Losing deals to missed follow-ups? Can't track rep activity in real time? SPOTIO delivers flexible plans built for teams that need visibility—whether you run residential canvassing crews or complex B2B territories. Get the capabilities that turn activity into closed deals.
Strategically assign territories and create optimized field sales routes that maximize appointments while minimizing travel time across any market.
Step 2 - Capture Leads & Track Activity
Color-code every address by status, capture lead details with one tap, and automatically track all sales activities (calls, visits, emails, door knocks) with location confirmation and offline functionality.
Step 3 - Automate Tasks & Follow-Up
Use automated sequences and messaging templates to ensure no leads fall through the cracks while scheduling systematic callbacks for prospects.
Step 4 - Analyze & Optimize Performance
Generate custom reports with the metrics that matter most, track pipeline progression, get real-time visibility into rep location and field activities, and access your AI-powered sales assistant for instant process guidance and coaching support.
Transform your door-to-door canvassing operation into a revenue-generating machine with systematic D2D sales tracking, automated CRM integration, AI-powered coaching support, and comprehensive territory management.
Assign territories strategically, prevent overlaps, and track rep locations in real-time with team location visibility to understand which areas perform best and why.
TERRITORY MANAGEMENT & LOCATION VERIFICATION
PIPELINE & LEAD MANAGEMENT
SALES ACTIVITY AUTOMATION
Streamline tedious sales tasks with messaging templates and sequences. Track field sales activities and ensure measurable touchpoints for every prospect in your pipeline.
CUSTOM REPORTING & ANALYTICS
Customize prospect stages to fit your process, use sales intelligence to identify top prospects, and prevent opportunities from falling through the cracks with automated nurturing.
Create custom reporting dashboards that display key metrics that matter to your business, track conversion metrics, and forecast performance with confidence.
Wholesale Payments United 500 Sales Reps and Drove Sales Growth with SPOTIO
Wholesale Payments revolutionized their distributed field sales organization by replacing fragmented processes—from "crayon on bar napkins to Excel spreadsheets"—with SPOTIO's unified platform.
With 500 independent representatives across all 50 states, they achieved universal adoption across top producers, eliminated duplicate bookings, and enabled real-time coaching insights.
Unified Data for Powerful Results
SPOTIO integrates with your existing CRM and industry tools, delivering clean and complete data through streamlined activity tracking — so every lead drives revenue and nothing falls through the cracks.
Frequently-Asked Questions
What practical features does SPOTIO offer beyond the basics?
SPOTIO offers practical features designed for real-world challenges you might not anticipate until you encounter limitations with other platforms. These include the ability to plan routes in advance (not just day-of optimization), call recording for training and compliance, merging of duplicate records to maintain clean data, customizable mobile app layouts that fit your specific workflow, flexible user roles that match your team structure, and customizable object naming (call them prospects, accounts, homeowners—whatever fits your process). These thoughtfully designed features help your team overcome common challenges and accelerate sales success.
How much does SPOTIO cost?
We tailor each plan around your team size, workflows, and use case to ensure you’re getting maximum value from the features that matter most. Our goal is to set your team up for best practices, productivity, and long-term success — not just today’s needs, but what’s next.
Contact our team for a personalized quote designed to match your budget and objectives.
Why don't you list pricing on your website?
Every field sales team is unique — from structure and territory coverage to tech stack and goals. We provide custom pricing to align with your exact needs and ensure you’re getting the best value and ROI from SPOTIO. Our team will walk you through a transparent, personalized quote during your consultation so you know exactly what’s included and how it supports your growth.
Can I get a free trial?
We don’t offer a free trial, but we provide comprehensive demos and can arrange pilot programs for qualified prospects. This allows us to show you exactly how SPOTIO will work with your specific sales process and territory requirements.
What is the minimum recommended team size for SPOTIO?
SPOTIO is designed for teams of 5 or more field sales professionals. Our platform delivers the most value when managing multiple reps, territories, and coordinated sales activities.
How quickly can we get started?
SPOTIO has the fastest implementation in the industry—most customers are up and running in less than four weeks. We provide a dedicated team to expedite system setup and training for admins, managers, and field reps.
What's included in the base plans?
Our B2C and B2B plans include core features like activity tracking, territory management, lead mapping, performance dashboards, and CRM integrations. Add-ons like the Engagement Bundle, SPOTIO AI, and Lead Machine are available for enhanced functionality.
Are there any setup or onboarding fees?
Our implementation managers ensure your team is set up for the best adoption so you can start seeing value right away. Implementation costs vary based on your specific requirements, integrations, and training needs, and we’ll always provide a clear, upfront breakdown during your consultation — no hidden fees, ever.
Can we add more users as we grow?
Absolutely — SPOTIO grows right alongside your business. You can easily add users, territories, and new features as your team expands. Additionally we offer a referral incentive for every qualified company you refer you can earn $100—growing together has its perks!
How does SPOTIO pricing compare to other field sales platforms?
SPOTIO is designed to deliver measurable ROI, not just low monthly costs. Our customers typically see a 46% boost in productivity and a 23% increase in revenue, which means the platform often pays for itself within months. With SPOTIO, you’re investing in a proven system that helps your team sell smarter, faster, and more efficiently than ever before.
Join the top sales teams already using SPOTIO's powerful engagement tools to capture more leads, optimize their routes, and close more deals. Proven to increase sales revenue by an average of 23%.
See why we're trusted by high-performing teams in the USA and worldwide.
Address: 5057 Keller Springs Rd Ste 325, Addison TX 75011
Call Us: 866-212-1250
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For business-to-business field sales teams that need to maximize territory coverage, streamline lead follow-up, and give managers full visibility into rep activity. Ideal for industries like telecom, industrial, financial services, and enterprise sales.
Every plan includes access to:
Pricing is user-based. Available add-ons: Engagement Bundle, SPOTIO AI, Lead Machine (for B2C) and E-Contracts. Request a demo for more information.
For business-to-consumer field sales teams focused on high-volume activity and quick closes. Perfect for solar, home improvement, roofing, and direct-to-home services where maximizing daily visits and time spent selling are key to growth.
Every plan includes access to:
Pricing is user-based. Available add-ons: Engagement Bundle, SPOTIO AI, Lead Machine (for B2C) and E-Contracts. Request a demo for more information.
For organizations with unique workflows, reporting needs, or multi-market operations. The Custom Plan is tailored to your team structure, tech stack, and performance goals — ideal for managing multiple territories, international teams, or specialized field sales strategies.
Includes all the essentials from the B2B or B2C plan — plus more.
Every plan includes access to:
Pricing is user-based. Available add-ons: Engagement Bundle, SPOTIO AI, Lead Machine (for B2C) and E-Contracts. Request a demo for more information.