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#1 FIELD SALES ENGAGEMENT PLATFORM

Field Sales Engagement That Drives Results

SPOTIO brings territory optimization, lead prioritization, and pipeline visibility together in one platform—boosting rep productivity while eliminating the tool switching that kills momentum. Field sales reps spend more time selling while managers get visibility they can trust.

Gain Visibility, Boost Productivity and Drive Revenue

GAIN COMPLETE VISIBILITY

Coach with Confidence Using Real Field Data

Get complete visibility into your sales operations and replace guesswork with data-driven coaching. Track every client interaction—from B2B meetings to doorstep conversations—giving managers the insights they need to develop top performers.

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MAXIMIZE TERRITORY PERFORMANCE

Turn Every Territory into a Revenue Engine

Design territories that match your unique sales approach, whether focusing on complex B2B accounts or high-volume door-to-door efforts. Data-rich territories boost market share and uncover hidden opportunities for growth.

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BOOST REP PRODUCTIVITY

Free 5+ Hours Weekly Per Rep for Selling

Reclaim crucial selling time with optimized territories, routes, and one-tap activity logging. Your reps focus on closing deals and nurturing relationships rather than wrestling with administrative tasks.

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ACCELERATE SALES VELOCITY

Close Deals Faster with Accurate Data and Integrated Workflows

Streamline prospecting, communication, and pipeline management within a single platform. Ensure that every opportunity gets timely followup to keep deals moving forward.

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Trusted by Top-performing Field Sales Teams

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All-in-One Field Sales
Engagement Platform

SPOTIO is so much more than a rep tracking or mapping tool – it’s a complete platform for territory management, route optimization, sales activity logging, pipeline management, and more. Equip your field sales team with everything they need to win, from first prospect interaction to closed deal.

Territory Management

Stop territory wars, start territory wins. Visual mapping eliminates rep conflicts and ends disputes for good, while ensuring 100% market coverage with zero overlap.

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Integrated Sales Engagement Platform. Not Just a Plug-In.

Leverage SPOTIO as your comprehensive system for action and record-keeping. Seamlessly integrate with your CRM for complete visibility without the hassle of switching between tools.

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Beyond CRM: Your Field Sales Action Engine

While CRMs store what happened, SPOTIO drives what happens next. Our platform doesn’t just record activities—it automates them, optimizes them, and turns them into revenue. It’s the system of action that powers your team’s execution and ensures your system of record is always accurate.

Get complete CRM functionality in a mobile-first app your reps will actually use, because it’s designed for their vehicle, not a cubicle.

Connect strategic planning (territories, routes) with real-time field activity (capture, pipeline updates) in a single, seamless workflow.

SPOTIO enables reps to log field visits with one tap, syncs with your CRM, and updates pipeline changes instantly. Your reps focus on selling while the platform minimizes the data entry they’d rather skip.

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Transform Your Field Sales

Give your team proven tools to boost productivity and close more deals. See SPOTIO in action today.

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Track Performance. Drive Revenue.
Scale Success.

From AI-powered assistance to best-in-class mobile access, every part of the SPOTIO platform is designed to improve sales execution. Combine these powerful features to build an unstoppable outside sales machine.

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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.

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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Success Stories From the Field

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.

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

Read the 5-Star Google Review
Adelaide Opitz
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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

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

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.

Verified 5-Star G2 Review
Nishan H.
Project Manager in Roofing

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

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.

View Full Testimonial
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!

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
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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 SPOTIO and how it can benefit your team. Still have questions?

SPOTIO is a B2B sales automation tool designed to enhance field sales efficiency. It streamlines processes from lead generation to closing deals, ensuring your team can focus on what matters most. With real-time visibility and robust features, SPOTIO empowers your sales organization.

It’s a comprehensive solution to help outside sales teams execute more effectively. Unlike traditional CRMs that just store data, a field sales engagement platform provides tools for territory planning, route optimization, mobile access, and automated activity tracking to boost productivity and performance.

Traditional CRMs were built for inside sales—they miss the physical world where field deals happen. SPOTIO captures in-person visits, territory coverage, and door-to-door activities that standard CRMs can’t track, ensuring your data reflects the complete field sales story.

Yes. Reps love SPOTIO because it makes their lives easier. By eliminating manual data entry and route planning they dislike, it gives them more time to do what they do best—sell and earn commissions.

Absolutely. Whether you’re managing door-to-door consumer campaigns or complex B2B accounts, SPOTIO’s platform adapts to your team’s unique sales process and goals with flexible workflows and customizable features.

SPOTIO offers practical features designed for real-world challenges you might not anticipate until you encounter limitations with other platforms. These include the ability to plan routes in advance (not just day-of optimization), call recording for training and compliance, merging of duplicate records to maintain clean data,  customizable mobile app layouts that fit your specific workflow, flexible user roles that match your team structure, and customizable object naming (call them prospects, accounts, homeowners—whatever fits your process). These thoughtfully designed features help your team overcome common challenges and accelerate sales success.

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