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PROVEN FIELD SALES GROWTH ENGINE

Repsly vs SPOTIO: The Smart Choice for Field Sales

Comparing Repsly and SPOTIO? Repsly is built for retail execution and CPG teams managing in-store displays and audits, while SPOTIO is built for B2B field sales teams focused on territories, pipelines, and revenue.

If your reps are driving new business, managing accounts, and growing sales in the field, SPOTIO gives you the right workflows, routing, and reporting to run a high-performing field sales organization.

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Trusted by Top-Performing Field Sales Teams

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Why Choose SPOTIO Over Repsly

Repsly is a strong fit if your top priority is retail execution—merchandising compliance, planograms, and store-level audits. If your team is selling into businesses rather than managing shelves, SPOTIO is the better choice: it’s designed for B2C and B2B field sales with lead generation, territory management, pipeline tracking, and mobile-first activity logging that help reps win and grow accounts, not just visit locations.

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SPOTIO vs Repsly Feature Comparison

Quickly compare SPOTIO and Repsly side-by-side across every feature that matters to field sales teams. Use the tabs below to dive into both a detailed feature comparison and real user ratings—independently verified by G2.com, the leading business software review site.

Side-by-Side Feature Comparison Independent User Ratings Verified by G2.com
Side-by-Side Feature Comparison
Feature Category
Platform Purpose Complete B2B field sales engagement platform built for lead generation, territory optimization, and revenue growth CPG retail execution platform focused on merchandising compliance and in-store audits for existing retail relationships
Route Optimization Advanced route optimization up to 150 stops with schedule integration and GPS breadcrumbs for B2B sales efficiency Basic geographic coverage planning for retail store visits and compliance checks
Lead Management & Intelligence Lead Machine with comprehensive B2B data, 200+ filters, demographic insights, and revenue estimates for prospecting No lead generation capabilities; designed for managing existing retail relationships
Communication Tools Multi-channel platform with integrated calling, texting, and email plus automated sequences and templates Limited communication tools focused on audit forms and photo documentation for retail compliance
Sales Process End-to-end B2B field sales workflows including pipeline management, deal tracking, and guided activity sequences Retail compliance workflows, merchandising task management, and promotion execution
Territory Management Territory creation and assignment with geographic boundaries, performance tracking, and hierarchical permissions Basic geographic coverage for retail store visits with location-based assignments
Pipeline & Sales Management Robust pipeline management with custom stages, Kanban views, and opportunity tracking Retail account management focused on compliance tracking rather than deal progression
Performance Analytics Comprehensive insights for sales coaching, real-time dashboards, custom reporting, and territory performance analysis Retail execution dashboards centered on compliance metrics, merchandising performance, and operational efficiency
Sales Task Automation Autoplays, email/text templates, activity sequences, document access, and follow-up reminders for sales productivity Automated retail audit reminders, compliance alerts, and merchandising task scheduling
AI Capabilities SPOTIO AI field sales assistant for on-demand selling guidance and recommendations in the field AI image recognition for merchandising compliance and retail display verification
Mobile Experience Mobile-first B2B sales app with comprehensive field sales tools and offline capabilities Mobile experience optimized for retail audit forms, merchandising checklists, and compliance templates
Customization Flexible layouts and objects to match your sales process with custom fields, stages, and multi-column views Customizable retail audit forms, merchandising checklists, and compliance templates
Enterprise Capabilities Enterprise-grade scalability for B2B teams (5–500+ reps) with role-based permissions and territory organization Enterprise retail execution for CPG companies managing multiple retail partners and store locations
Independent User Ratings Verified by G2.com
G2 Logo G2 User Ratings (2025)
Overall Rating 4.5 4.3
Meets Requirements 9.0 8.3
Ease of Use 8.8 8.8
Ease of Setup 9.1 8.7
Ease of Admin 8.8 8.6
Quality of Support 8.9 9.3
Partnership 9.2 9.0
Product Direction 9.3 9.4
“SPOTIO offers an excellent solution for managing field sales, enabling us to reach new territories and markets more effectively. The mobile app version is particularly impressive, providing our sales team with a convenient and user-friendly tool.”
— Verified G2 User Review, November 21, 2025

Proven Impact for Field Sales Teams using SPOTIO

46 %

Average increase in sales productivity

23 %

Average increase in sales revenue

16 %

Average reduction in team turnover

Everything You Need to
Scale Success

Your CRM stores the data, but SPOTIO powers the field activity that grows it—giving field sales teams more than retail execution tools can. Instead of focusing on store audits and shelf compliance, SPOTIO delivers stronger territory management, clearer rep visibility, and guided follow-up sequences that move deals forward.

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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
Territory Management for Field Sales
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
RouteOptimize
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
Real-Time Dashboards for Field Sales
Sales Intelligence

Transform data into revenue insights

Analyze performance patterns and identify growth opportunities.

Sales Intelligence
Real-Time Dashboards for Field Sales
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
TeamComp
Sales Coaching

Empower every rep to be a top performer

Use performance data to guide training and skill development.

Sales Coaching
Leaderboards
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 Seamlessly with the Tools You Already Use

SPOTIO connects to your existing CRM and tools, so your field data automatically flows where it needs to go. No rip-and-replace, no training headaches—just better data in the systems you’re already using.

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What Field Sales Pros Say About SPOTIO

SPOTIO has revolutionized our sales team’s workflow. The ability to strategically plan and execute our daily tasks has significantly improved our efficiency and productivity.

Case Study PDF
Ron Dvir, Hadco Metal Trading
VP of Business Development

Partnering with SPOTIO has been a game-changer. All of our top producers use it. Everybody adopted it because it’s a bedrock of success.

Avery Lawson, Wholesale Payments
Executive VP, Wholesale Payments

What SPOTIO has done is allowed us to see where those successes were and multiply on them. SPOTIO is awesome. It’s easy to use. And I guarantee you that it is worth the money.

Shane Lynch, Storm Guard
President

The platform is clean, simple, and makes canvassing way more efficient for our team.

Read the 5-Star Google Review
Adelaide Opitz

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.

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
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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

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

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
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Hadco Metal Trading Streamlines Territory Planning With SPOTIO

Hadco Metal Trading, a global metal distributor, needed more than basic route planning—they needed a smarter way to design territories, prioritize accounts, and keep field activity aligned with revenue goals. By switching to SPOTIO, their team turned static maps into a living territory plan that reps and managers could actually run the business from.

  • Built data-driven territories that balanced workload and opportunity instead of relying on static ZIP code maps.
  • Gave reps a clear, map-based view of accounts, tasks, and next steps so every visit had a purpose.
  • Equipped managers with real-time visibility into coverage gaps and activity, making it easier to coach reps and adjust territories as the business evolved.
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FAQs

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

SPOTIO is not a retail execution tool and isn’t the right fit if your main focus is planograms, in-store audits, and shelf compliance. It’s built for B2B and B2C field sales teams that need better territory coverage, pipeline visibility, and activity tracking across leads, prospects, and accounts.

Choose SPOTIO when your reps are selling into businesses or homes and managing territories, not just visiting existing retail locations. If your goals center on finding new opportunities, tracking deals, and coaching reps on sales activity and performance, SPOTIO will align better with how your team works.

Yes. SPOTIO is designed for both hunting and farming in the field—helping reps manage new pipelines and existing customers in one place. Teams can plan routes, log visits, track open opportunities, and stay on top of renewals and upsell opportunities without jumping between tools.

Retail execution platforms focus on what happens inside the store—audits, photos, displays, and compliance. SPOTIO focuses on the sales side of the field: territories, routes, lead and account data, activities, and deals. It’s built to help teams generate and grow revenue, not just document store conditions.

SPOTIO offers practical features that solve real-world sales challenges—like advanced route planning (including pre-planned routes), call recording for training, automatic merging of duplicates for clean data, customizable mobile app layouts, flexible user roles, and custom naming for workflows. These thoughtful features help sales teams overcome common bottlenecks and accelerate results.

Yes! With the “Download My Day” functionality, reps can pre-select the areas and appointments they’ll need for the day, then log all their visits and notes even without coverage for up to 24 hours. The app will automatically sync those activities to your CRM once a connection is regained—keeping records complete and up to date.

SPOTIO enables sales reps to log activities—like visits, notes, and outcomes—with a single tap from the mobile app. Each activity is location-verified with GPS coordinates attached, ensuring accuracy and reliability. Mileage for planned routes is calculated based on your route in-app and all data syncs to your manager’s dashboard in near real-time, giving leadership clear insight into field activity, all while staying easy for reps.

SPOTIO attaches device-level GPS coordinates to every location-verified activity, so you can be confident that reps are checked in at the right locations. It can distinguish when a rep actually logs an activity at the correct spot versus being nearby—giving managers accountability without real-time tracking or live location monitoring. Sales leaders get the right balance of insight and privacy.

SPOTIO is designed to support field reps, not micromanage. With one-tap logging and smart workflows, reps spend less time on admin and more time selling. Leaders gain visibility to recognize top performers and provide support where needed—without intrusive tracking—so reps feel empowered and valued.

SPOTIO AI is a practical, on-demand assistant built right into your field workflow. It gives reps instant access to selling strategy, proven messaging, and objection-handling tips, right on their mobile device. For managers, SPOTIO AI powers smarter coaching, so teams ramp up new reps quickly and keep everyone aligned with best practices.

SPOTIO is best suited for growing field teams with 5 or more reps. Smaller teams may be able to manage with lighter-weight tools, but as soon as you need consistent territory coverage, standardized activity tracking, and real reporting, SPOTIO becomes a meaningful upgrade.

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