An Unparalleled Mobile CRM
Find prospects, build pipeline and close deals at your fingertips.
No matter how your sales team is run, SPOTIO's sales acceleration platform fits into your technology stack. Align your team and increase sales output:
Bolt-on To Your Existing CRM
For more complex sales processes, SPOTIO seamlessly bolts-on to your CRM as a robust and comprehensive field sales mapping solution.
Mobile CRM Features & Functionality
Reps can efficiently plan their day by setting meetings and routing the best path to each meeting. While in their vehicle, easily view the next meeting, sort through new leads, and track mileage along the way.
Prospecting Efficiency. Maximize the hours in your day by prospecting an area with targeted customer data between meetings.
Route Planning. Take the most efficient path to your next meeting and avoid meeting delays.
Mileage Tracking. Export your mileage for expense tracking and eliminate administrative paperwork.
Shorten The Sales Cycle
Lead Management. Streamline sales prospecting with our native CRM integrations. Track leads in real-time as they move through the sales funnel.
Territory Management. Field managers will save hours of time with the ability to create and assign specific territories for each sales rep directly within SPOTIO.
- Cut Territories. Map out territories by hand, by zip code, city or state, then, assign to reps directly from SPOTIO.
- Real-time Visibility. Because everything in SPOTIO happens in real-time, managers and reps can work together to ensure every territory is always being worked.
- Stay Organized. Easily edit, manage, and delete territories as reps move around.
Easy Collaboration In The Field
Integrated Team Chat. From the SPOTIO app, easily chat with individuals one-on-one or chat with a specific group within your organization.
Calendar Share. Integrate your calendar system and easily set, manage, update, and share appointments.
Document Management. No more emailing back and forth to gain access to marketing presentations, sales material or to get contracts signed. Obtain the files you need, when you need them.
Easy Access. Access all the information you need from the palm of your hand. View accounts, add prospecting notes, update lead status, schedule appointments, etc.
More Time Selling. No need to spend extra time at the end of each day adding activities to the CRM. With a Mobile CRM, notes and updates you make from the field automatically sync back to your CRM.
Google Places. Our native integration with Google Places makes it easy for reps to find, filter, and target businesses in their territory.
Search for your ideal business then route the best path to get there.
Lead Machine. SPOTIO's Lead Machine is a sales intelligence tool located within our platform that help identify strong leads and managing territories.
Sort by income, credit capacity, age of home, eco friendly, square footage, etc. We have over 50 data points that update regularly for you to choose from.
More Closes. With all the information your reps need in real-time, no more waiting to get crucial information that will help close the deal. Access sales material, prospecting notes, and close deals on the spot with e-contracts. The faster reps can access materials, documents and information, the faster the deal closes.
Increased Success. Research shows that, on average, 65% of salespeople who adopt mobile CRM meet their sales quotas. Only 22% of salespeople who don’t leverage mobile CRM meet their quotas.