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SEE EVERY ACTIVITY

Sales Manager Software for Complete Field Visibility

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%.

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Results That Move the Needle

46 %

Average increase in rep productivity

23 %

Average increase in sales revenue

16 %

Average decrease in team turnover

Get Your Team Hitting Numbers Consistently

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.

  • See Which Activities Actually Close Deals
    Track your reps’ daily activities and see exactly how they convert to revenue. No more wondering why some reps consistently hit quota while others struggle with the same territory and leads.
  • Optimize Territories and Routes for Maximum Coverage
    Balance workloads, fix coverage gaps, and help reps hit more prospects with less driving time. Smart territory management means every rep has a fair shot at hitting their numbers.
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Trusted by Top-Performing Field Sales Teams

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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.

Field Sales Mobile CRM
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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.

Sales Lead Management
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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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Route Optimization

Optimize routes to maximize selling time

Maximize daily visits while minimizing travel time and fuel costs.

Sales Route Optimization
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Sales Prospecting

Find & prioritize prospects by sales territory

Location-based prospecting with qualification data to build pipeline.

Sales Prospecting
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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.

Sales Task Automation
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SPOTIO AI

Guidance from your field sales co-pilot

Access intelligent guidance for how-to questions and your sales process.

SPOTIO AI
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Sales Intelligence

Transform data into revenue insights

Analyze performance patterns and identify growth opportunities.

Sales Intelligence
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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.

Sales Coaching
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Sales Leaderboards

Foster success with healthy competition

Motivate reps with real-time performance rankings and visible goals.

Sales Leaderboards
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Integrations

Connect with your existing tech stack

Sync seamlessly with CRMs, calendars, and other sales tools.

Integrations

Works With Your Current CRM, No Switching Required

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.

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Success Stories From the Field

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

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

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

Verified 5-Star G2 Review
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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See How Top Teams Are Winning in 2025

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5th Edition State of Field Sales

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FAQs

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.

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