
Boost sales productivity in the field
Use a central hub for leads, routes, and activity capture – built for field reps.
Know exactly what your reps are doing in the field and which activities actually close deals. See every call, visit, and follow-up so you can coach what works and fix what doesn’t.
SPOTIO is the top-rated platform on G2 for ease of use and implementation, proven to improve rep productivity by an average of 46%.
SPOTIO gives you the two things every field sales manager needs most—visibility into what activities actually drive revenue and the tools to optimize territories so every rep has a real shot at hitting their quota.
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.
Your team works in SPOTIO, but all their activity automatically shows up in whatever CRM you’re already using. No double data entry, no switching between systems, no headaches trying to get everyone to use multiple tools.
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 ReviewLawrence 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 ReviewNishan H.Project Manager in Roofing
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 ReviewAlexis R.
The platform is clean, simple, and makes canvassing way more efficient for our team.
Read the 5-Star Google ReviewAdelaide Opitz
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 TestimonialMike ShirleyChief Sales Officer @ HomeProHomePro 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 ShirleyChief Sales Officer @ HomePro
What I like about SPOTIO: the numbers. The reporting functions are fantastic for lead tracking and monitoring canvasser performance.
Verified 5-Star G2 ReviewSteve 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 TestimonialThomas S.Roofing SalesI 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 TestimonialZane S.Sales Development RepForget 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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Find answers to common questions about SPOTIO and how it can benefit your team.
When your rep makes a call, knocks a door, or meets with a prospect, they record it with one tap in SPOTIO. With visit verification, you can see exactly where they’ve been throughout the day and receive reports showing calls made, appointments set, and deals progressed.
SPOTIO tracks the entire customer journey from first contact to closed deal. You can see conversion rates by activity type (calls vs. visits), by territory, and by rep. The performance dashboards show you exactly which behaviors your top performers do differently, so you can coach the rest of your team on what actually works.
Your reps select their daily prospect list in SPOTIO, and it calculates the most efficient route between all stops based on distance and appointment times. SPOTIO then hands off navigation to Google Maps, Apple Maps, or Waze so your reps get real-time traffic updates. The completed routes are saved as “trips” with calculated mileage based on the planned route distances for expense reporting.
Your reps use “Download My Day” to pre-load specific areas with customer data before heading out. Once downloaded, they can access customer records, log activities, and fill out forms even with zero cell signal. Everything saves locally on their phone for 24 hours and automatically syncs to your dashboard when they get back online. No lost data, no missed opportunities because of poor coverage areas.
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.
You can create custom leaderboards that track whatever metrics matter most to your business—calls made, visits completed, deals closed, or revenue generated. Set them up by individual rep, team, or territory with date ranges like “Today,” “This Week,” or custom periods. Your reps see their real-time rankings in the app, and you can display leaderboards on office monitors or share them in team meetings. SPOTIO automatically recognizes achievements and updates rankings, so you don’t have to manually calculate anything.