MULTI-CHANNEL COMMUNICATION

Automatically capture every visit, call, text and email

Let your reps smoothly manage their sales funnel. Seamlessly hand accounts off between reps. And customize Spotio to fit your process — not the other way around.

SALES ACTIVITY CAPTURE

Capture all your sales activity without extra work for your reps

91% of CRM data is incomplete or inaccurate*.

Without quality data, you’re forced to guess when it comes to forecasts and sales coaching. But the last thing your reps need are extra tasks that take time away from selling.

Spotio captures the data you need automatically:

Log every visit, call, text and email in real time
Keep prospects engaged by following up on their preferred channels
Track inbound, outbound and missed calls
Tap to text and call straight from the Spotio Mobile App
Integrate with your calendar and email
Connect with your CRM without disrupting your reps’ workflow

ACTIVITY REPORTING BY CHANNEL

Finally get a complete picture of your sales activity and performance

Why do some reps miss quota while others smash their numbers?

Is it lack of effort, or do they just need coaching?

What’s the best way to improve your team’s performance?

Without complete and accurate data, you just. don’t. know. With Spotio, you gain full visibility into all your sales activity:

See sales activity in real time
Run activity and performance reports by rep, territory or team
Slice and dice data with the Spotio Desktop App or your CRM
Catch sales bottlenecks
See how much activity it takes to get a sale
Find coaching opportunities
Enrich your CRM with the data it’s supposed to have

With Spotio, your team finally has the insight it needs to hit bigger numbers.