magic happens for managers. They get real-time insights into my activity, optimized territories for maximum efficiency, and automated reports that fuel data-driven decisions. Communication’s a breeze, keeping everyone on the same page. Want to skyrocket sales productivity, improve customer experience, and make smarter choices? SPOTIO’s the answer. Trust me, it’s a game-changer!

Read the Verified 5-Star Review on G2

Zane S.
Sales Development Rep

SPOTIO is intuitive, efficient, packed with features that boost productivity and close deals faster. Great CRM integration, smart automation, and excellent support. A must-have for sales teams!

Read the 5-Star Google Review
Alexis R.

Excellent CRM! SPOTIO has advanced features not found on other platforms to narrow down sales efforts and clarify your pipeline.

Read the 5-Star G2 Review
Lawrence C.
Sales and Marketing Specialist
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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
Mike Shirley
Chief Sales Officer @ HomePro

HomePro is a premier provider of home technology that partners with residential builders to create custom solutions for home buyers during the sales process. HomePro has been very successful with steady year-over-year growth. On average, the company installs top-of-the-line smart home technology and security systems in over 30,000 homes per year.

The Problem:

Due to increased partner and consumer demand, HomePro was growing rapidly. This growth was good for revenue, but made it difficult for the sales team to keep up with the huge influx of demand using their existing process and CRM. This situation led to a variety of challenges that needed to be solved:

  • Lack of visibility for leadership to see field activity
  • Upset customers from missed appointments or follow-ups
  • Difficult to keep reps accountable for assigned leads
  • CRM data became inaccurate because of a lack of timely updates
  • Existing process was manual, time consuming, and created confusion for sales
  • Difficult to identify issues and opportunities in the process or team members

The Solution:

ACTIVITY TRACKING & AUTOMATION

The SPOTIO mobile app made it easy and fast for reps to organize their appointments, provide status updates and meeting notes, and automate tasks and communications to their prospective customers.

MULTI-CHANNEL COMMUNICATIONS

By adopting SPOTIO’s multi-channel communications (MCC), HomePro reps could call, email, and even text directly from the app, while providing a detailed conversation history on every lead for future review.

DIRECT CRM INTEGRATION

Connecting SPOTIO directly with their existing CRM made it drastically easier and faster to update records for reps, which ensured system data was entered more timely and accurately than ever before.

PIPELINE VISIBILITY

More accurate and timely reporting meant that sales leaders could finally see how the process and team members were performing, easily identify issues or opportunities for improvement, and provide better individual coaching.

Mike Shirley
Chief Sales Officer @ HomePro

The platform is clean, simple, and makes canvassing way more efficient for our team.

Read the 5-Star Google Review
Adelaide Opitz

What I like about SPOTIO: the numbers. The reporting functions are fantastic for lead tracking and monitoring canvasser performance.

Verified 5-Star G2 Review
Steve K.
Roofing Contractor Owner
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Field Sales Intelligence Hub

Explore these resources to learn more about building a data-driven, high-performing outside sales team.

FAQs

Find answers to common questions about field sales prospecting with SPOTIO and how it can benefit your team.

Easily import your lead lists via CSV, or connect SPOTIO to your CRM for a seamless, two-way sync that keeps your prospect records current and accurate.

Yes—you can filter prospects by status, last visit, territory, custom fields, and dozens of other data points, so you always find the right opportunities fast.

Absolutely. Our B2C Lead Machine helps you find and qualify homeowner prospects using demographic filters like home market value, household income, and property type. For B2B prospecting, we integrate with Google Places to provide verified business information and company data. Plus, our mapping, lead management, and filtering features work powerfully for both B2C door-to-door teams and B2B field sales professionals.

Yes! You can assign prospects and accounts based on territory, role, or custom criteria—ensuring each rep knows exactly where to focus and preventing territory overlap.

Definitely. SPOTIO’s mobile app lets you update statuses, log activities, and add notes in real time—so you always have the latest information, right from the field.

Managers get clear dashboards and live maps showing every rep’s activity, prospecting coverage, results, and more—so you can coach, spot trends, and celebrate wins with real data.

SPOTIO maintains high security standards, uses data encryption, and supports compliance needs for both SMB and enterprise field sales teams.

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