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FASTER DEALS, MORE REVENUE

Home Improvement Field Sales Platform

Ready to turn every remodel estimate into a signed contract? SPOTIO is more than a CRM—it’s a complete platform that tracks leads from door-knock to project start. Your team captures every opportunity while you focus on scaling the business you’ve built.

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Trusted by Top-Performing B2C Field Sales Teams

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Proven Results for Field Sales Teams

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  • 46%
    Average Increased Sales Productivity
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  • 23%
    Average Increased Sales Revenue
  • 16%
    Average Decrease in Team Turnover

From Visibility Gaps to Performance that Scales

You’re juggling estimates, managing crews, and trying to track what your sales reps are doing. SPOTIO keeps everything organized so you can focus on growing your home improvement business instead of chasing updates.

  • See What’s Actually Happening
    Know where your reps are, which estimates they’ve delivered, and what follow-ups they’ve missed without calling each person individually. Coach your team based on real appointment data and conversion rates. Visit verification and activity reports give you complete visibility into your field operations.
  • Save Time on Admin Work
    Eliminate the hours reps spend on manual planning, inefficient routes, and data entry. Automated routing, optimized territories, and activity capture give them more time to sell.
  • Turn Pipeline Into Revenue
    When prospects want bathroom or kitchen estimates, automated sequences make sure they don’t pick your competitor while you’re busy running job sites. SPOTIO tracks every interaction from initial contact through signed contract and project handoff. Turn your best customers into neighborhood referrals with organized territory mapping and relationship management.
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One Platform For Your Entire Revenue Team

Sales leaders need field visibility, reps need more selling time, and RevOps needs clean data. SPOTIO gives each team what they need to hit their goals.

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Sales Leaders

See Every Activity

Know exactly what your reps are doing in the field. Coach what works and fix what doesn’t.

Sales Manager Platform
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Field Reps

Close More Deals

All prospect info at your fingertips: capture notes, log visits, and focus on selling instead of data entry.

Sales Rep Platform
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RevOps

Get the Data You Need

Accurate sales activity data that flows directly to your CRM – no lead left behind.

Sales Operations Platform

Track Performance. Drive Revenue.
Scale Success.

Basic mapping apps and traditional CRMs don’t understand home improvement sales complexity. SPOTIO delivers everything you need to manage high-volume sales activity, optimize territories, and win more customers through consistent follow-up – all in one platform.

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Mobile App

Boost sales productivity in the field

Use a central hub for leads, routes, and activity capture – built for field reps.

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Activity Tracking

Capture sales interactions in real-time

Complete field activity capture with location verification and one-tap logging.

Sales Activity Tracking
HighValue Prospects
Lead Management

Identify and convert high-value prospects

Qualify, prioritize, and track leads throughout your sales process.

Sales Lead Management
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Territory Management

Allocate coverage for maximum revenue

Create boundaries, assign reps, and control lead access by territory.

Sales Territory Management
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Route Optimization

Plan efficient paths between prospects

Maximize daily visits while minimizing travel time and fuel costs.

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Sales Prospecting

Find & prioritize prospects by sales territory

Location-based prospecting with qualification data to build pipeline.

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Pipeline Management

Track deal progression to close

Visualize opportunities from first contact through final sale.

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Task Automation

Eliminate repetitive admin work

Streamline data entry, follow-ups, and routine sales activities.

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SPOTIO AI

Get guidance from your field sales co-pilot

Access intelligent guidance for how-to questions and your sales process.

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Sales Intelligence

Transform data into revenue insights

Analyze performance patterns and identify growth opportunities.

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Data-driven Insights

Track the KPIs that drive revenue growth

Connect daily activities to sales outcomes using the metrics that matter most to you.

Performance Analytics
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Sales Coaching

Empower every rep to be a top performer

Use performance data to guide training and skill development.

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Sales Leaderboards

Foster success with healthy team competition

Motivate reps with real-time performance rankings and visible goals.

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Integrations

Connect with your existing tech stack

Sync seamlessly with CRMs, calendars, and other sales tools.

Works Seamlessly with the Tools You Already Use

SPOTIO connects to your existing CRM and tools, so your field data automatically flows where it needs to go. No rip-and-replace, no training headaches—just better data in the systems you’re already using.

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See How Top Teams Are Winning in 2025

Winning deals is getting harder — 40% of experienced reps say so. Get our latest State of Field Sales Report for insights from 500+ field sales professionals on what’s working now, from deal strategies to technology choices that drive results.
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Our Success Stories

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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
Mike Shirley
Chief Sales Officer @ HomePro

HomePro is a premier provider of home technology that partners with residential builders to create custom solutions for home buyers during the sales process. HomePro has been very successful with steady year-over-year growth. On average, the company installs top-of-the-line smart home technology and security systems in over 30,000 homes per year.

The Problem:

Due to increased partner and consumer demand, HomePro was growing rapidly. This growth was good for revenue, but made it difficult for the sales team to keep up with the huge influx of demand using their existing process and CRM. This situation led to a variety of challenges that needed to be solved:

  • Lack of visibility for leadership to see field activity
  • Upset customers from missed appointments or follow-ups
  • Difficult to keep reps accountable for assigned leads
  • CRM data became inaccurate because of a lack of timely updates
  • Existing process was manual, time consuming, and created confusion for sales
  • Difficult to identify issues and opportunities in the process or team members

The Solution:

ACTIVITY TRACKING & AUTOMATION

The SPOTIO mobile app made it easy and fast for reps to organize their appointments, provide status updates and meeting notes, and automate tasks and communications to their prospective customers.

MULTI-CHANNEL COMMUNICATIONS

By adopting SPOTIO’s multi-channel communications (MCC), HomePro reps could call, email, and even text directly from the app, while providing a detailed conversation history on every lead for future review.

DIRECT CRM INTEGRATION

Connecting SPOTIO directly with their existing CRM made it drastically easier and faster to update records for reps, which ensured system data was entered more timely and accurately than ever before.

PIPELINE VISIBILITY

More accurate and timely reporting meant that sales leaders could finally see how the process and team members were performing, easily identify issues or opportunities for improvement, and provide better individual coaching.

Mike Shirley
Chief Sales Officer @ HomePro

Want to skyrocket sales productivity, improve customer experience, and make smarter choices? SPOTIO’s the answer. Trust me, it’s a game-changer!

View Full Testimonial
Zane S.
Sales Development Rep

Forget clunky sales tools, SPOTIO’s my secret weapon! It keeps me organized, tracks leads like a pro (even offline!), and helps me personalize each interaction with customer data in one click. But the real magic happens for managers. They get real-time insights into my activity, optimized territories for maximum efficiency, and automated reports that fuel data-driven decisions. Communication’s a breeze, keeping everyone on the same page. Want to skyrocket sales productivity, improve customer experience, and make smarter choices? SPOTIO’s the answer. Trust me, it’s a game-changer!

Read the Verified 5-Star Review on G2

Zane S.
Sales Development Rep

The platform is clean, simple, and makes canvassing way more efficient for our team.

Read the 5-Star Google Review
Adelaide Opitz

SPOTIO is intuitive, efficient, packed with features that boost productivity and close deals faster. Great CRM integration, smart automation, and excellent support. A must-have for sales teams!

Read the 5-Star Google Review
Alexis R.
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FAQs

Answers to common questions about using SPOTIO to manage home improvement sales teams, coordinate between estimates and project completion, and scale contractor operations.

General-purpose CRMs are not built for the unique workflows of door-to-door prospecting. SPOTIO is purpose-built with features like route optimization, location-verified knock tracking, and neighborhood-level analytics that you won’t find in a standard CRM.

SPOTIO handles complex project sales with multiple touchpoints. Store different project scopes, material options, and pricing revisions for each prospect, giving you complete visibility from initial estimate through signed contract and project handoff.

SPOTIO’s neighborhood mapping shows exactly which homes have been visited, what services were discussed, and when follow-up is needed. Avoid over-saturating areas while ensuring complete coverage of high-value neighborhoods.

SPOTIO integrates seamlessly with leading contractor platforms including JobNimbus and AccuLynx. Sync project data, customer information, and job progress without double data entry or lost communications.

SPOTIO’s automated follow-up sequences keep you top-of-mind during extended decision periods typical for kitchen and bathroom remodels. Set custom reminders and track decision timelines to close more high-value projects.

Absolutely. SPOTIO’s analytics show conversion rates and average project values by service type—whether you’re tracking bathroom remodels, roofing jobs, or siding projects. Identify your most profitable services and territories.

SPOTIO provides dashboards showing estimate-to-contract ratios, project pipeline status, and rep performance by territory. Monitor sales team productivity while ensuring smooth project transitions to your installation crews.

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