
Boost sales productivity in the field
Use a central hub for leads, routes, and activity capture – built for field reps.
Stop wasting time on paperwork and start closing more deals. SPOTIO’s mobile app transforms the admin work that kills your selling time, so you can focus on what you do best—building relationships and earning money. SPOTIO is the top-rated field sales platform on G2 for ease of use and implementation, proven to improve rep productivity by an average of 46%.
SPOTIO’s sales rep software gives you the two things every field sales rep needs most—more time for actual selling and smarter territory management that maximizes your opportunities.
SPOTIO puts your entire sales toolkit on your phone. Lead management, customer history, communication tools, and performance tracking—all the sales rep software features designed to make your job easier, not harder.
You work in SPOTIO, but everything automatically appears in your company’s CRM system. Your CRM is only as good as the data it contains, and SPOTIO ensures that data is complete, accurate, and up-to-date. No double data entry, no switching between apps, no worries about missing updates.
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
Find answers to common questions about SPOTIO and how it can benefit your team.
Just one to three taps. When you finish a call, visit, or meeting, tap the activity type and you’re done. SPOTIO verifies your location, and adds a timestamp and duration. If you want to add notes, photos, or a voice recording, you can, but it’s not required. Takes 3 seconds max.
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.
Use “Download My Day” before heading out to get all your customer data loaded on your phone. Then work normally even with zero signal—log activities, fill out forms, update customer info. Everything saves locally and syncs automatically when you get signal back.
Add your prospects and appointment times to your daily list. SPOTIO calculates the most efficient route between all stops, then opens your preferred navigation app (Google Maps, Apple Maps, or Waze) for turn-by-turn directions with real-time traffic.
SPOTIO has built-in prospect discovery tools that work differently for B2B and B2C sales. For B2B, you can search Google Places by business type, industry, or company name to find commercial prospects in your area. For B2C, you can use Lead Machine to filter residential prospects by demographics and property data. Both tools help you identify qualified prospects without buying lead lists.
AutoPlays are automated sequences that guide you through the right activities at each stage of your sales process. Instead of remembering to call someone back in 3 days, SPOTIO automatically reminds you. No more leads falling through the cracks because you forgot to follow up.
Yes, you can call, text, and email prospects directly from SPOTIO. All communication gets logged automatically with timestamps and contact details. You don’t need to switch between different apps or manually record what you did—everything happens in one place.
Your personal dashboard shows real-time stats like calls made, visits completed, and deals in progress. Set daily, weekly, or monthly goals and see exactly where you stand. Achievement notifications celebrate your wins, and you can see how you rank against teammates on optional leaderboards.
Unlike other sales rep software designed for inside sales teams, SPOTIO is built specifically for field sales reps. We understand you need offline functionality, route optimization, prospect discovery tools, and easy activity logging. Other software makes you adapt to their system—SPOTIO adapts to how you actually work in the field.
By eliminating 8-12 hours of weekly admin work, you get more time for actual selling activities. Better route planning means you can hit 20-30% more prospects per day. Built-in prospect discovery helps you find qualified leads in your territory. AutoPlays ensure no follow-ups are missed. More selling time + more prospects + better follow-up = more closed deals = bigger commissions.