SPOTIO

4.3 (79)
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Field service management and sales engagement software

About SPOTIO

SPOTIO is a field service management and sales engagement software that is designed for businesses across several industry segments, including solar, medical, telecommunications, distribution, food & beverage, home improvement, real estate, marketing, insurance, and pharmaceuticals. It helps organizations manage operations related to route optimization, customer communications, lead visit tracking, and more on a centralized platform.

SPOTIO allows field employees to automatically capture and store visit details, client calls, SMS messages, and email communications. Supervisors can utilize the autoplays functionality to create daily task sequences and organize leads and customer specific activities. The sales prospecting module enables team members to generate leads, schedule appointments, filter prospects, and track lead status. It also offers a sales territory mapping tool, which allows administrators to configure role-based permission rights, optimize sales routes, and manage prospects based on specific territories.

SPOTIO provides an API, which allows organizations to integrate the platform with several third-party CRM and ERP solutions, such as Oracle NetSuite, Pipedrive, SAP ERP, and Salesforce. It also enables staff members to track sales processes, create reports, build mailer campaigns, and print pipeline reviews.


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SPOTIO Software - SPOTIO calendar
SPOTIO Software - SPOTIO territories
SPOTIO Software - SPOTIO company broadcast
SPOTIO Software - SPOTIO lead machine
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SPOTIO video
SPOTIO Software - SPOTIO calendar
SPOTIO Software - SPOTIO territories
SPOTIO Software - SPOTIO company broadcast
SPOTIO Software - SPOTIO lead machine

Not sure about SPOTIO? Compare with a popular alternative

SPOTIO

4.3 (79)
VS.
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Starting Price

US$39.00
month
US$61.00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

121
456

Integrations

10
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Ease of Use

4.4 (79)
4.0 (939)

Value for Money

4.2 (79)
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Customer Service

4.2 (79)
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Reviews

Overall rating

4.3 /5
(79)
Value for Money
4.2/5
Features
4.4/5
Ease of Use
4.4/5
Customer Support
4.2/5

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Showing 5 reviews of 79
Patrick
Overall rating
  • Industry: Real Estate
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The only door knocking app that I could find that was reasonably priced and had the features I...

Reviewed on 2017/09/29

It just works! It's the ideal solution to help you capture the relevant information you need when...

It just works! It's the ideal solution to help you capture the relevant information you need when speaking to someone about buying or selling their house.

Pros

- Fast (important when walking between homes)
- It's very accurate
- It's cost-effective
- Lots of features
- Works with Zapier to integrate with my CRM
- I like that I can customize the status of the contact
It's the ideal solution for door knocking Realtors. I have referred several colleagues and they have all been pleased with the solution.

Cons

When I door knock stacked/townhouses adding the leads close to each other can be a little challenging. I had some challenges in brand new subdivisions. Some of the houses were not showing as built on their system so that might be the issue, these were brand new homes.

Justin
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great Lead Management Software

Reviewed on 2021/06/30

I’m new to this app but it has been a great experience. Definitely user friendly. I picked up on it...

I’m new to this app but it has been a great experience. Definitely user friendly. I picked up on it quick.

Pros

The way that I can map out all the potential data and share it with others on the sales team is amazing. You can customize it for your business.

Cons

I think this product could do more. It would be great to be able to input info a little easier. Maybe integrate Siri?

Kathryn
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Platform is okay, but lacks security permissions customization

Reviewed on 2021/03/04

Pros

Easy interface for end user (browser or phone app)

Cons

We stopped using this software after a few months because we could not customize individual security settings in a way that would keep our lead information secure from entry level reps. We were on an annual plan and could not get out of it. It auto renewed and I missed the window to cancel. They refused to work with us and we had to pay for another year. Be careful about the terms if you go with them.

Alternatives Considered

SalesRabbit
Bailey
Overall rating
  • Industry: Renewables & Environment
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

This CRM is an Absolute Must for F2F!

Reviewed on 2017/09/29

Data analytics, organization, lead/sales performance tracking, territory management.

Data analytics, organization, lead/sales performance tracking, territory management.

Pros

Accurate locations, updated freq. Easy user interface. Territory management. Import/export data. Support staff. Price!

Cons

Sometimes, there are bugs, which makes it really a pain when you have 26 users, and everyone has to wait a day for the support staff to resolve. Also, the app isn't as friendly for iOS, which I prefer the ipad on app. Otherwise, no complaints.

JC
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Spotio app is amazing. Its by far my most favorite and most used app for my real estate...

Reviewed on 2017/09/28

Pros

* Easily track leads and follow up
* Exports Spotio leads to a spreadsheet to add to your CRM
* Tap a pin easily track contact info
* Import an existing database to Spotio for information about your prospects. Just tap the pin and everything you need to know pops up when you are in the field
* Amazing customer service

Showing 5 reviews of 79 Read all reviews

SPOTIO FAQs

Below are some frequently asked questions for SPOTIO.

SPOTIO offers the following pricing plans:

  • Starting from: US$39.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

SPOTIO is available across four pricing plans, outlined below. TEAM: $39/per user/month BUSINESS: $69/per user/month PRO: $129/per user/month ENTERPRISE: Please contact SPOTIO directly for pricing details.

SPOTIO has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

SPOTIO supports the following languages:

English

SPOTIO supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

SPOTIO integrates with the following applications:

Gmail, Google Authenticator, Google Calendar, Microsoft Entra Permissions Management, Microsoft Entra Verified ID, Microsoft Outlook, Okta, OneLogin, Salesforce Sales Cloud, Zapier

SPOTIO offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for SPOTIO.