Mobile App
Boost sales productivity in the field
Use a central hub for leads, routes, and activity capture – built for field reps.
Trusted by Top-Performing Field Sales Teams
Close the Field-to-Finance Gap
NetSuite is a leading cloud ERP, but field reps need speed—not enterprise complexity.
- Slow Data Entry: NetSuite’s interface slows reps down, delaying customer record creation and order entry.
- Revenue Lag: Deals captured on notepads can’t be invoiced or fulfilled until someone enters them into NetSuite.
- Duplicate Records: Reps create duplicates because searching NetSuite from the field is difficult.
Give Reps a Field-Ready Tool That Feeds NetSuite
SPOTIO delivers the mobile interface field teams need while critical data flows automatically to NetSuite. Reps stay productive; finance stays current.
- Instant Customer Creation: “Won” deals in SPOTIO create Customer Records in NetSuite with key fields mapped automatically.
- Sales Order Triggers: Launch Sales Order or Quote workflows in NetSuite directly from field activity—no waiting for office hours.
- Bi-Directional Updates: Push NetSuite statuses (Credit Hold, Active Customer) back to SPOTIO so reps prioritize the right accounts.
Capabilities That Eliminate ERP Friction
- Automated Lead-to-Customer Flow — SPOTIO captures field data and syncs it directly to Customer Records, maintaining your ERP data standards without manual entry.
- Instant Order Initiation — Trigger Sales Orders or Quotes the moment deals close in the field. Finance can invoice faster; operations can fulfill sooner.
- Flexible Record Mapping — Map to standard NetSuite objects (Leads, Customers, Sales Orders) or Custom Records specific to your industry. SPOTIO adapts to your NetSuite schema.
Your Complete
Field Sales Solution
Integrations aren’t just about connecting systems—they’re about creating a unified platform that eliminates workflow friction and data gaps. Every SPOTIO feature works together to create seamless data flows that keep your field team focused on selling.
The SPOTIO Advantage
A great field sales platform shouldn’t live in isolation. We built SPOTIO to be a team player that enhances your existing tools and workflows.
Integrate with confidence. With support for enterprise-grade Single Sign-On (SSO) and SOC 2 compliance, our platform is designed to meet the strict requirements of your IT department.
SPOTIO extends your NetSuite investment with purpose-built field sales capabilities. We make your system of record more powerful by feeding it validated, real-time field data your ERP could never capture on its own.
Whether you’re a sales manager who needs a quick Zapier workflow or a developer building a custom solution with our API, our platform provides the right level of power and flexibility for every use case.
FAQs
Find answers to common questions about the SPOTIO integration with NetSuite.
SPOTIO connects via Zapier or our REST API for flexible, low-code integration that adapts to your NetSuite configuration. This approach avoids heavy SuiteScript development while maintaining secure data flow.
Yes. Map SPOTIO data to standard objects (Leads, Customers, Sales Orders) or Custom Records specific to your industry.
Yes. Map subsidiary or location data in SPOTIO to ensure records route to the correct business unit in NetSuite OneWorld.
Zapier-based integrations deploy in hours with pre-built workflows. Custom API integrations require coordination with your IT team—typically 2-4 weeks depending on NetSuite configuration complexity—but deliver maximum flexibility for multi-system environments and custom business logic.
