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PROVEN TO BOOST REVENUE 23% OR MORE

Field Sales Engagement for High-Velocity B2C Teams

Struggling with tools that aren’t built for field sales success? SPOTIO helps your team target the right prospects, have smarter conversations, and build a B2C sales engine that consistently beats the competition.

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Trusted by Top-Performing B2C Field Sales Teams

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Proven Results That Speak for Themselves

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  • 46%
    Average Increase in Sales Productivity
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  • 23%
    Average Increase in Sales Revenue
  • 16%
    Average Decrease in Team Turnover

From Visibility Gaps to Performance that Scales

The B2C market moves fast, and your tools should keep up. SPOTIO gives your team everything they need to maximize every minute in the field and turn more conversations into customers.

  • See What’s Actually Happening
    Know where your reps are, which prospects they’ve visited, and what follow-ups they’ve missed without calling each person individually. Coach your team based on real appointment data and conversion rates. Visit verification and activity reports give you complete visibility into your field operations.
  • Save Time on Admin Work
    Eliminate the hours reps spend on manual territory planning, inefficient canvassing coordination, and data entry. Automated territory coverage planning, systematic canvassing, and activity capture give them more time to sell.
  • Turn Activity Into Revenue
    When prospects show interest, automated follow-up ensures they don’t get forgotten. Mapping tools make it easy to coordinate referral visits and turn satisfied customers into neighborhood advocates.
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The Field Sales Solution for Your Industry

Generic sales tools don’t understand door-to-door challenges or storm chasing urgency. SPOTIO connects with platforms your team already uses such as AccuLynx, JobNimbus, HailTrace – and adds the territory intelligence, activity capture, and lead tracking that B2C field sales teams need to dominate their markets.

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Integrate with roofing tools like AccuLynx and JobNimbus to sync lead data while tracking door-to-door activities across neighborhoods. Plan systematic canvassing strategies, capture homeowner information at the door, and coordinate team coverage to maximize market penetration.

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One Platform For Your Entire Revenue Team

Sales leaders need field visibility, reps need more selling time, and RevOps needs clean data. SPOTIO gives each team what they need to hit their goals.

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Sales Leaders

See Every Activity

Know exactly what your reps are doing in the field. Coach what works and fix what doesn’t.

Sales Manager Platform
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Field Reps

Close More Deals

All prospect info at your fingertips: capture notes, log visits, and focus on selling instead of data entry.

Sales Rep Platform
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RevOps

Get the Data You Need

Accurate sales activity data that flows directly to your CRM – no lead left behind.

Sales Operations Platform

Track Performance. Drive Revenue.
Scale Success.

Basic mapping apps and traditional CRMs don’t understand B2C sales complexity. SPOTIO delivers everything you need to manage high-volume sales activity, optimize territories, and win more customers through consistent follow-up – all in one platform.

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Mobile App

Boost sales productivity in the field

Use a central hub for leads, territories, 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.

Sales Activity Tracking
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.

Sales Territory Management
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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.

Sales Pipeline Management
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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.

Performance Analytics
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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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Works Seamlessly with the Tools You Already Use

SPOTIO connects to your existing CRM and tools, so your field data automatically flows where it needs to go. No rip-and-replace, no training headaches—just better data in the systems you’re already using.

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See How Top Teams Are Winning in 2025

Winning deals is getting harder—40% of experienced reps say so. Get our latest State of Field Sales Report for insights from 500+ field sales professionals on what’s working now, from deal strategies to technology choices that drive results.
Get Your Copy Today

5th Edition State of Field Sales

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How Chipr Achieved its 6% Close Rate Goal

Chipr, a growing home services provider, was held back by unreliable sales tool that delivered inaccurate data and constant service interruptions. Without clear field visibility, coaching became guesswork and performance targets felt impossible to reach. SPOTIO changed that—helping them achieve their goal of a 6% close rate with reliable data and proven field intelligence.

  • Unprecedented Visibility into Field Operations
    SPOTIO’s stable and reliable platform provided Chipr with deep insights into their door-to-door activities, enabling better decision-making and more effective team coaching.
  • Increated Team Efficiency and Productivity
    With actionable insights from SPOTIO, Chipr was able to streamline their field operations, helping their team operate more effectively and consistently meet performance targets.
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FAQs

Thinking about how SPOTIO would work for your field sales team? We’ve got you covered. Here are answers to our most common questions.

General CRMs are not built for the unique workflows of door-to-door prospecting. SPOTIO is purpose-built with features like territory planning, location-verified knock tracking, and neighborhood-level analytics that you won’t find in a standard CRM.

SPOTIO AI acts as an on-demand coach in your rep’s pocket. It provides instant answers to questions about your sales process, product specs, or pricing, which is crucial for new hires during onboarding and for experienced reps who need a quick answer at the door.

SPOTIO allows you to track the status of every single door in a neighborhood (e.g., “Not Home,” “Interested,” “Come Back Later”), ensuring complete coverage and providing reps with the history they need for smarter follow-up visits.

Absolutely. SPOTIO is designed for the field and includes a “Download My Day” feature for access while offline. Your reps can log all their activities, and the data will sync automatically as soon as they regain a connection.

Yes, because it makes their job easier and helps them earn more. By automating the admin work they dislike and providing tools that help them plan their day more efficiently, SPOTIO becomes their most valuable tool in the field.

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