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FAST REP PRODUCTIVITY

Sales Rep Onboarding Made Simple

Stop losing months to slow ramp-ups and low software adoption. SPOTIO’s intuitive, mobile-first platform is so easy to use, your new reps will be productive from day one.

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Get New Reps Productive Faster and Keep Them Longer

ACCELERATE ONBOARDING

Slash Ramp-Up Time from Months to Weeks

Get new reps in the field and contributing to pipeline in a fraction of the time. SPOTIO’s intuitive design and AI-powered sales assistant means less time spent on software tutorials and more time spent on what matters: learning how to sell

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DRIVE ADOPTION

Give Your Team a Tool They’ll Love to Use

By automating the tedious admin tasks reps hate, SPOTIO becomes an indispensable part of their day, ensuring high adoption rates and maximizing the ROI of your tech stack.

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EMPOWER MANAGERS

Free Up Your Time to Coach On Selling, Not Software Training

Stop answering the same basic software questions over and over. With our easy-to-use platform and on-demand AI assistant, new reps can self-serve their tech questions, freeing you to focus on strategic coaching.

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INCREASE RETENTION

Improve Rep Retention and Reduce Turnover Costs

Reps who feel successful and equipped with the right tools are reps who stay. By enabling early wins and making their daily job easier, SPOTIO helps reduce costly rep turnover by an average of 16% and builds a more stable, high-performing team.

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Trusted by Top-Performing Field Sales Teams

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Easy to Learn,
Easy to Love

 High adoption isn’t an accident. It’s the result of a platform rated #1 for ease of use on G2. SPOTIO is designed from the ground up to make a field rep’s life easier and more productive.

Mobile-First App

If your reps can use a smartphone, they can master SPOTIO. Our map-centric interface is designed for one-handed, on-the-go use, with streamlined workflows that feel natural from the very first tap — meaning a minimal learning curve and instant productivity.

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The SPOTIO Advantage

While other software creates barriers between new reps and their first sale, SPOTIO clears the path to productivity.

Unlike clunky, desktop-first CRMs, SPOTIO was built from the ground up for mobile. This obsession with the field user experience is why we’re consistently rated #1 for ease of use among field sales apps on G2.

Reps adopt SPOTIO because it’s a system of action that helps them sell more, not just a system of record for them to report into. Every feature is designed to make them more effective in the field.

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.

Turn activity data into a clear picture of performance. SPOTIO dashboards let reps track their individual goals, while giving leaders the 360-degree visibility needed to coach, strategize, and drive revenue growth.

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One Platform, Shorter Learning Curve

Why train new reps on multiple disconnected tools? SPOTIO integrates with your CRM as well as industry-specific solutions like AccuLynx, Hailtrace, and more. Your sales reps learn one intuitive platform that automatically syncs with your tech stack — cutting onboarding time while maintaining data consistency.

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Your Complete Field Sales
Performance Solution

Getting new hires productive fast and keeping your entire team engaged requires real visibility into field activity and tools that actually work in the field. SPOTIO gives you everything you need to manage, coach, and scale your territory teams from one platform that reps actually want to use.

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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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HighValue Prospects
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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Sales Prospecting

Find & prioritize prospects by sales territory

Location-based prospecting with qualification data to build pipeline.

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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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Help Reps Ramp Faster

Watch your current team fall in love with a platform that actually makes their job easier. See how SPOTIO makes onboarding the easiest part of building a high-performing team.

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Success Stories From the Field

SPOTIO has revolutionized our sales team’s workflow. The ability to strategically plan and execute our daily tasks has significantly improved our efficiency and productivity.

Case Study PDF
Ron Dvir, Hadco Metal Trading
VP of Business Development

If you’re scaling a field sales team, you need visibility. A platform like SPOTIO isn’t about ‘big brother’ monitoring – it’s about helping reps close more deals and make more money. SPOTIO is an investment, not an expense.

Case Study PDF
Ryan Dendievel, Wire 3
SVP of Sales and Marketing
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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.

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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

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.

I do door-to-door roof inspections, and this has been a top-notch product. It makes tracking my interactions really easy and helps me with follow-up and managing different jobs.

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Nishan H.
Project Manager in Roofing

What SPOTIO has done is allowed us to see where those successes were and multiply on them. SPOTIO is awesome. It’s easy to use. And I guarantee you that it is worth the money.

Shane Lynch, Storm Guard
President

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

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Steve K.
Roofing Contractor Owner

Being able to closely manage and monitor our leads is extremely important and valuable to us… SPOTIO has been the best decision the company has ever made.

Tanner Bradshaw, Chipr
Director of Operations

I have been using SPOTIO for over four years, and it has been a game-changer for our roofing company. This has dramatically improved our productivity, accountability, and sales efficiency in the field.

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Thomas S.
Roofing Sales

I have been using SPOTIO for over four years, and it has been a game-changer for our roofing company. SPOTIO is a mobile-first field sales app that helps our outside sales teams manage territories, generate leads, optimize routes, track activities, and sync with our CRM—all in real time. It automates so many manual tasks like logging visits, capturing customer data, and managing follow-ups, while giving our managers live dashboards, leaderboards, and performance analytics. This has dramatically improved our productivity, accountability, and sales efficiency in the field.

Beyond the technology, the team behind SPOTIO has been incredible. Our Customer Success Manager, Leilani, has been outstanding — she’s created training videos for our franchisees and brought the full value of SPOTIO into our organization. Catherine and Emily have also been fantastic partners, always willing to collaborate and help us develop the tools we need to keep growing. The relationship we’ve built with SPOTIO has absolutely contributed to our continued success. Highly recommend!

Read the 5-Star Google Review

Thomas S.
Roofing Sales

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

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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

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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Field Sales Intelligence Hub

Case studies, guides, and tactical insights specifically for field sales teams. Learn from leaders who’ve transformed their territories, optimized their processes, and delivered measurable results.

FAQs

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

SPOTIO is a complete field sales performance platform—not surveillance. GPS verification and activity tracking simply provide the facts so you can focus on targeted coaching, not supervision. You’ll know exactly why a rep is winning, stuck, or slipping, and can help them improve with objective conversations.

SPOTIO helps you uncover and scale the habits that make your best reps successful. Use real activity data to build a blueprint for new hires and give your top performers the recognition (and fair competition) they thrive on.

Great teams use SPOTIO as a tool for fairness and support. Data capture is automatic—no manual admin, no second-guessing, and no favorites. Reps see that coaching and recognition are always based on performance, not opinion.

Yes—SPOTIO is methodology-agnostic. It provides unbiased, actionable data so you can apply any coaching framework (like GROW, OSKAR, or FUEL) and focus on real progress, not reporting.

Absolutely. With flexible field customization, SPOTIO adapts to your terminology, stages, and workflows—whether you manage B2B accounts, door-to-door territories, or something unique.

Yes—SPOTIO’s mobile-first, map-centric design keeps reps productive on the road, in neighborhoods, or offline. It’s made for the demands of field selling, not repurposed from inside sales tools.

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