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TOP-RATED FIELD SALES APP

The Mobile CRM Proven to Boost Field Sales Revenue

Rated #1 on G2 for “Easiest to Use” and “Most Implementable,” proven to increase sales revenue by an average of 23%. Get the mobile CRM that delivers real-time pipeline visibility for smarter decisions and accurate forecasting.

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Drive Field Sales Performance with a Mobile-First CRM

ELIMINATE TIME-WASTING DATA ENTRY

Get 5+ More Hours to Sell

Easily log visits, record notes, and prove performance with zero end-of-day data entry. When sales reps stop wasting hours updating a desktop CRM, they can spend that time in front of customers closing deals and crushing quotas.

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IMPROVE DATA ACCURACY

Gain Real-Time Visibility into Your Sales Pipeline

When data is captured effortlessly in the moment, it’s far more accurate and up-to-date. Sales leaders can make smarter coaching decisions and forecast with greater accuracy based on a real-time view of what’s happening in the field.

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BOOST TEAM ADOPTION

Stop Fighting CRM Resistance – Forever

It’s true: field sales reps actually want to use SPOTIO because its simplicity makes their jobs easier, not harder. No more chasing updates or incomplete data—SPOTIO’s intuitive design drives consistent usage because the tool makes reps more successful, not more frustrated.

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EMPOWER SALES REP SUCCESS

Build Winners Through Data-Driven Competition

Combine real-time coaching insights with performance leaderboards that show reps exactly what drives success. Reps see their progress and learn from top performers, while managers get the visibility they need to celebrate wins and guide improvement efforts.

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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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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.

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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.

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.

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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.

Sales Coaching
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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.

Integrations

Sync Sales Activity Data
Across Your Tech Stack

Connect SPOTIO’s activity tracking to the tools your team already uses. Ensure seamless data flow and keep all your systems updated with real-time field activity information.

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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.

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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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 sales activity tracking with SPOTIO and how it can benefit your team.

SPOTIO’s “Download My Day” feature ensures you never miss a beat, even in dead zones. Before heading out, simply download your daily schedule, customer records, and territory data directly to your device. While offline, you can view customer information, log visits and activities, take notes, and update deal statuses. Everything syncs automatically the moment you reconnect, so your CRM stays current and your productivity never stops—whether you’re in rural territories, underground parking garages, or buildings with poor reception.

Reps love SPOTIO because it’s designed to make their lives easier, not add another task. By eliminating the manual data entry they dislike, it gives them more time to do what they love—sell. Adoption is high because the benefit to the rep is immediate and obvious.

By automating the tedious work of logging activities, reps get more time back to sell. We empower top performers to shine—when effort is visible and measurable, your best reps get the recognition they deserve while struggling reps get the coaching they need.

Yes. You have full control over what activities are logged and what data is required. You can configure custom fields, required notes, and specific triggers to ensure the automation fits your unique sales process perfectly.

Privacy is a top priority. Location data is only used to automate work-related tasks, like logging a visit when a rep is at a customer site. SPOTIO is not a “rep tracking” tool; it is a productivity tool, and all location services are permission-based and transparent to the user.

Absolutely. SPOTIO employs enterprise-grade security with end-to-end encryption, secure cloud storage, and regular security audits. Your customer data, sales records, and company information are protected both in transit and at rest.

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