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APPOINTMENT SETTING

Keep your Field Sales Team Organized

Let your reps smoothly manage their appointments through the sales funnel. Seamlessly hand accounts off between reps. And customize SPOTIO to fit your process — not the other way around. Sales canvassing Software for Field Sales Teams

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Mobile Sales App

CUSTOM FIELDS AND DISPOSITIONS

Canvassing Software to Capture the data your business needs

Your sales process is unique. You have your own prospect stages. You have specific data points you want to capture.

That’s why SPOTIO’s canvassing app is highly customizable:

  • Customize data fields to capture the information you need
  • Customize your prospect stages to fit your process
  • Let reps leave dispositions, capture notes and pass data to your CRM with 1 tap

CALENDARS

Let your reps manage their days from a single app

Integrations with Google and Outlook mean your reps’ can manage their day without bouncing from app to app.

Now their appointments and lead notes are all in one place. 

calendar_GCal-Outlook

APPOINTMENT SETTING

Smoothly transfer appointments between reps

When one rep sets an appointment for another, the last thing you want is an awkward hand off.

Missing notes could cause the second rep to lose the sale. And a miscommunication could cause the second rep to miss the appointment altogether. 

SPOTIO makes it easy for your reps to set appointments for others and share critical notes. Now your reps never have an excuse for dropping the ball.

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