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COMPLETE FIELD SALES PLATFORM

Roofing & Storm Restoration Sales CRM

Top-rated on G2 for usability and implementability, SPOTIO provides sales activity tracking, territory management, and performance analytics — everything roofing and storm restoration teams need to close more deals. Proven to increase revenue an average of 23%, SPOTIO is the top-rated solution for companies that need more than basic mapping and door tracking.

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Trusted by Top-Performing Field Sales Teams

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Complete Platform.
Proven Results.

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

From Storm Chasing to Scalable Revenue Growth

Roofing and storm restoration sales require precision timing and territory coverage that basic apps can’t handle. SPOTIO brings storm data, territory assignment, lead tracking, and deal closing into one platform—so you can view storm maps, assign areas, optimize routes, and close deals without jumping between apps.

  • See What’s Actually Happening
    Verified visits and one-tap activity capture shows you real-time canvassing results instead of delayed CRM updates. Know which neighborhoods your reps are working, how many doors they’re hitting per hour, and coach based on actual territory coverage, not intuition.
  • Rapid Storm Targeting
    Access HailTrace storm data directly in SPOTIO to identify high-damage areas immediately after storms hit. Eliminate hours spent mapping storm damage with territory assignment and optimized canvassing that give reps more time for revenue-generating conversations.
  • Turn Interest Into Closed Deals
    When homeowners show interest, create follow-up sequences to ensure they don’t fall through the cracks. Coordinate revisits and turn satisfied customers into neighborhood advocates who generate referrals.
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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.

Go beyond basic mapping apps and traditional CRMs. SPOTIO delivers everything you need to manage high-volume canvassing, optimize storm territories, and win more homeowners 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.

Field Sales Mobile CRM
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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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Sales Prospecting

Find & prioritize prospects by sales territory

Location-based prospecting with qualification data to build pipeline.

Sales Prospecting
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Pipeline Management

Track deal progression through close

Visualize opportunities from first contact through final sale.

Sales Pipeline Management
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Task Automation

Streamline repetitive admin work

Complete data entry, follow-ups, and updates from the field.

Sales Task Automation
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SPOTIO AI

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.

Sales Coaching
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Sales Leaderboards

Foster success with healthy competition

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

Sales Leaderboards
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Integrations

Connect with your existing tech stack

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

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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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5th Edition State of Field Sales

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Success Stories From the Field

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

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

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
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FAQs

Thinking about how SPOTIO would work for your field sales team? We’ve got you covered. Here are answers to our most common questions.

SPOTIO is a comprehensive field sales platform that goes beyond basic CRM functionality. While traditional CRMs manage contact data, SPOTIO provides visit verification, automated activity logging, territory optimization, and real-time performance dashboards specifically designed for roofing sales teams in the field.

Yes, SPOTIO provides seamless integration with AccuLynx, HubSpot, Salesforce, HailTrace, Pipedrive and other platforms used by roofing and storm restoration companies. Lead data, activity history, and appointment details sync automatically without manual export/import processes, creating unified workflows from canvassing through project management

SPOTIO allows you to track the status of every single door in a neighborhood (e.g., “Not Home,” “Interested,” “Come Back Later”), ensuring complete coverage and providing reps with the history they need for smarter follow-up visits.

Absolutely. SPOTIO is designed for the field and includes a “Download My Day” feature for access while offline. Your reps can log all their activities, and the data will sync automatically as soon as they regain a connection.

Yes, because it makes their job easier and helps them earn more. By automating the admin work they dislike and providing tools that help them plan their day more efficiently, SPOTIO becomes their most valuable tool in the field.

SPOTIO allows you to map storm-damaged areas, assign territories quickly, and track canvassing progress in real-time. Route optimization reduces windshield time while ensuring comprehensive neighborhood coverage, and breadcrumb trails show exactly which streets have been worked.

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