FASTER DEALS, HIGHER REVENUE

Home Improvement & Residential Construction CRM

Ready to turn more estimates into signed contracts? SPOTIO is more than a CRM—it’s a complete field sales platform that tracks leads from door-knock to project start. Your team follows up on every opportunity while you focus on scaling your home improvement or residential construction business.

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Trusted by Top-Performing B2C Field Sales Teams

Proven Results for Field Sales Teams

46_%

Average Increased Sales Productivity

23_%

Average Increased Sales Revenue
16_%

Average Decrease in Team Turnover

From Visibility Gaps to Scalable Results

You’re managing estimates, crews, and field teams across multiple projects. SPOTIO keeps everything organized so you can focus on growing your 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. Coach your team based on real data. Visit verification and activity reports give you total visibility into field operations.
Save Time on Admin Work

Streamline territory planning and data entry. Optimized territories and activity capture give your team more time to sell and close deals.
Turn Pipeline Into Revenue

When prospects need project estimates, SPOTIO’s AutoPlays sequences ensure they choose you over competitors. Track every interaction from initial contact through signed contract.

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.

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

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

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.

Generic CRMs aren’t built for home improvement sales teams and residential construction companies. SPOTIO is a field sales mobile CRM that delivers everything you need to manage high-volume sales activity, optimize territories, and win more customers through consistent follow-up.

Mobile App

Boost sales productivity in the field

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

Field Sales Mobile CRM

Activity Tracking

Capture sales interactions in real-time

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

Sales Activity Tracking

Lead Management

Identify and convert high-value prospects

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

Sales Lead Management

Territory Management

Allocate coverage for maximum revenue

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

Sales Territory Management

Route Optimization

Plan efficient paths between prospects

Maximize daily visits while minimizing travel time and fuel costs.

Sales Route Optimization

Sales Prospecting

Find & prioritize prospects by sales territory

Location-based prospecting with qualification data to build pipeline.

Sales Prospecting

Pipeline Management

Track deal progression to close

Visualize opportunities from first contact through final sale.

Sales Pipeline Management

Task Automation

Eliminate repetitive admin work

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

Sales Task Automation

SPOTIO AI

Get guidance from your field sales co-pilot

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

SPOTIO AI

Sales Intelligence

Transform data into revenue insights

Analyze performance patterns and identify growth opportunities.

Sales Intelligence

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

Sales Coaching

Empower every rep to be a top performer

Use performance data to guide training and skill development.

Sales Coaching

Sales Leaderboards

Foster success with healthy team competition

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

Sales Leaderboards

Integrations

Connect with your existing tech stack

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

Integrations

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.

Our Success Stories

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.

What SPOTIO has done is allowed us to see where those successes were and multiply on them. SPOTIO is awesome. It’s easy to use. And I guarantee you that it is worth the money.

Shane Lynch, Storm Guard
President

The platform is clean, simple, and makes canvassing way more efficient for our team.
Read the 5-Star Google Review

Adelaide Opitz

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

Excellent CRM! SPOTIO has advanced features not found on other platforms to narrow down sales efforts and clarify your pipeline.
Read the 5-Star G2 Review

Lawrence C.
Sales and Marketing Specialist

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

I do door-to-door roof inspections, and this has been a top-notch product. It makes tracking my interactions really easy and helps me with follow-up and managing different jobs.
Verified 5-Star G2 Review

Nishan H.
Project Manager in Roofing

Being able to closely manage and monitor our leads is extremely important and valuable to us… SPOTIO has been the best decision the company has ever made.

Tanner Bradshaw, Chipr
Director of Operations

I have been using SPOTIO for over four years, and it has been a game-changer for our roofing company. This has dramatically improved our productivity, accountability, and sales efficiency in the field.
View Full Testimonial

Thomas S.
Roofing Sales

I have been using SPOTIO for over four years, and it has been a game-changer for our roofing company. SPOTIO is a mobile-first field sales app that helps our outside sales teams manage territories, generate leads, optimize routes, track activities, and sync with our CRM—all in real time. It automates so many manual tasks like logging visits, capturing customer data, and managing follow-ups, while giving our managers live dashboards, leaderboards, and performance analytics. This has dramatically improved our productivity, accountability, and sales efficiency in the field.

Beyond the technology, the team behind SPOTIO has been incredible. Our Customer Success Manager, Leilani, has been outstanding — she’s created training videos for our franchisees and brought the full value of SPOTIO into our organization. Catherine and Emily have also been fantastic partners, always willing to collaborate and help us develop the tools we need to keep growing. The relationship we’ve built with SPOTIO has absolutely contributed to our continued success. Highly recommend!

Read the 5-Star Google Review

Thomas S.
Roofing Sales

What I like about SPOTIO: the numbers. The reporting functions are fantastic for lead tracking and monitoring canvasser performance.
Verified 5-Star G2 Review

Steve K.
Roofing Contractor Owner

FAQs

Answers to common questions about using SPOTIO to manage home improvement and residential construction 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’s mobile app is purpose-built for field sales reps with features like territory management, location-verified visit 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, window replacement 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.

Home Improvement & Residential Construction CRM