Reps Wasting Valuable Time on Data Entry? Set Them Free to Sell
ENSURE DATA INTEGRITY
Achieve Flawless CRM and Pipeline Visibility
Manual data entry creates inconsistent CRM records that lead to flawed forecasting and revenue slipping through the cracks. Use sales task automation to capture every interaction, improving data integrity and giving you complete pipeline transparency.
MAKE REAL-TIME DECISIONS
Stop Guessing, Start Knowing Your Team’s Performance
Stop making critical decisions based on incomplete data that reps forgot or entered days late. Capture field activities in real time for an accurate picture of team performance and pipeline health when you need it most.
BOOST OPERATIONAL EFFICIENCY
Eliminate 4+ Hours of Admin Work Per Rep Weekly
Free your team from the manual data entry that kills productivity. One-tap activity capture logs field data as it happens, so your reps can focus on their next meeting instead of updating spreadsheets and CRM records.
ENSURE CONSISTENT FOLLOW-UP
Trigger Follow-Up Reminders After Every Visit
Never let a hot lead go cold because a rep forgot to schedule follow-up. After completing a visit, easily enroll prospects in customized AutoPlay sequences that deliver timely follow-up reminders and next-step prompts—ensuring consistent execution while keeping reps in control of their prospect relationships.
Trusted by Top-Performing Field Sales Teams
Stop Losing Deals to Bad Data
Your field sales team operates in the real world, not behind a desk. Get the sales task automation that matters most—making it fast and simple for your reps to keep your CRM updated from anywhere.
Verified Visit Logging
Reps can log completed visits with a single tap while location services verify they were actually on-site. This creates accurate visit records for managers while eliminating the guesswork around whether prospects were actually contacted—building accountability without micromanagement.
What Sets SPOTIO’s Task Automation Apart
Other CRMs track emails and calls—but miss what matters most. SPOTIO captures in-person visits, mileage, and territory coverage with location verification because face-to-face interactions close deals.
No more relying on reps to remember visit details hours later. SPOTIO lets reps log completed visits with a single tap while location services verify they were actually on-site—creating accurate visit records without the guesswork of manual tracking.
Transform voice into CRM data instantly. Reps dictate notes as they walk to their car, and SPOTIO converts speech to text, automatically syncing meeting details directly to your CRM—no typing, no delays, no missing information.
Turn every completed visit into structured follow-up. When reps log a visit, they can easily enroll prospects in customized AutoPlay sequences that deliver systematic follow-up reminders and next-step prompts—keeping deals moving with consistent execution.
Sync Sales Activity Across Your Entire Tech Stack
Connect SPOTIO’s task automation to the tools your team already uses. Automatically sync all captured activities and completed tasks directly to your CRM and other essential systems.
Your Complete Field Sales
Acceleration System
Stop juggling tools. SPOTIO connects every piece—territory planning, route optimization, visit tracking, and follow-up—so your reps work smarter routes, hit more prospects, and close more deals.
Success Stories From the Field
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
Field Sales Intelligence Hub
Case studies, guides, and tactical insights specifically for field sales teams. Learn from leaders who’ve transformed their territories, optimized their processes, and delivered measurable results.
Storm Guard Gains Complete Field Sales Visibility
Wholesale Payments Unifies 500 Reps with SPOTIO
Hadco Streamlines Territory Planning
Wire 3 Boosts Field Sales Activity by 309%
FAQs
Find answers to common questions about sales task automation with SPOTIO and how it can benefit your team.
Sales task automation is focused on automatically capturing data from activities as they happen (like logging a visit). Autoplays is a feature that automates the next steps by creating sequences of follow-up activities triggered by that captured data.
Yes, SPOTIO offers robust, bi-directional integrations with major CRMs like Salesforce, HubSpot, and Microsoft Dynamics. All automatically captured activities and data updates can be synced seamlessly.
Yes. You have full control over what activities are logged and what data is required. You can configure custom fields, required notes, and specific triggers to ensure the automation fits your unique sales process perfectly.
Reps love SPOTIO because it’s designed to make their lives easier, not add another task. By eliminating the manual data entry they dislike, it gives them more time to do what they love—sell. Adoption is high because the benefit to the rep is immediate and obvious.
Privacy is a top priority. Location data is only used to automate work-related tasks, like logging a visit when a rep is at a customer site. SPOTIO is not a “rep tracking” tool; it is a productivity tool, and all location services are permission-based and transparent to the user.
