Software for Sales Representatives
Increase sales by as much as 23%
Thousands of sales reps across the globe are using SPOTIO to track and increase sales in the field. The mobile app makes it extremely easy to find targeted prospects, record notes in real-time, and organize your day.
A key differentiator for SPOTIO is that it was designed for the sales rep first. Knowing that data is meaningless without user adoption, the mobile app is built with an intuitive look and feel to drive value across each touch point.
Streamline your sales prospecting process with our native CRM integrations, and stop spending time on administrative tasks. Now, track leads in real-time as they move through the sales funnel.
Field Data Entry. Tap twice to capture critical lead details such as time at location, notes, and clear next steps.
Account History. Pull up an account in the field and see the full history with notes from your CRM before your next meeting.
Lead Filtering. Organize your leads, opportunities, and customers with colorized pins to visualize your pipeline.
Streamlined Sales Process
In-app Communication. Whether you’re in the field or back in the office, easily communicate with your team.
Route Planning. Optimize sales routes for maximum time efficiency.
Leaderboard. Measure performance of individual sales reps, teams, or your entire field sales organization.
Customizable Fields. Map your sales process and identify funnel leaks.
SPOTIO’s calendar feature empowers users to create appointments without having to leave SPOTIO:
Team Calendar. See the total number of reps available at any given time.
Custom Fields. Schedule and see appointments inside colorized pins or in a calendar view.
Calendar Sharing. Reps can share their calendar with each other to cover meetings or loop in their manager for support on higher value deals.
Manage Visit Results
Whether you're a field sales rep or sales manager, view the history of every lead in easy to identify and customized colored pins.
Reps and managers can see the colorization indicators of each lead in order to get a sense of how each of their leads are moving through the sales cycle.
Sort and Filter
Sort by outcome to view the leads by lead status. From the SPOTIO app, just select an outcome option in order to view leads that match the desired status.