Maximize your outside sales efficiency and unlock your team's potential across B2B and B2C markets. Our top-rated outside sales software helps reps capture leads instantly, optimize territories, and close more deals.
Outside sales requires efficiency and consistent follow-through, but poor planning and manual processes cause lost time and missed opportunities. SPOTIO's outside sales management software solves these with real-time tracking, smart routing, and automated workflows to convert more conversations into closed deals.
Transform your outside sales operation into a revenue-generating machine with comprehensive territory management, automated workflows, and AI-powered coaching support.
Frequently-Asked Questions
Join the top sales teams already using SPOTIO's comprehensive outside sales platform to automate tasks, track territories, manage pipelines, and close more deals. Proven to increase sales revenue by an average of 23%.
See why we're trusted by high-performing teams across the USA and worldwide.
Address: 5057 Keller Springs Rd Ste 325, Addison TX 75011
Call Us: 866-212-1250
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Boosts rep productivity by an average of 46%
Provides real-time visibility with GPS tracking
Automates sales workflows and follow-ups
Reduces administrative tasks by 14 hours per week
Delivers customizable dashboards and reports
Optimizes territory assignments for better coverage
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 prospect by status, capture lead details with one tap, and automatically track all sales activities with GPS location 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, get real-time visibility into rep activities, and leverage SPOTIO AI sales assistant for on-demand guidance and coaching support.
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 does SPOTIO integrate with my existing CRM system?
SPOTIO seamlessly syncs with popular CRMs like Salesforce, HubSpot, and others through our native integrations. All sales activities and interactions captured in the field automatically flow into your CRM with one tap, eliminating double data entry and ensuring your sales pipeline stays current.
Can I customize prospect stages to fit my sales process?
Absolutely. SPOTIO allows you to customize your prospect stages to match your unique outside sales process, ensuring your pipeline reflects exactly how your team moves prospects from initial contact to closed deals.
How does GPS tracking and rep location visibility work?
SPOTIO automatically captures GPS location data during all sales activities, giving managers real-time visibility into rep locations and territory coverage. This enables route optimization, helps identify coverage gaps, and provides accountability without being intrusive—all while helping reps track mileage and optimize their daily routes.
Can my reps use the app if they're in an area with bad cell service?
Yes! The SPOTIO mobile app includes a "Download My Day" feature for offline access. Your reps can capture leads and log all their knocks and notes with one tap, and the sales tracking data will sync automatically to your CRM as soon as they regain a connection.
How does SPOTIO AI help my sales team?
SPOTIO AI acts as your on-demand sales assistant, providing reps with instant access to your selling strategy, processes, pricing, and objection handling. It gives managers AI-powered coaching tools to develop top-performing teams faster.
Lobel Financial Achieved 400% Growth in 8 Months After Implementing SPOTIO
Lobel Financial, a consumer finance company serving auto dealerships, partnered with SPOTIO and SQUARO to transform fragmented sales operations. By implementing GPS-verified visits, territory optimization, and data-driven management, they achieved a 400% increase in funded loan volume in 8 months—demonstrating how the right technology can drive sustained revenue growth.
Assign territories strategically, prevent overlaps, and track rep locations in real-time with GPS visibility to understand which areas perform best and why.
TERRITORY MANAGEMENT & GPS TRACKING
PIPELINE & LEAD MANAGEMENT
SALES ACTIVITY AUTOMATION
Automate tedious sales tasks with messaging templates and sequences. Track all activities automatically and ensure measurable touchpoints for every prospect in your pipeline.
CUSTOM REPORTING & ANALYTICS
Customize prospect stages to fit your process, use sales intelligence to pre-qualify leads, and prevent opportunities from falling through the cracks with automated nurturing.
Create custom reporting dashboards that display only the metrics that matter to your business, track conversion metrics, and forecast performance with confidence.
Fuel Sales Growth with Connected Tools
SPOTIO integrates with your existing CRM and industry tools, delivering clean and complete data through automated capture—so every lead drives revenue and nothing falls through the cracks.