
Boost sales productivity in the field
Use a central hub for leads, routes, and activity capture – built for field reps.
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.
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.
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.
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.
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 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.