SPOTIO Features: Every Tool Your Field Team Uses
SPOTIO puts every tool a field sales team needs in one mobile app, from territory planning and routing to AI visit prep, activity tracking and coaching. Below, each feature is grouped by what it helps you do, with a quick look at who uses it and which plans include it.
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Boost Sales Activity
Help reps spend more of every day selling and less of it on admin.
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DASH AI Co-Pilot
Preps every visit, updates your CRM by voice and drafts follow-ups.
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Mobile CRM
Leads, maps, routes and one-tap visit logging in a single field app.
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Route Optimization
Plan the fastest route between stops and fit more visits into each day.
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Task Automation
Cut data entry with automatic activity logging, follow-ups and updates.
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Lead Management
Qualify, prioritize and route leads so the best ones get worked first.
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Activity Tracking
Log visits with one tap or by voice, with GPS-verified locations.
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Accelerate Revenue Growth
Point every rep at the accounts and deals most likely to close.
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Next Best Action
Scores every record and recommends each rep’s next best move.
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Territory Management
Draw, assign and balance territories, and spot coverage gaps fast.
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Prospecting
Find and prioritize new prospects on the map inside each territory.
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Sales Intelligence
Turn field activity and CRM data into live insights by territory.
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Pipeline Management
Track every deal from first visit to close, and forecast more accurately.
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Optimize Team Performance
Give managers the visibility to coach, motivate and hold teams accountable.
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Sales Coaching
Coach each rep from real field data, dashboards and activity history.
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Rep Tracking
See where reps are and what they’ve done, for full field visibility.
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Performance Analytics
Connect daily activity to revenue with the KPIs that matter to you.
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Leaderboards
Rank reps in real time on the metrics you choose, to drive competition.
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Sales Gamification
Contests, badges and rewards for field reps, powered by SalesScreen.
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Streamline Operations
Roll out fast, connect the tools you already use and keep your data secure.
How the Features Work Together
One rep’s day, from plan to coaching, without switching apps.
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Plan
Draw balanced territories and assign every account.
Territories -
Go
Hit the day’s stops, or work a neighborhood door to door.
Route Optimization -
Prep
DASH briefs the rep on each account before they arrive.
DASH AI Co-Pilot -
Log
One tap or a voice note records the visit, GPS-verified.
Activity Tracking -
Prioritize
Value Scores show which record to work next, and how.
Next Best Action -
Coach
Managers coach from real field activity, not guesses.
Sales Coaching
Discover how SPOTIO’s field sales software helps teams grow revenue, or tour the platform.
Features at a Glance
Who uses each feature, and which plans include it.
| Feature | Covers | Used by | Plans |
|---|---|---|---|
| Boost Sales Activity | |||
| DASH AI Co-Pilot | Visit prep, voice CRM updates, follow-up drafts | Reps | All plansDASH Core |
| Mobile CRM | Leads, maps and records on the rep’s phone | Reps | All plans |
| Route Optimization | Fastest multi-stop routes for the day | Reps | All plans |
| Task Automation | Automatic logging, reminders and follow-ups | Reps, ops | All plans |
| Lead Management | Qualifying, routing and prioritizing leads | Reps, managers | All plans |
| Activity Tracking | GPS-verified visits, calls and notes | Reps, managers | All plans |
| Accelerate Revenue Growth | |||
| Next Best Action | Value Scores and a recommended next step | Reps, managers | UpgradeDASH Pro |
| Territory Management | Drawing, assigning and balancing territories | Managers, ops | All plans |
| Prospecting | Finding new prospects on the map | Reps | All plansBusiness data on B2B & Custom |
| Sales Intelligence | Live insights by territory and team | Managers, leaders | All plans |
| Pipeline Management | Deal stages and forecasting | Reps, managers | All plans |
| Optimize Team Performance | |||
| Sales Coaching | Coaching from real field data | Managers | All plans |
| Rep Tracking | Visit verification, GPS breadcrumbs, audit log | Managers | All plans |
| Performance Analytics | KPIs that tie activity to revenue | Managers, leaders | All plans |
| Leaderboards | Real-time rankings on chosen metrics | Reps, managers | All plans |
| Sales Gamification | Contests, badges and rewards | Reps, managers | Add-onPowered by SalesScreen |
| Streamline Operations | |||
| Rep Onboarding | Getting new reps productive fast | Managers, ops | All plansImplementation manager included |
| Integrations | CRM, ERP, calendar and 5,000+ apps | Ops, admins | All plansOpen API on Custom |
| Security & Compliance | SOC 2 Type II, encryption, SSO / SAML | Admins, IT | All plans |
Plans: B2B, B2C and Custom. See pricing and the full plan comparison.
Frequently Asked Questions
Find answers to common questions about SPOTIO features.
Most are. Every plan includes the core platform and DASH Core AI. Next Best Action comes with the DASH Pro upgrade, Sales Gamification is an add-on powered by SalesScreen, Google Places business data for prospecting comes with the B2B and Custom plans, and the Open API is part of Custom. Compare plans on the pricing page.
Yes. The SPOTIO mobile app has offline capabilities, so reps can keep working in areas with weak or no signal, and their data stays protected on the device.
Each visit a rep logs, with one tap or by voice, is location-verified. Managers can also see GPS breadcrumbs of the routes reps took and a visit audit log of the time spent at each stop. More on rep tracking.
DASH Core is included in every plan. It preps reps before each visit, updates the CRM by voice with DASH Go and drafts follow-ups. DASH Pro adds Next Best Action: a Value Score on every record and a recommended next step for reps, plus pipeline health and at-risk accounts for leaders.
No. SPOTIO works alongside your CRM. It connects with Salesforce, HubSpot, Microsoft Dynamics 365 and Pipedrive, ERPs like NetSuite and SAP, roofing and home services tools like AccuLynx, JobNimbus and ServiceTitan, and 5,000+ other apps. Most integrations sync both ways. See all integrations.
SPOTIO is SOC 2 Type II certified, encrypts data in transit and at rest, and handles data in line with GDPR. SSO / SAML is included in every plan. Security and compliance details.
See SPOTIO in Action
- Territory management and route optimization
- Location-verified activity tracking
- DASH AI visit prep and follow-up
- Integrations with your CRM and tools
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