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ALIGN. OPTIMIZE. ACCELERATE.

Revenue Operations Software for Field Sales

Bridge the gap between field activities and revenue outcomes with comprehensive RevOps tools. SPOTIO provides the data visibility, process standardization, and cross-functional alignment that revenue operations teams need to optimize field sales performance and drive predictable growth.

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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

Turn Field Sales Data Into Revenue Intelligence

SPOTIO gives revenue operations and sales operations teams the comprehensive field sales visibility and process standardization needed to optimize the entire revenue engine and drive predictable growth.

  • Get Complete Visibility Into Field Sales Performance
    Track every customer interaction from first contact to closed deal with location-verified activity data and comprehensive reporting. See exactly what activities drive revenue across territories, teams, and time periods. No more blind spots in your field sales operations.
  • Standardize Processes Across All Field Sales Teams
    Implement consistent sales processes with AutoPlays sequences, custom fields, and standardized reporting. Ensure every rep follows best practices while capturing the data you need for forecasting and performance optimization. Scale proven processes across unlimited territories.
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Trusted by Top-Performing Field Sales Teams

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Revenue Operations Tools
Built for Field Sales

SPOTIO’s revenue operations capabilities extend beyond activity tracking to include territory optimization, process standardization, and performance analytics. Every feature works together to create the comprehensive field sales operations platform that RevOps teams need.

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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 Existing Revenue Operations Tech Stack, No Switching Required

SPOTIO connects with your existing RevOps and sales operations infrastructure to provide comprehensive field sales data without disrupting established workflows. All field activity data flows directly into your CRM, business intelligence, and forecasting tools for complete revenue visibility.

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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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FAQs

Find answers to common questions about SPOTIO and how it can benefit your revenue and sales operations team.

SPOTIO provides a centralized source of field sales data that automatically syncs with your CRM, eliminating isolated data across departments. All customer interactions, territory performance, and activity metrics flow into one system, giving your entire revenue team access to the same accurate, real-time information for better cross-functional alignment.

SPOTIO provides clean, comprehensive field activity data with location verification and comprehensive reporting. You get accurate activity volumes, conversion rates by stage, territory coverage metrics, and rep performance data that integrates directly with your forecasting tools for more predictable revenue planning.

Yes, SPOTIO is designed to complement your existing systems rather than replace them. We integrate seamlessly with major CRMs (Salesforce, HubSpot, Dynamics), business intelligence tools, and forecasting platforms. Your teams continue working in familiar systems while gaining enhanced field sales visibility.

SPOTIO’s custom reporting features drag-and-drop interfaces for building executive dashboards. Track activity-based metrics, conversion rates, territory performance, and rep productivity. Export clean data to your business intelligence tools or create real-time performance dashboards for revenue leadership.

AutoPlays sequences allow you to standardize follow-up processes and sales methodologies across all teams and territories. You create proven workflows that every rep follows while capturing consistent data for analysis. Custom fields and reporting requirements ensure process compliance at scale.

isual territory mapping displays performance data, coverage gaps, and rep activity patterns in real-time. Analyze which territories over or under-perform, identify untapped market opportunities, and make data-driven territory adjustments to maximize revenue potential across all markets.

Location-verified activity logging ensures accurate field data, while one-tap logging increases rep compliance rates significantly. Real-time CRM sync prevents data gaps, and required custom fields ensure consistent data capture across all customer interactions and territories.

Yes, SPOTIO handles setter/closer models, team-based territories, and complex approval workflows. Track activities across multiple team members, assign prospects between teams, and report on the complete customer journey from first contact to closed deal with comprehensive attribution.

SPOTIO offers practical features designed for real-world challenges you might not anticipate until you encounter limitations with other platforms. These include the ability to plan routes in advance (not just day-of optimization), call recording for training and compliance, merging of duplicate records to maintain clean data,  customizable mobile app layouts that fit your specific workflow, flexible user roles that match your team structure, and customizable object naming (call them prospects, accounts, homeowners—whatever fits your process). These thoughtfully designed features help your team overcome common challenges and accelerate sales success.

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